Ratings by Credit Suisse (Bill Katz)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/19/2023 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2023 | AllianceBernstein | AB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | Janus Henderson Group | JHG | Upgrade | Neutral (Underperform) |
26.55 (51.93) |
95.59% | Details | |
| 5/5/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2023 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | AllianceBernstein | AB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | LPL Investment | LPLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 4/18/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/13/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | LPL Investment | LPLA | Downgrade | Neutral (Outperform) |
198.94 (268.75) |
35.09% | Details | |
| 3/29/2023 | Invesco | IVZ | Upgrade | Neutral (Underperform) |
15.34 (26.16) |
70.53% | Details | |
| 3/20/2023 | Charles Schwab Corp. | SCHW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/15/2023 | Charles Schwab Corp. | SCHW | Upgrade | Outperform (Neutral) |
51.91 (90.67) |
74.67% | Details | |
| 3/1/2023 | Sculptor Capital Mgmt. | SCU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | TPG Inc. | TPG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | AllianceBernstein | AB | Upgrade | Outperform (Neutral) |
40.03 (35.86) |
-10.42% | Details | |
| 2/9/2023 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 2/2/2023 | Artisan Partners Asset Management | APAM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2023 | Charles Schwab Corp. | SCHW | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | T. Rowe Price | TROW | Maintain | Underperform (N/A) |
|
Details | ||
| 1/26/2023 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2023 | BlackRock | BLK | Maintain | Neutral (N/A) |
|
Details | ||
| 1/3/2023 | The Blackstone Group | BX | Maintain | Underperform (N/A) |
|
Details | ||
| 11/22/2022 | The Blackstone Group | BX | Downgrade | Underperform (Neutral) |
91.68 (115.40) |
25.87% | Details | |
| 11/21/2022 | Sculptor Capital Mgmt. | SCU | Upgrade | Outperform (Neutral) |
9.95 (12.72) |
27.84% | Details | |
| 11/15/2022 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2022 | Sculptor Capital Mgmt. | SCU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2022 | Affiliated Managers Group | AMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | KKR | KKR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | Franklin Resources | BEN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2022 | LPL Investment | LPLA | Upgrade | Outperform (Neutral) |
255.65 (268.75) |
5.12% | Details | |
| 11/1/2022 | Charles Schwab Corp. | SCHW | Downgrade | Neutral (Outperform) |
80.19 (51.91) |
-35.27% | Details | |
| 10/28/2022 | AllianceBernstein | AB | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Janus Henderson Group | JHG | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2022 | Invesco | IVZ | Downgrade | Underperform (Neutral) |
15.05 (26.16) |
73.82% | Details | |
| 10/19/2022 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
67.43 (90.67) |
34.47% | Details | |
| 10/19/2022 | Raymond James | RJF | New Coverage | Neutral (N/A) |
100.87 (149.94) |
48.65% | Details | |
| 10/19/2022 | LPL Investment | LPLA | New Coverage | Neutral (N/A) |
238.00 (268.75) |
12.92% | Details | |
| 10/19/2022 | TPG Inc. | TPG | New Coverage | Neutral (N/A) |
28.16 (39.69) |
40.94% | Details | |
| 10/19/2022 | Sculptor Capital Mgmt. | SCU | New Coverage | Neutral (N/A) |
9.16 (12.72) |
38.86% | Details | |
| 10/19/2022 | Blue Owl Capital | OWl | New Coverage | Neutral (N/A) |
9.18 (8.57) |
-6.64% | Details | |
| 10/19/2022 | KKR | KKR | New Coverage | Neutral (N/A) |
45.18 (90.13) |
99.49% | Details | |
| 10/19/2022 | GCM Grosvenor Inc. | GCMG | New Coverage | Outperform (N/A) |
7.40 (12.34) |
66.76% | Details | |
| 10/19/2022 | The Carlyle Group LP | CG | New Coverage | Outperform (N/A) |
26.40 (41.40) |
56.82% | Details | |
| 10/19/2022 | The Blackstone Group | BX | New Coverage | Neutral (N/A) |
88.23 (115.40) |
30.79% | Details | |
| 10/19/2022 | Bridge Investment Group | BRDG | New Coverage | Neutral (N/A) |
14.89 (9.60) |
-35.53% | Details | |
| 10/19/2022 | Apollo Global Management | APO | New Coverage | Outperform (N/A) |
48.92 (118.29) |
141.8% | Details | |
| 10/19/2022 | T. Rowe Price | TROW | New Coverage | Underperform (N/A) |
102.80 (110.27) |
7.27% | Details | |
| 10/19/2022 | Janus Henderson Group | JHG | New Coverage | Underperform (N/A) |
21.26 (51.93) |
144.26% | Details | |
| 10/19/2022 | Invesco | IVZ | New Coverage | Neutral (N/A) |
14.71 (26.16) |
77.84% | Details | |
| 10/19/2022 | BlackRock | BLK | New Coverage | Neutral (N/A) |
569.25 (964.71) |
69.47% | Details | |
| 10/19/2022 | Franklin Resources | BEN | New Coverage | Neutral (N/A) |
22.23 (33.21) |
49.39% | Details | |
| 10/19/2022 | Artisan Partners Asset Management | APAM | New Coverage | Neutral (N/A) |
27.31 (35.57) |
30.25% | Details | |
| 10/19/2022 | Affiliated Managers Group | AMG | New Coverage | Outperform (N/A) |
118.47 (341.98) |
188.66% | Details | |
| 10/19/2022 | AllianceBernstein | AB | New Coverage | Neutral (N/A) |
34.23 (35.86) |
4.76% | Details |
