Ratings by Wells Fargo (Finian O'Shea)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/5/2026 TriplePoint Venture Growth TPVG Maintain Underweight
(Underweight)
 
 
  Details
3/3/2026 Solar Capital SLRC Maintain Underweight
(Underweight)
 
 
  Details
3/3/2026 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/2/2026 MidCap Financial Investment Corp MFIC Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/2/2026 Goldman Sachs BDC, Inc. GSBD Maintain Underweight
(Underweight)
 
 
  Details
3/2/2026 TCP Capital TCPC Maintain Underweight
(Underweight)
 
 
  Details
2/27/2026 Crescent BDC CCAP Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/27/2026 Carlyle Secured Lending Inc CGBD Maintain Overweight
(Overweight)
 
 
  Details
2/26/2026 New Mountain Finance NMFC Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/23/2026 Barings BDC Inc. BBDC Maintain Overweight
(Overweight)
 
 
  Details
2/20/2026 Blue Owl Technology Finance Corp. OTF Maintain Overweight
(N/A)
 
 
  Details
2/17/2026 Sixth Street Specialty Lending TSLX Maintain Overweight
(Overweight)
 
 
  Details
2/13/2026 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
2/6/2026 Golub Capital BDC GBDC Maintain Overweight
(Overweight)
 
 
  Details
2/5/2026 Oaktree Specialty Lending Corp OCSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/5/2026 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
1/7/2026 Alumis Inc ALMS Maintain Overweight
(Overweight)
 
 
  Details
1/7/2026 Bain Capital Specialty Finance BCSF Downgrade Equal Weight
(Overweight)
14.02
(12.66)
-9.7% Details
1/7/2026 MidCap Financial Investment Corp MFIC Downgrade Equal Weight
(Overweight)
11.58
(10.40)
-10.19% Details
11/14/2025 Crescent BDC CCAP Maintain Equal Weight
(N/A)
 
 
  Details
11/12/2025 Bain Capital Specialty Finance BCSF Maintain Overweight
(Overweight)
 
 
  Details
11/10/2025 Goldman Sachs BDC, Inc. GSBD Maintain Underweight
(Underweight)
 
 
  Details
11/10/2025 TCP Capital TCPC Maintain Underweight
(Underweight)
 
 
  Details
11/10/2025 Barings BDC Inc. BBDC Maintain Overweight
(Overweight)
 
 
  Details
11/6/2025 Sixth Street Specialty Lending TSLX Maintain Overweight
(Overweight)
 
 
  Details
11/6/2025 Carlyle Secured Lending Inc CGBD Maintain Overweight
(Overweight)
 
 
  Details
10/31/2025 Hercules Capital Inc HTGC Maintain Overweight
(Overweight)
 
 
  Details
10/29/2025 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
10/6/2025 Blue Owl Technology Finance Corp. OTF Upgrade Overweight
(Equal Weight)
14.30
(11.82)
-17.34% Details
8/28/2025 Prospect Capital Corporation PSEC Maintain Underweight
(Underweight)
 
 
  Details
8/12/2025 Trinity Capital Inc. TRIN Maintain Underweight
(Underweight)
 
 
  Details
8/12/2025 Solar Capital SLRC Maintain Underweight
(Underweight)
 
 
  Details
8/12/2025 CION Investment Corp. CION Maintain Underweight
(Underweight)
 
 
  Details
8/12/2025 TCP Capital TCPC Maintain Underweight
(Underweight)
 
 
  Details
8/11/2025 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(Equal Weight)
 
 
  Details
8/11/2025 Barings BDC Inc. BBDC Maintain Overweight
(Overweight)
 
 
  Details
8/1/2025 Sixth Street Specialty Lending TSLX Maintain Overweight
(Overweight)
 
 
  Details
7/30/2025 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
7/25/2025 Carlyle Secured Lending Inc CGBD Upgrade Overweight
(Equal Weight)
13.96
(11.02)
-21.06% Details
6/27/2025 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
6/13/2025 Blue Owl Technology Finance Corp. OTF New Coverage Equal Weight
(N/A)
0.00
(11.82)
0% Details
5/28/2025 Runway Grouwth Finance Corp. RWAY Downgrade Equal Weight
(Overweight)
9.83
(7.88)
-19.84% Details
5/28/2025 Barings BDC Inc. BBDC Upgrade Overweight
(Equal Weight)
9.24
(8.23)
-10.93% Details
5/16/2025 Crescent BDC CCAP Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/12/2025 Prospect Capital Corporation PSEC Maintain Underweight
(Underweight)
 
 
  Details
5/12/2025 Barings BDC Inc. BBDC Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/9/2025 Blue Owl Capital Corp. OBDC Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/8/2025 Carlyle Secured Lending Inc CGBD Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/2/2025 Sixth Street Specialty Lending TSLX Maintain Overweight
(Overweight)
 
 
  Details
5/2/2025 Oaktree Specialty Lending Corp OCSL Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/30/2025 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
3/17/2025 Blue Owl Capital Corp. OBDC Upgrade Equal Weight
(Underweight)
14.40
(11.47)
-20.35% Details
3/17/2025 TriplePoint Venture Growth TPVG Downgrade Underweight
(Equal Weight)
7.38
(5.27)
-28.59% Details
3/17/2025 CION Investment Corp. CION Downgrade Underweight
(Equal Weight)
11.37
(7.95)
-30.08% Details
3/3/2025 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/28/2025 Trinity Capital Inc. TRIN Maintain Underweight
(Underweight)
 
 
  Details
2/28/2025 TCP Capital TCPC Maintain Underweight
(Underweight)
 
 
  Details
2/27/2025 MidCap Financial Investment Corp MFIC Maintain Overweight
(Overweight)
 
 
  Details
2/21/2025 Crescent BDC CCAP Maintain Equal Weight
(Equal Weight)
 
 
  Details
2/6/2025 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
2/5/2025 Oaktree Specialty Lending Corp OCSL Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2025 TPG Specialty Lending TSLX Maintain Overweight
(Overweight)
 
 
  Details
1/29/2025 Runway Grouwth Finance Corp. RWAY Maintain Overweight
(Overweight)
 
 
  Details
1/29/2025 MidCap Financial Investment Corp MFIC Maintain Overweight
(Overweight)
 
 
  Details
1/29/2025 Crescent BDC CCAP Maintain Equal Weight
(Equal Weight)
 
 
  Details
1/29/2025 TCG BDC, Inc. CGBD Maintain Equal Weight
(Equal Weight)
 
 
  Details
1/29/2025 Bain Capital Specialty Finance BCSF Maintain Overweight
(Overweight)
 
 
  Details
1/29/2025 Ares Capital ARCC Maintain Overweight
(Overweight)
 
 
  Details
12/12/2024 Ares Capital ARCC Upgrade Overweight
(Equal Weight)
22.12
(18.74)
-15.28% Details
12/2/2024 Runway Grouwth Finance Corp. RWAY Upgrade Overweight
(Equal Weight)
10.41
(7.88)
-24.3% Details
12/2/2024 Ares Capital ARCC Upgrade Overweight
(Equal Weight)
22.15
(18.74)
-15.4% Details
12/2/2024 Trinity Capital Inc. TRIN Downgrade Underweight
(Equal Weight)
14.67
(14.91)
1.64% Details
11/19/2024 TriplePoint Venture Growth TPVG Maintain Equal Weight
(N/A)
 
 
  Details
11/12/2024 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
11/11/2024 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
11/7/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
11/7/2024 TCP Capital TCPC Maintain Underweight
(N/A)
 
 
  Details
10/29/2024 TriplePoint Venture Growth TPVG Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
10/29/2024 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 Oaktree Specialty Lending Corp OCSL Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
10/29/2024 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
10/29/2024 TCP Capital TCPC Maintain Underweight
(N/A)
 
 
  Details
8/30/2024 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
8/26/2024 TCP Capital TCPC Downgrade Underweight
(Equal Weight)
9.35
(3.82)
-59.14% Details
8/26/2024 Oaktree Specialty Lending Corp OCSL Downgrade Equal Weight
(Overweight)
17.02
(11.46)
-32.67% Details
8/14/2024 Crescent BDC CCAP Maintain Equal Weight
(N/A)
 
 
  Details
8/12/2024 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
8/12/2024 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
8/12/2024 Goldman Sachs BDC, Inc. GSBD Upgrade Equal Weight
(Underweight)
13.70
(9.35)
-31.75% Details
8/9/2024 TriplePoint Venture Growth TPVG Upgrade Equal Weight
(Underweight)
7.47
(5.27)
-29.45% Details
8/9/2024 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
8/8/2024 Bain Capital Specialty Finance BCSF Maintain Overweight
(N/A)
 
 
  Details
8/7/2024 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
8/6/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
8/2/2024 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
8/2/2024 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
7/26/2024 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
7/26/2024 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
7/26/2024 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
7/26/2024 Crescent BDC CCAP Maintain Equal Weight
(N/A)
 
 
  Details
7/26/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
7/26/2024 Barings BDC Inc. BBDC Maintain Equal Weight
(N/A)
 
 
  Details
7/26/2024 Bain Capital Specialty Finance BCSF Maintain Overweight
(N/A)
 
 
  Details
5/29/2024 TriplePoint Venture Growth TPVG Downgrade Underweight
(Equal Weight)
9.39
(5.27)
-43.88% Details
5/29/2024 Goldman Sachs BDC, Inc. GSBD Downgrade Underweight
(Equal Weight)
15.18
(9.35)
-38.41% Details
5/29/2024 Bain Capital Specialty Finance BCSF Upgrade Overweight
(Equal Weight)
16.08
(12.66)
-21.27% Details
5/13/2024 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
5/13/2024 Crescent BDC CCAP Maintain Equal Weight
(N/A)
 
 
  Details
5/8/2024 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
5/8/2024 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
5/3/2024 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
4/29/2024 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
4/29/2024 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
4/29/2024 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
4/29/2024 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
4/29/2024 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
4/29/2024 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
4/29/2024 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
4/29/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
4/29/2024 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
4/29/2024 Ares Capital ARCC Maintain Equal Weight
(N/A)
 
 
  Details
3/7/2024 TriplePoint Venture Growth TPVG Maintain Equal Weight
(N/A)
 
 
  Details
3/7/2024 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
3/7/2024 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
2/28/2024 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
2/12/2024 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
2/9/2024 T. Rowe Price TROW Maintain Underweight
(N/A)
 
 
  Details
2/7/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
2/2/2024 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
1/29/2024 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
1/29/2024 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
1/29/2024 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
1/29/2024 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
1/29/2024 Hercules Capital Inc HTGC Maintain Overweight
(N/A)
 
 
  Details
1/29/2024 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Crescent BDC CCAP Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Barings BDC Inc. BBDC Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2024 Ares Capital ARCC Maintain Equal Weight
(N/A)
 
 
  Details
1/24/2024 Invesco IVZ Maintain Overweight
(N/A)
 
 
  Details
1/22/2024 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
1/8/2024 Franklin Resources BEN Upgrade Equal Weight
(Underweight)
28.88
(26.24)
-9.14% Details
1/8/2024 T. Rowe Price TROW Downgrade Underweight
(Equal Weight)
106.17
(90.40)
-14.85% Details
11/30/2023 KKR KKR Maintain Overweight
(N/A)
 
 
  Details
11/15/2023 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/13/2023 Crescent BDC CCAP Downgrade Equal Weight
(Overweight)
17.01
(12.98)
-23.69% Details
11/13/2023 Barings BDC Inc. BBDC Downgrade Equal Weight
(Overweight)
8.94
(8.23)
-7.94% Details
11/10/2023 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
11/10/2023 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
11/10/2023 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
11/8/2023 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
11/6/2023 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
10/30/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
10/12/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
10/12/2023 Invesco IVZ Maintain Overweight
(N/A)
 
 
  Details
10/12/2023 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
10/4/2023 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
8/11/2023 Barings BDC Inc. BBDC Maintain Overweight
(N/A)
 
 
  Details
8/10/2023 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
8/10/2023 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
8/10/2023 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
8/9/2023 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
8/9/2023 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
8/4/2023 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
8/3/2023 Janus Henderson Group JHG Maintain Underweight
(N/A)
 
 
  Details
7/31/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 TriplePoint Venture Growth TPVG Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
7/19/2023 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
7/19/2023 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
7/19/2023 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
7/19/2023 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
7/19/2023 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
7/19/2023 Ares Capital ARCC Maintain Equal Weight
(N/A)
 
 
  Details
7/14/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
7/13/2023 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
6/1/2023 Franklin Resources BEN Maintain Underweight
(N/A)
 
 
  Details
5/12/2023 Owl Rock ORCC Maintain Underweight
(N/A)
 
 
  Details
5/11/2023 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
5/11/2023 Bain Capital Specialty Finance BCSF Upgrade Equal Weight
(Underweight)
11.97
(12.66)
5.76% Details
5/10/2023 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
5/10/2023 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
5/8/2023 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
5/8/2023 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
5/5/2023 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
5/4/2023 TriplePoint Venture Growth TPVG Downgrade Equal Weight
(Overweight)
10.73
(5.27)
-50.89% Details
5/3/2023 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
5/3/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
4/18/2023 Runway Grouwth Finance Corp. RWAY Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
4/18/2023 Owl Rock ORCC Maintain Underweight
(N/A)
 
 
  Details
4/18/2023 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 New Mountain Finance NMFC Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Golub Capital BDC GBDC Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 CION Investment Corp. CION Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
4/18/2023 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
4/18/2023 Barings BDC Inc. BBDC Maintain Overweight
(N/A)
 
 
  Details
4/18/2023 Ares Capital ARCC Maintain Equal Weight
(N/A)
 
 
  Details
4/10/2023 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
4/5/2023 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
3/17/2023 CION Investment Corp. CION Maintain Overweight
(N/A)
 
 
  Details
3/3/2023 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
3/3/2023 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
3/1/2023 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
3/1/2023 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
2/27/2023 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
2/27/2023 Barings BDC Inc. BBDC Maintain Overweight
(N/A)
 
 
  Details
2/23/2023 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
2/13/2023 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
2/10/2023 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
2/3/2023 Janus Henderson Group JHG Maintain Underweight
(N/A)
 
 
  Details
1/27/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
1/25/2023 Invesco IVZ Maintain Overweight
(N/A)
 
 
  Details
1/13/2023 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
12/14/2022 T. Rowe Price TROW New Coverage Equal Weight
(N/A)
123.47
(90.40)
-26.78% Details
12/14/2022 Janus Henderson Group JHG New Coverage Overweight
(N/A)
26.14
(51.36)
96.48% Details
12/14/2022 Franklin Resources BEN New Coverage Underweight
(N/A)
27.70
(26.24)
-5.27% Details
12/14/2022 Invesco IVZ New Coverage Overweight
(N/A)
19.61
(23.67)
20.7% Details
12/14/2022 BlackRock BLK New Coverage Overweight
(N/A)
724.15
(955.45)
31.94% Details
11/23/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
11/16/2022 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/14/2022 Barings BDC Inc. BBDC Maintain Overweight
(N/A)
 
 
  Details
11/11/2022 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
11/10/2022 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
11/10/2022 Carlyle Secured Lending CGBD Maintain Equal Weight
(N/A)
 
 
  Details
11/7/2022 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
11/4/2022 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
11/4/2022 Owl Rock ORCC Maintain Underweight
(N/A)
 
 
  Details
11/4/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
10/26/2022 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Trinity Capital Inc. TRIN Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2022 TPG Specialty Lending TSLX Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Solar Capital SLRC Maintain Underweight
(N/A)
 
 
  Details
10/24/2022 Runway Grouwth Finance Corp. RWAY Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Prospect Capital Corporation PSEC Maintain Underweight
(N/A)
 
 
  Details
10/24/2022 Owl Rock ORCC Maintain Underweight
(N/A)
 
 
  Details
10/24/2022 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 MidCap Financial Investment Corp MFIC Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2022 TCG BDC, Inc. CGBD Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 CION Investment Corp. CION Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2022 Barings BDC Inc. BBDC Maintain Overweight
(N/A)
 
 
  Details
10/24/2022 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
10/24/2022 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
8/12/2022 CION Investment Corp. CION Maintain Overweight
(N/A)
 
 
  Details
8/11/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
8/8/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
8/3/2022 Apollo Investment AINV Upgrade Overweight
(Equal Weight)
11.58
(13.65)
17.88% Details
7/29/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
7/25/2022 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
7/25/2022 Trinity Capital Inc. TRIN Downgrade Equal Weight
(Overweight)
15.02
(14.91)
-0.73% Details
7/25/2022 Solar Capital SLRC Downgrade Underweight
(Equal Weight)
14.50
(14.49)
-0.07% Details
7/25/2022 Owl Rock ORCC Downgrade Underweight
(Equal Weight)
12.71
(13.48)
6.06% Details
7/25/2022 CION Investment Corp. CION Upgrade Overweight
(Equal Weight)
8.59
(7.95)
-7.45% Details
7/25/2022 Bain Capital Specialty Finance BCSF Downgrade Underweight
(Equal Weight)
14.20
(12.66)
-10.85% Details
5/12/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
5/10/2022 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
5/6/2022 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
5/5/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
5/5/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
5/5/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
4/25/2022 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
4/25/2022 Ares Capital ARCC Maintain
(N/A)
 
 
  Details
3/3/2022 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
2/25/2022 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
2/24/2022 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
2/2/2022 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
2/2/2022 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
12/1/2021 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
11/17/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/8/2021 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
10/27/2021 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 TriplePoint Venture Growth TPVG Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Trinity Capital Inc. TRIN Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
10/25/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Ares Capital ARCC Maintain Overweight
(N/A)
 
 
  Details
10/25/2021 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details
8/6/2021 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
8/6/2021 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
8/6/2021 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
8/3/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
7/2/2021 Bain Capital Specialty Finance BCSF Maintain Equal Weight
(N/A)
 
 
  Details
5/24/2021 Apollo Investment AINV Downgrade Equal Weight
(Overweight)
14.62
(13.65)
-6.63% Details
5/12/2021 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
5/10/2021 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
5/10/2021 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
5/7/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
5/6/2021 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
5/6/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
5/3/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
4/30/2021 Hercules Technology Growth Capital HTGC Maintain Overweight
(N/A)
 
 
  Details
3/5/2021 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
3/2/2021 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
3/1/2021 Bain Capital Specialty Finance BCSF Upgrade Equal Weight
(Underweight)
13.99
(12.66)
-9.51% Details
2/26/2021 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
2/26/2021 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
2/25/2021 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
12/16/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
12/16/2020 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
12/16/2020 Apollo Investment AINV Maintain Overweight
(N/A)
 
 
  Details
11/20/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
11/10/2020 Solar Capital SLRC Downgrade Equal Weight
(Overweight)
16.75
(14.49)
-13.49% Details
11/10/2020 Apollo Investment AINV Upgrade Overweight
(Underweight)
8.57
(13.65)
59.28% Details
11/5/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
11/3/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
9/30/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 TCG BDC, Inc. CGBD Maintain Equal Weight
(N/A)
 
 
  Details
9/11/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
9/11/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
8/13/2020 Goldman Sachs BDC, Inc. GSBD Maintain Overweight
(N/A)
 
 
  Details
8/11/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
8/7/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
8/6/2020 TCG BDC, Inc. CGBD Upgrade Equal Weight
(Underweight)
8.36
(11.02)
31.82% Details
5/22/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
5/20/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
5/11/2020 Solar Capital SLRC Maintain Overweight
(N/A)
 
 
  Details
5/11/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
5/7/2020 TCG BDC, Inc. CGBD Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Oaktree Specialty Lending Corp OCSL Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 TCP Capital TCPC Maintain Equal Weight
(N/A)
 
 
  Details
3/25/2020 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
3/25/2020 Bain Capital Specialty Finance BCSF Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Apollo Investment AINV Maintain Underweight
(N/A)
 
 
  Details
3/25/2020 Solar Capital SLRC Upgrade Overweight
(Equal Weight)
8.28
(14.49)
75% Details
3/25/2020 Goldman Sachs BDC, Inc. GSBD Upgrade Overweight
(Equal Weight)
9.50
(9.35)
-1.58% Details
3/9/2020 BlackRock Capital Investment Corporation BKCC Maintain Overweight
(N/A)
 
 
  Details
1/15/2020 New Mountain Finance NMFC Maintain Overweight
(N/A)
 
 
  Details
1/15/2020 Oaktree Specialty Lending Corp OCSL Upgrade Overweight
(Equal Weight)
5.49
(11.46)
108.74% Details
1/15/2020 Bain Capital Specialty Finance BCSF Downgrade Underweight
(Equal Weight)
19.91
(12.66)
-36.41% Details
1/15/2020 TCP Capital TCPC Downgrade Equal Weight
(Overweight)
14.16
(3.82)
-73.02% Details
11/6/2019 Solar Capital SLRC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Owl Rock ORCC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Golub Capital BDC GBDC Maintain Overweight
(N/A)
 
 
  Details
10/10/2019 Goldman Sachs BDC, Inc. GSBD Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 TCP Capital TCPC Maintain Overweight
(N/A)
 
 
  Details
10/10/2019 BlackRock Capital Investment Corporation BKCC Maintain Equal Weight
(N/A)
 
 
  Details
10/10/2019 Apollo Investment AINV Maintain Equal Weight
(N/A)
 
 
  Details