Ratings by Wells Fargo (Michael Brown)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
8/8/2025 Blue Owl Capital OWL Maintain Equal Weight
(N/A)
 
 
  Details
7/16/2025 JPMorgan JPM Maintain Overweight
(N/A)
 
 
  Details
7/16/2025 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
7/15/2025 Lazard LAZ Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Charles Schwab Corp. SCHW Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Stifel Financial SF Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Raymond James RJF Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Moelis MC Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Lazard LAZ Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 LPL Financial Holdings LPLA Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Houlihan Lokey HLI Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Evercore Partners EVR Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 The Carlyle Group LP CG Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 TPG Inc. TPG Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 T. Rowe Price TROW Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Janus Henderson Group JHG Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Franklin Resources BEN Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 The Blackstone Group BX Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/11/2025 Ares Management, L.P. ARES Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
7/11/2025 Invesco IVZ Upgrade Equal Weight
(Underweight)
17.40
(28.68)
64.83% Details
7/8/2025 Goldman Sachs GS Maintain Overweight
(Overweight)
 
 
  Details
7/8/2025 Morgan Stanley MS Maintain Equal Weight
(Equal Weight)
 
 
  Details
7/3/2025 BlackRock BLK Maintain Overweight
(Overweight)
 
 
  Details
6/10/2025 JPMorgan JPM Maintain Overweight
(N/A)
 
 
  Details
6/4/2025 BlackRock BLK Maintain Overweight
(Overweight)
 
 
  Details
5/30/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 The Carlyle Group LP CG Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 TPG Inc. TPG Maintain Overweight
(Overweight)
 
 
  Details
5/23/2025 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
5/23/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 Bridge Investment Group BRDG Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 Blue Owl Capital OWL Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 The Blackstone Group BX Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/23/2025 Ares Management, L.P. ARES Maintain Overweight
(Overweight)
 
 
  Details
5/23/2025 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
5/9/2025 LPL Financial Holdings LPLA Maintain Overweight
(Overweight)
 
 
  Details
5/9/2025 The Carlyle Group LP CG Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/9/2025 Bridge Investment Group BRDG Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/8/2025 Houlihan Lokey HLI Maintain Overweight
(Overweight)
 
 
  Details
5/8/2025 TPG Inc. TPG Maintain Overweight
(Overweight)
 
 
  Details
5/6/2025 Ares Management, L.P. ARES Maintain Overweight
(Overweight)
 
 
  Details
5/5/2025 Franklin Resources BEN Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/2/2025 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
5/2/2025 Janus Henderson Group JHG Maintain Equal Weight
(Equal Weight)
 
 
  Details
5/2/2025 Blue Owl Capital OWL Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/24/2025 Stifel Financial SF Maintain Overweight
(Overweight)
 
 
  Details
4/24/2025 Moelis MC Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/15/2025 Goldman Sachs GS Maintain Overweight
(Overweight)
 
 
  Details
4/14/2025 Morgan Stanley MS Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/14/2025 BlackRock BLK Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Charles Schwab Corp. SCHW Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Stifel Financial SF Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Raymond James RJF Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Moelis MC Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 LPL Financial Holdings LPLA Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Lazard LAZ Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Houlihan Lokey HLI Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Evercore Partners EVR Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 The Carlyle Group LP CG Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 TPG Inc. TPG Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 T. Rowe Price TROW Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Janus Henderson Group JHG Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Invesco IVZ Maintain Underweight
(Underweight)
 
 
  Details
4/8/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Franklin Resources BEN Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Bridge Investment Group BRDG Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Blue Owl Capital OWL Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 The Blackstone Group BX Maintain Equal Weight
(Equal Weight)
 
 
  Details
4/8/2025 Ares Management, L.P. ARES Maintain Overweight
(Overweight)
 
 
  Details
4/8/2025 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
4/4/2025 BlackRock BLK Maintain Overweight
(Overweight)
 
 
  Details
4/1/2025 LPL Financial Holdings LPLA Maintain Overweight
(Overweight)
 
 
  Details
4/1/2025 KKR KKR Maintain Overweight
(Overweight)
 
 
  Details
3/28/2025 Goldman Sachs GS Maintain Overweight
(Overweight)
 
 
  Details
3/28/2025 Morgan Stanley MS Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 The Carlyle Group LP CG Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 TPG Inc. TPG Maintain Overweight
(Overweight)
 
 
  Details
3/20/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 Bridge Investment Group BRDG Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 Blue Owl Capital OWL Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 The Blackstone Group BX Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/20/2025 Ares Management, L.P. ARES Maintain Overweight
(Overweight)
 
 
  Details
3/20/2025 Apollo Global Management APO Maintain Overweight
(Overweight)
 
 
  Details
3/20/2025 KKR KKR Upgrade Overweight
(Equal Weight)
116.54
(93.04)
-20.16% Details
3/11/2025 Moelis MC Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/11/2025 Lazard LAZ Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/11/2025 Evercore Partners EVR Maintain Equal Weight
(Equal Weight)
 
 
  Details
3/11/2025 Houlihan Lokey HLI Upgrade Overweight
(Underweight)
154.43
(137.38)
-11.04% Details
2/27/2025 Bridge Investment Group BRDG Downgrade Equal Weight
(Overweight)
10.28
(9.60)
-6.61% Details
2/19/2025 Goldman Sachs GS Maintain Overweight
(N/A)
 
 
  Details
2/12/2025 The Carlyle Group LP CG Maintain Equal Weight
(N/A)
 
 
  Details
2/7/2025 JPMorgan JPM Maintain Overweight
(N/A)
 
 
  Details
2/6/2025 Moelis MC Maintain Equal Weight
(N/A)
 
 
  Details
2/6/2025 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
2/6/2025 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
2/5/2025 KKR KKR Maintain Equal Weight
(N/A)
 
 
  Details
2/5/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(N/A)
 
 
  Details
2/5/2025 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
2/3/2025 Janus Henderson Group JHG Maintain Equal Weight
(N/A)
 
 
  Details
2/3/2025 Franklin Resources BEN Maintain Equal Weight
(N/A)
 
 
  Details
1/31/2025 Lazard LAZ Maintain Equal Weight
(N/A)
 
 
  Details
1/31/2025 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
1/30/2025 Stifel Financial SF Maintain Overweight
(N/A)
 
 
  Details
1/30/2025 Raymond James RJF Maintain Equal Weight
(N/A)
 
 
  Details
1/29/2025 Houlihan Lokey HLI Maintain Underweight
(Underweight)
 
 
  Details
1/29/2025 Invesco IVZ Maintain Underweight
(Underweight)
 
 
  Details
1/22/2025 Charles Schwab Corp. SCHW Upgrade Overweight
(Equal Weight)
80.93
(88.76)
9.68% Details
1/16/2025 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
1/14/2025 Charles Schwab Corp. SCHW Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Stifel Financial SF Maintain Overweight
(N/A)
 
 
  Details
1/14/2025 Raymond James RJF Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Moelis MC Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Lazard LAZ Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Houlihan Lokey HLI Maintain Underweight
(N/A)
 
 
  Details
1/14/2025 Evercore Partners EVR Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 TPG Inc. TPG Maintain Overweight
(N/A)
 
 
  Details
1/14/2025 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 KKR KKR Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Janus Henderson Group JHG Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Invesco IVZ Maintain Underweight
(N/A)
 
 
  Details
1/14/2025 Hamilton Lane Inc. HLNE Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Franklin Resources BEN Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
1/14/2025 Blue Owl Capital OWL Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 The Blackstone Group BX Maintain Equal Weight
(N/A)
 
 
  Details
1/14/2025 Ares Management, L.P. ARES Maintain Overweight
(N/A)
 
 
  Details
1/14/2025 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
1/7/2025 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
12/12/2024 Charles Schwab Corp. SCHW Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Moelis MC Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Lazard LAZ Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
12/12/2024 Houlihan Lokey HLI Maintain Underweight
(N/A)
 
 
  Details
12/12/2024 Evercore Partners EVR Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 The Carlyle Group LP CG Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 TPG Inc. TPG Maintain Overweight
(N/A)
 
 
  Details
12/12/2024 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 KKR KKR Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Janus Henderson Group JHG Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Hamilton Lane Inc. HLNE Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Franklin Resources BEN Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Blue Owl Capital OWL Maintain Equal Weight
(N/A)
 
 
  Details
12/12/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
12/12/2024 Raymond James RJF Downgrade Equal Weight
(Overweight)
161.51
(157.42)
-2.53% Details
12/12/2024 The Blackstone Group BX Downgrade Equal Weight
(Overweight)
192.41
(117.06)
-39.16% Details
11/15/2024 Goldman Sachs GS Maintain Overweight
(N/A)
 
 
  Details
11/15/2024 Morgan Stanley MS Maintain Equal Weight
(N/A)
 
 
  Details
11/15/2024 JPMorgan JPM Maintain Overweight
(N/A)
 
 
  Details
11/15/2024 Citi C Maintain Overweight
(N/A)
 
 
  Details
11/15/2024 Bank of America BAC Maintain Overweight
(N/A)
 
 
  Details
11/8/2024 The Carlyle Group LP CG Maintain Equal Weight
(N/A)
 
 
  Details
11/8/2024 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
11/7/2024 Hamilton Lane Inc. HLNE Maintain Equal Weight
(N/A)
 
 
  Details
11/6/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
11/5/2024 TPG Inc. TPG Maintain Overweight
(N/A)
 
 
  Details
11/5/2024 Franklin Resources BEN Maintain Equal Weight
(N/A)
 
 
  Details
11/4/2024 Ares Management, L.P. ARES Maintain Equal Weight
(N/A)
 
 
  Details
10/31/2024 LPL Financial Holdings LPLA Maintain Overweight
(N/A)
 
 
  Details
10/31/2024 Houlihan Lokey HLI Maintain Underweight
(N/A)
 
 
  Details
10/25/2024 KKR KKR Maintain Equal Weight
(N/A)
 
 
  Details
10/24/2024 Stifel Financial SF Maintain Overweight
(N/A)
 
 
  Details
10/24/2024 Raymond James RJF Maintain Overweight
(N/A)
 
 
  Details
10/24/2024 Evercore Partners EVR Maintain Equal Weight
(N/A)
 
 
  Details
10/18/2024 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/17/2024 Morgan Stanley MS Maintain Underweight
(N/A)
 
 
  Details
10/16/2024 Charles Schwab Corp. SCHW Maintain Equal Weight
(N/A)
 
 
  Details
10/16/2024 Goldman Sachs GS Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 Stifel Financial SF Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 Raymond James RJF Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 The Carlyle Group LP CG Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 TPG Inc. TPG Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 T. Rowe Price TROW Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 KKR KKR Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 Janus Henderson Group JHG Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 Invesco IVZ Maintain Underweight
(N/A)
 
 
  Details
10/9/2024 Hamilton Lane Inc. HLNE Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 Franklin Resources BEN Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 Bridge Investment Group BRDG Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 Blue Owl Capital OWL Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 The Blackstone Group BX Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 BlackRock BLK Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 Ares Management, L.P. ARES Maintain Equal Weight
(N/A)
 
 
  Details
10/9/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
10/9/2024 LPL Financial Holdings LPLA Upgrade Overweight
(Equal Weight)
238.71
(269.19)
12.77% Details
10/2/2024 Apollo Global Management APO Maintain Overweight
(N/A)
 
 
  Details
9/12/2024 Blue Owl Capital OWL New Coverage Equal Weight
(N/A)
16.73
(9.67)
-42.2% Details
9/12/2024 Hamilton Lane Inc. HLNE New Coverage Equal Weight
(N/A)
148.57
(82.72)
-44.32% Details
9/12/2024 The Carlyle Group LP CG New Coverage Equal Weight
(N/A)
37.81
(39.06)
3.31% Details
9/12/2024 KKR KKR New Coverage Equal Weight
(N/A)
118.06
(93.04)
-21.19% Details
9/12/2024 Janus Henderson Group JHG New Coverage Equal Weight
(N/A)
35.65
(51.95)
45.72% Details
9/12/2024 Ares Management, L.P. ARES New Coverage Equal Weight
(N/A)
140.09
(123.82)
-11.61% Details
9/12/2024 Lazard LAZ New Coverage Equal Weight
(N/A)
46.57
(38.47)
-17.39% Details
9/12/2024 TPG Inc. TPG New Coverage Overweight
(N/A)
50.18
(44.59)
-11.14% Details
9/12/2024 Moelis MC New Coverage Equal Weight
(N/A)
63.45
(58.30)
-8.12% Details
9/12/2024 LPL Financial Holdings LPLA New Coverage Equal Weight
(N/A)
209.48
(269.19)
28.5% Details
9/12/2024 Evercore Partners EVR New Coverage Equal Weight
(N/A)
233.88
(292.38)
25.01% Details
9/12/2024 JPMorgan JPM New Coverage Overweight
(N/A)
205.56
(339.30)
65.06% Details
9/12/2024 Citi C New Coverage Overweight
(N/A)
57.95
(124.11)
114.17% Details
9/12/2024 Bank of America BAC New Coverage Overweight
(N/A)
39.28
(50.85)
29.46% Details
9/12/2024 Houlihan Lokey HLI New Coverage Underweight
(N/A)
152.74
(137.38)
-10.06% Details
9/12/2024 Stifel Financial SF New Coverage Overweight
(N/A)
83.82
(66.88)
-20.21% Details
9/12/2024 Goldman Sachs GS New Coverage Overweight
(N/A)
467.13
(925.17)
98.05% Details
9/12/2024 Bridge Investment Group BRDG New Coverage Overweight
(N/A)
7.96
(9.60)
20.6% Details
9/12/2024 Apollo Global Management APO New Coverage Overweight
(N/A)
106.74
(113.45)
6.29% Details
9/12/2024 Morgan Stanley MS New Coverage Underweight
(N/A)
96.62
(190.13)
96.78% Details
9/12/2024 Charles Schwab Corp. SCHW New Coverage Equal Weight
(N/A)
63.06
(88.76)
40.75% Details
9/12/2024 Raymond James RJF New Coverage Overweight
(N/A)
116.31
(157.42)
35.35% Details
9/12/2024 The Blackstone Group BX New Coverage Overweight
(N/A)
142.21
(117.06)
-17.69% Details
9/12/2024 T. Rowe Price TROW New Coverage Equal Weight
(N/A)
103.74
(104.00)
0.25% Details
9/12/2024 Franklin Resources BEN New Coverage Equal Weight
(N/A)
19.50
(31.73)
62.72% Details
9/12/2024 Invesco IVZ New Coverage Underweight
(N/A)
15.87
(28.68)
80.72% Details
9/12/2024 BlackRock BLK New Coverage Overweight
(N/A)
883.83
(1157.88)
31.01% Details