Ratings by Wells Fargo (Michael Brown)
| Date | Company | Symbol | 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 (32.28) |
85.52% | 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 (101.08) |
-13.27% | 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 (136.61) |
-11.54% | 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 (107.25) |
32.52% | 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 (173.46) |
7.4% | Details | |
| 12/12/2024 | The Blackstone Group | BX | Downgrade | Equal Weight (Overweight) |
192.41 (128.51) |
-33.21% | 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 (353.78) |
48.2% | 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 (10.56) |
-36.88% | Details | |
| 9/12/2024 | Hamilton Lane Inc. | HLNE | New Coverage | Equal Weight (N/A) |
148.57 (95.98) |
-35.4% | Details | |
| 9/12/2024 | The Carlyle Group LP | CG | New Coverage | Equal Weight (N/A) |
37.81 (42.34) |
11.98% | Details | |
| 9/12/2024 | KKR | KKR | New Coverage | Equal Weight (N/A) |
118.06 (101.08) |
-14.38% | 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 (131.64) |
-6.03% | Details | |
| 9/12/2024 | Lazard | LAZ | New Coverage | Equal Weight (N/A) |
46.57 (41.10) |
-11.75% | Details | |
| 9/12/2024 | TPG Inc. | TPG | New Coverage | Overweight (N/A) |
50.18 (47.69) |
-4.96% | Details | |
| 9/12/2024 | Moelis | MC | New Coverage | Equal Weight (N/A) |
63.45 (64.03) |
0.91% | Details | |
| 9/12/2024 | LPL Financial Holdings | LPLA | New Coverage | Equal Weight (N/A) |
209.48 (353.78) |
68.88% | Details | |
| 9/12/2024 | Evercore Partners | EVR | New Coverage | Equal Weight (N/A) |
233.88 (281.21) |
20.24% | Details | |
| 9/12/2024 | JPMorgan | JPM | New Coverage | Overweight (N/A) |
205.56 (356.23) |
73.3% | Details | |
| 9/12/2024 | Citi | C | New Coverage | Overweight (N/A) |
57.95 (138.82) |
139.55% | Details | |
| 9/12/2024 | Bank of America | BAC | New Coverage | Overweight (N/A) |
39.28 (62.69) |
59.6% | Details | |
| 9/12/2024 | Houlihan Lokey | HLI | New Coverage | Underweight (N/A) |
152.74 (136.61) |
-10.56% | Details | |
| 9/12/2024 | Stifel Financial | SF | New Coverage | Overweight (N/A) |
83.82 (79.76) |
-4.84% | Details | |
| 9/12/2024 | Goldman Sachs | GS | New Coverage | Overweight (N/A) |
467.13 (1029.18) |
120.32% | 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 (128.98) |
20.84% | Details | |
| 9/12/2024 | Morgan Stanley | MS | New Coverage | Underweight (N/A) |
96.62 (214.38) |
121.88% | Details | |
| 9/12/2024 | Charles Schwab Corp. | SCHW | New Coverage | Equal Weight (N/A) |
63.06 (107.25) |
70.08% | Details | |
| 9/12/2024 | Raymond James | RJF | New Coverage | Overweight (N/A) |
116.31 (173.46) |
49.14% | Details | |
| 9/12/2024 | The Blackstone Group | BX | New Coverage | Overweight (N/A) |
142.21 (128.51) |
-9.63% | Details | |
| 9/12/2024 | T. Rowe Price | TROW | New Coverage | Equal Weight (N/A) |
103.74 (106.29) |
2.46% | Details | |
| 9/12/2024 | Franklin Resources | BEN | New Coverage | Equal Weight (N/A) |
19.50 (33.65) |
72.56% | Details | |
| 9/12/2024 | Invesco | IVZ | New Coverage | Underweight (N/A) |
15.87 (32.28) |
103.4% | Details | |
| 9/12/2024 | BlackRock | BLK | New Coverage | Overweight (N/A) |
883.83 (1079.65) |
22.16% | Details |

