Ratings by Oppenheimer (Chris Kotowski)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/30/2026 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2026 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2026 | Citi | C | Downgrade | Perform (Outperform) |
142.49 (139.97) |
-1.77% | Details | |
| 6/30/2026 | Goldman Sachs | GS | Downgrade | Underperform (Perform) |
1020.21 (1021.00) |
0.08% | Details | |
| 6/30/2026 | Morgan Stanley | MS | Downgrade | Underperform (Perform) |
211.72 (213.93) |
1.04% | Details | |
| 6/30/2026 | Bank of America | BAC | Downgrade | Perform (Outperform) |
57.88 (58.73) |
1.47% | Details | |
| 6/25/2026 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2026 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2026 | Pershing Square Inc | PS | New Coverage | Perform (N/A) |
35.67 (32.42) |
-9.11% | Details | |
| 5/22/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2026 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2026 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2026 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2026 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2026 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2026 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2026 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Jefferies Group | JEF | Upgrade | Outperform (Perform) |
48.80 (52.62) |
7.83% | Details | |
| 10/16/2025 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2025 | Ares Management, L.P. | ARES | Upgrade | Outperform (Perform) |
143.63 (116.90) |
-18.61% | Details | |
| 10/14/2025 | Hamilton Lane Inc. | HLNE | Upgrade | Outperform (Perform) |
122.84 (79.76) |
-35.07% | Details | |
| 9/23/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | PNC Financial | PNC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | PNC Financial | PNC | Upgrade | Outperform (Perform) |
193.37 (249.49) |
29.02% | Details | |
| 7/30/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2025 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2025 | Ares Management, L.P. | ARES | Downgrade | Perform (Outperform) |
175.83 (116.90) |
-33.52% | Details | |
| 5/15/2025 | Hamilton Lane Inc. | HLNE | Downgrade | Perform (Outperform) |
174.82 (79.76) |
-54.38% | Details | |
| 5/12/2025 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Ares Management, L.P. | ARES | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Ares Management, L.P. | ARES | Upgrade | Outperform (Perform) |
141.32 (116.90) |
-17.28% | Details | |
| 4/3/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2025 | The Carlyle Group LP | CG | Downgrade | Perform (Outperform) |
42.20 (42.83) |
1.49% | Details | |
| 3/19/2025 | Jefferies Group | JEF | Downgrade | Perform (Outperform) |
58.46 (48.80) |
-16.52% | Details | |
| 3/19/2025 | Goldman Sachs | GS | Downgrade | Perform (Outperform) |
551.78 (1021.00) |
85.04% | Details | |
| 3/4/2025 | Monroe Capital | MRCC | Maintain | Perform (N/A) |
|
Details | ||
| 2/12/2025 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2025 | Hamilton Lane Inc. | HLNE | Upgrade | Outperform (Perform) |
150.26 (79.76) |
-46.92% | Details | |
| 1/17/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/3/2025 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2024 | JPMorgan | JPM | Downgrade | Perform (Outperform) |
243.09 (334.47) |
37.59% | Details | |
| 11/14/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | WhiteHorse Finance | WHF | Downgrade | Perform (Outperform) |
11.60 (6.65) |
-42.67% | Details | |
| 11/5/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Blue Owl Capital | OWL | Upgrade | Outperform (Perform) |
17.18 (9.04) |
-47.38% | Details | |
| 7/29/2024 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2024 | Morgan Stanley | MS | Downgrade | Perform (Outperform) |
106.22 (213.93) |
101.4% | Details | |
| 7/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2024 | The Carlyle Group LP | CG | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/28/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2024 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | StepStone Group | STEP | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2024 | StepStone Group | STEP | New Coverage | Outperform (N/A) |
33.51 (41.13) |
22.74% | Details | |
| 3/19/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2024 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2024 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2024 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2024 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2024 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2024 | Hamilton Lane Inc. | HLNE | Downgrade | Perform (Outperform) |
111.14 (79.76) |
-28.23% | Details | |
| 12/26/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/26/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Stellus Capital | SCM | Maintain | Perform (N/A) |
|
Details | ||
| 10/19/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | Blue Owl Capital | OWL | Downgrade | Perform (Outperform) |
13.65 (9.04) |
-33.77% | Details | |
| 10/9/2023 | Apollo Global Management | APO | Downgrade | Perform (Outperform) |
90.57 (118.61) |
30.96% | Details | |
| 9/26/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2023 | Monroe Capital | MRCC | Maintain | Perform (N/A) |
|
Details | ||
| 8/14/2023 | Stellus Capital | SCM | Downgrade | Perform (Outperform) |
14.83 (8.44) |
-43.09% | Details | |
| 8/10/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2023 | WisdomTree Investments | WT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | Hamilton Lane Inc. | HLNE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | Blue Owl Capital | OWL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2023 | Hamilton Lane Inc. | HLNE | Upgrade | Outperform (Perform) |
65.87 (79.76) |
21.09% | Details | |
| 5/25/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2023 | WisdomTree Investments | WT | New Coverage | Outperform (N/A) |
7.00 (18.04) |
157.71% | Details | |
| 5/12/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2023 | Blue Owl Capital | OWL | Upgrade | Outperform (Perform) |
9.94 (9.04) |
-9.05% | Details | |
| 4/20/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2023 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/6/2023 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2023 | Corebridge Financial | CRBG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2023 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2023 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2023 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2022 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2022 | Corebridge Financial | CRBG | New Coverage | Outperform (N/A) |
19.94 (29.76) |
49.25% | Details | |
| 10/5/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/3/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2022 | SVB Financial | SIVB | Downgrade | Perform (Outperform) |
422.97 (106.04) |
-74.93% | Details | |
| 9/2/2022 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2022 | The RMR Group Inc. | RMR | New Coverage | Perform (N/A) |
28.70 (20.50) |
-28.57% | Details | |
| 8/9/2022 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Perform (N/A) |
27.82 (87.74) |
215.38% | Details | |
| 8/8/2022 | Monroe Capital | MRCC | Downgrade | Perform (Outperform) |
9.11 (5.08) |
-44.24% | Details | |
| 8/8/2022 | Stellus Capital | SCM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2022 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2022 | JPMorgan | JPM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/11/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2022 | JPMorgan | JPM | Upgrade | Outperform (Perform) |
120.45 (334.47) |
177.68% | Details | |
| 5/3/2022 | Morgan Stanley | MS | Upgrade | Outperform (Perform) |
81.96 (213.93) |
161.02% | Details | |
| 5/3/2022 | SVB Financial | SIVB | Upgrade | Outperform (Perform) |
497.67 (106.04) |
-78.69% | Details | |
| 4/18/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2022 | Apollo Global Management | APO | Upgrade | Outperform (Perform) |
55.51 (118.61) |
113.67% | Details | |
| 4/4/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2022 | P10 Inc | PX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2022 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/19/2022 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | P10 Inc | PX | Maintain | Perform (N/A) |
|
Details | ||
| 1/13/2022 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 12/27/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2021 | Blue Owl Capital | OWL | New Coverage | Perform (N/A) |
15.08 (9.04) |
-40.05% | Details | |
| 11/15/2021 | P10 Inc | PX | New Coverage | Outperform (N/A) |
13.45 (10.54) |
-21.64% | Details | |
| 11/11/2021 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Angel Oak Mortgage Inc | AOMR | Downgrade | Perform (Outperform) |
18.69 (9.04) |
-51.63% | Details | |
| 11/5/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2021 | Stellus Capital | SCM | Upgrade | Outperform (Perform) |
13.95 (8.44) |
-39.5% | Details | |
| 10/29/2021 | The Carlyle Group LP | CG | Maintain | Perform (N/A) |
|
Details | ||
| 10/20/2021 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Apollo Global Management | APO | Downgrade | Perform (Outperform) |
68.30 (118.61) |
73.66% | Details | |
| 10/18/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2021 | Morgan Stanley | MS | Downgrade | Perform (Outperform) |
102.04 (213.93) |
109.65% | Details | |
| 9/27/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2021 | GCM Grosvenor Inc. | GCMG | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2021 | GCM Grosvenor Inc. | GCMG | New Coverage | Outperform (N/A) |
11.18 (12.91) |
15.47% | Details | |
| 8/5/2021 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2021 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2021 | Angel Oak Mortgage Inc | AOMR | New Coverage | Outperform (N/A) |
17.09 (9.04) |
-47.1% | Details | |
| 6/29/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2021 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2021 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2021 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/14/2021 | Apollo Global Management | APO | Upgrade | Outperform (Perform) |
47.56 (118.61) |
149.39% | Details | |
| 4/12/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2021 | Monroe Capital | MRCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2021 | Ares Capital | ARCC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2021 | CDK Global | CDK | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/21/2021 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2021 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2021 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2021 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2021 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 12/7/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2020 | SVB Financial | SIVB | Downgrade | Perform (Outperform) |
331.63 (106.04) |
-68.02% | Details | |
| 11/10/2020 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2020 | Solar Senior Capital | SUNS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | Monroe Capital | MRCC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2020 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 9/28/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2020 | KKR | KKR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2020 | CIT Group | CIT | Downgrade | Perform (Outperform) |
18.88 (53.50) |
183.37% | Details | |
| 7/17/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2020 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/13/2020 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | SVB Financial | SIVB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2020 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2020 | The Carlyle Group LP | CG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2020 | SVB Financial | SIVB | New Coverage | Outperform (N/A) |
235.20 (106.04) |
-54.91% | Details | |
| 5/1/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | WhiteHorse Finance | WHF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Solar Senior Capital | SUNS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2020 | Monroe Capital | MRCC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | Visa | V | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | CDK Global | CDK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2020 | U.S. Bancorp | USB | Upgrade | Outperform (Perform) |
35.87 (61.73) |
72.09% | Details | |
| 3/5/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2020 | WhiteHorse Finance | WHF | Upgrade | Outperform (Perform) |
12.57 (11.60) |
-7.72% | Details | |
| 2/21/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2020 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2020 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2020 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2020 | Ares Management, L.P. | ARES | Downgrade | Perform (Outperform) |
36.32 (116.90) |
221.86% | Details | |
| 1/14/2020 | Apollo Global Management | APO | Downgrade | Perform (Outperform) |
50.11 (118.61) |
136.7% | Details | |
| 12/20/2019 | U.S. Bancorp | USB | Downgrade | Perform (Outperform) |
60.01 (61.73) |
2.87% | Details | |
| 11/11/2019 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2019 | Monroe Capital | MRCC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/1/2019 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2019 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2019 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2019 | Stellus Capital | SCM | Downgrade | Perform (Outperform) |
14.28 (8.44) |
-40.9% | Details | |
| 8/8/2019 | WhiteHorse Finance | WHF | Downgrade | Perform (Outperform) |
13.57 (6.65) |
-50.99% | Details | |
| 7/23/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/16/2019 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2019 | Hamilton Lane Inc. | HLNE | New Coverage | Perform (N/A) |
56.77 (65.87) |
16.03% | Details | |
| 6/11/2019 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Perform (N/A) |
17.15 (87.74) |
411.6% | Details | |
| 6/6/2019 | Focus Financial Partners | FOCS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2019 | Jefferies Group | JEF | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/9/2019 | Monroe Capital | MRCC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2019 | Solar Senior Capital | SUNS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2019 | Apollo Global Management | APO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2019 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2019 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
36.61 (52.99) |
44.74% | Details | |
| 3/29/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2019 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/18/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2019 | Jefferies Group | JEF | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | CIT Group | CIT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | U.S. Bancorp | USB | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | Morgan Stanley | MS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | Citi | C | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2019 | Bank of America | BAC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2018 | Goldman Sachs | GS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2018 | Eagle Point Credit Company | ECC | Downgrade | Perform (Outperform) |
17.50 (3.86) |
-77.94% | Details | |
| 10/18/2018 | U.S. Bancorp | USB | Upgrade | Outperform (Perform) |
50.97 (60.01) |
17.74% | Details | |
| 10/16/2018 | Morgan Stanley | MS | Upgrade | Outperform (Perform) |
43.47 (102.04) |
134.74% | Details | |
| 8/15/2018 | Eagle Point Credit Company | ECC | Maintain | Outperform (N/A) |
|
Details |
