Ratings by Wells Fargo (Finian P. O'Shea)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/12/2026 | Nuveen Churchill Direct Lending Corp | NCDL | Downgrade | Underweight (Equal Weight) |
12.78 (12.22) |
-4.38% | Details | |
| 6/12/2026 | Kayne Anderson BDC | KBDC | Downgrade | Equal Weight (Overweight) |
14.45 (13.75) |
-4.84% | Details | |
| 6/12/2026 | Ares Capital | ARCC | Downgrade | Equal Weight (Overweight) |
19.07 (17.89) |
-6.19% | Details | |
| 5/13/2026 | Kayne Anderson BDC | KBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/4/2026 | Nuveen Churchill Direct Lending Corp | NCDL | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/4/2026 | Kayne Anderson BDC | KBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/12/2025 | Kayne Anderson BDC | KBDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2024 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Ares Management, L.P. | ARES | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/9/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/22/2024 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/22/2024 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2024 | Ares Management, L.P. | ARES | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/22/2024 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 12/12/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2023 | Ares Management, L.P. | ARES | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/8/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/20/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Ares Management, L.P. | ARES | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/11/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/11/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/11/2023 | Ares Management, L.P. | ARES | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/11/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | Ares Management, L.P. | ARES | Downgrade | Equal Weight (Overweight) |
92.22 (120.78) |
30.97% | Details | |
| 5/26/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 5/11/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/27/2023 | The Blackstone Group | BX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/11/2023 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/11/2023 | The Blackstone Group | BX | Upgrade | Overweight (Equal Weight) |
80.53 (120.07) |
49.1% | Details | |
| 10/28/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | The Blackstone Group | BX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/29/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | The Blackstone Group | BX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | The Blackstone Group | BX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/13/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/28/2022 | The Blackstone Group | BX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/18/2022 | Hamilton Lane Inc. | HLNE | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/18/2022 | Bridge Investment Group | BRDG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2022 | The Blackstone Group | BX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 1/18/2022 | Ares Management, L.P. | ARES | Maintain | Overweight (N/A) |
|
Details | ||
| 1/18/2022 | Apollo Global Management | APO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2021 | Hamilton Lane Inc. | HLNE | New Coverage | Equal Weight (N/A) |
103.26 (75.63) |
-26.76% | Details | |
| 12/16/2021 | Bridge Investment Group | BRDG | New Coverage | Overweight (N/A) |
21.37 (9.60) |
-55.08% | Details | |
| 12/16/2021 | The Blackstone Group | BX | New Coverage | Equal Weight (N/A) |
126.71 (120.07) |
-5.24% | Details | |
| 12/16/2021 | Ares Management, L.P. | ARES | New Coverage | Overweight (N/A) |
76.67 (120.78) |
57.53% | Details | |
| 12/16/2021 | Apollo Global Management | APO | New Coverage | Overweight (N/A) |
68.53 (130.61) |
90.59% | Details |
