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Chris Kotowski's Stock Ratings
Oppenheimer Analyst
Chris Kotowski is an analyst at Oppenheimer. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 12/16/2025
Updated: Dec 16, 2025
Overall Average Return
24.4%
Smart Score
Overall Average Return Percentile
81st
Number of Ratings
385
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 12/11/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 57.6% | $81 → $97 | Maintains | Outperform | Get Alert | |
| 11/19/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 19.51% | $66 → $64 | Maintains | Outperform | Get Alert | |
| 11/19/2025 | PNC | Buy Now | PNC Financial Services Gr | $210.89 | 9.54% | $240 → $231 | Maintains | Outperform | Get Alert | |
| 11/19/2025 | C | Buy Now | Citigroup | $113.11 | 6.09% | $123 → $120 | Maintains | Outperform | Get Alert | |
| 11/19/2025 | BAC | Buy Now | Bank of America | $55.40 | -0.72% | $57 → $55 | Maintains | Outperform | Get Alert | |
| 10/17/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 31.6% | → $81 | Upgrade | Perform → Outperform | Get Alert | |
| 10/16/2025 | PNC | Buy Now | PNC Financial Services Gr | $210.89 | 13.8% | $235 → $240 | Reiterates | Outperform → Outperform | Get Alert | |
| 10/16/2025 | BAC | Buy Now | Bank of America | $55.40 | 2.89% | $56 → $57 | Maintains | Outperform | Get Alert | |
| 10/14/2025 | STEP | Buy Now | StepStone Group | $63.44 | 30.84% | $84 → $83 | Maintains | Outperform | Get Alert | |
| 10/14/2025 | KKR | Buy Now | KKR | $134.54 | 21.9% | $166 → $164 | Maintains | Outperform | Get Alert | |
| 10/14/2025 | HLNE | Buy Now | Hamilton Lane | $128.79 | 40.54% | → $181 | Upgrade | Perform → Outperform | Get Alert | |
| 10/14/2025 | OWL | Buy Now | Blue Owl Capital | $15.72 | 52.67% | $25 → $24 | Maintains | Outperform | Get Alert | |
| 10/14/2025 | ARES | Buy Now | Ares Management | $172.68 | 4.24% | → $180 | Upgrade | Perform → Outperform | Get Alert | |
| 09/23/2025 | BAC | Buy Now | Bank of America | $55.40 | 1.08% | $57 → $56 | Maintains | Outperform | Get Alert | |
| 09/23/2025 | C | Buy Now | Citigroup | $113.11 | 8.74% | $124 → $123 | Maintains | Outperform | Get Alert | |
| 09/23/2025 | PNC | Buy Now | PNC Financial Services Gr | $210.89 | 11.43% | $238 → $235 | Maintains | Outperform | Get Alert | |
| 09/23/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 23.25% | $67 → $66 | Maintains | Outperform | Get Alert | |
| 08/11/2025 | STEP | Buy Now | StepStone Group | $63.44 | 32.42% | $81 → $84 | Maintains | Outperform | Get Alert | |
| 07/30/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 25.12% | $66 → $67 | Maintains | Outperform | Get Alert | |
| 07/30/2025 | C | Buy Now | Citigroup | $113.11 | 9.63% | $123 → $124 | Maintains | Outperform | Get Alert | |
| 07/30/2025 | BAC | Buy Now | Bank of America | $55.40 | 2.89% | $55 → $57 | Maintains | Outperform | Get Alert | |
| 07/30/2025 | PNC | Buy Now | PNC Financial Services Gr | $210.89 | 12.86% | → $238 | Upgrade | Perform → Outperform | Get Alert | |
| 07/22/2025 | WT | Buy Now | WisdomTree | $11.67 | 28.53% | $12 → $15 | Maintains | Outperform | Get Alert | |
| 07/18/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 23.25% | $65 → $66 | Maintains | Outperform | Get Alert | |
| 07/17/2025 | BAC | Buy Now | Bank of America | $55.40 | -0.72% | $57 → $55 | Maintains | Outperform | Get Alert | |
| 07/16/2025 | C | Buy Now | Citigroup | $113.11 | 8.74% | $107 → $123 | Maintains | Outperform | Get Alert | |
| 07/14/2025 | STEP | Buy Now | StepStone Group | $63.44 | 27.69% | $74 → $81 | Maintains | Outperform | Get Alert | |
| 07/14/2025 | PX | Buy Now | P10 | $10.06 | 108.75% | $20 → $21 | Maintains | Outperform | Get Alert | |
| 07/14/2025 | KKR | Buy Now | KKR | $134.54 | 20.41% | $149 → $162 | Maintains | Outperform | Get Alert | |
| 07/14/2025 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 62.67% | $18 → $19 | Maintains | Outperform | Get Alert | |
| 07/14/2025 | OWL | Buy Now | Blue Owl Capital | $15.72 | 65.39% | $25 → $26 | Maintains | Outperform | Get Alert | |
| 05/09/2025 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 45.55% | $16 → $17 | Maintains | Outperform | Get Alert | |
| 04/28/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 10.18% | $57 → $59 | Maintains | Outperform | Get Alert | |
| 04/28/2025 | C | Buy Now | Citigroup | $113.11 | -16.9% | $91 → $94 | Maintains | Outperform | Get Alert | |
| 04/28/2025 | BAC | Buy Now | Bank of America | $55.40 | -7.94% | $50 → $51 | Maintains | Outperform | Get Alert | |
| 03/19/2025 | CG | Buy Now | Carlyle Group | $56.57 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 03/19/2025 | GS | Buy Now | Goldman Sachs Group | $892.22 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 03/19/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 03/04/2025 | MRCC | Buy Now | Monroe Cap | $6.40 | 25% | $9 → $8 | Maintains | Perform | Get Alert | |
| 02/07/2025 | STEP | Buy Now | StepStone Group | $63.44 | 34% | $81 → $85 | Maintains | Outperform | Get Alert | |
| 02/03/2025 | BAC | Buy Now | Bank of America | $55.40 | 1.08% | $55 → $56 | Maintains | Outperform | Get Alert | |
| 01/21/2025 | STEP | Buy Now | StepStone Group | $63.44 | 27.69% | $84 → $81 | Maintains | Outperform | Get Alert | |
| 01/17/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 17.65% | $62 → $63 | Maintains | Outperform | Get Alert | |
| 01/17/2025 | BAC | Buy Now | Bank of America | $55.40 | -0.72% | $54 → $55 | Maintains | Outperform | Get Alert | |
| 01/03/2025 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | $66 → $62 | Maintains | Outperform | Get Alert | |
| 01/03/2025 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 31.6% | $82 → $81 | Maintains | Outperform | Get Alert | |
| 01/03/2025 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -28.38% | $677 → $639 | Maintains | Outperform | Get Alert | |
| 01/03/2025 | C | Buy Now | Citigroup | $113.11 | -9.82% | $110 → $102 | Maintains | Outperform | Get Alert | |
| 01/03/2025 | BAC | Buy Now | Bank of America | $55.40 | -2.53% | $57 → $54 | Maintains | Outperform | Get Alert | |
| 12/12/2024 | STEP | Buy Now | StepStone Group | $63.44 | 32.42% | $73 → $84 | Maintains | Outperform | Get Alert | |
| 12/12/2024 | PX | Buy Now | P10 | $10.06 | 108.75% | $17 → $21 | Maintains | Outperform | Get Alert | |
| 12/12/2024 | KKR | Buy Now | KKR | $134.54 | 30.07% | $153 → $175 | Maintains | Outperform | Get Alert | |
| 12/12/2024 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 71.23% | $18 → $20 | Maintains | Outperform | Get Alert | |
| 12/12/2024 | OWL | Buy Now | Blue Owl Cap | $15.72 | 78.12% | $24 → $28 | Maintains | Outperform | Get Alert | |
| 11/20/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 11/14/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 34.85% | $73 → $83 | Maintains | Outperform | Get Alert | |
| 11/11/2024 | CG | Buy Now | Carlyle Group | $56.57 | 50.26% | $78 → $85 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 19.51% | $59 → $64 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 18.6% | $71 → $73 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -24.8% | $232 → $241 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -25.92% | $614 → $661 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | C | Buy Now | Citigroup | $113.11 | -5.4% | $91 → $107 | Maintains | Outperform | Get Alert | |
| 11/05/2024 | BAC | Buy Now | Bank of America | $55.40 | 1.08% | $50 → $56 | Maintains | Outperform | Get Alert | |
| 10/17/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 10.18% | $57 → $59 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | STEP | Buy Now | StepStone Group | $63.44 | 15.08% | $56 → $73 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | PX | Buy Now | P10 | $10.06 | 59.05% | $13 → $16 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | KKR | Buy Now | KKR | $134.54 | 10% | $128 → $148 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -31.18% | $577 → $614 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 54.11% | $14 → $18 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | C | Buy Now | Citigroup | $113.11 | -19.55% | $92 → $91 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | CG | Buy Now | Carlyle Group | $56.57 | 37.88% | $64 → $78 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | OWL | Buy Now | Blue Owl Cap | $15.72 | 52.67% | $21 → $24 | Maintains | Outperform | Get Alert | |
| 10/16/2024 | BAC | Buy Now | Bank of America | $55.40 | -9.75% | $49 → $50 | Maintains | Outperform | Get Alert | |
| 10/14/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -27.6% | $234 → $232 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 6.44% | $54 → $57 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -26.98% | $221 → $234 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -35.33% | $548 → $577 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | C | Buy Now | Citigroup | $113.11 | -18.66% | $87 → $92 | Maintains | Outperform | Get Alert | |
| 10/02/2024 | BAC | Buy Now | Bank of America | $55.40 | -11.55% | $48 → $49 | Maintains | Outperform | Get Alert | |
| 09/13/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | 7.23% | $64 → $66 | Maintains | Outperform | Get Alert | |
| 08/09/2024 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 19.86% | $15 → $14 | Maintains | Outperform | Get Alert | |
| 08/06/2024 | CG | Buy Now | Carlyle Group | $56.57 | 13.13% | $69 → $64 | Maintains | Outperform | Get Alert | |
| 08/02/2024 | OWL | Buy Now | Blue Owl Cap | $15.72 | 33.59% | → $21 | Upgrade | Perform → Outperform | Get Alert | |
| 08/01/2024 | KKR | Buy Now | KKR | $134.54 | -4.86% | $121 → $128 | Maintains | Outperform | Get Alert | |
| 07/29/2024 | WT | Buy Now | WisdomTree | $11.67 | 11.4% | $12 → $13 | Maintains | Outperform | Get Alert | |
| 07/17/2024 | MS | Buy Now | Morgan Stanley | $178.05 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 07/16/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -37.35% | $504 → $559 | Maintains | Outperform | Get Alert | |
| 07/15/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -31.04% | $215 → $221 | Maintains | Outperform | Get Alert | |
| 07/15/2024 | C | Buy Now | Citigroup | $113.11 | -23.97% | $85 → $86 | Maintains | Outperform | Get Alert | |
| 06/14/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -7.39% | $56 → $57 | Maintains | Outperform | Get Alert | |
| 05/02/2024 | CG | Buy Now | Carlyle Group | $56.57 | 20.21% | $74 → $68 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | MS | Buy Now | Morgan Stanley | $178.05 | -41.03% | $101 → $105 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -9.02% | $54 → $56 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -42.05% | $479 → $517 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | C | Buy Now | Citigroup | $113.11 | -23.97% | $87 → $86 | Maintains | Outperform | Get Alert | |
| 04/30/2024 | BAC | Buy Now | Bank of America | $55.40 | -16.97% | $45 → $46 | Maintains | Outperform | Get Alert | |
| 04/29/2024 | WT | Buy Now | WisdomTree | $11.67 | -5.74% | $11 → $11 | Maintains | Outperform | Get Alert | |
| 04/22/2024 | WT | Buy Now | WisdomTree | $11.67 | -5.74% | $12 → $11 | Maintains | Outperform | Get Alert | |
| 04/18/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 0.84% | $55 → $54 | Maintains | Outperform | Get Alert | |
| 04/17/2024 | MS | Buy Now | Morgan Stanley | $178.05 | -43.27% | $97 → $101 | Maintains | Outperform | Get Alert | |
| 04/17/2024 | BAC | Buy Now | Bank of America | $55.40 | -18.77% | $46 → $45 | Maintains | Outperform | Get Alert | |
| 04/16/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -46.31% | $446 → $479 | Maintains | Outperform | Get Alert | |
| 04/15/2024 | WFC | Buy Now | Wells Fargo | $93.11 | — | — | Maintains | Perform | Get Alert | |
| 04/15/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -32.28% | $219 → $217 | Maintains | Outperform | Get Alert | |
| 04/15/2024 | C | Buy Now | Citigroup | $113.11 | -23.08% | $88 → $87 | Maintains | Outperform | Get Alert | |
| 04/02/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -12.27% | $52 → $54 | Maintains | Outperform | Get Alert | |
| 03/20/2024 | STEP | Buy Now | StepStone Group | $63.44 | -24.33% | → $48 | Initiates | → Outperform | Get Alert | |
| 03/19/2024 | WFC | Buy Now | Wells Fargo | $93.11 | — | — | Maintains | Perform | Get Alert | |
| 03/19/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 2.71% | $61 → $55 | Maintains | Outperform | Get Alert | |
| 03/19/2024 | MS | Buy Now | Morgan Stanley | $178.05 | -45.52% | $109 → $97 | Maintains | Outperform | Get Alert | |
| 03/19/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -31.66% | $238 → $219 | Maintains | Outperform | Get Alert | |
| 03/19/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -50.01% | $506 → $446 | Maintains | Outperform | Get Alert | |
| 03/19/2024 | C | Buy Now | Citigroup | $113.11 | -22.2% | $95 → $88 | Maintains | Outperform | Get Alert | |
| 03/19/2024 | BAC | Buy Now | Bank of America | $55.40 | -16.97% | $50 → $46 | Maintains | Outperform | Get Alert | |
| 03/08/2024 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -15.52% | $53 → $52 | Maintains | Outperform | Get Alert | |
| 03/06/2024 | AOMR | Buy Now | Angel Oak Mortgage REIT | $8.80 | — | — | Maintains | Perform | Get Alert | |
| 03/04/2024 | PX | Buy Now | P10 | $10.06 | 9.34% | $17 → $11 | Maintains | Outperform | Get Alert | |
| 02/14/2024 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 2.74% | $13 → $12 | Maintains | Outperform | Get Alert | |
| 02/05/2024 | WT | Buy Now | WisdomTree | $11.67 | 2.83% | $11 → $12 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 13.91% | $59 → $61 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | MS | Buy Now | Morgan Stanley | $178.05 | -38.78% | $106 → $109 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -25.73% | $232 → $238 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -43.29% | $491 → $506 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | C | Buy Now | Citigroup | $113.11 | -16.01% | $93 → $95 | Maintains | Outperform | Get Alert | |
| 01/30/2024 | BAC | Buy Now | Bank of America | $55.40 | -9.75% | $49 → $50 | Maintains | Outperform | Get Alert | |
| 01/18/2024 | USB | Buy Now | U.S. Bancorp | $53.55 | 10.18% | $60 → $59 | Maintains | Outperform | Get Alert | |
| 01/17/2024 | MS | Buy Now | Morgan Stanley | $178.05 | -40.47% | $107 → $106 | Maintains | Outperform | Get Alert | |
| 01/17/2024 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -44.97% | $481 → $491 | Maintains | Outperform | Get Alert | |
| 01/16/2024 | JPM | Buy Now | JPMorgan Chase | $320.46 | -27.6% | $234 → $232 | Maintains | Outperform | Get Alert | |
| 01/16/2024 | C | Buy Now | Citigroup | $113.11 | -17.78% | $85 → $93 | Maintains | Outperform | Get Alert | |
| 01/16/2024 | BAC | Buy Now | Bank of America | $55.40 | -11.55% | $50 → $49 | Maintains | Outperform | Get Alert | |
| 01/12/2024 | WT | Buy Now | WisdomTree | $11.67 | -5.74% | $10 → $11 | Maintains | Outperform | Get Alert | |
| 01/11/2024 | HLNE | Buy Now | Hamilton Lane | $128.79 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 01/11/2024 | BX | Buy Now | Blackstone | $150.10 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 11/30/2023 | KKR | Buy Now | KKR & Co | $134.54 | -30.13% | $91 → $94 | Maintains | Outperform | Get Alert | |
| 11/22/2023 | WT | Buy Now | WisdomTree | $11.67 | -14.31% | $9 → $10 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 17.65% | $60 → $63 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -42.15% | $98 → $103 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -24.17% | $233 → $243 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -47.55% | $447 → $468 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | C | Buy Now | Citigroup | $113.11 | -24.85% | $82 → $85 | Maintains | Outperform | Get Alert | |
| 11/16/2023 | BAC | Buy Now | Bank of America | $55.40 | -7.94% | $49 → $51 | Maintains | Outperform | Get Alert | |
| 11/13/2023 | PX | Buy Now | P10 | $10.06 | 49.11% | → $15 | Reiterates | Outperform → Outperform | Get Alert | |
| 10/30/2023 | WT | Buy Now | WisdomTree | $11.67 | -22.88% | $10 → $9 | Maintains | Outperform | Get Alert | |
| 10/20/2023 | BX | Buy Now | Blackstone | $150.10 | -30.05% | $107 → $105 | Maintains | Outperform | Get Alert | |
| 10/19/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 12.04% | $62 → $60 | Maintains | Outperform | Get Alert | |
| 10/19/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -44.96% | $100 → $98 | Maintains | Outperform | Get Alert | |
| 10/19/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -49.9% | $450 → $447 | Maintains | Outperform | Get Alert | |
| 10/18/2023 | BAC | Buy Now | Bank of America | $55.40 | -11.55% | $48 → $49 | Maintains | Outperform | Get Alert | |
| 10/16/2023 | C | Buy Now | Citigroup | $113.11 | -27.5% | $81 → $82 | Maintains | Outperform | Get Alert | |
| 10/16/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -27.29% | $215 → $233 | Maintains | Outperform | Get Alert | |
| 10/09/2023 | PX | Buy Now | P10 | $10.06 | 49.11% | $16 → $15 | Maintains | Outperform | Get Alert | |
| 10/09/2023 | KKR | Buy Now | KKR & Co | $134.54 | -35.34% | $91 → $87 | Maintains | Outperform | Get Alert | |
| 10/09/2023 | GCMG | Buy Now | GCM Grosvenor | $11.68 | -5.82% | $12 → $11 | Maintains | Outperform | Get Alert | |
| 10/09/2023 | CG | Buy Now | Carlyle Group | $56.57 | -6.31% | $58 → $53 | Maintains | Outperform | Get Alert | |
| 10/09/2023 | APO | Buy Now | Apollo Global Management | $147.00 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 10/09/2023 | OWL | Buy Now | Blue Owl Cap | $15.72 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 09/26/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | $67 → $62 | Maintains | Outperform | Get Alert | |
| 09/26/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -43.84% | $105 → $100 | Maintains | Outperform | Get Alert | |
| 09/26/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -32.91% | $219 → $215 | Maintains | Outperform | Get Alert | |
| 09/26/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -49.56% | $461 → $450 | Maintains | Outperform | Get Alert | |
| 09/26/2023 | C | Buy Now | Citigroup | $113.11 | -28.39% | $85 → $81 | Maintains | Outperform | Get Alert | |
| 09/26/2023 | BAC | Buy Now | Bank of America | $55.40 | -13.36% | $49 → $48 | Maintains | Outperform | Get Alert | |
| 09/06/2023 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -30.14% | $39 → $43 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 25.12% | $70 → $67 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -41.03% | $110 → $105 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -31.66% | $227 → $219 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -48.33% | $483 → $461 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | C | Buy Now | Citigroup | $113.11 | -24.85% | $88 → $85 | Maintains | Outperform | Get Alert | |
| 08/18/2023 | BAC | Buy Now | Bank of America | $55.40 | -11.55% | $52 → $49 | Maintains | Outperform | Get Alert | |
| 08/10/2023 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 2.74% | $11 → $12 | Maintains | Outperform | Get Alert | |
| 08/08/2023 | KKR | Buy Now | KKR & Co | $134.54 | -32.36% | $88 → $91 | Maintains | Outperform | Get Alert | |
| 08/03/2023 | CG | Buy Now | Carlyle Group | $56.57 | 2.53% | $60 → $58 | Maintains | Outperform | Get Alert | |
| 08/02/2023 | HLNE | Buy Now | Hamilton Lane | $128.79 | -24.68% | $93 → $97 | Maintains | Outperform | Get Alert | |
| 08/02/2023 | OWL | Buy Now | Blue Owl Cap | $15.72 | -4.58% | $14 → $15 | Maintains | Outperform | Get Alert | |
| 07/31/2023 | WT | Buy Now | WisdomTree | $11.67 | -14.31% | $9 → $10 | Maintains | Outperform | Get Alert | |
| 07/21/2023 | BX | Buy Now | Blackstone | $150.10 | -22.05% | $115 → $117 | Maintains | Outperform | Get Alert | |
| 07/19/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -38.22% | $97 → $110 | Maintains | Outperform | Get Alert | |
| 07/19/2023 | BAC | Buy Now | Bank of America | $55.40 | -6.14% | $49 → $52 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -29.16% | $212 → $227 | Maintains | Outperform | Get Alert | |
| 07/17/2023 | C | Buy Now | Citigroup | $113.11 | -22.2% | $84 → $88 | Maintains | Outperform | Get Alert | |
| 06/13/2023 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -26.89% | $40 → $45 | Maintains | Outperform | Get Alert | |
| 05/26/2023 | HLNE | Buy Now | Hamilton Lane | $128.79 | -32.45% | → $87 | Upgrade | Perform → Outperform | Get Alert | |
| 05/17/2023 | PX | Buy Now | P10 | $10.06 | 59.05% | $17 → $16 | Maintains | Outperform | Get Alert | |
| 05/15/2023 | WT | Buy Now | WisdomTree | $11.67 | -22.88% | → $9 | Initiates | → Outperform | Get Alert | |
| 05/12/2023 | GCMG | Buy Now | GCM Grosvenor | $11.68 | -5.82% | $12 → $11 | Maintains | Outperform | Get Alert | |
| 05/10/2023 | APO | Buy Now | Apollo Global Management | $147.00 | -42.18% | $79 → $85 | Maintains | Outperform | Get Alert | |
| 05/09/2023 | KKR | Buy Now | KKR & Co | $134.54 | -38.31% | $81 → $83 | Maintains | Outperform | Get Alert | |
| 05/05/2023 | OWL | Buy Now | Blue Owl Cap | $15.72 | — | — | Upgrade | Perform → Outperform | Get Alert | |
| 05/02/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -38.84% | $192 → $196 | Maintains | Outperform | Get Alert | |
| 04/21/2023 | BX | Buy Now | Blackstone | $150.10 | -29.38% | $111 → $106 | Maintains | Outperform | Get Alert | |
| 04/20/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 25.12% | $64 → $67 | Maintains | Outperform | Get Alert | |
| 04/20/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -42.15% | $95 → $103 | Maintains | Outperform | Get Alert | |
| 04/19/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -51.02% | $440 → $437 | Maintains | Outperform | Get Alert | |
| 04/19/2023 | BAC | Buy Now | Bank of America | $55.40 | -15.16% | $44 → $47 | Maintains | Outperform | Get Alert | |
| 04/17/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -40.09% | $157 → $192 | Maintains | Outperformer | Get Alert | |
| 04/17/2023 | C | Buy Now | Citigroup | $113.11 | -31.04% | $75 → $78 | Maintains | Outperform | Get Alert | |
| 04/13/2023 | PX | Buy Now | P10 | $10.06 | 68.99% | $15 → $17 | Maintains | Outperform | Get Alert | |
| 04/13/2023 | KKR | Buy Now | KKR & Co | $134.54 | -39.79% | $80 → $81 | Maintains | Outperform | Get Alert | |
| 04/13/2023 | CG | Buy Now | Carlyle Group | $56.57 | 14.9% | $64 → $65 | Maintains | Outperform | Get Alert | |
| 04/13/2023 | BX | Buy Now | Blackstone | $150.10 | -26.05% | → $111 | Upgrade | Perform → Outperform | Get Alert | |
| 04/13/2023 | APO | Buy Now | Apollo Global Management | $147.00 | -46.26% | $73 → $79 | Maintains | Outperform | Get Alert | |
| 04/06/2023 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -35.01% | $42 → $40 | Maintains | Outperform | Get Alert | |
| 03/24/2023 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -31.76% | $48 → $42 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 19.51% | $77 → $64 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -46.64% | $107 → $95 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -51.01% | $186 → $157 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -50.68% | $463 → $440 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | C | Buy Now | Citigroup | $113.11 | -33.69% | $87 → $75 | Maintains | Outperform | Get Alert | |
| 03/23/2023 | BAC | Buy Now | Bank of America | $55.40 | -20.58% | $53 → $44 | Maintains | Outperform | Get Alert | |
| 02/15/2023 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 2.74% | → $12 | Reiterates | → Outperform | Get Alert | |
| 02/02/2023 | C | Buy Now | Citigroup | $113.11 | -23.08% | $83 → $87 | Maintains | Outperform | Get Alert | |
| 02/02/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 43.79% | $74 → $77 | Maintains | Outperform | Get Alert | |
| 02/02/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -39.9% | $102 → $107 | Maintains | Outperform | Get Alert | |
| 02/02/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -41.96% | $177 → $186 | Maintains | Outperform | Get Alert | |
| 02/02/2023 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -48.11% | $441 → $463 | Maintains | Outperform | Get Alert | |
| 02/02/2023 | BAC | Buy Now | Bank of America | $55.40 | -4.33% | $50 → $53 | Maintains | Outperform | Get Alert | |
| 01/26/2023 | USB | Buy Now | U.S. Bancorp | $53.55 | 38.19% | $70 → $74 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | SOFI | Buy Now | SoFi Techs | $25.70 | -76.65% | $7 → $6 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | PYPL | Buy Now | PayPal Holdings | $61.63 | 37.92% | $99 → $85 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | PX | Buy Now | P10 | $10.06 | 68.99% | $15 → $17 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | KKR | Buy Now | KKR & Co | $134.54 | -40.54% | $78 → $80 | Maintains | Outperform | Get Alert | |
| 01/25/2023 | GPN | Buy Now | Global Payments | $81.63 | 45.78% | $133 → $119 | Maintains | Outperform | Get Alert | |
| 01/18/2023 | MS | Buy Now | Morgan Stanley | $178.05 | -42.71% | $97 → $102 | Maintains | Outperform | Get Alert | |
| 01/17/2023 | JPM | Buy Now | JPMorgan Chase | $320.46 | -44.77% | $169 → $177 | Maintains | Outperform | Get Alert | |
| 01/17/2023 | C | Buy Now | Citigroup | $113.11 | -26.62% | $87 → $83 | Maintains | Outperform | Get Alert | |
| 01/17/2023 | BAC | Buy Now | Bank of America | $55.40 | -9.75% | $51 → $50 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | USB | Buy Now | U.S. Bancorp | $53.55 | 30.72% | $71 → $70 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | MS | Buy Now | Morgan Stanley | $178.05 | -45.52% | $102 → $97 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | JPM | Buy Now | JPMorgan Chase | $320.46 | -47.26% | $174 → $169 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -44.86% | $512 → $492 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | C | Buy Now | Citigroup | $113.11 | -23.08% | $90 → $87 | Maintains | Outperform | Get Alert | |
| 12/28/2022 | BAC | Buy Now | Bank of America | $55.40 | -7.94% | $52 → $51 | Maintains | Outperform | Get Alert | |
| 10/19/2022 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -46.54% | $483 → $477 | Maintains | Outperform | Get Alert | |
| 10/17/2022 | MS | Buy Now | Morgan Stanley | $178.05 | -50.58% | $93 → $88 | Maintains | Outperform | Get Alert | |
| 10/10/2022 | CRBG | Buy Now | Corebridge Financial | $32.72 | -8.31% | → $30 | Initiates | → Outperform | Get Alert | |
| 08/09/2022 | RMR | Buy Now | RMR Gr | $15.67 | — | — | Assumes | → Perform | Get Alert | |
| 08/09/2022 | VCTR | Buy Now | Victory Capital Holdings | $62.00 | — | — | Assumes | → Perform | Get Alert | |
| 08/08/2022 | APO | Buy Now | Apollo Global Management | $147.00 | -58.5% | $60 → $61 | Maintains | Outperform | Get Alert | |
| 07/18/2022 | C | Buy Now | Citigroup | $113.11 | -23.97% | $81 → $86 | Maintains | Outperform | Get Alert | |
| 07/15/2022 | JPM | Buy Now | JPMorgan Chase | $320.46 | -52.26% | $154 → $153 | Maintains | Outperform | Get Alert | |
| 07/15/2022 | MS | Buy Now | Morgan Stanley | $178.05 | -47.77% | $97 → $93 | Maintains | Outperform | Get Alert | |
| 06/07/2022 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -23.64% | $50 → $47 | Maintains | Outperform | Get Alert | |
| 05/03/2022 | SIVB | Buy Now | SVB Finl Gr | — | — | → $702 | Upgrade | Perform → Outperform | Get Alert | |
| 05/03/2022 | MS | Buy Now | Morgan Stanley | $178.05 | — | — | Upgrade | Perform → Outperform | Get Alert | |
| 05/03/2022 | JPM | Buy Now | JPMorgan Chase | $320.46 | -47.89% | → $167 | Upgrade | Perform → Outperform | Get Alert | |
| 04/13/2022 | APO | Buy Now | Apollo Global Management | $147.00 | -56.46% | → $64 | Upgrade | Perform → Outperform | Get Alert | |
| 03/18/2022 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -23.64% | $52 → $47 | Maintains | Outperform | Get Alert | |
| 01/19/2022 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -35.67% | $598 → $574 | Maintains | Outperform | Get Alert | |
| 12/07/2021 | OWL | Buy Now | Blue Owl Cap | $15.72 | — | — | Initiates | → Perform | Get Alert | |
| 11/10/2021 | AOMR | Buy Now | Angel Oak Mortgage REIT | $8.80 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 10/29/2021 | CG | Buy Now | Carlyle Group | $56.57 | 36.11% | $69 → $77 | Maintains | Outperform | Get Alert | |
| 10/20/2021 | APO | Buy Now | Apollo Global Management | $147.00 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 10/18/2021 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -35.44% | $520 → $576 | Maintains | Outperform | Get Alert | |
| 10/15/2021 | BAC | Buy Now | Bank of America | $55.40 | -7.94% | $48 → $51 | Maintains | Outperform | Get Alert | |
| 10/01/2021 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -33.39% | $40 → $41 | Maintains | Outperform | Get Alert | |
| 09/29/2021 | MS | Buy Now | Morgan Stanley | $178.05 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 09/01/2021 | GCMG | Buy Now | GCM Grosvenor | $11.68 | 19.86% | → $14 | Initiates | → Outperform | Get Alert | |
| 08/02/2021 | USB | Buy Now | U.S. Bancorp | $53.55 | 34.45% | $73 → $72 | Maintains | Outperform | Get Alert | |
| 07/16/2021 | USB | Buy Now | U.S. Bancorp | $53.55 | 36.32% | $70 → $73 | Maintains | Outperform | Get Alert | |
| 07/16/2021 | MS | Buy Now | Morgan Stanley | $178.05 | -41.03% | $99 → $105 | Maintains | Outperform | Get Alert | |
| 07/14/2021 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -39.48% | $493 → $540 | Maintains | Outperform | Get Alert | |
| 07/12/2021 | AOMR | Buy Now | Angel Oak Mortgage REIT | $8.80 | 115.91% | → $19 | Initiates | → Outperform | Get Alert | |
| 06/16/2021 | SUNS | Buy Now | SLR Senior Investment | $10.18 | 57.17% | → $16 | Assumes | → Outperform | Get Alert | |
| 05/18/2021 | USB | Buy Now | U.S. Bancorp | $53.55 | 28.85% | $71 → $69 | Maintains | Outperform | Get Alert | |
| 04/16/2021 | USB | Buy Now | U.S. Bancorp | $53.55 | 34.45% | $68 → $72 | Maintains | Outperform | Get Alert | |
| 04/15/2021 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -44.3% | $468 → $497 | Maintains | Outperform | Get Alert | |
| 04/14/2021 | APO | Buy Now | Apollo Global Management | $147.00 | -59.86% | → $59 | Upgrade | Perform → Outperform | Get Alert | |
| 04/01/2021 | USB | Buy Now | U.S. Bancorp | $53.55 | 26.98% | → $68 | Maintains | Outperform | Get Alert | |
| 12/20/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 28.85% | → $69 | Maintains | Outperform | Get Alert | |
| 11/16/2020 | SIVB | Buy Now | SVB Financial | — | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 11/03/2020 | TCPC | Buy Now | BlackRock TCP Cap | $5.94 | 118.86% | $12 → $13 | Maintains | Outperform | Get Alert | |
| 11/02/2020 | FDUS | Buy Now | Fidus Investment | $19.75 | -18.99% | $14 → $16 | Maintains | Outperform | Get Alert | |
| 10/15/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 21.38% | $62 → $65 | Maintains | Outperform | Get Alert | |
| 09/26/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | $62 → $62 | Maintains | Outperform | Get Alert | |
| 07/29/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | $75 → $62 | Maintains | Outperform | Get Alert | |
| 07/15/2020 | C | Buy Now | Citigroup | $113.11 | -10.71% | $106 → $101 | Maintains | Outperform | Get Alert | |
| 07/13/2020 | CG | Buy Now | Carlyle Group | $56.57 | -31.06% | $35 → $39 | Maintains | Outperform | Get Alert | |
| 07/13/2020 | KKR | Buy Now | KKR & Co | $134.54 | -70.27% | $34 → $40 | Maintains | Outperform | Get Alert | |
| 07/02/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 19.51% | $72 → $64 | Maintains | Outperform | Get Alert | |
| 06/30/2020 | JEF | Buy Now | Jefferies Financial Gr | $61.55 | -57.76% | $25 → $26 | Maintains | Outperform | Get Alert | |
| 06/09/2020 | SIVB | Buy Now | SVB Financial | — | — | → $329 | Initiates | → Outperform | Get Alert | |
| 05/07/2020 | KKR | Buy Now | KKR & Co | $134.54 | -74.73% | $41 → $34 | Maintains | Outperform | Get Alert | |
| 05/01/2020 | CG | Buy Now | Carlyle Group | $56.57 | -45.2% | $37 → $31 | Maintains | Outperform | Get Alert | |
| 04/28/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 19.51% | $59 → $64 | Maintains | Outperform | Get Alert | |
| 04/17/2020 | MS | Buy Now | Morgan Stanley | $178.05 | -71.36% | $46 → $51 | Maintains | Outperform | Get Alert | |
| 04/16/2020 | C | Buy Now | Citigroup | $113.11 | -23.08% | $93 → $87 | Maintains | Outperform | Get Alert | |
| 04/16/2020 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -68.39% | $278 → $282 | Maintains | Outperform | Get Alert | |
| 04/16/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 10.18% | $57 → $59 | Maintains | Outperform | Get Alert | |
| 04/16/2020 | BAC | Buy Now | Bank of America | $55.40 | -40.43% | $30 → $33 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | TCPC | Buy Now | BlackRock TCP Cap | $5.94 | 102.02% | $16 → $12 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | NMFC | Buy Now | New Mountain Finance | $9.59 | 14.7% | $15 → $11 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | WHF | Buy Now | WhiteHorse Finance | $7.39 | 75.91% | $16 → $13 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | SUNS | Buy Now | Solar Senior Capital | $10.18 | 47.35% | $18 → $15 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | KKR | Buy Now | KKR & Co | $134.54 | -69.53% | $43 → $41 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | MRCC | Buy Now | Monroe Cap | $6.40 | 56.25% | $13 → $10 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | FDUS | Buy Now | Fidus Investment | $19.75 | -29.11% | $19 → $14 | Maintains | Outperform | Get Alert | |
| 04/13/2020 | ARCC | Buy Now | Ares Capital | $20.27 | -21.07% | $19 → $16 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | C | Buy Now | Citigroup | $113.11 | -17.78% | $122 → $93 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | MS | Buy Now | Morgan Stanley | $178.05 | -74.16% | $76 → $46 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -68.84% | $367 → $278 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | CIT | Buy Now | CIT Group | — | — | $71 → $61 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | CDK | Buy Now | CDK Global | — | — | $67 → $55 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | BAC | Buy Now | Bank of America | $55.40 | -45.85% | $45 → $30 | Maintains | Outperform | Get Alert | |
| 04/01/2020 | USB | Buy Now | U.S. Bancorp | $53.55 | 6.44% | → $57 | Upgrade | Perform → Outperform | Get Alert | |
| 01/15/2020 | C | Buy Now | Citigroup | $113.11 | 9.63% | $119 → $124 | Maintains | Outperform | Get Alert | |
| 10/16/2019 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -66.26% | $316 → $301 | Maintains | Outperform | Get Alert | |
| 08/08/2019 | WHF | Buy Now | WhiteHorse Finance | $7.39 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 03/26/2019 | C | Buy Now | Citigroup | $113.11 | -12.47% | $94 → $99 | Maintains | Outperform | Get Alert | |
| 03/26/2019 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | $58 → $62 | Maintains | Outperform | Get Alert | |
| 03/26/2019 | MS | Buy Now | Morgan Stanley | $178.05 | -65.74% | $60 → $61 | Maintains | Outperform | Get Alert | |
| 03/26/2019 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -65.03% | $302 → $312 | Maintains | Outperform | Get Alert | |
| 03/26/2019 | CIT | Buy Now | CIT Group | — | — | $61 → $63 | Maintains | Outperform | Get Alert | |
| 03/26/2019 | BAC | Buy Now | Bank of America | $55.40 | -27.8% | $38 → $40 | Maintains | Outperform | Get Alert | |
| 11/15/2018 | ECC | Buy Now | Eagle Point Credit Co | $5.47 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 10/18/2018 | USB | Buy Now | U.S. Bancorp | $53.55 | 15.78% | → $62 | Upgrade | → Outperform | Get Alert | |
| 07/18/2018 | CG | Buy Now | Carlyle Group | $56.57 | -38.13% | $33 → $35 | Maintains | Outperform | Get Alert | |
| 07/18/2018 | KKR | Buy Now | KKR & Co | $134.54 | -73.99% | $29 → $35 | Maintains | Outperform | Get Alert | |
| 07/18/2018 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -62.45% | $304 → $335 | Maintains | Outperform | Get Alert | |
| 07/18/2018 | APO | Buy Now | Apollo Global Management | $147.00 | -71.43% | $40 → $42 | Maintains | Outperform | Get Alert | |
| 07/16/2018 | C | Buy Now | Citigroup | $113.11 | -19.55% | $89 → $91 | Maintains | Outperformer | Get Alert | |
| 11/30/2017 | WHF | Buy Now | WhiteHorse Finance | $7.39 | 102.98% | → $15 | Initiates | → Outperform | Get Alert | |
| 07/14/2017 | CG | Buy Now | Carlyle Group | $56.57 | -48.74% | $28 → $29 | Maintains | Outperform | Get Alert | |
| 07/14/2017 | BX | Buy Now | Blackstone | $150.10 | -74.68% | $34 → $38 | Maintains | Outperform | Get Alert | |
| 07/14/2017 | KKR | Buy Now | KKR & Co | $134.54 | -79.93% | $26 → $27 | Maintains | Outperform | Get Alert | |
| 07/14/2017 | APO | Buy Now | Apollo Global Management | $147.00 | -77.55% | $31 → $33 | Maintains | Outperform | Get Alert | |
| 07/10/2017 | C | Buy Now | Citigroup | $113.11 | -29.27% | $78 → $80 | Maintains | Outperform | Get Alert | |
| 07/10/2017 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -71.87% | $268 → $251 | Maintains | Outperform | Get Alert | |
| 07/10/2017 | CIT | Buy Now | CIT Group | — | — | $54 → $53 | Maintains | Outperform | Get Alert | |
| 07/10/2017 | BAC | Buy Now | Bank of America | $55.40 | -47.65% | $28 → $29 | Maintains | Outperform | Get Alert | |
| 06/28/2017 | GECC | Buy Now | Great Elm Capital | $7.15 | 95.8% | → $14 | Initiates | → Outperform | Get Alert | |
| 05/12/2017 | GARS | Buy Now | Garrison Capital | — | — | — | Downgrade | Outperform → Market Perform | Get Alert | |
| 04/18/2017 | RIF | Buy Now | RMR Real Estate Income Fund Common Stock | — | — | — | Initiates | → Perform | Get Alert | |
| 11/22/2016 | SUNS | Buy Now | Solar Senior Capital | $10.18 | 66.99% | → $17 | Initiates | → Outperform | Get Alert | |
| 08/05/2016 | NMFC | Buy Now | New Mountain Finance | $9.59 | 45.99% | $13 → $14 | Maintains | Outperform | Get Alert | |
| 08/03/2016 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -75.12% | $223 → $222 | Maintains | Outperform | Get Alert | |
| 07/27/2016 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -75.01% | $222 → $223 | Maintains | Outperform | Get Alert | |
| 04/20/2016 | YHOO | Buy Now | Yahoo! | — | — | $40 → $49 | Maintains | Outperform | Get Alert | |
| 02/03/2016 | CIT | Buy Now | CIT Group | — | — | $57 → $50 | Maintains | Outperform | Get Alert | |
| 01/29/2016 | C | Buy Now | Citigroup | $113.11 | -40.77% | $66 → $67 | Maintains | Outperform | Get Alert | |
| 01/29/2016 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -73.21% | $231 → $239 | Maintains | Outperform | Get Alert | |
| 01/21/2016 | CG | Buy Now | Carlyle Group | $56.57 | -45.2% | $33 → $31 | Maintains | Outperform | Get Alert | |
| 01/21/2016 | KKR | Buy Now | KKR & Co | $134.54 | -79.19% | $29 → $28 | Maintains | Outperform | Get Alert | |
| 10/28/2015 | KKR | Buy Now | KKR & Co | $134.54 | -77.7% | $31 → $30 | Maintains | Outperform | Get Alert | |
| 10/06/2015 | C | Buy Now | Citigroup | $113.11 | -38.11% | $69 → $70 | Maintains | Outperform | Get Alert | |
| 10/06/2015 | GS | Buy Now | Goldman Sachs Gr | $892.22 | -73.1% | $236 → $240 | Maintains | Outperform | Get Alert | |
| 10/06/2015 | CIT | Buy Now | CIT Group | — | — | $54 → $51 | Maintains | Outperform | Get Alert | |
| 10/06/2015 | BAC | Buy Now | Bank of America | $55.40 | -65.7% | $21 → $19 | Maintains | Outperform | Get Alert | |
| 09/28/2015 | KKR | Buy Now | KKR & Co | $134.54 | -76.96% | $33 → $31 | Maintains | Outperform | Get Alert | |
| 09/21/2015 | GS | Buy Now | Goldman Sachs Gr | $892.22 | — | — | Upgrade | → Outperform | Get Alert | |
| 09/09/2015 | C | Buy Now | Citigroup | $113.11 | -39% | $74 → $69 | Maintains | Outperform | Get Alert | |
| 08/07/2015 | TCPC | Buy Now | BlackRock TCP Cap | $5.94 | 169.36% | $17 → $16 | Maintains | Outperform | Get Alert | |
| 07/13/2015 | KKR | Buy Now | KKR & Co | $134.54 | -75.47% | $30 → $33 | Maintains | Outperform | Get Alert | |
| 06/29/2015 | JPM | Buy Now | JPMorgan Chase | $320.46 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 06/17/2015 | CDK | Buy Now | CDK Global | — | — | $53 → $65 | Maintains | Outperform | Get Alert | |
| 05/13/2015 | MRCC | Buy Now | Monroe Cap | $6.40 | 134.37% | → $15 | Initiates | → Outperform | Get Alert | |
| 04/16/2015 | BAC | Buy Now | Bank of America | $55.40 | -62.09% | $22 → $21 | Maintains | Outperform | Get Alert | |
| 04/14/2015 | CG | Buy Now | Carlyle Group | $56.57 | -32.83% | $37 → $38 | Maintains | Outperform | Get Alert | |
| 04/14/2015 | KKR | Buy Now | KKR & Co | $134.54 | -77.7% | $29 → $30 | Maintains | Outperform | Get Alert | |
| 03/13/2015 | C | Buy Now | Citigroup | $113.11 | -36.35% | $67 → $72 | Maintains | Outperform | Get Alert | |
| 03/13/2015 | BAC | Buy Now | Bank of America | $55.40 | -60.29% | $21 → $22 | Maintains | Outperform | Get Alert | |
| 03/13/2015 | JPM | Buy Now | JPMorgan Chase | $320.46 | -75.35% | $74 → $79 | Maintains | Outperform | Get Alert | |
| 03/10/2015 | FDUS | Buy Now | Fidus Investment | $19.75 | -13.92% | $16 → $17 | Maintains | Outperform | Get Alert | |
| 12/17/2014 | CDK | Buy Now | CDK Global | — | — | → $45 | Initiates | → Outperform | Get Alert | |
| 12/10/2014 | FDUS | Buy Now | Fidus Investment | $19.75 | -18.99% | → $16 | Upgrade | Market Perform → Outperform | Get Alert | |
| 10/07/2014 | C | Buy Now | Citigroup | $113.11 | -40.77% | $68 → $67 | Maintains | Outperform | Get Alert | |
| 05/01/2014 | CG | Buy Now | Carlyle Group | $56.57 | -29.29% | $41 → $40 | Maintains | Outperform | Get Alert | |
| 04/25/2014 | KKR | Buy Now | KKR & Co | $134.54 | -79.19% | $27 → $28 | Maintains | Outperform | Get Alert | |
| 04/17/2014 | BAC | Buy Now | Bank of America | $55.40 | -65.7% | → $19 | Upgrade | market perform → Outperform | Get Alert | |
| 04/15/2014 | C | Buy Now | Citigroup | $113.11 | -42.53% | $66 → $65 | Maintains | Outperform | Get Alert | |
| 04/09/2014 | CG | Buy Now | Carlyle Group | $56.57 | -27.52% | → $41 | Downgrade | Market Perform → Outperform | Get Alert | |
| 01/15/2014 | APO | Buy Now | Apollo Global Management | $147.00 | -75.51% | → $36 | Downgrade | Outperform → Perform | Get Alert | |
| 07/01/2013 | NMFC | Buy Now | New Mountain Finance | $9.59 | 56.41% | → $15 | Initiates | → Outperform | Get Alert | |
| 06/10/2013 | MS | Buy Now | Morgan Stanley | $178.05 | — | — | Downgrade | Outperform → Perform | Get Alert | |
| 05/07/2013 | APO | Buy Now | Apollo Global Management | $147.00 | -76.87% | → $34 | Upgrade | Market Perform → Outperform | Get Alert | |
| 04/24/2013 | CIT | Buy Now | CIT Group | — | — | → $54 | Upgrade | Perform → Outperform | Get Alert | |
| 04/23/2013 | GARS | Buy Now | Garrison Capital | — | — | → $16 | Initiates | → Outperform | Get Alert | |
| 04/22/2013 | GARS | Buy Now | Garrison Capital | — | — | → $16 | Initiates | → Outperform | Get Alert | |
| 04/14/2013 | JPM | Buy Now | JPMorgan Chase | $320.46 | -79.09% | $66 → $67 | Maintains | Outperform | Get Alert | |
| 03/11/2013 | FDUS | Buy Now | Fidus Investment | $19.75 | -3.8% | $18 → $19 | Maintains | Outperform | Get Alert | |
| 01/17/2013 | JPM | Buy Now | JPMorgan Chase | $320.46 | -80.65% | $61 → $62 | Maintains | Outperform | Get Alert | |
| 10/12/2012 | APO | Buy Now | Apollo Global Management | $147.00 | — | — | Initiates | → Perform | Get Alert | |
| 08/03/2012 | FDUS | Buy Now | Fidus Investment | $19.75 | -18.99% | $15 → $16 | Maintains | Outperform | Get Alert | |
| 07/19/2012 | USB | Buy Now | U.S. Bancorp | $53.55 | -40.24% | → $32 | Downgrade | Outperform → Perform | Get Alert | |
| 07/02/2012 | KKR | Buy Now | KKR & Co | $134.54 | — | — | Upgrade | Perform → Outperform | Get Alert |
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