Rmb Capital Management, LLC Purchases in Q1 2025

Rmb Capital Management, LLC

  • $3.94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OBNK
Origin Bancorp, Inc.

Financial Services
10K
+ 5.0%
N/A
210K $6.78M
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.23K
+ 43.22%
$75.99 - $81.58 $322K - $345K
14K $1.07M
PEY
Invesco Exchange Traded Fd Tr

ETFs
14.2K
+ 139.18%
$20.82 - $22.08 $296K - $314K
24.5K $524K
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.25K
+ 10.41%
$162.22 - $206.22 $365K - $464K
23.9K $4.09M
VNQ
Vanguard Specialized Funds Van

ETFs
3.3K
New
$85.55 - $94.34 $282K - $311K
3.3K $298K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
36.8K
New
$7.89 - $8.07 $290K - $297K
36.8K $292K
DJP
Barclays Bank PLC

ETFs
8.88K
New
N/A
8.88K $286K
TROW
Price T Rowe Group Inc

Financial Services
3.09K
New
$91.57 - $116.93 $283K - $362K
3.09K $284K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
19.9K
+ 13.02%
$31.63 - $35.22 $631K - $702K
173K $5.53M
XLE
Energy Sector Spdr

ETFs
2.78K
New
$85.7 - $93.96 $238K - $261K
2.78K $259K
TRV
Travelers Companies, Inc.

Financial Services
825
+ 76.18%
$232.43 - $265.13 $192K - $219K
1.91K $504K
GVI
Ishares Tr

ETFs
2.16K
New
$103.49 - $106.02 $224K - $229K
2.16K $229K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
11.1K
New
$19.35 - $20.45 $215K - $227K
11.1K $218K
SO
Southern CO

Utilities
2.37K
New
$80.96 - $92.96 $191K - $220K
2.37K $217K
HDV
Ishares Core High Dividend ETF

ETFs
1.75K
New
$110.86 - $121.12 $194K - $212K
1.75K $211K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.69K
New
$120.29 - $134.6 $203K - $227K
1.69K $206K
NTRS
Northern Trust Corp

Financial Services
2.29K
+ 24.35%
$96.09 - $113.81 $220K - $260K
11.7K $1.15M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
15K
New
$11.4 - $11.96 $171K - $179K
15K $172K
STT
State Street Corp

Financial Services
2.03K
+ 96.22%
$84.47 - $102.23 $172K - $208K
4.15K $371K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
14.1K
New
$11.13 - $11.61 $157K - $163K
14.1K $157K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
13.1K
New
$12.0 - $12.5 $157K - $163K
13.1K $156K
AXP
American Express CO

Financial Services
727
+ 43.35%
$255.39 - $325.87 $186K - $237K
2.4K $646K
VBTX
Veritex Holdings, Inc.

Financial Services
52.1K
+ 9.86%
$23.47 - $27.67 $1.22M - $1.44M
581K $14.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.06K
+ 64.16%
$283.06 - $421.16 $300K - $446K
2.71K $767K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.36K
+ 22.6%
$168.84 - $202.89 $229K - $275K
7.36K $1.29M
DUOL
Duolingo, Inc.

Technology
502
+ 31.57%
$272.49 - $441.39 $137K - $222K
2.09K $649K
CLOI
Vaneck ETF Tr

ETFs
2.23K
+ 1.39%
$52.68 - $53.16 $118K - $119K
163K $8.59M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.33K
+ 10.87%
$59.28 - $66.1 $79K - $88.1K
13.6K $864K
FFWM
First Foundation Inc.

Financial Services
84.5K
+ 26.78%
$4.58 - $6.4 $387K - $541K
400K $2.08M
CRVL
Corvel Corp

Financial Services
770
+ 8.84%
$103.48 - $128.46 $79.7K - $98.9K
9.48K $1.06M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
821
+ 31.91%
$94.87 - $96.11 $77.9K - $78.9K
3.39K $325K
TFC
Truist Financial Corp

Financial Services
2.25K
+ 37.9%
$39.48 - $48.15 $89K - $109K
8.2K $337K
WFC
Wells Fargo & Company

Financial Services
725
+ 5.72%
$66.78 - $81.42 $48.4K - $59K
13.4K $962K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.58K
+ 6.33%
$30.73 - $32.26 $110K - $116K
60.2K $1.85M
FISI
Financial Institutions Inc

Financial Services
11K
+ 12.33%
$24.96 - $29.63 $274K - $325K
100K $2.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.16K
+ 11.21%
$56.17 - $59.71 $64.9K - $69K
11.5K $655K
CARE
Carter Bankshares, Inc.

Financial Services
5K
+ 35.42%
$15.9 - $18.1 $79.5K - $90.5K
19.1K $309K
VOE
Vanguard Mid Cap Value Index F

ETFs
351
+ 27.08%
$156.61 - $168.02 $55K - $59K
1.65K $264K
IHDG
Wisdomtree Tr

ETFs
1.47K
+ 0.63%
$43.4 - $47.51 $63.8K - $69.8K
233K $10.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
891
+ 17.34%
$50.39 - $50.66 $44.9K - $45.1K
6.03K $305K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.59K
+ 23.08%
$32.42 - $36.13 $51.5K - $57.4K
8.48K $279K
BMO
Bank Of Montreal

Financial Services
452
+ 19.96%
$94.92 - $104.14 $42.9K - $47.1K
2.72K $259K
DFIV
Dimensional ETF Tr

ETFs
30
+ 0.36%
$35.33 - $40.77 $1.06K - $1.22K
8.45K $332K
GD
General Dynamics Corp

Industrials
76
+ 7.32%
$241.94 - $272.58 $18.4K - $20.7K
1.11K $303K
FIS
Fidelity National Information Services, Inc.

Technology
673
+ 13.43%
$68.12 - $83.42 $45.8K - $56.1K
5.69K $424K
ADI
Analog Devices Inc

Technology
5.9K
+ 5.39%
$201.56 - $243.82 $1.19M - $1.44M
115K $23.3M
AVUS
American Centy ETF Tr Avantis

ETFs
361
+ 6.04%
$90.7 - $101.57 $32.7K - $36.7K
6.34K $585K
ELS
Equity Lifestyle Properties Inc

Real Estate
67
+ 2.01%
$64.36 - $69.32 $4.31K - $4.64K
3.4K $226K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
61
+ 0.18%
$106.46 - $114.75 $6.49K - $7K
33.1K $3.64M
Activity Summary
Buys All Purchases 207 New Holdings 55 Increased Positions 152 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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