Rockefeller Capital Management L.P. Incresed Positions in Q4 2024

Rockefeller Capital Management L.P.

  • $36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EBAY
Ebay Inc

Consumer Cyclical
3.56K
+ 15.73%
$57.51 - $67.17 $205K - $239K
26.2K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
54.6K
+ 218.6%
$22.01 - $66.82 $1.2M - $3.65M
79.6K $1.81M
HQH
Tekla Healthcare Investors

Financial Services
11K
+ 78.49%
$16.03 - $18.73 $176K - $206K
25K $401K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.48K
+ 4.43%
$12.27 - $15.41 $30.4K - $38.2K
58.4K $846K
SCHV
Schwab Strategic Tr Us Large C

ETFs
29.4K
+ 254.81%
$25.79 - $80.4 $759K - $2.37M
41K $1.07M
PPLT
Abrdn Platinum ETF Trust

ETFs
1.55K
+ 14.39%
N/A
12.3K $1.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.3K
+ 37.9%
$49.38 - $59.52 $262K - $316K
19.3K $974K
MMM
3 M CO

Industrials
4.28K
+ 7.84%
$124.74 - $137.12 $534K - $587K
58.9K $7.6M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
7.68K
+ 10.53%
$37.83 - $40.57 $291K - $312K
80.6K $3.05M
USAC
Usa Compression Partners, LP

Energy
185
+ 0.09%
$21.54 - $23.99 $3.98K - $4.44K
212K $4.99M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15.6K
+ 2.69%
$50.02 - $51.24 $778K - $797K
594K $29.8M
OUNZ
Van Eck Merk Gold Trust

ETFs
5.37K
+ 16.42%
$24.72 - $26.9 $133K - $144K
38.1K $963K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
7.32K
+ 4.49%
$7.8 - $9.54 $57.1K - $69.8K
170K $1.48M
IYH
Ishares Tr

ETFs
9.37K
+ 15.19%
$57.53 - $65.24 $539K - $611K
71K $4.14M
CLX
Clorox CO

Consumer Defensive
847
+ 5.59%
$156.51 - $169.74 $133K - $144K
16K $2.6M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
35
+ 0.04%
$6.75 - $10.44 $236 - $365
79.2K $711K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.74K
+ 2.35%
$35.45 - $40.33 $345K - $393K
424K $15.2M
SYY
Sysco Corp

Consumer Defensive
2.92K
+ 5.07%
$73.63 - $81.77 $215K - $239K
60.5K $4.62M
INCY
Incyte Corp

Healthcare
65
+ 0.16%
$65.08 - $83.38 $4.23K - $5.42K
41.9K $2.9M
NSSC
Napco Security Technologies, Inc

Industrials
45.1K
+ 14.98%
$34.51 - $42.2 $1.56M - $1.9M
346K $12.3M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
17.8K
+ 16.58%
$15.88 - $17.71 $282K - $315K
125K $2.03M
IXN
Ishares Global Information Tec

ETFs
806
+ 3.31%
$80.67 - $87.84 $65K - $70.8K
25.1K $2.13M
SNAP
Snap Inc

Communication Services
6.96K
+ 1.06%
$9.98 - $12.86 $69.5K - $89.5K
663K $7.14M
PDCO
Patterson Companies, Inc.

Healthcare
953
+ 9.5%
$19.57 - $31.4 $18.7K - $29.9K
11K $339K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.44K
+ 1.93%
$66.67 - $74.08 $95.7K - $106K
75.7K $5.15M
PFN
Pimco Income Strategy Fund Ii

Financial Services
16.9K
+ 29.36%
$7.33 - $7.72 $124K - $131K
74.7K $556K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.73K
+ 15.73%
$81.34 - $96.75 $141K - $167K
12.7K $1.04M
PDI
Pimco Dynamic Income Fund

Financial Services
19.1K
+ 15.5%
$18.33 - $20.85 $350K - $398K
142K $2.61M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.65K
+ 8.43%
$94.77 - $97.36 $157K - $161K
21.3K $2.03M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.26K
+ 10.21%
$92.58 - $93.71 $116K - $118K
13.6K $1.26M
AVPT
Ave Point, Inc.

Technology
35
+ 0.15%
$11.54 - $18.89 $404 - $661
22.8K $376K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
641
+ 0.72%
$72.62 - $77.83 $46.5K - $49.9K
89.7K $6.64M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.17K
+ 1.36%
$77.23 - $82.11 $400K - $425K
386K $30M
YJUN
First Tr Exchange Traded Fd Vi
5.84K
+ 38.25%
$21.53 - $22.81 $126K - $133K
21.1K $455K
ABUS
Arbutus Biopharma Corp

Healthcare
43.6K
+ 69.23%
$3.18 - $4.2 $139K - $183K
107K $348K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.11K
+ 19.75%
$48.17 - $53.38 $150K - $166K
18.9K $920K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.69K
+ 5.76%
$80.18 - $88.79 $136K - $150K
31K $2.5M
ECC
Eagle Point Credit CO Inc.

Financial Services
19.7K
+ 25.5%
$8.7 - $9.98 $172K - $197K
97.1K $862K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.01K
+ 9.29%
$40.26 - $42.88 $121K - $129K
35.4K $1.43M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.7K
+ 4.07%
$47.58 - $48.56 $176K - $180K
94.5K $4.52M
VTHR
Vanguard Russell 3000 ETF

ETFs
4
+ 0.03%
$251.33 - $271.45 $1.01K - $1.09K
15.2K $3.94M
SIVR
Abrdn Silver ETF Trust

ETFs
7.11K
+ 14.78%
$27.61 - $33.22 $196K - $236K
55.2K $1.52M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
7.45K
+ 19.75%
$22.21 - $24.22 $165K - $180K
45.1K $1M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.4K
+ 44.36%
$7.83 - $8.16 $96.8K - $101K
40.2K $316K
MLPX
Global X Mlp & Energy Infrastr

ETFs
123
+ 0.87%
$54.89 - $64.32 $6.75K - $7.91K
14.2K $860K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
32.9K
+ 21.02%
$4.18 - $4.53 $138K - $149K
190K $798K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.9K
+ 1.32%
N/A
222K $6.98M
JPIE
J P Morgan Exchange Traded Fd
2.23K
+ 14.03%
$45.59 - $46.25 $102K - $103K
18.1K $827K
UBS
Ubs Group Ag

Financial Services
3.17K
+ 24.67%
$29.78 - $33.08 $94.3K - $105K
16K $485K
Activity Summary
Buys All Purchases 997 New Holdings 147 Increased Positions 850 Sells All Sells 611 Reductions 611 Sold out 0 Options Calls 0 Puts 0
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