Rockefeller Capital Management L.P. Incresed Positions in Q1 2025

Rockefeller Capital Management L.P.

  • $38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.6K
+ 2.37%
$99.16 - $99.52 $158K - $159K
69K $6.87M
DSTL
ETF Ser Solution Distillate Us

ETFs
8.36K
+ 2.05%
$53.28 - $57.28 $445K - $479K
416K $22.5M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.24K
+ 17.02%
$29.72 - $31.94 $156K - $167K
36K $1.11M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
14.1K
+ 11.36%
$37.73 - $43.15 $530K - $606K
138K $5.32M
WDI
Western Asset Diversified Income Fund

ETFs
10.9K
+ 21.29%
$14.4 - $15.26 $157K - $166K
62.1K $897K
IGR
Cbre Global Real Estate Income Fund

Financial Services
24.3K
+ 19.48%
$4.79 - $5.34 $116K - $130K
149K $769K
DFAU
Dimensional ETF Tr

ETFs
7.24K
+ 13.41%
$37.84 - $42.29 $274K - $306K
61.2K $2.35M
SWK
Stanley Black & Decker, Inc.

Industrials
2.81K
+ 19.0%
$76.43 - $90.41 $215K - $254K
17.6K $1.35M
UNM
Unum Group

Financial Services
375
+ 2.36%
$71.8 - $83.34 $26.9K - $31.3K
16.3K $1.33M
OGE
Oge Energy Corp.

Utilities
1.85K
+ 12.03%
$39.76 - $46.32 $73.5K - $85.6K
17.2K $791K
LGOV
First Tr ETF Iv Long Duration

ETFs
6.78K
+ 52.11%
$20.41 - $21.7 $138K - $147K
19.8K $425K
QTWO
Q2 Holdings, Inc.

Technology
100K
+ 26.29%
$71.37 - $102.68 $7.15M - $10.3M
481K $38.5M
IAT
Ishares Tr

ETFs
4.61K
+ 26.07%
$44.84 - $53.56 $207K - $247K
22.3K $1.04M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
106K
+ 37.43%
$5.29 - $10.87 $558K - $1.15M
387K $2.05M
FTI
Technip Fmc PLC

Energy
1.32K
+ 3.69%
$25.3 - $32.57 $33.3K - $42.8K
37K $1.17M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
11.2K
+ 26.25%
$47.25 - $67.02 $528K - $749K
53.8K $2.56M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2.26K
+ 1.6%
$20.56 - $21.51 $46.5K - $48.7K
144K $3.05M
STAG
Stag Industrial, Inc.

Real Estate
2.63K
+ 14.2%
$32.39 - $37.07 $85.1K - $97.3K
21.1K $762K
ARCB
Arcbest Corp

Industrials
54.5K
+ 33.4%
$70.58 - $101.93 $3.85M - $5.56M
218K $15.4M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.92K
+ 7.82%
$36.6 - $39.56 $70.2K - $75.9K
26.5K $1.03M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4K
+ 14.07%
$40.44 - $43.17 $162K - $173K
32.4K $1.33M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.2K
+ 14.26%
$56.63 - $59.39 $124K - $130K
17.6K $1.01M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.88K
+ 3.29%
$54.25 - $57.64 $156K - $166K
90.5K $4.99M
ENFR
Alerian Energy Infrastructure

ETFs
2.69K
+ 11.8%
$30.27 - $34.12 $81.5K - $91.9K
25.5K $835K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
314
+ 0.9%
$46.55 - $51.16 $14.6K - $16.1K
35.3K $1.75M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.14K
+ 8.01%
$32.5 - $33.3 $102K - $104K
42.3K $1.41M
PCG
Pg&E Corp

Utilities
11.9K
+ 43.58%
$15.16 - $20.4 $180K - $242K
39.2K $672K
JPIN
Jp Morgan Diversified Return I

ETFs
354
+ 1.24%
$52.75 - $58.91 $18.7K - $20.9K
28.9K $1.65M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.04K
+ 16.05%
$59.61 - $66.71 $181K - $203K
22K $1.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.29K
+ 6.45%
$64.88 - $72.1 $473K - $526K
120K $7.91M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
6.66K
+ 25.73%
$16.12 - $16.78 $107K - $112K
32.5K $536K
HQH
Tekla Healthcare Investors

Financial Services
6.99K
+ 27.93%
$16.23 - $18.27 $113K - $128K
32K $519K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.4K
+ 12.9%
$73.11 - $77.43 $102K - $108K
12.2K $926K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
3.79K
+ 15.42%
$26.51 - $28.57 $100K - $108K
28.3K $776K
GNR
Spdr S&P Global Natural Resour

ETFs
50
+ 0.15%
$50.12 - $54.48 $2.51K - $2.72K
32.4K $1.73M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13.4K
+ 25.28%
$13.21 - $14.63 $177K - $196K
66.4K $877K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.33K
+ 16.54%
$60.05 - $72.21 $140K - $168K
16.4K $1.03M
HMC
Honda Motor CO LTD

Consumer Cyclical
4.6K
+ 39.41%
$26.9 - $30.41 $124K - $140K
16.3K $441K
FQAL
Fidelity Covington Tr Quality

ETFs
2.41K
+ 6.24%
$63.12 - $69.13 $152K - $167K
41.1K $2.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.89K
+ 1.93%
$39.96 - $43.3 $75.5K - $81.8K
99.8K $4.11M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.75K
+ 18.13%
$27.56 - $32.1 $214K - $249K
50.5K $1.42M
PPA
Invesco Exchange Traded Fd Tr

ETFs
641
+ 4.01%
$113.59 - $123.29 $72.8K - $79K
16.6K $1.94M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.05K
+ 3.57%
$48.3 - $52.85 $50.5K - $55.2K
30.4K $1.55M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
4.32K
+ 23.71%
$21.49 - $22.24 $92.7K - $96K
22.5K $499K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.02K
+ 31.66%
$25.08 - $25.39 $101K - $102K
16.7K $422K
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.34K
+ 32.61%
$102.72 - $143.06 $343K - $478K
13.6K $1.42M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
57
+ 0.08%
$25.98 - $28.41 $1.48K - $1.62K
67.9K $1.87M
POOL
Pool Corp

Industrials
1.09K
+ 9.98%
$314.92 - $364.31 $343K - $397K
12K $3.82M
FDMO
Fidelity Covington Tr Momentum

ETFs
3.12K
+ 13.73%
$63.36 - $74.35 $198K - $232K
25.9K $1.68M
Activity Summary
Buys All Purchases 985 New Holdings 106 Increased Positions 879 Sells All Sells 623 Reductions 623 Sold out 0 Options Calls 0 Puts 0
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