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
FE
Firstenergy Corp

Utilities
2.24K
+ 15.9%
$37.95 - $43.5 $85K - $97.4K
16.3K $659K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.07K
+ 15.9%
$45.22 - $52.17 $139K - $160K
22.4K $1.07M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
25K
+ 13.18%
$4.18 - $4.41 $105K - $110K
215K $897K
MUST
Columbia ETF Tr I Multi Sector

ETFs
5K
+ 27.51%
$20.08 - $20.62 $100K - $103K
23.2K $466K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
43.6K
+ 31.76%
$9.59 - $11.83 $418K - $516K
181K $1.73M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.65K
+ 2.76%
$47.4 - $50.24 $173K - $183K
136K $6.56M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.05K
+ 11.85%
$41.51 - $44.56 $126K - $136K
28.8K $1.21M
FAF
First American Financial Corp

Financial Services
864
+ 8.14%
$57.7 - $66.47 $49.9K - $57.4K
11.5K $753K
AINV
Apollo Investment Corp

Financial Services
7.96K
+ 11.68%
N/A
76.2K $846K
LNT
Alliant Energy Corp

Utilities
167
+ 1.18%
$56.66 - $66.04 $9.46K - $11K
14.3K $922K
IWX
Ishares Tr Russell 200 Value E

ETFs
273
+ 1.38%
$78.54 - $84.86 $21.4K - $23.2K
20K $1.65M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
202
+ 0.45%
$55.76 - $59.54 $11.3K - $12K
44.8K $2.6M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 1.67%
$39.4 - $42.61 $72.1K - $78K
111K $4.5M
LCID
Lucid Group, Inc.

Consumer Cyclical
87.1K
+ 39.68%
$2.03 - $3.48 $177K - $303K
306K $741K
MLPX
Global X Mlp & Energy Infrastr

ETFs
477
+ 3.35%
$59.6 - $67.2 $28.4K - $32.1K
14.7K $939K
FVAL
Fidelity Covington Tr Value Fa

ETFs
2.05K
+ 8.87%
$58.79 - $65.0 $121K - $133K
25.2K $1.5M
HYHG
Proshares High Yield Interest

ETFs
1.51K
+ 12.39%
$64.04 - $66.96 $96.5K - $101K
13.7K $875K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.87K
+ 1.91%
$24.07 - $24.5 $69.2K - $70.4K
153K $3.71M
DFAE
Dimensional ETF Tr

ETFs
2.65K
+ 17.19%
$24.64 - $26.86 $65.4K - $71.3K
18.1K $468K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
2.03K
+ 7.11%
$54.79 - $60.63 $111K - $123K
30.6K $1.7M
FXG
First Tr Exchange Traded First

ETFs
566
+ 2.15%
$62.56 - $65.85 $35.4K - $37.3K
26.9K $1.76M
CTSH
Cognizant Technology Solutions Corp

Technology
986
+ 7.63%
$75.32 - $90.7 $74.3K - $89.4K
13.9K $1.06M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
560
+ 0.47%
$14.48 - $16.6 $8.11K - $9.3K
119K $1.77M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 7.17%
$63.77 - $68.75 $91K - $98.1K
21.3K $1.38M
EMN
Eastman Chemical CO

Basic Materials
1.57K
+ 7.06%
$87.05 - $103.47 $136K - $162K
23.8K $2.1M
ICLN
Ishares

ETFs
4.71K
+ 1.71%
$10.94 - $11.86 $51.5K - $55.9K
281K $3.21M
IHDG
Wisdomtree Tr

ETFs
1.45K
+ 7.78%
$43.4 - $47.51 $62.7K - $68.7K
20K $869K
NNN
National Retail Properties, Inc.

Real Estate
831
+ 6.79%
$38.0 - $43.19 $31.6K - $35.9K
13.1K $557K
FNDX
Schwab Fundamental U S Large C

ETFs
2.48K
+ 16.21%
$23.03 - $25.01 $57.2K - $62.1K
17.8K $420K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
4.84K
+ 5.33%
$10.47 - $11.04 $50.6K - $53.4K
95.6K $1.01M
ES
Eversource Energy

Utilities
68
+ 0.68%
$55.63 - $63.8 $3.78K - $4.34K
10.1K $628K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.13K
+ 11.47%
$23.87 - $24.35 $50.9K - $51.9K
20.7K $496K
MFC
Manulife Financial Corp

Financial Services
1.42K
+ 11.69%
$28.41 - $31.82 $40.4K - $45.2K
13.6K $422K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 7.23%
$94.5 - $110.71 $257K - $301K
40.3K $3.87M
DFNL
Davis Fundamental ETF Tr

ETFs
827
+ 7.59%
$37.36 - $40.96 $30.9K - $33.9K
11.7K $460K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
1.72K
+ 3.54%
$19.17 - $20.25 $32.9K - $34.7K
50.2K $976K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.16K
+ 3.13%
$29.34 - $31.31 $269K - $287K
302K $8.96M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6.64K
+ 19.37%
$5.93 - $6.2 $39.4K - $41.2K
40.9K $246K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
110
+ 0.37%
$74.87 - $79.99 $8.24K - $8.8K
29.6K $2.28M
ORI
Old Republic International Corp

Financial Services
204
+ 1.92%
$33.46 - $39.22 $6.83K - $8K
10.8K $424K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
3.33K
+ 6.19%
$10.81 - $11.42 $36K - $38.1K
57.2K $620K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
1.99K
+ 2.47%
$37.11 - $39.53 $74K - $78.8K
82.6K $3.09M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
373
+ 1.54%
$38.99 - $40.37 $14.5K - $15.1K
24.5K $988K
BGB
Blackstone Strategic Credit Fund

Financial Services
3.83K
+ 5.43%
$11.96 - $12.62 $45.8K - $48.4K
74.4K $899K
SMIN
Ishares Msci India Small Cap I

ETFs
1.76K
+ 17.34%
$61.54 - $77.16 $108K - $136K
11.9K $809K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.8K
+ 8.3%
$31.63 - $35.22 $343K - $382K
142K $4.52M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
2.08K
+ 3.18%
$10.44 - $10.89 $21.7K - $22.7K
67.6K $712K
PFN
Pimco Income Strategy Fund Ii

Financial Services
3.22K
+ 4.31%
$7.41 - $7.64 $23.8K - $24.6K
77.9K $587K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
9.92K
+ 18.82%
$19.0 - $24.32 $189K - $241K
62.7K $1.19M
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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