Rockefeller Capital Management L.P. Incresed Positions in Q3 2025

Rockefeller Capital Management L.P.

  • $47.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.32K
+ 8.15%
$33.26 - $34.01 $110K - $113K
44.1K $1.49M
STM
St Microelectronics N.V.

Technology
6.36K
+ 25.05%
$24.77 - $33.41 $158K - $213K
31.8K $897K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.45K
+ 6.33%
$30.13 - $33.37 $43.7K - $48.4K
24.3K $812K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
3.96K
+ 7.49%
$20.79 - $21.92 $82.3K - $86.8K
56.8K $1.23M
RWK
Invesco Exchange Traded Fd Tr

ETFs
39
+ 0.27%
$116.93 - $128.98 $4.56K - $5.03K
14.4K $1.79M
HQH
Tekla Healthcare Investors

Financial Services
2K
+ 7.4%
$15.58 - $18.46 $31.2K - $36.9K
29K $535K
FLEX
Flex Ltd.

Technology
224
+ 1.77%
$48.49 - $59.33 $10.9K - $13.3K
12.9K $747K
DXCM
Dexcom Inc

Healthcare
4.7K
+ 46.82%
$66.46 - $89.53 $312K - $421K
14.7K $991K
INTF
Ishares Tr

ETFs
58
+ 0.09%
$33.72 - $36.17 $1.96K - $2.1K
65.3K $2.35M
EWC
Ishares Msci Canada ETF

ETFs
877
+ 5.6%
$45.86 - $50.88 $40.2K - $44.6K
16.5K $835K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
10K
+ 10.31%
$2.59 - $3.75 $25.9K - $37.5K
107K $348K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.98K
+ 10.32%
$49.57 - $52.57 $148K - $156K
31.8K $1.59M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
5.57K
+ 21.06%
$14.12 - $15.3 $78.6K - $85.2K
32K $486K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
5.66K
+ 5.43%
$23.48 - $24.44 $133K - $138K
110K $2.63M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.82K
+ 0.44%
$19.85 - $20.2 $36K - $36.7K
418K $8.39M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
702
+ 0.91%
$102.4 - $103.88 $71.9K - $72.9K
77.7K $8.03M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
167
+ 0.8%
$59.11 - $67.35 $9.87K - $11.2K
21.1K $1.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.23K
+ 38.97%
$22.89 - $23.7 $96.8K - $100K
15.1K $355K
CNHI
Cnh Industrial N.V.

Industrials
9.93K
+ 3.81%
N/A
270K $2.82M
STAG
Stag Industrial, Inc.

Real Estate
3.72K
+ 13.3%
$34.28 - $36.97 $128K - $138K
31.7K $1.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
934
+ 0.39%
$82.38 - $83.0 $76.9K - $77.5K
238K $19.7M
PPLT
Abrdn Platinum ETF Trust

ETFs
1.12K
+ 5.33%
N/A
22.1K $1.99M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
6.42K
+ 4.51%
$9.87 - $10.65 $63.4K - $68.4K
149K $1.58M
SRLN
Ssga Active Trust

ETFs
2.41K
+ 3.69%
$41.28 - $41.65 $99.6K - $101K
67.7K $2.82M
DFAT
Dimensional ETF Tr U S Target

ETFs
417
+ 2.38%
$53.36 - $59.69 $22.3K - $24.9K
17.9K $1.04M
CGCP
Capital Group Core Plus Income

ETFs
3.96K
+ 14.56%
$22.27 - $22.95 $88.3K - $91K
31.2K $708K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
3.25K
+ 11.45%
$20.12 - $21.74 $65.4K - $70.7K
31.7K $666K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.4K
+ 9.96%
$48.96 - $52.08 $68.4K - $72.8K
15.4K $795K
GRAB
Grab Holdings LTD

Technology
1.73K
+ 2.18%
$4.77 - $6.45 $8.27K - $11.2K
81.4K $490K
DHS
Wisdomtree Tr U.S

ETFs
335
+ 2.87%
$96.42 - $101.82 $32.3K - $34.1K
12K $1.21M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
4.05K
+ 8.78%
$20.64 - $21.54 $83.7K - $87.3K
50.2K $1.05M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
671
+ 0.48%
$22.83 - $23.85 $15.3K - $16K
142K $3.37M
DNP
Dnp Select Income Fund Inc

Financial Services
4.7K
+ 2.65%
$9.65 - $10.02 $45.4K - $47.1K
183K $1.83M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.87K
+ 1.19%
$12.9 - $13.59 $24.1K - $25.3K
158K $2.13M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.69K
+ 4.78%
$39.58 - $40.74 $66.9K - $68.9K
37.1K $1.5M
OZ
Belpointe Prep, LLC

Real Estate
1.58K
+ 9.38%
$60.0 - $66.99 $94.5K - $106K
18.4K $1.18M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
10.2K
+ 39.51%
$8.41 - $8.94 $85.7K - $91.1K
36K $313K
RWX
Spdr Dow Jones International R

ETFs
2.49K
+ 9.67%
$26.58 - $28.39 $66.2K - $70.7K
28.3K $786K
CSM
Proshares Large Cap Core Plus

ETFs
49
+ 0.39%
$70.54 - $76.83 $3.46K - $3.76K
12.6K $964K
WU
Western Union CO

Financial Services
24.1K
+ 9.03%
$7.88 - $8.84 $190K - $213K
291K $2.33M
VTRS
Viatris Inc

Healthcare
3.55K
+ 8.46%
$8.74 - $10.69 $31.1K - $38K
45.6K $451K
MFM
Mfs Municipal Income Trust

Financial Services
9.77K
+ 7.16%
$5.04 - $5.38 $49.2K - $52.6K
146K $780K
SCHV
Schwab Strategic Tr Us Large C

ETFs
96
+ 0.19%
$27.61 - $29.15 $2.65K - $2.8K
49.8K $1.45M
HYLS
First Tr Tactical High Yield L

ETFs
1.68K
+ 15.46%
$41.62 - $42.32 $70.1K - $71.3K
12.6K $528K
NNN
National Retail Properties, Inc.

Real Estate
1.87K
+ 14.21%
$40.68 - $44.1 $75.9K - $82.2K
15K $638K
IAT
Ishares Tr

ETFs
248
+ 1.27%
$48.92 - $54.5 $12.1K - $13.5K
19.8K $1.04M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
787
+ 1.27%
$25.09 - $30.99 $19.7K - $24.4K
62.6K $1.62M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10.9K
+ 5.91%
$12.11 - $12.64 $132K - $138K
195K $2.42M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
56
+ 0.32%
$49.41 - $54.08 $2.77K - $3.03K
17.6K $949K
Activity Summary
Buys All Purchases 3608 New Holdings 2733 Increased Positions 875 Sells All Sells 772 Reductions 772 Sold out 0 Options Calls 0 Puts 0
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