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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
51.9K
+ 29.57%
$128.74 - $138.67 $6.68M - $7.2M
227K $30.9M
O
Realty Income Corp

Real Estate
82.2K
+ 13.86%
$51.67 - $58.49 $4.25M - $4.81M
675K $39.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
151K
+ 25.47%
$49.69 - $50.76 $7.51M - $7.67M
745K $37.2M
OXY
Occidental Petroleum Corp

Energy
149K
+ 37.89%
$45.45 - $52.7 $6.76M - $7.84M
542K $26.7M
OHI
Omega Healthcare Investors Inc

Real Estate
190K
+ 94.12%
$35.7 - $38.33 $6.78M - $7.28M
392K $14.9M
PCAR
Paccar Inc

Industrials
75.6K
+ 456.14%
$96.91 - $112.51 $7.33M - $8.51M
92.2K $8.98M
DVY
Ishares Tr

ETFs
44.1K
+ 10.31%
$128.58 - $138.1 $5.67M - $6.09M
472K $63.4M
LMAT
Lemaitre Vascular Inc

Healthcare
93.6K
+ 110.73%
$78.82 - $104.0 $7.38M - $9.73M
178K $14.9M
DSI
Ishares Msci Kld 400 Social Et

ETFs
84.3K
+ 44.55%
$101.98 - $115.66 $8.59M - $9.75M
273K $28M
MNST
Monster Beverage Corp

Consumer Defensive
116K
+ 318.77%
$46.16 - $58.58 $5.37M - $6.82M
153K $8.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
95.8K
+ 13.28%
$78.0 - $84.37 $7.47M - $8.08M
817K $65.2M
VIG
Vanguard Dividend Appreciation

ETFs
37.7K
+ 5.4%
N/A
736K $134M
LYG
Lloyds Banking Group PLC

Financial Services
1.53M
+ 167.92%
$2.58 - $3.9 $3.95M - $5.98M
2.45M $9.34M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
340K
+ 384.94%
$19.8 - $19.97 $6.74M - $6.8M
429K $8.52M
IBN
Icici Bank LTD

Financial Services
53.5K
+ 1.78%
$27.55 - $31.67 $1.47M - $1.69M
3.06M $96.4M
SUB
Ishares Short Term National Mu

ETFs
61.8K
+ 34.24%
$105.3 - $106.24 $6.51M - $6.57M
242K $25.6M
VRSN
Verisign Inc

Technology
23.4K
+ 186.94%
$205.1 - $254.74 $4.8M - $5.96M
35.9K $9.12M
NDAQ
Nasdaq, Inc.

Financial Services
93.6K
+ 22.81%
$72.17 - $83.76 $6.75M - $7.84M
504K $38.2M
NEM
Newmont Corp

Basic Materials
37.2K
+ 9.18%
$37.79 - $48.39 $1.4M - $1.8M
442K $21.3M
PH
Parker Hannifin Corp

Industrials
15.2K
+ 14.07%
$591.65 - $707.05 $9.02M - $10.8M
124K $75.1M
PULS
Pgim ETF Tr

ETFs
124K
+ 160.42%
$49.56 - $49.78 $6.14M - $6.17M
201K $10M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
96.1K
+ 6.89%
$26.47 - $29.92 $2.55M - $2.88M
1.49M $43.6M
EXR
Extra Space Storage Inc.

Real Estate
41.7K
+ 202.87%
$143.8 - $161.28 $5.99M - $6.72M
62.2K $9.24M
DUK
Duke Energy Corp

Utilities
32.5K
+ 21.47%
$105.87 - $121.97 $3.45M - $3.97M
184K $22.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
121K
+ 94.89%
$48.31 - $49.23 $5.86M - $5.98M
249K $12.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
57.3K
+ 273.17%
$100.59 - $103.47 $5.76M - $5.93M
78.2K $8.09M
SO
Southern CO

Utilities
47.3K
+ 28.37%
$80.96 - $92.96 $3.83M - $4.4M
214K $19.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
117K
+ 20.95%
$50.48 - $51.04 $5.92M - $5.99M
677K $34.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
71.1K
+ 26.13%
$77.7 - $78.94 $5.52M - $5.61M
343K $27.1M
RDNT
Rad Net, Inc.

Healthcare
371K
+ 59.33%
$45.92 - $72.75 $17M - $27M
995K $49.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
124K
+ 85.14%
$44.72 - $46.25 $5.53M - $5.72M
269K $12.4M
CPT
Camden Property Trust

Real Estate
29.6K
+ 8.59%
$109.16 - $125.53 $3.23M - $3.72M
375K $45.8M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
36.1K
+ 16.26%
$96.27 - $116.36 $3.48M - $4.2M
258K $30.1M
WSO
Watsco Inc

Industrials
10.3K
+ 98.45%
$463.86 - $530.75 $4.76M - $5.45M
20.7K $10.5M
CAT
Caterpillar Inc

Industrials
44.6K
+ 16.09%
$326.75 - $407.63 $14.6M - $18.2M
322K $106M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
90.9K
+ 23.72%
$62.72 - $71.92 $5.7M - $6.54M
474K $29.9M
GM
General Motors CO

Consumer Cyclical
134K
+ 111.83%
$45.22 - $54.92 $6.06M - $7.36M
254K $11.9M
DELL
Dell Technologies Inc.

Technology
96.9K
+ 69.98%
$90.34 - $124.66 $8.75M - $12.1M
235K $21.4M
MGV
Vanguard Mega Cap Value

ETFs
28.4K
+ 6.17%
$123.61 - $133.01 $3.51M - $3.77M
489K $62.9M
KWEB
Kraneshares Tr Csi China Inter

ETFs
151K
+ 471.51%
$27.29 - $38.29 $4.11M - $5.77M
183K $6.38M
MO
Altria Group, Inc.

Consumer Defensive
43.2K
+ 11.87%
$50.81 - $60.02 $2.19M - $2.59M
407K $24.4M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
97.1K
+ 832.26%
$62.41 - $133.91 $6.06M - $13M
109K $6.83M
WTW
Willis Towers Watson PLC

Financial Services
5.91K
+ 4.67%
$306.61 - $340.78 $1.81M - $2.02M
133K $44.8M
HURN
Huron Consulting Group Inc.

Industrials
21.5K
+ 18.43%
$121.09 - $152.46 $2.6M - $3.27M
138K $19.8M
OMC
Omnicom Group Inc.

Communication Services
64.1K
+ 557.58%
$79.43 - $88.34 $5.09M - $5.67M
75.6K $6.27M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
111K
+ 701.76%
$47.47 - $48.84 $5.25M - $5.4M
126K $6.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
140K
+ 31.6%
$51.45 - $58.51 $7.18M - $8.17M
581K $30.1M
JMBS
Janus Detroit Str Tr Henderson

ETFs
109K
+ 47.25%
$43.53 - $45.42 $4.73M - $4.93M
338K $15.3M
ITA
Ishares Tr

ETFs
26K
+ 17.71%
$144.84 - $159.5 $3.77M - $4.15M
173K $26.5M
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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