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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
442
+ 0.17%
$46.53 - $49.91 $20.6K - $22.1K
255K $12.3M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
12.9K
+ 34.51%
$9.71 - $15.34 $125K - $197K
50.2K $667K
LCID
Lucid Group, Inc.

Consumer Cyclical
102K
+ 86.27%
$2.01 - $3.44 $204K - $350K
219K $662K
BWXT
Bwx Technologies, Inc.

Industrials
1.64K
+ 8.22%
$111.39 - $133.28 $182K - $218K
21.5K $2.4M
MNST
Monster Beverage Corp

Consumer Defensive
4.2K
+ 13.0%
$49.24 - $56.38 $207K - $237K
36.5K $1.92M
QJUN
First Tr ETF
7.09K
+ 26.41%
$26.78 - $28.75 $190K - $204K
34K $951K
HDB
Hdfc Bank LTD

Financial Services
1.44K
+ 1.41%
$59.45 - $68.01 $85.4K - $97.7K
104K $6.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.94K
+ 18.11%
$98.47 - $109.35 $290K - $322K
19.2K $1.89M
LYG
Lloyds Banking Group PLC

Financial Services
183K
+ 25.17%
$2.67 - $3.23 $490K - $593K
913K $2.48M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
471
+ 2.97%
$180.39 - $205.43 $85K - $96.8K
16.4K $3.1M
GFL
Gfl Environmental Inc.

Industrials
375
+ 0.9%
$39.53 - $47.1 $14.8K - $17.7K
42.2K $1.88M
LAB
Standard Biotools Inc.

Healthcare
135K
+ 83.61%
$1.5 - $2.26 $203K - $305K
297K $519K
DEI
Douglas Emmett Inc

Real Estate
19
+ 0.01%
$17.33 - $20.32 $329 - $386
210K $3.89M
CRGY
Crescent Energy CO

Energy
8.76K
+ 42.01%
$11.17 - $15.28 $97.9K - $134K
29.6K $432K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
6.52K
+ 36.18%
$25.22 - $28.15 $165K - $184K
24.6K $658K
AGNC
Agnc Investment Corp.

Real Estate
38.9K
+ 31.16%
$9.21 - $10.59 $358K - $411K
164K $1.51M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.2K
+ 4.97%
$138.59 - $156.61 $166K - $187K
25.2K $3.82M
MSGS
Madison Square Garden Sports Corp.

Communication Services
76
+ 0.73%
$208.82 - $235.85 $15.9K - $17.9K
10.5K $2.38M
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.57K
+ 0.98%
$17.14 - $18.44 $61.1K - $65.7K
366K $6.48M
MTZ
Mastec Inc

Industrials
105
+ 0.76%
$119.94 - $147.94 $12.6K - $15.5K
13.8K $1.88M
LDOS
Leidos Holdings, Inc.

Technology
5.08K
+ 17.9%
$143.17 - $201.39 $727K - $1.02M
33.4K $4.82M
GH
Guardant Health, Inc.

Healthcare
2.76K
+ 20.27%
$20.2 - $38.11 $55.7K - $105K
16.4K $499K
FTSL
First Trust Senior Ln Fund

ETFs
3.49K
+ 4.81%
$45.9 - $46.48 $160K - $162K
76.1K $3.52M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
39.7K
+ 5.67%
$24.94 - $26.14 $989K - $1.04M
739K $18.5M
FXI
Ishares Tr

ETFs
8.85K
+ 14.25%
$29.52 - $36.69 $261K - $325K
71K $2.16M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3.5K
+ 17.15%
$38.88 - $44.07 $136K - $154K
23.9K $987K
HPE
Hewlett Packard Enterprise CO

Technology
3.5K
+ 2.81%
$19.31 - $23.95 $67.5K - $83.8K
128K $2.73M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.88K
+ 4.71%
$33.7 - $37.69 $198K - $222K
131K $4.49M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.06K
+ 10.28%
$50.07 - $52.35 $153K - $160K
32.8K $1.68M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
3.25K
+ 6.58%
$19.51 - $23.42 $63.5K - $76.2K
52.7K $1.16M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.8K
+ 4.55%
$91.94 - $100.02 $533K - $580K
133K $12.4M
GPN
Global Payments Inc

Industrials
418
+ 3.19%
$97.57 - $119.38 $40.8K - $49.9K
13.5K $1.52M
CELH
Celsius Holdings, Inc.

Consumer Defensive
11.4K
+ 45.22%
$25.66 - $34.91 $292K - $397K
36.5K $961K
BRO
Brown & Brown, Inc.

Financial Services
1.99K
+ 10.55%
$100.93 - $113.42 $200K - $225K
20.8K $2.12M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10K
+ 23.24%
$13.61 - $14.58 $136K - $146K
53K $764K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12K
+ 34.94%
$14.28 - $14.81 $172K - $178K
46.4K $666K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.45K
+ 20.96%
$23.92 - $24.89 $154K - $160K
37.2K $911K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.27K
+ 9.89%
$57.27 - $71.33 $72.5K - $90.3K
14.1K $919K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.84K
+ 1.66%
$126.68 - $134.74 $233K - $248K
113K $14.4M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
6.97K
+ 17.11%
$19.62 - $21.98 $137K - $153K
47.7K $990K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
11.1K
+ 8.78%
$11.34 - $12.27 $126K - $136K
137K $1.64M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.02K
+ 18.13%
$32.65 - $33.68 $196K - $203K
39.2K $1.28M
PCAR
Paccar Inc

Industrials
764
+ 4.83%
$97.92 - $118.41 $74.8K - $90.5K
16.6K $1.72M
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.1K
+ 2.29%
$29.77 - $30.19 $421K - $427K
632K $18.9M
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.31K
+ 6.37%
$40.86 - $43.42 $135K - $144K
55.3K $2.32M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
454
+ 0.24%
$19.79 - $21.6 $8.98K - $9.81K
193K $4.11M
YUM
Yum Brands Inc

Consumer Cyclical
2.05K
+ 9.51%
$130.36 - $139.54 $268K - $287K
23.7K $3.17M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.44K
+ 26.89%
$27.8 - $29.05 $179K - $187K
30.4K $847K
RF
Regions Financial Corp

Financial Services
6.01K
+ 12.14%
$22.45 - $27.47 $135K - $165K
55.5K $1.31M
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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