Rockefeller Capital Management L.P. Unified Ser Tr Ballast Small/M Call Options Transaction History

Rockefeller Capital Management L.P.

$42.4 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

47

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

633K
Shares

$28 Million
3.52% of portfolio
High Tower Advisors, LLC Chicago, IL

372K
Shares

$16.4 Million
0.02% of portfolio
Lokken Investment Group LLC

222K
Shares

$9.79 Million
3.77% of portfolio
Stifel Financial Corp St. Louis, MO

216K
Shares

$9.55 Million
0.01% of portfolio
First City Capital Management, Inc.

140K
Shares

$6.17 Million
3.24% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
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