Latest Institutional Transactions on Rocket Lab Usa, Inc. (RKLB)
This table provides information on the latest institutional transactions involving Rocket Lab Usa, Inc. (RKLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
84+ 26.25% |
$356 - $666
|
404
$17.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
171K+ 188.63% |
$724K - $1.35M
|
261K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-81.4K- 72.21% |
$345K - $646K
|
31.3K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
9.17KNew |
$38.9K - $72.7K
|
9.17K
$398K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
33KNew |
$140K - $262K
|
33K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
247New |
$1.05K - $1.96K
|
247
$10.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
11KNew |
$46.6K - $87.2K
|
11K
$478K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.16K+ 11.41% |
$4.92K - $9.2K
|
11.3K
$492K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.6K+ 231.27% |
$74.5K - $139K
|
25.2K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
100New |
$424 - $793
|
100
$4.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-175- 7.45% |
$742 - $1.39K
|
2.18K
$94.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
105K+ 75.0% |
$445K - $833K
|
245K
$10.6M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.1KNew |
$7.71K - $12.6K
|
2.1K
$91.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
900New |
$3.3K - $5.4K
|
900
$39.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.48M+ 20.78% |
$5.43M - $8.87M
|
8.59M
$373M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.13KNew |
$7.82K - $12.8K
|
2.13K
$92.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-354K- 71.05% |
$1.3M - $2.12M
|
144K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.6K+ 67.88% |
$53.4K - $87.3K
|
36K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
13.6KNew |
$49.9K - $81.6K
|
13.6K
$590K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
1KNew |
$3.67K - $6K
|
1K
$43.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
45New |
$165 - $270
|
45
$1.95K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
250New |
$918 - $1.5K
|
250
$10.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
18.4KNew |
$67.5K - $110K
|
18.4K
$799K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.1KNew |
$7.71K - $12.6K
|
2.1K
$91.2K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
$3.85K - $5.48K
|
1K
$43.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3K+ 68.97% |
$8.86K - $12.6K
|
5.64K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
111New |
$427 - $608
|
111
$4.82K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
11.8KNew |
$45.5K - $64.8K
|
11.8K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Awm Investment Company, Inc.
New York, NY |
BUY
|
- |
1K+ 0.5% |
$3.85K - $5.48K
|
202K
$8.77M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
200New |
$770 - $1.1K
|
200
$8.69K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 200.0% |
$770 - $1.1K
|
300
$13K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
99+ 11.04% |
$381 - $543
|
996
$43.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
325New |
$1.25K - $1.78K
|
325
$14.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
500+ 100.0% |
$1.93K - $2.74K
|
1K
$43.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$3.85K - $5.48K
|
1K
$43.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15.4KNew |
$59.4K - $84.5K
|
15.4K
$670K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
140New |
$539 - $767
|
140
$6.08K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Harbourvest Partners LLC
Boston, MA |
BUY
|
- |
95.4KNew |
$340K - $537K
|
95.4K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
140KNew |
$498K - $788K
|
140K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
15.3K+ 123.01% |
$54.6K - $86.3K
|
27.8K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
738KNew |
$2.63M - $4.16M
|
738K
$32.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 100.0% |
$89K - $141K
|
50K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
84.4K+ 126.36% |
$300K - $475K
|
151K
$6.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$8.58K - $13.6K
|
2.41K
$105K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.8KNew |
$48.8K - $84.8K
|
12.8K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
14KNew |
$53.2K - $92.5K
|
14K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
191KNew |
$725K - $1.26M
|
191K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Board Of Trustees Of The Leland Stanford Junior University
Stanford, CA |
BUY
|
- |
230KNew |
$875K - $1.52M
|
230K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
50KNew |
$190K - $331K
|
50K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
76.1KNew |
$289K - $503K
|
76.1K
$3.3M
|
|