Institutional Ownership Rocket Lab Usa, Inc. (RKLB)
This table provides information about the institutional ownership of Rocket Lab Usa, Inc. (RKLB). We have compiled data on the 331 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,036
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
175
shares
|
$3,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
155
shares
|
$3,127
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,027
0.0% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
140
shares
|
$2,825
0.0% of portfolio
|
Q3 2024
Added 250.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
121
shares
|
$2,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,018
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
100
shares
|
$2,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
100
shares
|
$2,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
100
shares
|
$2,018
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
90
shares
|
$1,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
89
shares
|
$1,796
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
64
shares
|
$1,291
0.0% of portfolio
|
Q3 2024
Added 814.29%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
57
shares
|
$1,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
45
shares
|
$908
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
39
shares
|
$787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37
shares
|
$746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
34
shares
|
$686
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
33
shares
|
$665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2024
Reduced 99.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|