Purchases and Sales Made in Q1 2025 in Rocket Lab Usa, Inc. (RKLB)
This table provides information about the institutional ownership of Rocket Lab Usa, Inc. (RKLB) during Q1 2025. The information is specifically focused on institutions that hold shares of Rocket Lab USA, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
458+ 4.01% |
$7.84K - $14.5K
|
11.9K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
425New |
$7.28K - $13.4K
|
425
$19.9K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
419+ 0.52% |
$7.17K - $13.2K
|
80.4K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
391New |
$6.69K - $12.3K
|
391
$18.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
365New |
$6.25K - $11.5K
|
365
$17.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
364+ 1.6% |
$6.23K - $11.5K
|
23.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
358+ 39.0% |
$6.13K - $11.3K
|
1.28K
$59.8K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
347+ 7.42% |
$5.94K - $11K
|
5.03K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
325+ 650.0% |
$5.56K - $10.3K
|
375
$17.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
323+ 566.67% |
$5.53K - $10.2K
|
380
$17.8K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
315+ 0.73% |
$5.39K - $9.94K
|
43.6K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
305+ 2.57% |
$5.22K - $9.63K
|
12.2K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
297+ 40.19% |
$5.08K - $9.38K
|
1.04K
$48.6K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
289+ 1.92% |
$4.95K - $9.12K
|
15.4K
$720K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
270+ 0.14% |
$4.62K - $8.52K
|
188K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
250New |
$4.28K - $7.89K
|
250
$11.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
250New |
$4.28K - $7.89K
|
250
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
220+ 2.06% |
$3.77K - $6.95K
|
10.9K
$511K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
200New |
$3.42K - $6.31K
|
200
$9.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
185New |
$3.17K - $5.84K
|
185
$8.67K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
148New |
$2.53K - $4.67K
|
148
$6.94K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
145+ 40.28% |
$2.48K - $4.58K
|
505
$23.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
120New |
$2.05K - $3.79K
|
120
$5.63K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120New |
$2.05K - $3.79K
|
120
$5.63K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
105+ 105.0% |
$1.8K - $3.31K
|
205
$9.61K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
102+ 10200.0% |
$1.75K - $3.22K
|
103
$4.83K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$1.71K - $3.16K
|
100
$4.69K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100New |
$1.71K - $3.16K
|
100
$4.69K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
100New |
$1.71K - $3.16K
|
100
$4.69K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
100New |
$1.71K - $3.16K
|
100
$4.69K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
100+ 69.44% |
$1.71K - $3.16K
|
244
$11.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
97+ 1.33% |
$1.66K - $3.06K
|
7.41K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
83+ 0.58% |
$1.42K - $2.62K
|
14.3K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
70+ 0.68% |
$1.2K - $2.21K
|
10.4K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
67New |
$1.15K - $2.12K
|
67
$3.14K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
60+ 51.72% |
$1.03K - $1.89K
|
176
$8.25K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
58New |
$993 - $1.83K
|
58
$2.72K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
55New |
$942 - $1.74K
|
55
$2.58K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54New |
$924 - $1.7K
|
54
$2.53K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
53New |
$907 - $1.67K
|
53
$2.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40+ 100.0% |
$685 - $1.26K
|
80
$3.75K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40+ 93.02% |
$685 - $1.26K
|
83
$3.89K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37+ 217.65% |
$633 - $1.17K
|
54
$2.53K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35New |
$599 - $1.1K
|
35
$1.64K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 0.08% |
$599 - $1.1K
|
42.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
33+ 27.05% |
$565 - $1.04K
|
155
$7.27K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
26New |
$445 - $821
|
26
$1.22K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
26+ 650.0% |
$445 - $821
|
30
$1.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25New |
$428 - $789
|
25
$1.17K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18+ 25.0% |
$308 - $568
|
90
$4.22K
|