Latest Institutional Transactions on Rocket Companies, Inc. (RKT)
This table provides information on the latest institutional transactions involving Rocket Companies, Inc. (RKT) 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 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.08K- 34.35% |
$65.7K - $95.3K
|
15.4K
$213K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
111KNew |
$906K - $1.31M
|
111K
$1.54M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9New |
$73.2 - $106
|
9
$124
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-22- 0.08% |
$179 - $260
|
26.3K
$362K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$65 - $94.4
|
8
$110
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
122New |
$992 - $1.44K
|
122
$1.68K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
200New |
$1.63K - $2.36K
|
200
$2.76K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-883- 7.95% |
$7.18K - $10.4K
|
10.2K
$141K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
102KNew |
$831K - $1.21M
|
102K
$1.41M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-381- 50.0% |
$3.1K - $4.5K
|
381
$5.25K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$1.63K - $2.36K
|
200
$2.76K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 28.57% |
$8.13K - $11.8K
|
2.5K
$34.5K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.63K - $2.36K
|
200
$2.76K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500New |
$4.07K - $5.9K
|
500
$6.89K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 44.44% |
$3.25K - $4.72K
|
500
$6.89K
|
|
Q2 2023 | |||||||
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
200New |
$1.53K - $1.98K
|
200
$2.76K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.1KNew |
$85K - $110K
|
11.1K
$153K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1K- 50.0% |
$7.66K - $9.92K
|
1K
$13.8K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-662- 3.15% |
$5.07K - $6.57K
|
20.3K
$280K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.9KNew |
$137K - $177K
|
17.9K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.18K+ 3.46% |
$9.02K - $11.7K
|
35.2K
$484K
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-85K- 18.76% |
$651K - $843K
|
368K
$5.07M
|
|
Aug 14, 2023
Q2 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
CALL |
233New |
$1.78K - $2.31K
|
233
$3.21K
|
|
Aug 14, 2023
Q2 2023
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-4.09K- 15.95% |
$31.4K - $40.6K
|
21.6K
$297K
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
111KNew |
$853K - $1.11M
|
111K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
1.34KNew |
$10.3K - $13.3K
|
1.34K
$18.5K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
546New |
$4.18K - $5.42K
|
546
$7.52K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.8KNew |
$82.9K - $107K
|
10.8K
$149K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-38.7K- 27.54% |
$297K - $384K
|
102K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-12.5K- 36.15% |
$95.8K - $124K
|
22.1K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
10.1KNew |
$77.4K - $100K
|
10.1K
$139K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 62.5% |
$766 - $992
|
60
$827
|
|
Q1 2023 | |||||||
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500Closed |
$3.55K - $5.39K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34New |
$241 - $367
|
34
$469
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
150K+ 153.1% |
$1.06M - $1.61M
|
247K
$3.41M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
37.7K+ 202.91% |
$267K - $406K
|
56.2K
$775K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-59.2K- 61.57% |
$420K - $638K
|
37K
$509K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
PUT |
1.47KNew |
$10.4K - $15.9K
|
1.47K
$20.3K
|
|
May 15, 2023
Q1 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-512K- 64.18% |
$3.63M - $5.51M
|
286K
$3.93M
|
|
May 15, 2023
Q1 2023
|
Sculptor Capital LP
New York, NY |
SELL
|
PUT |
-512K- 64.18% |
$3.63M - $5.51M
|
286K
$3.93M
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
33.4KNew |
$237K - $360K
|
33.4K
$460K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-586- 3.47% |
$4.15K - $6.32K
|
16.3K
$225K
|
|
May 11, 2023
Q1 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
39KNew |
$277K - $420K
|
39K
$537K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 20.0% |
$7.09 - $10.8
|
6
$82.7
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
34.9KNew |
$247K - $376K
|
34.9K
$481K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
250New |
$1.77K - $2.7K
|
250
$3.45K
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
40.7K+ 5.28% |
$288K - $438K
|
811K
$11.2M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
513+ 19.3% |
$3.64K - $5.53K
|
3.17K
$43.7K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$10.6K - $16.2K
|
1.5K
$20.7K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
975+ 3900.0% |
$6.91K - $10.5K
|
1K
$13.8K
|