Rockefeller Capital Management L.P. Incresed Positions in Q4 2024

Rockefeller Capital Management L.P.

  • $36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFNL
Davis Fundamental ETF Tr

ETFs
250
+ 2.35%
$36.31 - $41.34 $9.08K - $10.3K
10.9K $415K
IBCP
Independent Bank Corp

Financial Services
5
+ 0.04%
$31.36 - $38.99 $157 - $195
14K $488K
IWS
Ishares Russell Midcap Value E

ETFs
3.61K
+ 2.35%
$128.08 - $140.32 $462K - $507K
157K $20.3M
AROW
Arrow Financial Corp

Financial Services
488
+ 0.42%
$27.63 - $34.2 $13.5K - $16.7K
117K $3.37M
HYLB
Xtrackers Usd High Yield Corp

ETFs
865
+ 6.06%
$35.95 - $36.76 $31.1K - $31.8K
15.1K $546K
EMB
Ishares Tr

ETFs
2.2K
+ 5.61%
$88.94 - $93.46 $196K - $206K
41.5K $3.69M
POR
Portland General Electric CO

Utilities
1.47K
+ 13.05%
$43.52 - $48.99 $64K - $72.1K
12.7K $555K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
41
+ 0.36%
$51.33 - $58.78 $2.1K - $2.41K
11.4K $613K
SU
Suncor Energy Inc

Energy
2.05K
+ 4.42%
$34.5 - $41.53 $70.8K - $85.3K
48.5K $1.73M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.17K
+ 2.27%
$40.38 - $44.35 $87.7K - $96.3K
97.9K $4.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
97.9K
+ 99.7%
$25.33 - $51.16 $2.48M - $5.01M
196K $5.07M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
48
+ 0.43%
$43.37 - $47.65 $2.08K - $2.29K
11.2K $507K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.44K
+ 13.43%
$22.66 - $27.11 $32.6K - $39K
12.2K $286K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.09K
+ 5.89%
$23.63 - $26.47 $25.8K - $28.9K
19.6K $465K
PPBI
Pacific Premier Bancorp Inc

Financial Services
591
+ 4.05%
$23.81 - $29.11 $14.1K - $17.2K
15.2K $378K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
1.47K
+ 6.0%
$16.06 - $16.92 $23.5K - $24.8K
25.9K $417K
VLY
Valley National Bancorp

Financial Services
1.02K
+ 2.34%
$8.7 - $10.78 $8.91K - $11K
44.8K $406K
JHML
John Hancock Multifactor Large

ETFs
4
+ 0.01%
$68.78 - $73.44 $275 - $294
38.2K $2.66M
KRP
Kimbell Royalty Partners, LP

Energy
201
+ 0.63%
$15.38 - $16.83 $3.09K - $3.38K
32K $520K
DBO
Invesco Db Oil Fund

ETFs
142
+ 0.86%
$13.84 - $15.7 $1.97K - $2.23K
16.7K $239K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.44K
+ 1.54%
$18.59 - $18.8 $26.8K - $27.1K
95.4K $1.78M
IYK
Ishares U.S. Consumer Staples

ETFs
963
+ 8.64%
$65.32 - $70.92 $62.9K - $68.3K
12.1K $794K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.52K
+ 9.9%
$16.73 - $19.67 $25.4K - $29.9K
16.9K $292K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
2.47K
+ 3.28%
$3.38 - $3.72 $8.35K - $9.19K
77.8K $269K
FFIN
First Financial Bankshares Inc

Financial Services
495
+ 4.08%
$35.49 - $43.05 $17.6K - $21.3K
12.6K $454K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.05K
+ 5.4%
$20.92 - $23.57 $22K - $24.8K
20.6K $440K
BGB
Blackstone Strategic Credit Fund

Financial Services
959
+ 1.38%
$12.19 - $12.64 $11.7K - $12.1K
70.6K $863K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
4.56K
+ 5.16%
$8.1 - $9.04 $37K - $41.2K
93.1K $770K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
48
+ 0.27%
$40.82 - $45.39 $1.96K - $2.18K
17.9K $743K
SCHO
Schwab Short Term Us Treasury

ETFs
47.4K
+ 103.88%
$24.06 - $48.88 $1.14M - $2.32M
93.1K $2.24M
FCPI
Fidelity Covington Tr Stocks F

ETFs
43
+ 0.31%
$42.91 - $46.47 $1.85K - $2K
13.7K $595K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
960
+ 6.13%
$34.01 - $41.29 $32.6K - $39.6K
16.6K $569K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
907
+ 2.6%
$74.71 - $79.24 $67.8K - $71.9K
35.7K $2.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.06K
+ 4.35%
$80.13 - $83.77 $566K - $591K
169K $13.6M
FLJP
Franklin Templeton ETF Tr

ETFs
1.07K
+ 6.44%
$28.25 - $30.5 $30.2K - $32.6K
17.7K $505K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
208
+ 0.65%
$50.34 - $56.61 $10.5K - $11.8K
32.3K $1.66M
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.04%
$54.54 - $61.04 $382 - $427
16.5K $916K
SPYI
Shp ETF Tr Neos S&P 500 High I
8.77K
+ 37.64%
N/A
32.1K $0
Grail Inc
7.39K
+ 5.59%
N/A
139K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.01K
+ 7.41%
N/A
72.7K $0
TAFI
Ab Active Etfs Inc Tax Aware S
15.7K
+ 26.42%
N/A
75.3K $0
Morgan Stanley Direct Lendin
23K
+ 132.12%
N/A
40.4K $0
QTUM
ETF Ser Solutions Defiance Qua
586
+ 4.34%
N/A
14.1K $0
EEMX
Spdr Idx Shs Fds Msci Emerging
160
+ 0.24%
N/A
65.6K $0
FDV
Federated Hermes ETF Tr U S St
4.85K
+ 3.54%
N/A
142K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.15K
+ 1.39%
$28.88 - $29.33 $91K - $92.4K
229K $6.65M
STEL
Stellar Bancorp Inc
10
+ 0.04%
N/A
22.4K $0
Ats Corporation
49.5K
+ 13.93%
N/A
405K $0
RWK
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.08%
$114.67 - $126.49 $1.26K - $1.39K
14.2K $1.65M
Activity Summary
Buys All Purchases 997 New Holdings 147 Increased Positions 850 Sells All Sells 611 Reductions 611 Sold out 0 Options Calls 0 Puts 0
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