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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.8K
+ 12.17%
$50.37 - $50.6 $3.22M - $3.23M
588K $29.6M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
69K
+ 58.99%
$52.1 - $57.26 $3.6M - $3.95M
186K $9.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
24.6K
+ 14.92%
$107.41 - $115.71 $2.64M - $2.84M
189K $20.9M
OKTA
Okta, Inc.

Technology
32.8K
+ 56.43%
$71.81 - $86.11 $2.35M - $2.82M
90.9K $7.16M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
55.8K
+ 378.87%
$50.67 - $50.9 $2.83M - $2.84M
70.5K $3.57M
ARCB
Arcbest Corp

Industrials
48.2K
+ 41.9%
$93.08 - $121.9 $4.48M - $5.87M
163K $15.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
52.9K
+ 7.92%
$80.93 - $85.66 $4.28M - $4.53M
721K $58.4M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
54.1K
+ 34.79%
$53.0 - $55.5 $2.87M - $3M
210K $11.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.6K
+ 32.37%
$74.5 - $78.37 $3.18M - $3.34M
174K $13M
WINA
Winmark Corp

Consumer Cyclical
6.25K
+ 26.1%
$352.4 - $422.31 $2.2M - $2.64M
30.2K $11.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18.2K
+ 4.99%
$58.39 - $67.04 $1.06M - $1.22M
383K $24.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
43.9K
+ 22.16%
$46.94 - $51.62 $2.06M - $2.27M
242K $12.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
97.9K
+ 18.29%
$58.88 - $64.8 $5.76M - $6.34M
633K $37.3M
FNDF
Schwab Fundamental Intl Large

ETFs
82.7K
+ 376.68%
$32.92 - $37.15 $2.72M - $3.07M
105K $3.47M
SITE
Site One Landscape Supply, Inc.

Industrials
24.4K
+ 77.21%
$131.3 - $156.31 $3.2M - $3.82M
56K $7.38M
JHMM
John Hancock Multifactor Mid C

ETFs
44.1K
+ 61.73%
$59.61 - $64.8 $2.63M - $2.86M
116K $6.91M
DVN
Devon Energy Corp

Energy
138K
+ 45.9%
$30.52 - $42.96 $4.2M - $5.91M
437K $14.3M
SRE
Sempra Energy

Utilities
16K
+ 5.61%
$80.81 - $94.77 $1.3M - $1.52M
302K $26.5M
NFE
New Fortress Energy Inc.

Utilities
81.2K
+ 36.66%
$8.0 - $15.12 $649K - $1.23M
303K $4.58M
XLI
Industrial Sector Spdr

ETFs
27.5K
+ 9.5%
$131.76 - $143.99 $3.62M - $3.95M
316K $41.7M
MAR
Marriott International Inc

Consumer Cyclical
5.45K
+ 16.3%
$246.06 - $292.59 $1.34M - $1.59M
38.9K $10.8M
BK
Bank Of New York Mellon Corp

Financial Services
29.9K
+ 101.38%
$70.82 - $81.87 $2.12M - $2.45M
59.4K $4.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
28.3K
+ 29.99%
$106.56 - $113.11 $3.02M - $3.2M
123K $13.1M
STE
Steris PLC

Healthcare
28.9K
+ 30.36%
$204.34 - $235.7 $5.9M - $6.8M
124K $25.5M
CAG
Conagra Brands Inc.

Consumer Defensive
137K
+ 46.17%
$26.48 - $32.72 $3.64M - $4.5M
435K $12.1M
WDAY
Workday, Inc.

Technology
886
+ 0.56%
$233.85 - $279.91 $207K - $248K
159K $41.1M
MRVL
Marvell Technology, Inc.

Technology
5.77K
+ 12.74%
$70.31 - $124.78 $405K - $719K
51K $5.64M
FXO
First Tr Exchange Traded Fd Fi

ETFs
40.4K
+ 80.08%
$50.63 - $59.0 $2.04M - $2.38M
90.8K $4.92M
INTU
Intuit Inc

Technology
3.38K
+ 14.9%
$602.01 - $706.25 $2.03M - $2.39M
26K $16.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.73K
+ 2.71%
$116.4 - $138.52 $551K - $656K
179K $22.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
28.1K
+ 78.25%
$73.49 - $86.09 $2.06M - $2.42M
64K $4.93M
DELL
Dell Technologies Inc.

Technology
22.1K
+ 18.98%
$111.96 - $144.21 $2.47M - $3.18M
138K $15.9M
ETN
Eaton Corp PLC

Industrials
6.12K
+ 2.65%
$326.96 - $377.52 $2M - $2.31M
237K $78.6M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
13.4K
+ 107.61%
$131.26 - $163.78 $1.76M - $2.2M
25.9K $3.87M
FDN
First Tr Fd Dow Jones

ETFs
1.96K
+ 3.79%
$210.5 - $257.24 $413K - $505K
53.8K $13.1M
GLDM
World Gold Trust

ETFs
40K
+ 11.82%
$50.76 - $55.23 $2.03M - $2.21M
379K $19.7M
XPEL
Xpel, Inc.

Consumer Cyclical
61.9K
+ 47.23%
$38.57 - $46.52 $2.39M - $2.88M
193K $7.71M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.77K
+ 3.47%
$178.39 - $215.0 $851K - $1.03M
142K $27.4M
SYK
Stryker Corp

Healthcare
5.76K
+ 10.56%
$345.14 - $392.15 $1.99M - $2.26M
60.3K $21.7M
ILMN
Illumina, Inc.

Healthcare
10.6K
+ 6.05%
$128.99 - $155.15 $1.36M - $1.64M
185K $24.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.31K
+ 2.9%
$311.11 - $335.64 $1.03M - $1.11M
117K $37.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
52.2K
+ 13.77%
$33.92 - $36.6 $1.77M - $1.91M
431K $14.9M
SKYY
First Trust Cloud Computing Et

ETFs
8.33K
+ 15.12%
$99.98 - $130.46 $833K - $1.09M
63.4K $7.55M
AVUV
American Centy ETF Tr Avantis

ETFs
19.1K
+ 17.77%
$94.37 - $106.41 $1.81M - $2.04M
127K $12.2M
WU
Western Union CO

Financial Services
189K
+ 248.82%
$10.52 - $11.94 $1.99M - $2.26M
265K $2.81M
IQLT
Ishares Msci Intl Quality Fact

ETFs
84.1K
+ 29.67%
$37.12 - $41.23 $3.12M - $3.47M
367K $13.6M
MPLX
Mplx LP

Energy
29.4K
+ 23.79%
$43.77 - $51.66 $1.29M - $1.52M
153K $7.31M
SPYG
Spdr Portfolio

ETFs
15.8K
+ 17.9%
$81.74 - $91.38 $1.29M - $1.44M
104K $9.13M
VHT
Vanguard Health Care ETF

ETFs
18.1K
+ 18.35%
$250.81 - $283.3 $4.55M - $5.13M
117K $29.7M
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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