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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.77MNew |
$27.7M - $34.7M
|
1.77M
$29.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23.6K+ 132.8% |
$368K - $462K
|
41.3K
$679K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
313KNew |
$4.89M - $6.14M
|
313K
$5.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.86KNew |
$44.6K - $56K
|
2.86K
$47K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.4KNew |
$209K - $262K
|
13.4K
$220K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
140K+ 2797260.0% |
$2.18M - $2.74M
|
140K
$2.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
151+ 32.54% |
$2.36K - $2.96K
|
615
$10.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
23+ 0.03% |
$359 - $451
|
74.8K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29New |
$453 - $568
|
29
$476
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
84.4KNew |
$1.32M - $1.65M
|
84.4K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
11+ 0.26% |
$172 - $215
|
4.32K
$70.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12.8K- 5.04% |
$199K - $250K
|
241K
$3.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.35K+ 51.63% |
$146K - $183K
|
27.5K
$451K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.2KNew |
$34.3K - $43.1K
|
2.2K
$36.1K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
18.7KNew |
$292K - $367K
|
18.7K
$307K
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-623- 0.23% |
$9.73K - $12.2K
|
273K
$4.48M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
28KNew |
$436K - $548K
|
28K
$459K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-15.3K- 19.0% |
$238K - $299K
|
65.1K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.7K+ 17.23% |
$57.7K - $72.4K
|
25.1K
$413K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.54K+ 354.84% |
$24K - $30.2K
|
1.97K
$32.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451New |
$7.04K - $8.84K
|
451
$7.41K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 89.74% |
$27.3K - $34.3K
|
200
$3.28K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
15.1KNew |
$235K - $295K
|
15.1K
$247K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$3.12K - $3.92K
|
200
$3.28K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 300.0% |
$46.8 - $58.8
|
4
$65.7
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 1.8% |
$687 - $862
|
2.49K
$40.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.72K- 9.54% |
$26.8K - $33.6K
|
16.3K
$267K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
18.3KNew |
$285K - $358K
|
18.3K
$300K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
12KNew |
$187K - $235K
|
12K
$197K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1New |
$15.6 - $19.6
|
1
$16.4
|
|
|
Jan 21, 2026
Q4 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
5.9K+ 38.82% |
$92.1K - $116K
|
21.1K
$346K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
54KNew |
$844K - $1.06M
|
54K
$887K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 86.67% |
$406 - $509
|
56
$920
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-4.3K- 5.12% |
$67.1K - $84.2K
|
79.7K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
18.5K+ 23.84% |
$289K - $363K
|
96.3K
$1.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
61+ 0.15% |
$952 - $1.19K
|
40.5K
$664K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.44K+ 0.46% |
$53.6K - $67.3K
|
756K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-15.6K- 98.18% |
$244K - $306K
|
290
$4.76K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 20.88% |
$173K - $217K
|
64K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
121New |
$1.89K - $2.37K
|
121
$1.99K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
411+ 4.1% |
$6.42K - $8.05K
|
10.4K
$171K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
11New |
$172 - $215
|
11
$181
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-5.52K- 19.16% |
$86.2K - $108K
|
23.3K
$382K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20.2K+ 505.25% |
$316K - $396K
|
24.2K
$398K
|
|
|
Jan 20, 2026
Q4 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 110.61% |
$28.5K - $35.8K
|
3.48K
$57.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
22.7KNew |
$355K - $445K
|
22.7K
$373K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20KNew |
$313K - $393K
|
20K
$329K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
34.9KNew |
$544K - $683K
|
34.9K
$573K
|
|
|
Jan 16, 2026
Q4 2025
|
Hillman CO
|
SELL
|
- |
-174K- 13.79% |
$2.71M - $3.4M
|
1.09M
$17.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49K+ 16039.29% |
$70.1K - $88K
|
4.52K
$74.2K
|
|