Ticker: RSMC CUSIP: 45259A803 Class: ROCKEFELLER US S
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HighTower Advisors, LLC | 38,600 | $975 |
| Cresset Asset Management, LLC | 9,250 | $234 |
| UBS Group AG | 34 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GC Wealth Management RIA, LLC | 144,387 | 154,865 | +10,478 (+7.3%) |
| LPL Financial LLC | 46,639 | 55,436 | +8,797 (+18.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rockefeller Capital Management L.P. | 27,804,152 | 20,694,300 | -7,109,852 (-25.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,013,912 | 68,015 | -945,897 (-93.3%) |
| JPMORGAN CHASE & CO | 127,524 | 125,724 | -1,800 (-1.4%) |