R
Rockefeller Opportunistic Municipal Bond
RMOP • ARCX
Rockefeller Opportunistic Municipal Bond is a publicly traded company on ARCX. As of Q3 2025, 15 institutional investors hold shares in this company, with total holdings valued at $184.7M. Rockefeller Capital Management L.P. is the largest holder with a position valued at $85.2M.
Overview
Overview of institutional ownership in RMOP as of Q3 2025
All Institutions
- Institutions
- 15
- Value Held
- $184.7M
- Shares Held
- 7.4M
- Avg Position
- $12.3M
- Median Position
- $764.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in RMOP as of Q3 2025
| Institution | Position Value |
|---|---|
 Rockefeller Capital Management L.P. Long Only Manager | $85.2M 0.17% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $57.8M 0.02% of portfolio |
 MANNING & NAPIER ADVISORS LLC RIA/Wealth | $21.2M 0.27% of portfolio |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $8.8M 0.40% of portfolio |
L LPL Financial LLC Institution | $5.5M 0.00% of portfolio |
 Geneos Wealth Management Inc. RIA/Wealth | $2.8M 0.07% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $1.5M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $764.4K 0.00% of portfolio |
$352.9K 0.00% of portfolio | |
S STIFEL FINANCIAL CORP Long Only Manager | $344.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for RMOP in Q3 2025
- Traded
- −$27.6M
- Buyers
- 10
- Sellers
- 6
- Total Bought
- +$18.6M
- Total Sold
- −$46.2M
- Avg Position
- $10.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
FIRST FINANCIAL HOLDINGS, INC. Institution | +$8.6M +343.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.9M +157.7K shares |
Geneos Wealth Management Inc. RIA/Wealth | +$2.8M +113.6K shares |
L LPL Financial LLC Institution | +$1.6M +63.4K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.2M +46.7K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$344.2K +13.8K shares |
+$106.3K +4.3K shares | |
C COMERICA BANK Institution | +$49.9K +- shares |
 UBS Group AG Institution | +$34.6K +1.4K shares |
 Diversify Advisory Services, LLC RIA/Wealth | +$2.6K +105.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Rockefeller Capital Management L.P. Long Only Manager | −$42.2M −1.7M shares |
J JANE STREET GROUP, LLC Institution | −$3.5M −139.8K shares |
MANNING & NAPIER ADVISORS LLC RIA/Wealth | −$356.9K −14.3K shares |
 D.B. Root & Company, LLC RIA/Wealth | −$223.0K −9.1K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$2.2K −89.0 shares |
R ROYAL BANK OF CANADA Institution | −$1.0K −50.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited RMOP in Q3 2025
- New Positions
- 4
- New Value
- $3.3M
- Exited Positions
- 3
- Exited Value
- $226.2K
New Positions
| Institution | Position Value |
|---|---|
Geneos Wealth Management Inc. RIA/Wealth | $2.8M 113.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $344.2K 13.8K shares |
C COMERICA BANK Institution | $49.9K 2.0K shares |
UBS Group AG Institution | $34.6K 1.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
D.B. Root & Company, LLC RIA/Wealth | $223.0K 9.1K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $2.2K 89.0 shares |
R ROYAL BANK OF CANADA Institution | $1.0K 50.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in RMOP as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with RMOP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
FIRST FINANCIAL HOLDINGS, INC. Institution | 0.40% $8.8M |
MANNING & NAPIER ADVISORS LLC RIA/Wealth | 0.27% $21.2M |
Rockefeller Capital Management L.P. Long Only Manager | 0.17% $85.2M |
Geneos Wealth Management Inc. RIA/Wealth | 0.07% $2.8M |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.02% $57.8M |
Diversify Advisory Services, LLC RIA/Wealth | 0.01% $273.3K |
U UMA Financial Services, Inc. RIA/Wealth | 0.00% $31.4K |
0.00% $352.9K | |
L LPL Financial LLC Institution | 0.00% $5.5M |
J JANE STREET GROUP, LLC Institution | 0.00% $764.4K |