Rothschild Investment LLC Purchases in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CBU
Community Bank System, Inc.

Financial Services
30
+ 200.0%
$45.86 - $62.82 $1.38K - $1.88K
45 $2.61M
EPAC
Enerpac Tool Group Corp

Industrials
45
+ 900.0%
$37.56 - $42.51 $1.69K - $1.91K
50 $2.1M
PRFT
Perficient Inc

Technology
25
+ 125.0%
$74.77 - $75.61 $1.87K - $1.89K
45 $3.4M
GNW
Genworth Financial Inc

Financial Services
250
+ 113.64%
$5.95 - $6.98 $1.49K - $1.75K
470 $3.22M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
75
+ 90.36%
$18.88 - $22.7 $1.42K - $1.7K
158 $3.54M
CVCO
Cavco Industries Inc.

Consumer Cyclical
4
+ 200.0%
$335.64 - $444.2 $1.34K - $1.78K
6 $2.57M
CCS
Century Communities, Inc.

Consumer Cyclical
15
+ 100.0%
$77.77 - $106.75 $1.17K - $1.6K
30 $3.09M
STNE
Stone Co Ltd.

Technology
170
+ 212.5%
$10.89 - $14.87 $1.85K - $2.53K
250 $2.82M
SFNC
Simmons First National Corp

Financial Services
75
+ 125.0%
$17.05 - $22.07 $1.28K - $1.66K
135 $2.91M
SIGI
Selective Insurance Group Inc

Financial Services
20
+ 66.67%
$82.08 - $101.2 $1.64K - $2.02K
50 $4.67M
IOT
Samsara Inc.

Technology
20
+ 33.33%
$34.85 - $49.75 $697 - $995
80 $3.85M
AWR
American States Water CO

Utilities
20
+ 133.33%
$71.55 - $85.38 $1.43K - $1.71K
35 $2.92M
GSHD
Goosehead Insurance, Inc.

Financial Services
15
+ 100.0%
$55.77 - $90.46 $837 - $1.36K
30 $2.68M
HOPE
Hope Bancorp Inc

Financial Services
140
+ 466.67%
$10.37 - $13.52 $1.45K - $1.89K
170 $2.14M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
25
+ 125.0%
N/A
45 $2.61M
CNS
Cohen & Steers, Inc.

Financial Services
15
+ 100.0%
$70.88 - $97.15 $1.06K - $1.46K
30 $2.88M
MBB
Ishares Tr

ETFs
3
+ 0.83%
$90.85 - $96.66 $273 - $290
365 $35M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
93
+ 2.62%
$4.1 - $4.71 $381 - $438
3.64K $17.2M
ATKR
Atkore Inc.

Industrials
27
+ 270.0%
$82.81 - $152.57 $2.24K - $4.12K
37 $3.14M
INTA
Intapp, Inc.

Technology
35
+ 350.0%
$31.5 - $51.19 $1.1K - $1.79K
45 $2.15M
SKYW
Skywest Inc

Industrials
20
+ 100.0%
$68.08 - $87.62 $1.36K - $1.75K
40 $3.4M
VCV
Invesco California Value Municipal Income Trust

Financial Services
22
+ 0.68%
$10.37 - $11.37 $228 - $250
3.25K $35.4M
RKLB
Rocket Lab Usa, Inc.

Industrials
115
+ 88.46%
$4.54 - $9.78 $522 - $1.12K
245 $2.38M
FOLD
Amicus Therapeutics, Inc.

Healthcare
155
+ 114.81%
$9.55 - $12.09 $1.48K - $1.87K
290 $3.1M
WAFD
Washington Federal Inc

Financial Services
45
+ 150.0%
$27.9 - $36.89 $1.26K - $1.66K
75 $2.61M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
+ 200.0%
$13.65 - $23.25 $1.37K - $2.33K
150 $2.76M
IPAR
Inter Parfums Inc

Consumer Defensive
13
+ 260.0%
$113.85 - $140.68 $1.48K - $1.83K
18 $2.33M
VERX
Vertex, Inc.

Technology
45
+ 900.0%
$34.62 - $40.01 $1.56K - $1.8K
50 $1.93M
PTCT
Ptc Therapeutics, Inc.

Healthcare
40
+ 100.0%
$30.39 - $37.66 $1.22K - $1.51K
80 $2.97M
Questar Corp Com
85
+ 850.0%
N/A
95 $1.98M
CSGS
Csg Systems International Inc

Technology
35
+ 700.0%
$40.08 - $48.65 $1.4K - $1.7K
40 $1.95M
FFBC
First Financial Bancorp

Financial Services
60
+ 80.0%
$21.7 - $28.09 $1.3K - $1.69K
135 $3.41M
SLVM
Sylvamo Corp

Basic Materials
15
+ 57.69%
$65.73 - $87.18 $986 - $1.31K
41 $3.52M
DRS
Leonardo Drs, Inc.
60
+ 400.0%
N/A
75 $2.12M
AZZ
Azz Inc

Industrials
20
+ 133.33%
$72.09 - $86.75 $1.44K - $1.74K
35 $2.89M
ADNT
Adient PLC

Consumer Cyclical
80
+ 216.22%
$19.9 - $25.76 $1.59K - $2.06K
117 $2.64M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
New
$305.34 - $350.41 $1.53K - $1.75K
5 $1.76M
FCF
First Commonwealth Financial Corp

Financial Services
75
+ 57.69%
$13.71 - $18.6 $1.03K - $1.4K
205 $3.52M
LXP
Lxp Industrial Trust

Real Estate
160
+ 133.33%
$9.14 - $10.46 $1.46K - $1.67K
280 $2.81M
ABR
Arbor Realty Trust Inc

Real Estate
105
+ 150.0%
$12.89 - $15.66 $1.35K - $1.64K
175 $2.72M
TNDM
Tandem Diabetes Care Inc

Healthcare
40
+ 400.0%
$35.21 - $47.3 $1.41K - $1.89K
50 $2.12M
MTRN
Materion Corp

Basic Materials
15
+ 150.0%
$101.87 - $120.55 $1.53K - $1.81K
25 $2.8M
L
Loews Corp

Financial Services
15
+ 12.2%
$73.76 - $81.96 $1.11K - $1.23K
138 $10.9M
NSP
Insperity, Inc.

Industrials
20
+ 133.33%
$85.48 - $103.18 $1.71K - $2.06K
35 $3.08M
HWKN
Hawkins Inc

Basic Materials
12
+ 240.0%
$87.69 - $127.47 $1.05K - $1.53K
17 $2.17M
BFH
Bread Financial Holdings, Inc.

Financial Services
35
+ 233.33%
$44.5 - $58.6 $1.56K - $2.05K
50 $2.38M
RPD
Rapid7, Inc.

Technology
45
+ 180.0%
$33.02 - $43.17 $1.49K - $1.94K
70 $2.79M
UCBI
United Community Banks Inc

Financial Services
50
+ 71.43%
$24.56 - $31.51 $1.23K - $1.58K
120 $3.49M
SNEX
Stone X Group Inc.

Financial Services
20
+ 200.0%
$73.76 - $84.42 $1.48K - $1.69K
30 $2.46M
Activity Summary
Buys All Purchases 1834 New Holdings 231 Increased Positions 1603 Sells All Sells 510 Reductions 506 Sold out 4 Options Calls 0 Puts 0
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