Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Two Hbrs Invt Corp Com
65
+ 92.86%
N/A
135 $1.8M
KRG
Kite Realty Group Trust

Real Estate
75
+ 30.61%
$21.24 - $25.05 $1.59K - $1.88K
320 $7.16M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
15
+ 60.0%
$66.59 - $77.68 $999 - $1.17K
40 $2.76M
PNTG
Pennant Group, Inc.

Healthcare
40
+ 160.0%
$22.21 - $28.35 $888 - $1.13K
65 $1.64M
Innovex International Inc Com
45
+ 112.5%
N/A
85 $1.53M
APLE
Apple Hospitality Reit, Inc.

Real Estate
110
+ 59.46%
$12.87 - $15.85 $1.42K - $1.74K
295 $3.81M
Waystar Hldg Corp Com
25
+ 62.5%
N/A
65 $2.43M
NRIX
Nurix Therapeutics, Inc.

Healthcare
110
+ 220.0%
$11.88 - $20.15 $1.31K - $2.22K
160 $1.9M
AXGN
Axogen, Inc.

Healthcare
45
+ 75.0%
$14.56 - $20.11 $655 - $905
105 $1.94M
GPRE
Green Plains Inc.

Basic Materials
225
+ 750.0%
$4.85 - $10.26 $1.09K - $2.31K
255 $1.24M
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 250.0%
$180.51 - $216.81 $903 - $1.08K
7 $1.32M
SXC
Sun Coke Energy, Inc.

Basic Materials
125
+ 92.59%
$8.95 - $10.57 $1.12K - $1.32K
260 $2.39M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
115
+ 176.92%
$6.98 - $8.49 $803 - $976
180 $1.42M
LPG
Dorian Lpg Ltd.

Energy
45
+ 150.0%
$19.88 - $27.03 $895 - $1.22K
75 $1.68M
BBSI
Barrett Business Services Inc

Industrials
25
+ 60.98%
$39.0 - $44.37 $975 - $1.11K
66 $2.72M
LQDA
Liquidia Corp

Healthcare
40
+ 34.78%
$11.36 - $16.5 $454 - $660
155 $2.29M
DX
Dynex Capital Inc

Real Estate
70
+ 116.67%
$12.18 - $14.42 $853 - $1.01K
130 $1.69M
REVG
Rev Group, Inc.

Industrials
30
+ 46.15%
$27.3 - $35.58 $819 - $1.07K
95 $3M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
10
+ 28.57%
$94.63 - $114.82 $946 - $1.15K
45 $4.51M
SWI
Solar Winds Corp

Technology
30
+ 33.33%
$13.53 - $18.46 $406 - $554
120 $2.21M
LZB
La Z Boy Inc

Consumer Cyclical
30
+ 54.55%
$38.0 - $48.02 $1.14K - $1.44K
85 $3.32M
NBTB
Nbt Bancorp Inc

Financial Services
25
+ 83.33%
$42.51 - $49.14 $1.06K - $1.23K
55 $2.36M
HZO
Marinemax Inc

Consumer Cyclical
60
+ 120.0%
$21.5 - $32.37 $1.29K - $1.94K
110 $2.37M
NUVB
Nuvation Bio Inc.

Healthcare
570
+ 600.0%
$1.76 - $3.25 $1K - $1.85K
665 $1.17M
Site Ctrs Corp Com
75
+ 375.0%
N/A
95 $1.22M
HTBK
Heritage Commerce Corp

Financial Services
95
+ 158.33%
$8.75 - $10.75 $831 - $1.02K
155 $1.48M
NTCT
Netscout Systems Inc

Technology
45
+ 75.0%
$20.47 - $25.06 $921 - $1.13K
105 $2.21M
CODI
Compass Diversified Holdings

Industrials
65
+ 92.86%
$18.67 - $22.9 $1.21K - $1.49K
135 $2.52M
CVLG
Covenant Logistics Group, Inc.

Industrials
55
+ 550.0%
$22.2 - $29.12 $1.22K - $1.6K
65 $1.44M
MEG
Montrose Environmental Group, Inc.

Industrials
75
+ 187.5%
$14.26 - $24.01 $1.07K - $1.8K
115 $1.64M
HRI
Herc Holdings Inc

Industrials
21
+ 60.0%
$122.25 - $211.06 $2.57K - $4.43K
56 $7.52M
HWKN
Hawkins Inc

Basic Materials
10
+ 100.0%
$101.28 - $122.97 $1.01K - $1.23K
20 $2.12M
NET
Cloudflare, Inc.

Technology
1
+ 0.65%
$110.71 - $176.5 $111 - $177
156 $17.6M
PI
Impinj Inc

Technology
14
+ 200.0%
$87.73 - $152.24 $1.23K - $2.13K
21 $1.91M
LNT
Alliant Energy Corp

Utilities
6
+ 6.25%
$56.66 - $66.04 $340 - $396
102 $6.56M
JBI
Janus International Group, Inc.

Industrials
125
+ 131.58%
$6.95 - $9.11 $869 - $1.14K
220 $1.58M
ROAD
Construction Partners, Inc.

Industrials
25
+ 45.45%
$67.61 - $93.18 $1.69K - $2.33K
80 $5.75M
ITRI
Itron, Inc.

Technology
10
+ 22.22%
$92.6 - $110.29 $926 - $1.1K
55 $5.76M
Moneylion Inc Cl A
10
+ 50.0%
N/A
30 $2.6M
Corpay Inc Com Shs
1
+ 1.96%
N/A
52 $18.1M
NNN
National Retail Properties, Inc.

Real Estate
5
+ 1.37%
$38.0 - $43.19 $190 - $216
371 $15.8M
RGNX
Regenxbio Inc.

Healthcare
130
+ 130.0%
$5.92 - $8.7 $770 - $1.13K
230 $1.65M
NMRK
Newmark Group, Inc.

Real Estate
80
+ 50.0%
$11.84 - $14.69 $947 - $1.18K
240 $2.92M
ACRE
Ares Commercial Real Estate Corp

Real Estate
200
+ 444.44%
$4.63 - $6.18 $926 - $1.24K
245 $1.13M
RES
Rpc Inc

Energy
165
+ 161.76%
$5.18 - $7.01 $855 - $1.16K
267 $1.47M
UVV
Universal Corp

Consumer Defensive
15
+ 100.0%
$49.67 - $56.43 $745 - $846
30 $1.68M
ALLO
Allogene Therapeutics, Inc.

Healthcare
675
+ 355.26%
$1.4 - $2.84 $945 - $1.92K
865 $1.26M
AHCO
Adapt Health Corp.

Healthcare
70
+ 93.33%
$8.45 - $11.38 $592 - $797
145 $1.57M
OCFC
Oceanfirst Financial Corp

Financial Services
55
+ 73.33%
$16.44 - $19.15 $904 - $1.05K
130 $2.21M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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