Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
THR
Thermon Group Holdings, Inc.

Industrials
20
+ 30.77%
$26.21 - $30.46 $524 - $609
85 $2.37M
HNI
Hni Corp

Industrials
20
+ 30.77%
$43.17 - $51.26 $863 - $1.03K
85 $3.77M
CENX
Century Aluminum CO

Basic Materials
25
+ 26.32%
$16.6 - $21.83 $415 - $546
120 $2.23M
AVSC
American Centy ETF Tr Avantis
25
+ 20.83%
$48.08 - $56.12 $1.2K - $1.4K
145 $7.02M
EWCZ
European Wax Center, Inc.

Consumer Defensive
125
New
$3.91 - $7.45 $489 - $931
125 $494K
BBUC
Brookfield Business Corp

Financial Services
15
+ 37.5%
$23.14 - $27.83 $347 - $417
55 $1.46M
OMER
Omeros Corp

Healthcare
60
New
$7.04 - $11.21 $422 - $673
60 $493K
UCBI
United Community Banks Inc

Financial Services
45
+ 24.32%
N/A
230 $6.47M
KRC
Kilroy Realty Corp

Real Estate
15
New
$32.02 - $40.63 $480 - $609
15 $491K
DOX
Amdocs LTD

Technology
5
+ 100.0%
$82.21 - $92.02 $411 - $460
10 $915K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
25
+ 35.71%
$25.75 - $30.48 $644 - $762
95 $2.48M
UNIT
Uniti Group Inc.

Real Estate
125
+ 40.98%
$4.75 - $5.98 $594 - $748
430 $2.17M
CRBG
Corebridge Financial, Inc.

Financial Services
15
+ 300.0%
$29.61 - $34.68 $444 - $520
20 $631K
BGS
B&G Foods, Inc.

Consumer Defensive
70
+ 155.56%
$5.62 - $7.87 $393 - $551
115 $790K
FIBK
First Interstate Bancsystem Inc

Financial Services
30
+ 30.0%
$27.77 - $33.5 $833 - $1.01K
130 $3.73M
GOGL
Golden Ocean Group LTD

Industrials
70
+ 82.35%
$7.66 - $10.06 $536 - $704
155 $1.24M
CVBF
Cvb Financial Corp

Financial Services
60
+ 27.91%
$18.42 - $21.2 $1.11K - $1.27K
275 $5.08M
ATSG
Air Transport Services Group, Inc.

Industrials
20
+ 36.36%
$21.97 - $22.44 $439 - $449
75 $1.68M
TPG
Tpg Inc.

Financial Services
10
New
$46.15 - $69.77 $462 - $698
10 $474K
BC
Brunswick Corp

Consumer Cyclical
10
+ 166.67%
$53.49 - $70.51 $535 - $705
16 $862K
NWBI
Northwest Bancshares, Inc.

Financial Services
50
+ 45.45%
$11.78 - $13.39 $589 - $670
160 $1.92M
SANA
Sana Biotechnology, Inc.

Healthcare
270
+ 75.0%
$1.65 - $4.3 $446 - $1.16K
630 $1.06M
TDOC
Teladoc Health, Inc.

Healthcare
90
+ 40.91%
$7.96 - $14.33 $716 - $1.29K
310 $2.47M
CCNE
Cnb Financial Corp

Financial Services
25
+ 71.43%
$22.16 - $26.66 $554 - $667
60 $1.34M
Kindercare Learning Companies Com
40
New
N/A
40 $464K
AMED
Amedisys Inc

Healthcare
5
New
$90.44 - $92.9 $452 - $465
5 $463K
STAG
Stag Industrial, Inc.

Real Estate
11
+ 29.73%
$32.39 - $37.07 $356 - $408
48 $1.72M
Zymeworks Inc Com
50
+ 100.0%
N/A
100 $1.19M
CMP
Compass Minerals International Inc

Basic Materials
60
+ 120.0%
$9.29 - $14.21 $557 - $853
110 $1.02M
SMPL
Simply Good Foods CO

Consumer Defensive
25
+ 27.78%
$32.98 - $39.5 $824 - $988
115 $3.97M
NBN
Northeast Bk Lewiston Me Com

Financial Services
5
New
$89.03 - $109.56 $445 - $548
5 $458K
Tko Group Holdings Inc Cl A
3
New
N/A
3 $458K
ICHR
Ichor Holdings, Ltd.

Technology
35
+ 100.0%
$22.61 - $35.08 $791 - $1.23K
70 $1.58M
BRSP
Bright Spire Capital, Inc.

Real Estate
85
+ 37.78%
$5.48 - $6.23 $466 - $530
310 $1.72M
Sable Offshore Corp Com Shs
15
+ 50.0%
N/A
45 $1.14M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 250.0%
$93.57 - $120.35 $468 - $602
7 $670K
AFRM
Affirm Holdings, Inc.

Technology
10
New
$43.7 - $80.98 $437 - $810
10 $452K
PAX
Patria Investments LTD

Financial Services
40
New
$10.85 - $12.72 $434 - $509
40 $452K
Siriusxm Holdings Inc Common Stock
20
New
N/A
20 $451K
USNA
Usana Health Sciences Inc

Consumer Defensive
20
+ 200.0%
$26.26 - $36.39 $525 - $728
30 $809K
SLM
Slm Corp

Financial Services
15
+ 300.0%
$26.95 - $32.54 $404 - $488
20 $587K
CBL
Cbl & Associates Properties Inc

Real Estate
20
+ 66.67%
$26.43 - $33.02 $529 - $660
50 $1.33M
PNR
Pentair PLC

Industrials
17
+ 21.52%
$84.0 - $105.35 $1.43K - $1.79K
96 $8.4M
BTBT
Bit Digital, Inc

Financial Services
295
+ 178.79%
$2.02 - $3.88 $596 - $1.14K
460 $929K
ULCC
Frontier Group Holdings, Inc.

Industrials
150
+ 200.0%
$4.34 - $10.06 $651 - $1.51K
225 $977K
JELD
Jeld Wen Holding, Inc.

Industrials
85
+ 283.33%
$5.46 - $9.88 $464 - $840
115 $687K
CWCO
Consolidated Water Co. Ltd.

Utilities
20
+ 57.14%
$23.77 - $29.18 $475 - $584
55 $1.35M
IMAX
Imax Corp

Communication Services
15
+ 25.0%
$22.39 - $27.37 $336 - $411
75 $1.98M
OVV
Ovintiv Inc.

Energy
10
+ 200.0%
$37.84 - $45.91 $378 - $459
15 $642K
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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