Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PX
P10, Inc.

Financial Services
20
+ 50.0%
$11.04 - $13.77 $221 - $275
60 $705K
Maplebear Inc Com
5
New
N/A
5 $199K
STRO
Sutro Biopharma, Inc.

Healthcare
300
New
$0.65 - $2.12 $195 - $636
300 $195K
EBTC
Enterprise Bancorp Inc

Financial Services
5
New
$37.23 - $44.37 $186 - $222
5 $195K
TRP
Tc Energy Corp

Energy
1
+ 0.52%
$44.29 - $49.27 $44.3 - $49.3
194 $9.18M
CLAR
Clarus Corp

Consumer Cyclical
90
+ 47.37%
$3.75 - $5.0 $338 - $450
280 $1.05M
Frontview Reit Inc Com
15
New
N/A
15 $192K
TTI
Tetra Technologies Inc

Energy
75
+ 26.79%
$3.25 - $4.98 $244 - $374
355 $1.19M
KMPH
Kempharm, Inc

Healthcare
35
+ 41.18%
N/A
120 $899K
RILY
B. Riley Financial, Inc.

Financial Services
60
+ 100.0%
$3.08 - $6.39 $185 - $383
120 $464K
Fuelcell Energy Inc Com New
40
New
N/A
40 $184K
ATEX
Anterix Inc.

Communication Services
5
New
$27.73 - $41.99 $139 - $210
5 $183K
Cargo Therapeutics Inc Com
45
New
N/A
45 $183K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
45
+ 23.68%
$7.55 - $8.77 $340 - $395
235 $1.89M
CHCT
Community Healthcare Trust Inc

Real Estate
15
+ 17.65%
$17.91 - $20.4 $269 - $306
100 $1.82M
CSV
Carriage Services Inc

Consumer Cyclical
5
+ 50.0%
$37.15 - $42.2 $186 - $211
15 $581K
BIGC
Big Commerce Holdings, Inc.

Technology
40
+ 29.63%
$5.76 - $7.09 $230 - $284
175 $1.01M
TRDA
Entrada Therapeutics, Inc.

Healthcare
20
New
$9.04 - $18.31 $181 - $366
20 $181K
SPT
Sprout Social, Inc.

Technology
30
+ 54.55%
$21.99 - $34.03 $660 - $1.02K
85 $1.87M
RIGL
Rigel Pharmaceuticals Inc

Healthcare
10
New
$16.25 - $24.39 $163 - $244
10 $180K
AIZ
Assurant, Inc.

Financial Services
1
+ 11.11%
$198.92 - $218.67 $199 - $219
10 $2.1M
TTEC
Ttec Holdings, Inc.

Technology
85
+ 141.67%
$3.12 - $4.81 $265 - $409
145 $477K
SEM
Select Medical Holdings Corp

Healthcare
30
+ 20.0%
$16.56 - $20.38 $497 - $611
180 $3.01M
SRRK
Scholar Rock Holding Corp

Healthcare
45
+ 39.13%
$32.15 - $45.55 $1.45K - $2.05K
160 $5.14M
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
70
+ 175.0%
$4.43 - $8.17 $310 - $572
110 $487K
PGC
Peapack Gladstone Financial Corp

Financial Services
10
+ 33.33%
$28.38 - $35.17 $284 - $352
40 $1.14M
CIVB
Civista Bancshares, Inc.

Financial Services
10
+ 66.67%
$18.84 - $22.06 $188 - $221
25 $489K
VRA
Vera Bradley, Inc.

Consumer Cyclical
95
+ 380.0%
$2.25 - $3.91 $214 - $371
120 $270K
FIP
Ftai Infrastructure LLC
95
+ 100.0%
$4.53 - $8.41 $430 - $799
190 $861K
FCBC
First Community Bankshares Inc

Financial Services
5
+ 100.0%
$37.69 - $45.34 $188 - $227
10 $377K
BOOM
Dmc Global Inc.

Energy
20
New
$7.19 - $9.06 $144 - $181
20 $168K
CXW
Core Civic, Inc.

Real Estate
20
+ 12.12%
$18.02 - $23.05 $360 - $461
185 $3.75M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
10
+ 11.76%
$20.96 - $26.08 $210 - $261
95 $2.14M
Paysafe Limited Shs
15
+ 30.0%
N/A
65 $1.02M
Centuri Holdings Inc Com Shs
10
New
N/A
10 $164K
SAVA
Cassava Sciences Inc

Healthcare
120
+ 600.0%
$1.5 - $3.02 $180 - $362
140 $210K
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
+ 30.0%
$122.15 - $153.79 $366 - $461
13 $1.71M
AVTR
Avantor, Inc.

Basic Materials
12
+ 171.43%
$15.5 - $22.57 $186 - $271
19 $308K
HY
Hyster Yale Materials Handling, Inc.

Industrials
5
+ 100.0%
$41.54 - $54.76 $208 - $274
10 $415K
TCBX
Third Coast Bancshares, Inc.

Financial Services
5
+ 33.33%
$30.91 - $38.43 $155 - $192
20 $667K
VIR
Vir Biotechnology, Inc.

Healthcare
40
+ 33.33%
$6.48 - $12.48 $259 - $499
160 $1.04M
FMBH
First Mid Bancshares, Inc.

Financial Services
5
+ 50.0%
$34.59 - $39.27 $173 - $196
15 $524K
Expro Group Holdings Nv Com
45
+ 39.13%
N/A
160 $1.59M
SMBK
Smartfinancial Inc.

Financial Services
5
+ 100.0%
$29.39 - $36.82 $147 - $184
10 $311K
TALK
Talkspace, Inc.

Healthcare
60
New
$2.56 - $4.17 $154 - $250
60 $154K
Alumis Inc Com
25
New
N/A
25 $154K
HDSN
Hudson Technologies Inc

Basic Materials
25
New
$5.47 - $6.34 $137 - $159
25 $154K
CTGO
Contango Ore, Inc.

Basic Materials
15
New
$9.0 - $11.6 $135 - $174
15 $153K
Crane Company Common Stock
1
New
N/A
1 $153K
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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