Rothschild Investment LLC Purchases in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 95.24%
$217.89 - $392.15 $8.72K - $15.7K
82 $23M
JEF
Jefferies Financial Group Inc.

Financial Services
11
+ 2.18%
$49.97 - $62.49 $550 - $687
516 $31.8M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
700
New
$9.0 - $9.4 $6.3K - $6.58K
700 $6.48M
PEAK
Healthpeak Properties, Inc.

Real Estate
85
+ 6.16%
N/A
1.47K $33.5M
Cooper Cos Inc Com
11
+ 4.85%
N/A
238 $26.3M
SPYG
Spdr Portfolio

ETFs
3
+ 0.14%
$73.38 - $84.1 $220 - $252
2.21K $183M
ROK
Rockwell Automation, Inc

Industrials
37
+ 7.2%
$248.27 - $294.37 $9.19K - $10.9K
551 $148M
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.31%
$76.04 - $76.04 $228 - $228
963 $79.9M
BCS
Barclays PLC

Financial Services
192
+ 6.8%
$10.59 - $12.45 $2.03K - $2.39K
3.02K $36.7M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
65
+ 9.72%
$26.09 - $33.19 $1.7K - $2.16K
734 $24.4M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
562
+ 1.9%
$21.12 - $23.6 $11.9K - $13.3K
30.2K $695M
HSBC
Hsbc Holdings PLC

Financial Services
117
+ 24.68%
$40.42 - $45.91 $4.73K - $5.37K
591 $26.7M
EMN
Eastman Chemical CO

Basic Materials
6
+ 1.56%
$93.82 - $113.74 $563 - $682
390 $43.7M
MMS
Maximus, Inc.

Industrials
63
+ 252.0%
$84.08 - $93.17 $5.3K - $5.87K
88 $8.2M
MLI
Mueller Industries Inc

Industrials
70
+ 155.56%
$55.73 - $74.1 $3.9K - $5.19K
115 $8.52M
GL
Globe Life Inc.

Financial Services
15
+ 8.11%
$80.92 - $109.6 $1.21K - $1.64K
200 $21.2M
Natwest Group PLC Spons Adr
230
+ 8.35%
N/A
2.99K $27.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
235
+ 5.84%
$9.55 - $11.13 $2.24K - $2.62K
4.26K $46.1M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
385
+ 12.54%
$2.88 - $5.17 $1.11K - $1.99K
3.46K $16.2M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
115
+ 23.81%
$33.2 - $41.73 $3.82K - $4.8K
598 $25M
Biohaven LTD Com
45
+ 20.0%
N/A
270 $13.5M
MTCH
Match Group, Inc.

Communication Services
141
+ 352.5%
$29.34 - $38.14 $4.14K - $5.38K
181 $6.85M
CRS
Carpenter Technology Corp

Industrials
29
+ 145.0%
$104.79 - $161.78 $3.04K - $4.69K
49 $7.82M
BANR
Banner Corp

Financial Services
15
+ 3.16%
$47.37 - $61.4 $711 - $921
490 $29.2M
RSG
Republic Services, Inc.

Industrials
11
+ 2.18%
$189.34 - $208.21 $2.08K - $2.29K
516 $104M
LNTH
Lantheus Holdings, Inc.

Healthcare
40
+ 114.29%
$77.7 - $123.62 $3.11K - $4.94K
75 $8.23M
NWL
Newell Brands Inc.

Consumer Defensive
20
+ 0.5%
$5.73 - $8.91 $115 - $178
4.02K $30.9M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
65
+ 185.71%
$53.53 - $71.86 $3.48K - $4.67K
100 $7.03M
FE
Firstenergy Corp

Utilities
35
+ 6.03%
$38.25 - $44.54 $1.34K - $1.56K
615 $27.3M
SNAP
Snap Inc

Communication Services
1.8K
+ 75.0%
$8.29 - $16.84 $14.9K - $30.3K
4.2K $44.9M
CBT
Cabot Corp

Basic Materials
40
+ 133.33%
$86.96 - $111.73 $3.48K - $4.47K
70 $7.82M
MOGA
Moog Inc Cla
23
+ 191.67%
N/A
35 $7.07M
DENN
Denny'S Corp

Consumer Cyclical
777
+ 5180.0%
$5.63 - $7.65 $4.37K - $5.94K
792 $5.11M
MOH
Molina Healthcare, Inc.

Healthcare
12
+ 66.67%
$283.98 - $360.73 $3.41K - $4.33K
30 $10.3M
JBHT
Hunt J B Transport Services Inc

Industrials
24
+ 35.82%
$155.54 - $176.97 $3.73K - $4.25K
91 $15.7M
BALL
Ball Corp

Consumer Cyclical
45
+ 18.75%
$58.86 - $67.91 $2.65K - $3.06K
285 $19.4M
CVLT
Commvault Systems Inc

Technology
29
+ 193.33%
$119.99 - $155.51 $3.48K - $4.51K
44 $6.77M
BLDR
Builders First Source, Inc.

Industrials
22
+ 183.33%
$132.6 - $201.83 $2.92K - $4.44K
34 $6.59M
MCY
Mercury General Corp

Financial Services
20
+ 5.48%
$52.25 - $66.23 $1.05K - $1.32K
385 $24.2M
AUR
Aurora Innovation, Inc.

Technology
700
+ 325.58%
$2.81 - $6.4 $1.97K - $4.48K
915 $5.42M
PSO
Pearson PLC

Communication Services
256
+ 20.88%
$12.39 - $14.05 $3.17K - $3.6K
1.48K $20.1M
ENSG
Ensign Group, Inc

Healthcare
30
+ 142.86%
$124.14 - $153.65 $3.72K - $4.61K
51 $7.34M
VRNS
Varonis Systems Inc

Technology
80
+ 320.0%
$46.03 - $57.54 $3.68K - $4.6K
105 $5.93M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.38%
$149.02 - $167.67 $149 - $168
266 $44.6M
FELE
Franklin Electric CO Inc

Industrials
45
New
$93.65 - $106.62 $4.21K - $4.8K
45 $4.72M
UDR
Udr, Inc.

Real Estate
25
+ 2.94%
$39.96 - $47.13 $999 - $1.18K
875 $39.7M
NOVT
Novanta Inc

Technology
25
+ 192.31%
$157.79 - $157.79 $3.94K - $3.94K
38 $6.8M
CADE
Cadence Bank

Financial Services
140
+ 233.33%
$27.64 - $33.58 $3.87K - $4.7K
200 $6.37M
CPB
Campbell Soup CO

Consumer Defensive
20
+ 2.05%
$45.01 - $51.89 $900 - $1.04K
995 $48.7M
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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