Rothschild Investment LLC Incresed Positions in Q3 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
YELP
Yelp Inc

Communication Services
30
+ 100.0%
$33.02 - $37.77 $991 - $1.13K
60 $2.11M
LKFN
Lakeland Financial Corp

Financial Services
15
+ 300.0%
$57.94 - $71.18 $869 - $1.07K
20 $1.3M
PBI
Pitney Bowes Inc

Industrials
115
+ 135.29%
$5.65 - $7.49 $650 - $861
200 $1.43M
ERII
Energy Recovery, Inc.

Industrials
50
+ 166.67%
$12.6 - $18.23 $630 - $912
80 $1.39M
SAVA
Cassava Sciences Inc

Healthcare
25
+ 166.67%
$9.57 - $35.08 $239 - $877
40 $1.18M
LMND
Lemonade, Inc.

Financial Services
60
+ 400.0%
$15.02 - $23.42 $901 - $1.41K
75 $1.24M
XPEL
Xpel, Inc.

Consumer Cyclical
20
+ 133.33%
$31.75 - $46.89 $635 - $938
35 $1.52M
BHE
Benchmark Electronics Inc

Technology
20
+ 100.0%
$38.68 - $47.87 $774 - $957
40 $1.77M
OTTR
Otter Tail Corp

Utilities
15
+ 75.0%
$75.49 - $100.47 $1.13K - $1.51K
35 $2.74M
IESC
Ies Holdings, Inc.

Industrials
4
+ 133.33%
$134.29 - $199.7 $537 - $799
7 $1.4M
CBZ
Cbiz, Inc.

Industrials
15
+ 300.0%
$64.51 - $86.02 $968 - $1.29K
20 $1.35M
SPNT
Sirius Point LTD

Financial Services
65
+ 325.0%
$11.99 - $15.01 $779 - $976
85 $1.22M
Avadel Pharmaceuticals PLC Com Shs
75
+ 750.0%
N/A
85 $1.12M
ECPG
Encore Capital Group Inc

Financial Services
20
+ 400.0%
$41.28 - $50.68 $826 - $1.01K
25 $1.18M
EXPI
Exp World Holdings, Inc.

Real Estate
60
+ 133.33%
$10.51 - $14.73 $631 - $884
105 $1.48M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
45
+ 225.0%
$10.25 - $19.5 $461 - $878
65 $1.18M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
55
+ 110.0%
$15.0 - $17.11 $825 - $941
105 $1.73M
HCKT
Hackett Group, Inc.

Technology
35
+ 350.0%
$21.18 - $27.28 $741 - $955
45 $1.18M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
80
+ 133.33%
$9.34 - $11.46 $747 - $917
140 $1.55M
PNTG
Pennant Group, Inc.

Healthcare
20
+ 100.0%
$23.4 - $36.88 $468 - $738
40 $1.43M
KNTK
Kinetik Holdings Inc.

Energy
20
+ 133.33%
$38.59 - $47.43 $772 - $949
35 $1.58M
Safehold Inc Com
30
+ 120.0%
N/A
55 $1.44M
SRCE
1 St Source Corp

Financial Services
15
+ 150.0%
$52.28 - $65.47 $784 - $982
25 $1.5M
SBTX
Silverback Therapeutics, Inc.

Healthcare
60
+ 400.0%
N/A
75 $1.09M
AORT
Artivion, Inc.

Healthcare
35
+ 116.67%
$24.33 - $28.46 $852 - $996
65 $1.73M
NTLA
Intellia Therapeutics, Inc.

Healthcare
50
+ 125.0%
$19.72 - $27.36 $986 - $1.37K
90 $1.85M
TNET
Trinet Group, Inc.

Industrials
24
+ 5.3%
$92.56 - $110.99 $2.22K - $2.66K
477 $46.3M
DHC
Diversified Healthcare Trust

Real Estate
185
+ 119.35%
$3.01 - $4.19 $557 - $775
340 $1.43M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
25
+ 166.67%
$34.14 - $40.2 $854 - $1.01K
40 $1.48M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
20
+ 133.33%
$30.0 - $39.95 $600 - $799
35 $1.4M
OPEN
Opendoor Technologies Inc.

Real Estate
465
+ 845.45%
$1.6 - $2.92 $744 - $1.36K
520 $1.04M
TNC
Tennant CO

Industrials
10
+ 100.0%
$90.62 - $108.78 $906 - $1.09K
20 $1.92M
GH
Guardant Health, Inc.

Healthcare
55
+ 100.0%
$22.3 - $36.29 $1.23K - $2K
110 $2.52M
STEL
Stellar Bancorp Inc
35
+ 350.0%
N/A
45 $1.17M
BLBD
Blue Bird Corp

Consumer Cyclical
20
+ 400.0%
$45.15 - $54.51 $903 - $1.09K
25 $1.2M
HFWA
Heritage Financial Corp

Financial Services
40
+ 266.67%
$17.13 - $23.17 $685 - $927
55 $1.2M
ASPN
Aspen Aerogels Inc

Industrials
30
+ 120.0%
$18.5 - $31.72 $555 - $952
55 $1.52M
UVSP
Univest Financial Corp

Financial Services
30
+ 200.0%
$22.22 - $29.19 $667 - $876
45 $1.27M
SOUN
Soundhound Ai, Inc.

Technology
185
+ 217.65%
$3.89 - $6.2 $720 - $1.15K
270 $1.26M
CRK
Comstock Resources Inc

Energy
80
+ 195.12%
$8.14 - $11.5 $651 - $920
121 $1.35M
STNG
Scorpio Tankers Inc.

Energy
15
+ 100.0%
$66.41 - $81.58 $996 - $1.22K
30 $2.14M
SMR
Nuscale Power Corp

Industrials
80
+ 123.08%
$6.98 - $15.81 $558 - $1.26K
145 $1.68M
CENTA
Central Garden & Pet Company C

Consumer Defensive
30
+ 200.0%
$31.4 - $34.95 $942 - $1.05K
45 $1.41M
SAH
Sonic Automotive Inc

Consumer Cyclical
15
+ 150.0%
$51.32 - $63.04 $770 - $946
25 $1.46M
OMI
Owens & Minor Inc

Healthcare
55
+ 220.0%
$12.59 - $16.48 $692 - $906
80 $1.26M
SABR
Sabre Corp

Consumer Cyclical
185
+ 77.73%
$2.57 - $3.72 $475 - $688
423 $1.55M
GSAT
Globalstar, Inc.

Communication Services
720
+ 378.95%
$1.07 - $1.48 $770 - $1.07K
910 $1.13M
KFRC
Kforce Inc

Industrials
15
+ 100.0%
$59.4 - $70.22 $891 - $1.05K
30 $1.84M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
30
+ 150.0%
$21.45 - $30.71 $644 - $921
50 $1.38M
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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