Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WSFS
Wsfs Financial Corp

Financial Services
50
+ 83.33%
$49.95 - $59.33 $2.5K - $2.97K
110 $5.71M
ALKS
Alkermes Plc.

Healthcare
60
+ 50.0%
$28.08 - $36.0 $1.68K - $2.16K
180 $5.94M
EBC
Eastern Bankshares, Inc.

Financial Services
160
+ 100.0%
$15.29 - $19.15 $2.45K - $3.06K
320 $5.25M
VRE
Veris Residential, Inc.

Real Estate
145
+ 145.0%
$15.41 - $17.05 $2.23K - $2.47K
245 $4.15M
OI
O I Glass, Inc.

Consumer Cyclical
215
+ 860.0%
$10.17 - $12.26 $2.19K - $2.64K
240 $2.75M
STEP
Step Stone Group Inc.

Financial Services
55
+ 78.57%
$47.81 - $64.82 $2.63K - $3.57K
125 $6.53M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
14
+ 50.0%
$218.17 - $305.86 $3.05K - $4.28K
42 $9.28M
VVX
V2 X, Inc.

Industrials
50
New
$42.05 - $55.16 $2.1K - $2.76K
50 $2.45M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13
+ 3.81%
$114.57 - $117.99 $1.49K - $1.53K
354 $41.8M
EPAC
Enerpac Tool Group Corp

Industrials
50
+ 90.91%
$40.26 - $47.26 $2.01K - $2.36K
105 $4.71M
AOS
Smith A O Corp

Industrials
40
+ 66.67%
$65.16 - $72.69 $2.61K - $2.91K
100 $6.54M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
60
+ 1.43%
$7.72 - $9.01 $463 - $541
4.25K $35.6M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
140
+ 100.0%
$11.4 - $17.29 $1.6K - $2.42K
280 $4.38M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
85
+ 340.0%
$30.28 - $35.9 $2.57K - $3.05K
110 $3.22M
HAS
Hasbro, Inc.

Consumer Cyclical
3
+ 0.76%
$56.16 - $69.06 $168 - $207
400 $24.6M
PTCT
Ptc Therapeutics, Inc.

Healthcare
35
+ 33.33%
$41.81 - $57.17 $1.46K - $2K
140 $7.13M
PTC
Ptc Inc.

Technology
42
+ 29.37%
$153.3 - $193.48 $6.44K - $8.13K
185 $28.7M
NX
Quanex Building Products Corp

Industrials
135
+ 540.0%
$18.54 - $24.18 $2.5K - $3.26K
160 $2.97M
FCPT
Four Corners Property Trust, Inc.

Real Estate
75
+ 55.56%
$26.26 - $29.31 $1.97K - $2.2K
210 $6.03M
VIAV
Viavi Solutions Inc.

Technology
130
+ 15.83%
$9.71 - $12.8 $1.26K - $1.66K
951 $10.6M
RL
Ralph Lauren Corp

Consumer Cyclical
13
+ 25.49%
$215.68 - $286.74 $2.8K - $3.73K
64 $14.1M
GATX
Gatx Corp

Industrials
15
+ 37.5%
$149.94 - $167.38 $2.25K - $2.51K
55 $8.54M
OSCR
Oscar Health, Inc.

Healthcare
180
+ 144.0%
$12.83 - $17.3 $2.31K - $3.11K
305 $4M
VRTS
Virtus Investment Partners, Inc.

Financial Services
14
+ 700.0%
$167.94 - $220.1 $2.35K - $3.08K
16 $2.76M
OKE
Oneok Inc

Energy
228
+ 1.32%
$89.57 - $109.85 $20.4K - $25K
17.4K $1.73B
Soleno Therapeutics Inc Com
25
+ 125.0%
N/A
45 $3.22M
AGL
Agilon Health, Inc.

Healthcare
400
+ 166.67%
$1.92 - $4.61 $768 - $1.84K
640 $2.77M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
35
+ 77.78%
$63.83 - $75.78 $2.23K - $2.65K
80 $5.49M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
240
+ 78.69%
$8.17 - $10.63 $1.96K - $2.55K
545 $5.04M
PRK
Park National Corp

Financial Services
16
+ 200.0%
$151.7 - $174.01 $2.43K - $2.78K
24 $3.63M
GNL
Global Net Lease, Inc.

Real Estate
245
+ 64.47%
$6.91 - $8.26 $1.69K - $2.02K
625 $5.03M
IIPR
Innovative Industrial Properties Inc

Real Estate
45
+ 300.0%
$63.38 - $74.56 $2.85K - $3.36K
60 $3.25M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
75
+ 101.35%
$31.63 - $35.22 $2.37K - $2.64K
149 $4.77M
BOX
Box Inc

Technology
75
+ 68.18%
$30.22 - $35.39 $2.27K - $2.65K
185 $5.71M
TDS
Telephone & Data Systems Inc

Communication Services
45
+ 42.86%
$32.18 - $40.31 $1.45K - $1.81K
150 $5.81M
IRTC
I Rhythm Technologies, Inc.

Healthcare
15
+ 33.33%
$89.44 - $119.44 $1.34K - $1.79K
60 $6.28M
GPOR
Gulfport Energy Corp

Energy
12
+ 75.0%
$159.2 - $196.22 $1.91K - $2.35K
28 $5.16M
STRL
Sterling Construction CO Inc

Industrials
60
+ 72.29%
$108.65 - $200.56 $6.52K - $12K
143 $16.2M
Concentra Group Holdings Paren Common Stock
91
+ 76.47%
N/A
210 $4.56M
TMDX
Trans Medics Group, Inc.

Healthcare
30
+ 81.08%
$56.73 - $79.42 $1.7K - $2.38K
67 $4.51M
FRSH
Freshworks Inc.

Technology
180
+ 109.09%
$14.11 - $19.75 $2.54K - $3.56K
345 $4.87M
PODD
Insulet Corp

Healthcare
7
+ 3.14%
$237.06 - $288.29 $1.66K - $2.02K
230 $60.4M
AKAM
Akamai Technologies Inc

Technology
27
New
N/A
27 $2.17M
UNM
Unum Group

Financial Services
5
+ 2.39%
$71.8 - $83.34 $359 - $417
214 $17.4M
Madison Square Garden Entmt Com Cl A
70
+ 142.86%
N/A
119 $3.9M
CVCO
Cavco Industries Inc.

Consumer Cyclical
3
+ 37.5%
$431.31 - $539.1 $1.29K - $1.62K
11 $5.72M
Curbline Pptys Corp Com
85
+ 94.44%
N/A
175 $4.23M
FBK
Fb Financial Corp

Financial Services
50
+ 142.86%
$44.62 - $54.37 $2.23K - $2.72K
85 $3.94M
SGRY
Surgery Partners, Inc.

Healthcare
85
+ 188.89%
$19.85 - $25.87 $1.69K - $2.2K
130 $3.09M
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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