Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CPK
Chesapeake Utilities Corp

Utilities
10
+ 8.33%
$116.55 - $130.37 $1.17K - $1.3K
130 $16.7M
ACLX
Arcellx, Inc.

Healthcare
40
+ 88.89%
$60.26 - $79.13 $2.41K - $3.17K
85 $5.58M
RUM
Rumble Inc.

Technology
300
New
$7.24 - $13.77 $2.17K - $4.13K
300 $2.12M
INDB
Independent Bank Corp

Financial Services
35
+ 70.0%
$60.31 - $70.29 $2.11K - $2.46K
85 $5.33M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
20
+ 40.0%
$73.82 - $89.02 $1.48K - $1.78K
70 $6.02M
TSN
Tyson Foods, Inc.

Consumer Defensive
30
+ 96.77%
$54.27 - $63.81 $1.63K - $1.91K
61 $3.89M
VC
Visteon Corp

Consumer Cyclical
30
+ 150.0%
$77.62 - $90.68 $2.33K - $2.72K
50 $3.88M
LII
Lennox International Inc

Industrials
4
+ 133.33%
$553.05 - $666.93 $2.21K - $2.67K
7 $3.93M
GSHD
Goosehead Insurance, Inc.

Financial Services
15
+ 50.0%
$98.59 - $123.84 $1.48K - $1.86K
45 $5.31M
PGNY
Progyny, Inc.

Healthcare
80
+ 133.33%
$17.43 - $23.88 $1.39K - $1.91K
140 $3.13M
PLXS
Plexus Corp

Technology
24
+ 68.57%
$120.51 - $170.49 $2.89K - $4.09K
59 $7.56M
FNA
Paragon 28, Inc.

Healthcare
150
+ 333.33%
$10.25 - $13.09 $1.54K - $1.96K
195 $2.55M
POWI
Power Integrations Inc

Technology
50
+ 125.0%
$50.98 - $66.7 $2.55K - $3.34K
90 $4.55M
VSEC
Vse Corp

Industrials
10
+ 28.57%
$90.47 - $125.62 $905 - $1.26K
45 $5.4M
QTWO
Q2 Holdings, Inc.

Technology
45
+ 60.0%
$71.37 - $102.68 $3.21K - $4.62K
120 $9.6M
Apogee Therapeutics Inc Com
60
+ 240.0%
N/A
85 $3.18M
TALO
Talos Energy Inc.

Energy
210
+ 200.0%
$8.21 - $11.01 $1.72K - $2.31K
315 $3.06M
SPNS
Sapiens International Corp N V

Technology
75
+ 1500.0%
$25.3 - $28.76 $1.9K - $2.16K
80 $2.17M
NVEE
Nv5 Global, Inc.

Industrials
105
+ 700.0%
$17.03 - $19.42 $1.79K - $2.04K
120 $2.31M
RVMD
Revolution Medicines, Inc.

Healthcare
100
+ 55.56%
$36.82 - $44.42 $3.68K - $4.44K
280 $9.9M
NWE
Northwestern Corp

Utilities
30
+ 45.45%
$51.11 - $56.8 $1.53K - $1.7K
96 $5.56M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
15
+ 30.0%
$89.88 - $110.11 $1.35K - $1.65K
65 $6.54M
FFBC
First Financial Bancorp

Financial Services
90
+ 66.67%
$24.25 - $29.06 $2.18K - $2.62K
225 $5.62M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
34
+ 2.25%
$14.13 - $16.72 $480 - $568
1.54K $23.8M
PAGS
Pag Seguro Digital Ltd.

Technology
250
+ 454.55%
$6.27 - $8.52 $1.57K - $2.13K
305 $2.33M
THRY
Thryv Holdings, Inc.

Communication Services
155
+ 3100.0%
$13.45 - $20.12 $2.08K - $3.12K
160 $2.05M
WY
Weyerhaeuser CO

Real Estate
1
+ 0.06%
$27.29 - $31.39 $27.3 - $31.4
1.72K $50.4M
KIDS
Orthopediatrics Corp

Healthcare
80
New
$22.87 - $27.24 $1.83K - $2.18K
80 $1.97M
MTB
M&T Bank Corp

Financial Services
15
+ 18.99%
$170.47 - $201.98 $2.56K - $3.03K
94 $16.8M
AKRO
Akero Therapeutics, Inc.

Healthcare
20
+ 22.22%
$21.87 - $57.56 $437 - $1.15K
110 $4.45M
LOGI
Logitech International S.A.

Technology
19
+ 11.52%
$81.64 - $105.06 $1.55K - $2K
184 $15.5M
NAVI
Navient Corp

Financial Services
160
+ 133.33%
$12.82 - $14.66 $2.05K - $2.35K
280 $3.54M
NGVT
Ingevity Corp

Basic Materials
50
+ 125.0%
$37.74 - $48.87 $1.89K - $2.44K
90 $3.56M
NMIH
Nmi Holdings, Inc.

Financial Services
55
+ 68.75%
$34.46 - $39.13 $1.9K - $2.15K
135 $4.87M
AGM
Federal Agricultural Mortgage Corp

Financial Services
11
+ 73.33%
$182.78 - $209.07 $2.01K - $2.3K
26 $4.88M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
210
+ 396.23%
$5.11 - $8.91 $1.07K - $1.87K
263 $2.27M
DAN
Dana Inc

Consumer Cyclical
120
+ 68.57%
$11.27 - $16.88 $1.35K - $2.03K
295 $3.93M
MQ
Marqeta, Inc.

Technology
440
+ 151.72%
$3.51 - $4.57 $1.54K - $2.01K
730 $3.01M
QBTS
D Wave Quantum Inc.

Technology
250
New
$3.83 - $11.18 $958 - $2.8K
250 $1.9M
RCII
Rent A Center Inc De

Industrials
90
+ 180.0%
N/A
140 $3.35M
HMN
Horace Mann Educators Corp

Financial Services
40
+ 80.0%
$36.56 - $43.12 $1.46K - $1.72K
90 $3.85M
GPI
Group 1 Automotive Inc

Consumer Cyclical
7
+ 35.0%
$375.96 - $484.08 $2.63K - $3.39K
27 $10.3M
OFG
Ofg Bancorp

Financial Services
50
+ 90.91%
$38.85 - $44.74 $1.94K - $2.24K
105 $4.2M
DNOW
Now Inc.

Energy
60
+ 28.99%
$12.83 - $17.59 $770 - $1.06K
267 $4.56M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
60
+ 50.0%
$19.53 - $25.74 $1.17K - $1.54K
180 $4.37M
CGEM
Cullinan Oncology, Inc.

Healthcare
245
New
$8.0 - $12.68 $1.96K - $3.11K
245 $1.86M
PZZA
Papa Johns International Inc

Consumer Cyclical
45
+ 21.95%
$36.01 - $51.28 $1.62K - $2.31K
250 $10.3M
AER
Aer Cap Holdings N.V.

Industrials
14
+ 21.54%
$94.11 - $105.78 $1.32K - $1.48K
79 $8.07M
PRCT
Procept Bio Robotics Corp

Healthcare
45
+ 128.57%
$56.03 - $88.57 $2.52K - $3.99K
80 $4.66M
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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