Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFBS
Servis First Bancshares, Inc.

Financial Services
20
+ 33.33%
$80.8 - $93.58 $1.62K - $1.87K
80 $6.61M
SLVM
Sylvamo Corp

Basic Materials
30
+ 73.17%
$63.64 - $81.86 $1.91K - $2.46K
71 $4.76M
PIPR
Piper Sandler Companies

Financial Services
11
+ 47.83%
$244.29 - $323.68 $2.69K - $3.56K
34 $8.42M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
30
+ 66.67%
$41.32 - $53.16 $1.24K - $1.59K
75 $3.38M
CYTK
Cytokinetics Inc

Healthcare
55
+ 52.38%
$41.56 - $51.12 $2.29K - $2.81K
160 $6.43M
FULT
Fulton Financial Corp

Financial Services
95
+ 48.72%
$17.24 - $21.11 $1.64K - $2.01K
290 $5.25M
MBIN
Merchants Bancorp

Financial Services
40
+ 400.0%
$34.75 - $43.49 $1.39K - $1.74K
50 $1.85M
ERII
Energy Recovery, Inc.

Industrials
90
+ 200.0%
$14.06 - $16.83 $1.27K - $1.51K
135 $2.15M
AMN
Amn Healthcare Services Inc

Healthcare
60
+ 300.0%
$23.07 - $28.1 $1.38K - $1.69K
80 $1.96M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
140
+ 93.33%
$8.57 - $10.13 $1.2K - $1.42K
290 $2.78M
VRNT
Verint Systems Inc

Technology
125
+ 156.25%
N/A
205 $3.66M
NBR
Nabors Industries LTD

Energy
35
New
$37.04 - $68.1 $1.3K - $2.38K
35 $1.46M
PINS
Pinterest, Inc.

Communication Services
11
+ 1.97%
$29.79 - $40.0 $328 - $440
570 $17.7M
VRNS
Varonis Systems Inc

Technology
40
+ 100.0%
$39.16 - $46.84 $1.57K - $1.87K
80 $3.24M
IBKR
Interactive Brokers Group, Inc.

Financial Services
9
+ 300.0%
$161.03 - $235.53 $1.45K - $2.12K
12 $1.99M
FRME
First Merchants Corp

Financial Services
35
+ 50.0%
$37.99 - $45.25 $1.33K - $1.58K
105 $4.25M
Chimera Invt Corp Com Shs
120
+ 160.0%
N/A
195 $2.5M
ARIS
Aris Water Solutions, Inc.

Utilities
35
+ 87.5%
$23.34 - $33.33 $817 - $1.17K
75 $2.4M
ARHS
Arhaus, Inc.

Consumer Cyclical
170
+ 226.67%
$8.57 - $12.98 $1.46K - $2.21K
245 $2.13M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
15
+ 15.79%
$32.5 - $59.93 $488 - $899
110 $4.85M
BANC
Banc Of California, Inc.

Financial Services
115
+ 69.7%
$12.94 - $16.52 $1.49K - $1.9K
280 $3.97M
IVT
Inven Trust Properties Corp.

Real Estate
50
+ 71.43%
$28.36 - $30.77 $1.42K - $1.54K
120 $3.52M
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 0.28%
$185.78 - $198.58 $3.34K - $3.57K
6.48K $1.23B
EFC
Ellington Financial Inc.

Real Estate
100
+ 142.86%
$12.08 - $14.35 $1.21K - $1.44K
170 $2.25M
Amplify ETF Tr Altrntv Harv ETF
71
New
N/A
71 $1.39M
SCVL
Shoe Carnival Inc

Consumer Cyclical
75
+ 312.5%
$21.24 - $32.31 $1.59K - $2.42K
99 $2.18M
BE
Bloom Energy Corp

Industrials
100
+ 43.48%
$20.33 - $29.81 $2.03K - $2.98K
330 $6.49M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
85
+ 141.67%
$12.0 - $14.77 $1.02K - $1.26K
145 $2.12M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
50
+ 500.0%
$26.24 - $38.48 $1.31K - $1.92K
60 $1.74M
PTLO
Portillo'S Inc.

Consumer Cyclical
115
New
$9.2 - $15.39 $1.06K - $1.77K
115 $1.37M
Qiagen Nv Com Shs
34
New
N/A
34 $1.37M
DRS
Leonardo Drs, Inc.
40
+ 47.06%
N/A
125 $4.11M
CRVL
Corvel Corp

Financial Services
12
+ 44.44%
$103.48 - $128.46 $1.24K - $1.54K
39 $4.37M
ALE
Allete Inc

Utilities
20
+ 44.44%
$64.9 - $65.91 $1.3K - $1.32K
65 $4.27M
Atlas Energy Solutions Inc Com New
100
+ 100.0%
N/A
200 $3.57M
MRCY
Mercury Systems Inc

Industrials
30
+ 60.0%
$39.67 - $49.88 $1.19K - $1.5K
80 $3.45M
GIC
Global Industrial CO

Industrials
60
New
$22.1 - $25.66 $1.33K - $1.54K
60 $1.34M
POWL
Powell Industries Inc

Industrials
13
+ 76.47%
$155.56 - $311.38 $2.02K - $4.05K
30 $5.11M
FUTU
Futu Holdings LTD

Financial Services
12
+ 240.0%
$75.13 - $123.56 $902 - $1.48K
17 $1.74M
DHT
Dht Holdings, Inc.

Energy
115
+ 109.52%
$9.33 - $11.85 $1.07K - $1.36K
220 $2.31M
Root Inc Cl A New
10
New
N/A
10 $1.33M
RIG
Transocean Ltd.

Energy
440
+ 385.96%
$2.67 - $4.28 $1.17K - $1.88K
554 $1.76M
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
20
+ 44.44%
$48.93 - $66.35 $979 - $1.33K
65 $3.54M
CMC
Commercial Metals CO

Basic Materials
35
+ 43.21%
$43.22 - $53.05 $1.51K - $1.86K
116 $5.34M
ANDE
Andersons, Inc.

Consumer Defensive
30
+ 300.0%
$40.06 - $47.81 $1.2K - $1.43K
40 $1.72M
EVER
Ever Quote, Inc.

Communication Services
50
New
$17.84 - $29.71 $892 - $1.49K
50 $1.31M
CATY
Cathay General Bancorp

Financial Services
40
+ 44.44%
$42.27 - $48.78 $1.69K - $1.95K
130 $5.59M
JAMF
Jamf Holding Corp.

Technology
115
+ 230.0%
$12.42 - $15.96 $1.43K - $1.84K
165 $2.01M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
350
+ 93.33%
$5.81 - $10.87 $2.03K - $3.8K
725 $3.84M
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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