Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SIGA
Siga Technologies Inc

Healthcare
205
New
$5.39 - $6.47 $1.1K - $1.33K
205 $1.12M
RYI
Ryerson Holding Corp

Industrials
40
+ 88.89%
$17.63 - $25.87 $705 - $1.03K
85 $1.95M
GNK
Genco Shipping & Trading LTD

Industrials
85
+ 283.33%
$13.16 - $14.85 $1.12K - $1.26K
115 $1.54M
AVB
Avalonbay Communities Inc

Real Estate
7
+ 9.72%
$207.86 - $228.08 $1.46K - $1.6K
79 $17M
PBI
Pitney Bowes Inc

Industrials
80
+ 37.21%
$7.03 - $10.86 $562 - $869
295 $2.67M
BCPC
Balchem Corp

Basic Materials
6
+ 15.79%
$154.22 - $176.16 $925 - $1.06K
44 $7.3M
BLBD
Blue Bird Corp

Consumer Cyclical
40
+ 133.33%
$32.37 - $42.39 $1.29K - $1.7K
70 $2.27M
SWBI
Smith & Wesson Brands, Inc.

Industrials
166
+ 29.64%
$9.32 - $11.16 $1.55K - $1.85K
726 $6.76M
ARDX
Ardelyx, Inc.

Healthcare
230
+ 131.43%
$4.91 - $6.36 $1.13K - $1.46K
405 $1.99M
MGRC
Mcgrath Rentcorp

Industrials
10
+ 33.33%
$109.58 - $128.96 $1.1K - $1.29K
40 $4.46M
Avadel Pharmaceuticals PLC Com Shs
145
+ 966.67%
N/A
160 $1.25M
PJT
Pjt Partners Inc.

Financial Services
13
+ 37.14%
$135.97 - $177.59 $1.77K - $2.31K
48 $6.62M
AMPL
Amplitude, Inc.

Technology
110
+ 129.41%
$10.19 - $14.44 $1.12K - $1.59K
195 $1.99M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
90
+ 600.0%
$7.4 - $12.6 $666 - $1.13K
105 $1.21M
Nb Bancorp Inc Com
60
+ 133.33%
N/A
105 $1.9M
CASH
Meta Financial Group Inc

Financial Services
15
+ 75.0%
$69.94 - $81.54 $1.05K - $1.22K
35 $2.55M
UVE
Universal Insurance Holdings, Inc.

Financial Services
45
+ 900.0%
$18.91 - $23.7 $851 - $1.07K
50 $1.19M
SNEX
Stone X Group Inc.

Financial Services
24
+ 68.57%
$76.12 - $126.89 $1.83K - $3.05K
59 $4.51M
PRO
Pros Holdings, Inc.

Technology
70
+ 77.78%
$19.03 - $27.39 $1.33K - $1.92K
160 $3.05M
SLDP
Solid Power, Inc.

Industrials
1.02K
New
$1.05 - $2.21 $1.07K - $2.24K
1.02K $1.07M
INMD
In Mode Ltd.

Healthcare
55
+ 64.71%
$15.9 - $19.4 $875 - $1.07K
140 $2.48M
TREE
Lending Tree, Inc.

Financial Services
20
+ 400.0%
$36.27 - $55.58 $725 - $1.11K
25 $1.26M
NJR
New Jersey Resources Corp

Utilities
15
+ 11.11%
$45.25 - $49.37 $679 - $741
150 $7.36M
RELY
Remitly Global, Inc.

Technology
65
+ 39.39%
$19.49 - $27.14 $1.27K - $1.76K
230 $4.78M
CUBI
Customers Bancorp, Inc.

Financial Services
20
+ 57.14%
$45.61 - $58.42 $912 - $1.17K
55 $2.76M
UTZ
Utz Brands, Inc.

Consumer Defensive
80
+ 177.78%
$13.18 - $15.15 $1.05K - $1.21K
125 $1.76M
SIBN
Si Bone, Inc.

Healthcare
75
+ 250.0%
$13.72 - $18.44 $1.03K - $1.38K
105 $1.47M
AUB
Atlantic Union Bankshares Corp

Financial Services
50
+ 66.67%
$30.68 - $39.07 $1.53K - $1.95K
125 $3.89M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
20
+ 30.77%
$44.87 - $56.71 $897 - $1.13K
85 $4.14M
CCB
Coastal Financial Corp

Financial Services
10
+ 40.0%
$79.67 - $100.71 $797 - $1.01K
35 $3.16M
JOE
St Joe CO

Real Estate
20
+ 40.0%
$43.61 - $49.45 $872 - $989
70 $3.29M
KFY
Korn Ferry

Industrials
15
+ 27.27%
$62.52 - $71.6 $938 - $1.07K
70 $4.75M
STBA
S&T Bancorp Inc

Financial Services
30
+ 46.15%
$35.43 - $41.22 $1.06K - $1.24K
95 $3.52M
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
55
+ 61.11%
$14.92 - $17.89 $821 - $984
145 $2.49M
IBRX
Immunity Bio, Inc.

Healthcare
330
+ 388.24%
$2.32 - $3.9 $766 - $1.29K
415 $1.25M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
100
New
$9.88 - $12.56 $988 - $1.26K
100 $1.03M
FUBO
Fubo Tv Inc.

Communication Services
240
+ 123.08%
$1.41 - $5.46 $338 - $1.31K
435 $1.27M
TITN
Titan Machinery Inc.

Industrials
55
+ 183.33%
$13.64 - $19.31 $750 - $1.06K
85 $1.45M
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
55
+ 157.14%
$17.43 - $18.01 $959 - $991
90 $1.62M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
155
+ 387.5%
$5.59 - $8.46 $866 - $1.31K
195 $1.26M
BRKR
Bruker Corp

Healthcare
24
New
$41.74 - $62.95 $1K - $1.51K
24 $1M
SCHL
Scholastic Corp

Communication Services
55
+ 366.67%
$17.86 - $21.89 $982 - $1.2K
70 $1.32M
HAFC
Hanmi Financial Corp

Financial Services
45
+ 225.0%
$21.3 - $24.88 $959 - $1.12K
65 $1.47M
SGH
Smart Global Holdings, Inc.

Technology
60
+ 200.0%
N/A
90 $1.56M
ZWS
Zurn Water Solutions Corp

Industrials
45
+ 39.13%
$32.38 - $39.44 $1.46K - $1.77K
160 $5.28M
CLSK
Cleanspark, Inc.

Technology
245
+ 92.45%
$6.72 - $12.03 $1.65K - $2.95K
510 $3.43M
UDMY
Udemy, Inc.

Consumer Defensive
130
+ 260.0%
$7.32 - $10.1 $952 - $1.31K
180 $1.4M
CNX
Cnx Resources Corp

Energy
60
+ 34.29%
$27.38 - $37.32 $1.64K - $2.24K
235 $7.4M
ZM
Zoom Video Communications, Inc.

Technology
14
+ 200.0%
$72.23 - $88.64 $1.01K - $1.24K
21 $1.55M
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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