Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATXS
Astria Therapeutics, Inc.

Healthcare
105
+ 210.0%
$5.34 - $9.1 $561 - $956
155 $828K
IBCP
Independent Bank Corp

Financial Services
15
+ 75.0%
$30.18 - $37.06 $453 - $556
35 $1.08M
PFGC
Performance Food Group CO

Consumer Defensive
5
+ 250.0%
$74.86 - $90.93 $374 - $455
7 $550K
TCMD
Tactile Systems Technology Inc

Healthcare
45
+ 81.82%
$13.07 - $18.01 $588 - $810
100 $1.32M
HBNC
Horizon Bancorp Inc

Financial Services
30
+ 42.86%
$15.0 - $17.76 $450 - $533
100 $1.51M
NUVL
Nuvalent, Inc.

Healthcare
10
+ 22.22%
$67.38 - $88.96 $674 - $890
55 $3.9M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
5
+ 50.0%
$77.74 - $94.47 $389 - $472
15 $1.17M
AMSC
American Superconductor Corp

Industrials
35
+ 87.5%
$17.54 - $34.82 $614 - $1.22K
75 $1.36M
AEHR
Aehr Test Systems

Technology
90
+ 300.0%
$7.29 - $17.78 $656 - $1.6K
120 $875K
SKIN
Beauty Health CO

Consumer Defensive
280
New
$1.16 - $1.9 $325 - $532
280 $375K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
15
+ 150.0%
$49.96 - $103.01 $749 - $1.55K
25 $1.28M
MATV
Schweitzer Mauduit International Inc

Basic Materials
60
New
$5.67 - $10.97 $340 - $658
60 $374K
TRNS
Transcat Inc

Industrials
5
New
$69.07 - $108.26 $345 - $541
5 $372K
BRBR
Bellring Brands, Inc.

Consumer Defensive
5
New
$65.4 - $79.39 $327 - $397
5 $372K
LXU
Lsb Industries, Inc.

Basic Materials
70
+ 77.78%
$6.59 - $9.31 $461 - $652
160 $1.05M
OCUL
Ocular Therapeutix, Inc

Healthcare
85
+ 40.48%
$5.93 - $9.08 $504 - $772
295 $2.16M
HTH
Hilltop Holdings Inc.

Financial Services
10
+ 28.57%
$27.15 - $32.77 $272 - $328
45 $1.37M
YORW
York Water CO

Utilities
10
+ 100.0%
$30.03 - $35.0 $300 - $350
20 $694K
CACI
Caci International Inc

Technology
1
New
N/A
1 $367K
IE
Ivanhoe Electric Inc.

Basic Materials
105
+ 75.0%
$5.41 - $7.99 $568 - $839
245 $1.42M
Brightspring Health Svcs Inc Com
15
+ 16.67%
N/A
105 $1.9M
BANF
Bancfirst Corp

Financial Services
5
+ 20.0%
$108.28 - $123.19 $541 - $616
30 $3.3M
UPST
Upstart Holdings, Inc.

Financial Services
40
+ 42.11%
$46.03 - $88.77 $1.84K - $3.55K
135 $6.21M
VMEO
Vimeo, Inc.

Technology
90
+ 94.74%
$5.26 - $6.93 $473 - $624
185 $973K
THRD
Third Harmonic Bio, Inc.

Healthcare
105
New
$3.25 - $11.17 $341 - $1.17K
105 $364K
RKT
Rocket Companies, Inc.

Financial Services
30
New
$10.28 - $15.77 $308 - $473
30 $362K
GABC
German American Bancorp, Inc.

Financial Services
10
+ 200.0%
$37.21 - $41.71 $372 - $417
15 $563K
ODP
Odp Corp

Consumer Cyclical
40
+ 160.0%
$14.31 - $24.81 $572 - $992
65 $931K
RGTI
Rigetti Computing, Inc.

Technology
115
+ 153.33%
$6.05 - $19.51 $696 - $2.24K
190 $1.51M
APG
A Pi Group Corp

Industrials
10
New
$35.67 - $40.88 $357 - $409
10 $358K
UMH
Umh Properties, Inc.

Real Estate
20
+ 19.05%
$17.49 - $19.0 $350 - $380
125 $2.34M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
5
New
$68.94 - $90.02 $345 - $450
5 $354K
PAR
Par Technology Corp

Technology
15
+ 30.0%
$58.73 - $76.0 $881 - $1.14K
65 $3.99M
WTTR
Select Energy Services, Inc.

Energy
70
+ 50.0%
$9.37 - $14.56 $656 - $1.02K
210 $2.21M
IVR
Invesco Mortgage Capital Inc.

Real Estate
45
+ 75.0%
$7.6 - $8.96 $342 - $403
105 $828K
Techtarget Inc Com New
25
+ 500.0%
N/A
30 $444K
OFIX
Orthofix Medical Inc.

Healthcare
25
+ 45.45%
$16.06 - $19.04 $401 - $476
80 $1.31M
XP
Xp Inc.

Financial Services
25
New
$11.05 - $15.69 $276 - $392
25 $344K
CSL
Carlisle Companies Inc

Industrials
1
New
$326.43 - $408.24 $326 - $408
1 $341K
COLL
Collegium Pharmaceutical, Inc

Healthcare
10
+ 28.57%
$28.04 - $33.91 $280 - $339
45 $1.34M
MITK
Mitek Systems Inc

Technology
60
+ 109.09%
$8.25 - $11.02 $495 - $661
115 $949K
NVST
Envista Holdings Corp

Healthcare
20
+ 400.0%
$16.25 - $22.15 $325 - $443
25 $432K
FL
Foot Locker, Inc.

Consumer Cyclical
70
+ 82.35%
$14.1 - $21.67 $987 - $1.52K
155 $2.19M
NRC
National Research Corp

Healthcare
30
+ 300.0%
$12.8 - $18.73 $384 - $562
40 $512K
KMPR
Kemper Corp

Financial Services
5
New
$62.81 - $69.5 $314 - $348
5 $334K
RDW
Redwire Corp

Industrials
40
New
$8.29 - $25.66 $332 - $1.03K
40 $332K
Disc Medicine Inc Com
15
+ 50.0%
N/A
45 $2.23M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.4%
$104.89 - $113.56 $105 - $114
249 $26.6M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
19
+ 1.29%
$9.26 - $9.48 $176 - $180
1.5K $13.9M
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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