Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSIG
Bright Sphere Investment Group Inc.

Financial Services
10
+ 20.0%
$24.04 - $25.84 $240 - $258
60 $1.55M
TRST
Trustco Bank Corp N Y

Financial Services
10
+ 40.0%
$29.65 - $34.34 $297 - $343
35 $1.07M
MCB
Metropolitan Bank Holding Corp.

Financial Services
5
+ 25.0%
$52.53 - $65.79 $263 - $329
25 $1.4M
COIN
Coinbase Global, Inc.

Technology
4
+ 66.67%
$172.23 - $301.3 $689 - $1.21K
10 $1.72M
LYTS
Lsi Industries Inc

Technology
25
+ 31.25%
$17.0 - $24.72 $425 - $618
105 $1.79M
TNL
Travel & Leisure Co.

Consumer Cyclical
5
New
$46.29 - $57.86 $231 - $289
5 $231K
APLD
Applied Blockchain, Inc.

Financial Services
120
+ 54.55%
$5.62 - $10.65 $674 - $1.28K
340 $1.91M
MMI
Marcus & Millichap, Inc.

Real Estate
10
+ 33.33%
$33.94 - $39.48 $339 - $395
40 $1.38M
KIND
Nextdoor Holdings, Inc.

Communication Services
210
+ 190.91%
$1.53 - $2.75 $321 - $578
320 $490K
FIGS
Figs, Inc.

Consumer Cyclical
95
+ 73.08%
$4.33 - $6.18 $411 - $587
225 $1.03M
FISI
Financial Institutions Inc

Financial Services
10
+ 100.0%
$24.96 - $29.63 $250 - $296
20 $499K
ALG
Alamo Group Inc

Industrials
2
+ 11.76%
$172.9 - $190.49 $346 - $381
19 $3.39M
CNK
Cinemark Holdings, Inc.

Communication Services
35
+ 33.02%
$23.74 - $33.06 $831 - $1.16K
141 $3.51M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1
+ 0.53%
$49.67 - $51.43 $49.7 - $51.4
189 $9.67M
APEI
American Public Education Inc

Consumer Defensive
10
New
$19.25 - $23.5 $193 - $235
10 $223K
UPWK
Upwork, Inc

Industrials
50
+ 38.46%
$12.34 - $17.44 $617 - $872
180 $2.35M
REAX
Real Brokerage Inc

Real Estate
55
New
$4.06 - $5.51 $223 - $303
55 $223K
HOUS
Anywhere Real Estate Inc.

Real Estate
65
+ 34.21%
$2.78 - $3.92 $181 - $255
255 $849K
UWMC
Uwm Holdings Corp

Financial Services
40
New
$5.43 - $6.63 $217 - $265
40 $218K
ALTG
Alta Equipment Group Inc.

Industrials
60
+ 171.43%
$4.59 - $7.65 $275 - $459
95 $446K
ARKO
Arko Corp.

Consumer Cyclical
95
+ 158.33%
$3.83 - $7.82 $364 - $743
155 $612K
APPS
Digital Turbine, Inc.

Technology
80
New
$1.7 - $6.52 $136 - $522
80 $217K
KRNY
Kearny Financial Corp.

Financial Services
60
+ 30.77%
$6.18 - $7.55 $371 - $453
255 $1.6M
ZIP
Ziprecruiter, Inc.

Industrials
40
+ 266.67%
$5.44 - $8.09 $218 - $324
55 $324K
PAHC
Phibro Animal Health Corp

Healthcare
10
New
$20.05 - $26.22 $201 - $262
10 $214K
Hamilton Insurance Group Ltd. Cl B
5
+ 7.69%
N/A
70 $1.45M
FOLD
Amicus Therapeutics, Inc.

Healthcare
60
+ 27.27%
$8.16 - $9.85 $490 - $591
280 $2.29M
LMAT
Lemaitre Vascular Inc

Healthcare
5
+ 20.0%
$78.82 - $104.0 $394 - $520
30 $2.52M
SASR
Sandy Spring Bancorp Inc

Financial Services
20
+ 33.33%
$27.6 - $35.08 $552 - $702
80 $2.24M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
15
+ 60.0%
$16.68 - $21.18 $250 - $318
40 $689K
Luminar Technologies Inc Com New Cl A
39
+ 354.55%
N/A
50 $270K
AORT
Artivion, Inc.

Healthcare
20
+ 28.57%
$23.19 - $31.7 $464 - $634
90 $2.21M
ILPT
Industrial Logistics Properties Trust

Real Estate
71
+ 48.3%
$3.39 - $4.05 $241 - $288
218 $748K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
24
+ 1.92%
$11.17 - $11.61 $268 - $279
1.28K $14.4M
CMRE
Costamare Inc.

Industrials
35
+ 77.78%
$9.79 - $13.5 $343 - $473
80 $787K
Sezzle Inc Com
6
New
N/A
6 $209K
PARR
Par Pacific Holdings, Inc.

Energy
25
+ 35.71%
$12.4 - $18.4 $310 - $460
95 $1.36M
ARLO
Arlo Technologies, Inc.

Industrials
35
+ 33.33%
$9.87 - $14.38 $345 - $503
140 $1.38M
CARE
Carter Bankshares, Inc.

Financial Services
15
+ 60.0%
$15.9 - $18.1 $239 - $272
40 $647K
LGND
Ligand Pharmaceuticals Inc

Healthcare
10
+ 2.38%
$105.14 - $122.23 $1.05K - $1.22K
431 $45.3M
WBS
Webster Financial Corp

Financial Services
5
+ 33.33%
$47.55 - $61.41 $238 - $307
20 $1.03M
PCYG
Park City Group Inc

Technology
10
New
N/A
10 $203K
BHE
Benchmark Electronics Inc

Technology
15
+ 30.0%
$37.74 - $48.97 $566 - $735
65 $2.47M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
25
+ 41.67%
$9.61 - $12.47 $240 - $312
85 $843K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1
New
$186.55 - $250.04 $187 - $250
1 $202K
AKBA
Akebia Therapeutics, Inc.

Healthcare
105
New
$1.69 - $2.84 $177 - $298
105 $202K
KEY
Keycorp

Financial Services
316
+ 7.49%
$15.15 - $18.3 $4.79K - $5.78K
4.54K $72.5M
LBRT
Liberty Energy Inc.

Energy
55
+ 33.33%
$14.13 - $23.12 $777 - $1.27K
220 $3.48M
IAS
Integral Ad Science Holding Corp.

Communication Services
50
+ 58.82%
$8.06 - $10.77 $403 - $539
135 $1.09M
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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