Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDN
Brandywine Realty Trust

Real Estate
45
+ 17.65%
$4.44 - $5.66 $200 - $255
300 $1.34M
IP
International Paper CO

Consumer Cyclical
49
+ 0.85%
$49.38 - $60.09 $2.42K - $2.94K
5.8K $310M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
20
+ 20.0%
$5.42 - $9.22 $108 - $184
120 $650K
GBTG
Global Business Travel Group, Inc.

Technology
30
+ 19.35%
$7.14 - $9.11 $214 - $273
185 $1.34M
RVLV
Revolve Group, Inc.

Consumer Cyclical
15
+ 42.86%
$21.26 - $33.75 $319 - $506
50 $1.08M
KOS
Kosmos Energy Ltd.

Energy
140
+ 36.84%
$2.12 - $3.9 $297 - $546
520 $1.19M
HUMA
Humacyte, Inc.

Healthcare
60
+ 92.31%
$1.71 - $5.18 $103 - $311
125 $213K
CTO
Cto Realty Growth, Inc.

Real Estate
15
+ 1.47%
$18.06 - $20.83 $271 - $312
1.04K $20M
ELY
Callaway Golf CO

Consumer Cyclical
5
+ 4.17%
N/A
125 $824K
Spyre Therapeutics Inc Com New
10
+ 25.0%
N/A
50 $807K
Xperi Inc Common Stock
30
+ 21.43%
N/A
170 $1.31M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
65
+ 68.42%
$6.67 - $12.72 $434 - $827
160 $1.07M
TENB
Tenable Holdings, Inc.

Technology
10
+ 9.09%
$34.94 - $44.5 $349 - $445
120 $4.2M
RKLB
Rocket Lab Usa, Inc.

Industrials
145
+ 40.28%
$17.12 - $31.57 $2.48K - $4.58K
505 $9.03M
JBL
Jabil Inc

Technology
7
+ 5.0%
$130.51 - $173.33 $914 - $1.21K
147 $20M
ALT
Altimmune, Inc.

Healthcare
30
+ 22.22%
$5.0 - $7.45 $150 - $224
165 $825K
WCC
Wesco International Inc

Industrials
1
+ 8.33%
$155.3 - $199.95 $155 - $200
13 $2.02M
Perimeter Solutions Inc Common Stock
30
+ 17.65%
N/A
200 $2.01M
EGBN
Eagle Bancorp Inc

Financial Services
10
+ 13.33%
$20.39 - $26.95 $204 - $270
85 $1.79M
TCRX
T Scan Therapeutics, Inc.

Healthcare
5
+ 4.76%
$1.35 - $3.12 $6.75 - $15.6
110 $152K
AMRC
Ameresco, Inc.

Industrials
5
+ 25.0%
$9.29 - $28.17 $46.4 - $141
25 $302K
BEAM
Beam Therapeutics Inc.

Healthcare
25
+ 20.0%
$19.53 - $34.09 $488 - $852
150 $2.93M
DK
Delek Us Holdings, Inc.

Energy
10
+ 10.53%
$13.53 - $20.31 $135 - $203
105 $1.58M
PUMP
Pro Petro Holding Corp.

Energy
25
+ 13.51%
$6.67 - $11.06 $167 - $277
210 $1.54M
BHP
Bhp Group LTD

Basic Materials
4
+ 0.31%
$48.18 - $52.11 $193 - $208
1.31K $63.3M
WEAV
Weave Communications, Inc.

Technology
20
+ 23.53%
$10.61 - $17.44 $212 - $349
105 $1.16M
NVCR
Novo Cure LTD

Healthcare
70
+ 58.33%
$17.82 - $30.19 $1.25K - $2.11K
190 $3.39M
PRME
Prime Medicine, Inc.
35
+ 12.5%
$1.72 - $3.35 $60.2 - $117
315 $627K
CLDT
Chatham Lodging Trust

Real Estate
5
+ 4.0%
$7.13 - $8.89 $35.7 - $44.5
130 $927K
NVT
N Vent Electric PLC

Industrials
5
+ 17.24%
$52.42 - $75.4 $262 - $377
34 $1.78M
DAKT
Daktronics Inc

Technology
20
+ 21.05%
$11.95 - $17.59 $239 - $352
115 $1.4M
Virgin Galactic Holdings Inc Com New
60
+ 44.44%
N/A
195 $591K
IPAR
Inter Parfums Inc

Consumer Defensive
1
+ 5.56%
$113.87 - $144.54 $114 - $145
19 $2.16M
UIS
Unisys Corp

Technology
10
+ 6.9%
$3.9 - $7.15 $39 - $71.5
155 $711K
UE
Urban Edge Properties

Real Estate
35
+ 10.0%
$18.34 - $21.61 $642 - $756
385 $7.32M
AVDX
Avid Xchange Holdings, Inc.

Technology
30
+ 12.0%
$6.89 - $10.81 $207 - $324
280 $2.37M
CCRN
Cross Country Healthcare Inc

Healthcare
5
+ 5.56%
$14.8 - $18.25 $74 - $91.3
95 $1.42M
CSR
Centerspace

Real Estate
10
+ 1.61%
$60.29 - $66.19 $603 - $662
632 $40.9M
ARES
Ares Management Corp

Financial Services
2
+ 11.76%
$140.19 - $198.28 $280 - $397
19 $2.79M
SABR
Sabre Corp

Consumer Cyclical
70
+ 13.78%
$2.81 - $4.52 $197 - $316
578 $1.62M
NTLA
Intellia Therapeutics, Inc.

Healthcare
40
+ 34.78%
$7.11 - $12.8 $284 - $512
155 $1.1M
MYRG
Myr Group Inc.

Industrials
7
+ 24.14%
$106.08 - $157.33 $743 - $1.1K
36 $4.07M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5
+ 10.64%
$28.45 - $41.08 $142 - $205
52 $1.58M
GCI
Gannett Co., Inc.

Communication Services
30
+ 19.35%
$2.89 - $5.36 $86.7 - $161
185 $535K
BMO
Bank Of Montreal

Financial Services
6
+ 1.23%
$94.92 - $104.14 $570 - $625
493 $47M
OFC
Corporate Office Properties Trust

Real Estate
10
+ 6.9%
N/A
155 $4.23M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
155
+ 22.33%
$1.14 - $2.1 $177 - $326
849 $1M
ATI
Allegheny Technologies Inc

Industrials
5
+ 2.79%
$50.0 - $65.86 $250 - $329
184 $9.57M
PAYO
Payoneer Global Inc.

Technology
90
+ 25.71%
$7.04 - $11.04 $634 - $994
440 $3.22M
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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