Rothschild Investment LLC Purchases in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBRA
Sabra Health Care Reit, Inc.

Real Estate
170
+ 55.92%
$15.88 - $17.78 $2.7K - $3.02K
474 $8.28M
PNM
Pnm Resources Inc

Utilities
50
+ 71.43%
N/A
120 $6.42M
WAFD
Washington Federal Inc

Financial Services
110
+ 200.0%
$27.4 - $32.6 $3.01K - $3.59K
165 $4.72M
SWX
Southwest Gas Holdings, Inc.

Utilities
40
+ 72.73%
$68.42 - $78.18 $2.74K - $3.13K
95 $6.82M
TXT
Textron Inc

Industrials
56
+ 20.74%
$70.19 - $81.2 $3.93K - $4.55K
326 $23.6M
KAI
Kadant Inc

Industrials
9
+ 52.94%
$335.28 - $398.39 $3.02K - $3.59K
26 $8.76M
XYL
Xylem Inc.

Industrials
15
+ 4.79%
$114.02 - $132.04 $1.71K - $1.98K
328 $39.2M
PTGX
Protagonist Therapeutics, Inc

Healthcare
50
+ 111.11%
$35.09 - $59.76 $1.75K - $2.99K
95 $4.59M
NPO
Enpro Industries, Inc

Industrials
19
+ 90.48%
$161.21 - $207.46 $3.06K - $3.94K
40 $6.47M
MMSI
Merit Medical Systems Inc

Healthcare
20
+ 25.0%
$95.64 - $110.29 $1.91K - $2.21K
100 $10.6M
HL
Hecla Mining CO

Basic Materials
445
+ 83.96%
$5.07 - $6.37 $2.26K - $2.83K
975 $5.42M
WSM
Williams Sonoma Inc

Consumer Cyclical
18
+ 1800.0%
$158.1 - $217.71 $2.85K - $3.92K
19 $3M
TEX
Terex Corp

Industrials
90
+ 128.57%
$37.65 - $48.97 $3.39K - $4.41K
160 $6.05M
EXR
Extra Space Storage Inc.

Real Estate
21
+ 7.32%
$143.8 - $161.28 $3.02K - $3.39K
308 $45.7M
SM
Sm Energy CO

Energy
105
+ 262.5%
$27.15 - $44.69 $2.85K - $4.69K
145 $4.34M
Wns Hldgs LTD Com Shs
35
+ 77.78%
N/A
80 $4.92M
BUR
Burford Capital LTD

Financial Services
205
+ 124.24%
$12.5 - $15.6 $2.56K - $3.2K
370 $4.89M
HQY
Healthequity, Inc.

Healthcare
40
+ 40.0%
$84.32 - $114.51 $3.37K - $4.58K
140 $12.4M
NBHC
National Bank Holdings Corp

Financial Services
75
+ 375.0%
$38.11 - $44.09 $2.86K - $3.31K
95 $3.64M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
210
+ 44.59%
$12.06 - $13.55 $2.53K - $2.85K
681 $8.68M
Brookfield Infrastructure Corp Com Sub Vtg A
140
+ 23.61%
N/A
733 $26.5M
WTS
Watts Water Technologies Inc

Industrials
13
+ 10.32%
$195.28 - $224.67 $2.54K - $2.92K
139 $28.3M
BFH
Bread Financial Holdings, Inc.

Financial Services
65
+ 130.0%
$46.51 - $65.07 $3.02K - $4.23K
115 $5.76M
TRMK
Trustmark Corp

Financial Services
80
+ 106.67%
$32.92 - $38.83 $2.63K - $3.11K
155 $5.35M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
105
+ 60.0%
$25.9 - $31.26 $2.72K - $3.28K
280 $7.5M
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
75
+ 93.75%
$33.7 - $43.19 $2.53K - $3.24K
155 $5.8M
COMP
Compass, Inc.

Technology
160
+ 35.96%
$5.35 - $10.24 $856 - $1.64K
605 $5.28M
VECO
Veeco Instruments Inc

Technology
155
+ 238.46%
$20.36 - $28.72 $3.16K - $4.45K
220 $4.42M
IDCC
Inter Digital, Inc.

Communication Services
11
+ 37.93%
$171.68 - $225.72 $1.89K - $2.48K
40 $8.27M
Bgc Group Inc Cl A
285
+ 105.56%
N/A
555 $5.09M
MGPI
Mgp Ingredients Inc

Consumer Defensive
95
+ 633.33%
$28.85 - $39.18 $2.74K - $3.72K
110 $3.23M
KWR
Quaker Chemical Corp

Basic Materials
23
+ 191.67%
$123.61 - $145.39 $2.84K - $3.34K
35 $4.33M
BRZE
Braze, Inc.

Technology
85
+ 113.33%
$32.44 - $47.22 $2.76K - $4.01K
160 $5.77M
BMI
Badger Meter Inc

Technology
17
+ 60.71%
$189.49 - $221.51 $3.22K - $3.77K
45 $8.56M
NVRO
Nevro Corp

Healthcare
410
+ 390.48%
$3.29 - $5.85 $1.35K - $2.4K
515 $3.01M
KMX
Carmax Inc

Consumer Cyclical
45
+ 19.31%
$69.25 - $89.19 $3.12K - $4.01K
278 $21.7M
DEI
Douglas Emmett Inc

Real Estate
200
+ 84.75%
$15.39 - $18.94 $3.08K - $3.79K
436 $6.98M
MWA
Mueller Water Products, Inc.

Industrials
75
+ 32.47%
$21.65 - $28.24 $1.62K - $2.12K
306 $7.78M
ZUMZ
Zumiez Inc

Consumer Cyclical
180
+ 720.0%
$12.78 - $19.17 $2.3K - $3.45K
205 $3.05M
TOWN
Towne Bank (Va)

Financial Services
75
+ 125.0%
$32.13 - $37.51 $2.41K - $2.81K
135 $4.62M
AZZ
Azz Inc

Industrials
30
+ 85.71%
$82.13 - $99.01 $2.46K - $2.97K
65 $5.44M
ALHC
Alignment Healthcare, Inc.

Healthcare
80
+ 55.17%
$11.32 - $18.3 $906 - $1.46K
225 $4.19M
YOU
Clear Secure, Inc.

Technology
100
+ 200.0%
$22.12 - $27.62 $2.21K - $2.76K
150 $3.89M
WOR
Worthington Industries Inc

Industrials
45
+ 150.0%
$38.95 - $51.6 $1.75K - $2.32K
75 $3.76M
FN
Fabrinet

Technology
17
+ 47.22%
$183.66 - $267.24 $3.12K - $4.54K
53 $10.5M
SAGE
Sage Therapeutics, Inc.

Healthcare
270
+ 168.75%
$5.55 - $8.66 $1.5K - $2.34K
430 $3.42M
HLX
Helix Energy Solutions Group Inc

Energy
320
+ 278.26%
$7.76 - $9.68 $2.48K - $3.1K
435 $3.62M
SJW
Sjw Group

Utilities
45
+ 300.0%
$45.47 - $55.8 $2.05K - $2.51K
60 $3.28M
QLYS
Qualys, Inc.

Technology
26
+ 50.0%
$121.57 - $147.7 $3.16K - $3.84K
78 $9.82M
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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