Rothschild Investment LLC New Holdings in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRBU
Caribou Biosciences, Inc.

Healthcare
360
New
$1.59 - $2.79 $572 - $1K
360 $572K
HBT
Hbt Financial, Inc.

Financial Services
25
New
$20.89 - $24.77 $522 - $619
25 $548K
WPC
W. P. Carey Inc.

Real Estate
10
New
$53.44 - $61.33 $534 - $613
10 $545K
Webtoon Entmt Inc Com
40
New
N/A
40 $543K
VYGR
Voyager Therapeutics, Inc.

Healthcare
95
New
$5.27 - $8.07 $501 - $767
95 $539K
CHGG
Chegg, Inc

Consumer Defensive
335
New
$1.5 - $2.65 $503 - $888
335 $539K
NEU
Newmarket Corp

Basic Materials
1
New
$519.96 - $563.85 $520 - $564
1 $528K
TCBX
Third Coast Bancshares, Inc.

Financial Services
15
New
$25.17 - $37.28 $378 - $559
15 $509K
Tourmaline Bio Inc Com
25
New
N/A
25 $507K
ASH
Ashland Global Holdings Inc

Basic Materials
7
New
$70.93 - $87.79 $497 - $615
7 $500K
SON
Sonoco Products CO

Consumer Cyclical
10
New
$48.6 - $54.89 $486 - $549
10 $489K
BCBP
Bcb Bancorp Inc

Financial Services
40
New
$11.63 - $13.55 $465 - $542
40 $474K
AMPS
Altus Power, Inc.

Utilities
115
New
$2.75 - $4.36 $316 - $501
115 $468K
AVD
American Vanguard Corp

Basic Materials
100
New
$4.35 - $6.43 $435 - $643
100 $463K
FLO
Flowers Foods Inc

Consumer Defensive
22
New
$20.4 - $23.31 $449 - $513
22 $455K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
55
New
$7.11 - $9.0 $391 - $495
55 $449K
BALY
Bally'S Corp

Consumer Cyclical
25
New
$17.3 - $17.94 $433 - $449
25 $447K
CRMD
Cor Medix Inc.

Healthcare
55
New
$8.1 - $13.59 $446 - $747
55 $446K
ODC
Oil Dri Corp Of America

Basic Materials
5
New
$64.91 - $90.95 $325 - $455
5 $438K
WTBA
West Bancorporation Inc

Financial Services
20
New
$18.15 - $24.35 $363 - $487
20 $433K
IBEX
Ibex LTD

Technology
20
New
$17.96 - $21.49 $359 - $430
20 $430K
CMCL
Caledonia Mining Corp PLC

Basic Materials
45
New
$9.18 - $16.82 $413 - $757
45 $423K
FRBA
First Bank (Nj) Common Stock

Financial Services
30
New
$13.87 - $15.79 $416 - $474
30 $422K
GGG
Graco Inc

Industrials
5
New
$81.45 - $92.29 $407 - $461
5 $421K
NBIX
Neurocrine Biosciences Inc

Healthcare
3
New
$111.62 - $139.44 $335 - $418
3 $410K
Kyverna Therapeutics Inc Com
105
New
N/A
105 $393K
NVRO
Nevro Corp

Healthcare
105
New
$3.59 - $5.78 $377 - $607
105 $391K
Ponce Financial Group Inc Common Stock
30
New
N/A
30 $390K
VIST
Vista Energy, S.A.B. De C.V.

Energy
7
New
$45.39 - $58.41 $318 - $409
7 $379K
Bluebird Bio Inc Com New
45
New
N/A
45 $375K
BWMN
Bowman Consulting Group Ltd.

Industrials
15
New
$20.0 - $28.42 $300 - $426
15 $374K
CCJ
Cameco Corp

Energy
7
New
$48.64 - $61.14 $340 - $428
7 $360K
USNA
Usana Health Sciences Inc

Consumer Defensive
10
New
$33.38 - $41.29 $334 - $413
10 $359K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
10
New
$31.62 - $38.2 $316 - $382
10 $330K
REAL
The Real Real, Inc.

Consumer Cyclical
30
New
$2.89 - $11.18 $86.7 - $335
30 $328K
MCBS
Metro City Bankshares, Inc.

Financial Services
10
New
$28.95 - $35.43 $290 - $354
10 $320K
TCRX
T Scan Therapeutics, Inc.

Healthcare
105
New
$2.93 - $5.94 $308 - $624
105 $319K
CIVB
Civista Bancshares, Inc.

Financial Services
15
New
$17.32 - $23.25 $260 - $349
15 $316K
THG
Hanover Insurance Group, Inc.

Financial Services
2
New
$144.81 - $165.01 $290 - $330
2 $309K
Savers Value Vlg Inc Com
30
New
N/A
30 $308K
UTMD
Utah Medical Products Inc

Healthcare
5
New
$60.9 - $68.52 $305 - $343
5 $307K
BFA
Brown Forman Corp Cl A
8
New
N/A
8 $302K
TTEC
Ttec Holdings, Inc.

Technology
60
New
$4.29 - $6.06 $257 - $364
60 $299K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
8
New
$37.41 - $42.14 $299 - $337
8 $299K
DNN
Denison Mines Corp.

Energy
165
New
$1.8 - $2.39 $297 - $394
165 $297K
Star Hldgs Shs Ben Int
30
New
N/A
30 $292K
DLHC
Dlh Holdings Corp.

Industrials
35
New
$7.35 - $9.53 $257 - $334
35 $281K
Brookfield Renewable Corp Cl A Ex Sub Vtg
10
New
N/A
10 $277K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6
New
$46.07 - $48.17 $276 - $289
6 $276K
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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