Rothschild Investment LLC Sells in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SMHI
Seacor Marine Holdings Inc.

Industrials
-15
- 37.5%
$4.86 - $7.31 $72.9 - $110
25 $127K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-999
- 14.13%
$11.66 - $14.98 $11.6K - $15K
6.07K $82.8M
Acelyrin Inc Com
-15
- 15.0%
N/A
85 $210K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
-10
- 33.33%
$3.76 - $6.39 $37.6 - $63.9
20 $75K
TS
Tenaris Sa

Energy
-16
- 3.97%
$35.73 - $40.28 $572 - $644
387 $15.1M
FLIC
First Of Long Island Corp

Financial Services
-10
- 14.29%
$11.04 - $14.07 $110 - $141
60 $741K
UAA
Under Armour, Inc.

Consumer Cyclical
-5
- 22.73%
$6.25 - $8.66 $31.3 - $43.3
17 $106K
APLT
Applied Therapeutics Inc.

Healthcare
-40
- 53.33%
$0.46 - $0.94 $18.4 - $37.6
35 $17K
AVTE
Aerovate Therapeutics, Inc.

Healthcare
-5
- 2.13%
$2.37 - $2.7 $11.9 - $13.5
230 $577K
CYH
Community Health Systems Inc

Healthcare
-5
- 6.25%
$2.54 - $3.92 $12.7 - $19.6
75 $203K
IAUX
I 80 Gold Corp.
-130
- 30.59%
$0.53 - $0.83 $68.9 - $108
295 $172K
Inhibrx Biosciences Inc Com
-1
- 50.0%
N/A
1 $14K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 5.88%
$266.61 - $302.66 $267 - $303
16 $4.62M
MFG
Mizuho Financial Group Inc

Financial Services
-673
- 10.1%
$4.83 - $6.04 $3.25K - $4.06K
5.99K $33M
L
Loews Corp

Financial Services
-7
- 4.24%
$81.13 - $91.91 $568 - $643
158 $14.5M
STE
Steris PLC

Healthcare
-8
- 7.08%
$202.46 - $232.74 $1.62K - $1.86K
105 $23.8M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-30
- 6.67%
$3.2 - $5.95 $96 - $179
420 $2.31M
PARA
Paramount Global

Communication Services
-59
- 5.78%
$10.16 - $12.14 $599 - $716
961 $11.5M
UBS
Ubs Group Ag

Financial Services
-11
- 0.29%
$30.28 - $35.78 $333 - $394
3.8K $116M
TW
Tradeweb Markets Inc.

Financial Services
-1
- 1.52%
$123.42 - $148.46 $123 - $148
65 $9.65M
TEF
Telefonica S A

Communication Services
-147
- 5.31%
$3.89 - $4.73 $572 - $695
2.62K $12.2M
FXI
Ishares Tr

ETFs
-70
- 9.93%
$28.65 - $38.55 $2.01K - $2.7K
635 $22.8M
ROL
Rollins Inc

Consumer Cyclical
-3
- 1.45%
$45.65 - $54.03 $137 - $162
204 $11M
UL
Unilever PLC

Consumer Defensive
-67
- 3.32%
$54.72 - $60.29 $3.67K - $4.04K
1.95K $116M
VTV
Vanguard Value ETF

ETFs
-41
- 1.54%
$167.73 - $179.21 $6.88K - $7.35K
2.62K $452M
ALC
Alcon Inc

Healthcare
-10
- 2.84%
$82.73 - $96.8 $827 - $968
342 $32.5M
KIE
Spdr S&P Insurance ETF

ETFs
-350
- 5.88%
$54.24 - $60.81 $19K - $21.3K
5.6K $339M
CCK
Crown Holdings Inc

Consumer Cyclical
-25
- 3.31%
$78.77 - $91.74 $1.97K - $2.29K
730 $65.2M
PUK
Prudential PLC

Financial Services
-140
- 13.15%
$14.54 - $21.92 $2.04K - $3.07K
925 $19.9M
BRO
Brown & Brown, Inc.

Financial Services
-2
- 1.4%
$100.54 - $124.4 $201 - $249
141 $17.5M
TPR
Tapestry, Inc.

Consumer Cyclical
-95
- 4.84%
$65.63 - $89.21 $6.23K - $8.47K
1.87K $131M
SAP
Sap Se

Technology
-23
- 5.41%
$241.4 - $293.69 $5.55K - $6.75K
402 $108M
PLD
Prologis, Inc.

Real Estate
-103
- 3.88%
$103.59 - $124.04 $10.7K - $12.8K
2.55K $285M
EVRG
Evergy, Inc.

Utilities
-9
- 1.21%
$59.9 - $69.52 $539 - $626
732 $50.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
-890
- 2.12%
$57.44 - $59.4 $51.1K - $52.9K
41.2K $2.45B
SAN
Banco Santander, S.A.

Financial Services
-1.21K
- 17.55%
$4.46 - $7.14 $5.38K - $8.61K
5.67K $38M
MA
Mastercard Inc

Financial Services
-97
- 3.47%
$504.67 - $576.31 $49K - $55.9K
2.7K $1.48B
ABC
Amerisourcebergen Corp

Healthcare
-16
- 7.31%
N/A
203 $56.5M
VTR
Ventas, Inc.

Real Estate
-6.53K
- 14.12%
$56.9 - $70.47 $371K - $460K
39.7K $2.73B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-171
- 9.1%
$17.16 - $25.25 $2.93K - $4.32K
1.71K $40.7M
AWK
American Water Works Company, Inc.

Utilities
-87
- 8.79%
$121.01 - $149.31 $10.5K - $13K
903 $133M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 7.87%
$1187.71 - $1432.58 $8.31K - $10K
82 $117M
GUT
Gabelli Utility Trust

Financial Services
-215
- 0.49%
$5.11 - $5.55 $1.1K - $1.19K
43.4K $232M
MPLX
Mplx LP

Energy
-800
- 8.04%
$47.88 - $54.65 $38.3K - $43.7K
9.15K $490M
XLU
Utilities Sector Spdr

ETFs
-150
- 1.75%
$74.7 - $80.27 $11.2K - $12K
8.4K $662M
WTW
Willis Towers Watson PLC

Financial Services
-14
- 1.73%
$306.61 - $340.78 $4.29K - $4.77K
793 $268M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-243
- 4.21%
$98.98 - $113.18 $24.1K - $27.5K
5.53K $626M
ROP
Roper Technologies Inc

Industrials
-21
- 5.11%
$502.71 - $593.81 $10.6K - $12.5K
390 $230M
DG
Dollar General Corp

Consumer Defensive
-271
- 7.77%
$68.44 - $87.93 $18.5K - $23.8K
3.22K $283M
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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