Rothschild Investment LLC Sells in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQI
Invesco Quality Municipal Income Trust

Financial Services
-28.6K
- 15.85%
$9.59 - $10.1 $275K - $289K
152K $1.47B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-26.2K
- 14.78%
$11.13 - $11.61 $292K - $305K
151K $1.69B
KTF
Dws Municipal Income Trust

Financial Services
-32K
- 35.99%
$9.32 - $9.72 $298K - $311K
56.9K $534M
Grayscale Bitcoin Mini Trust ETF
-6.2K
- 68.35%
N/A
2.87K $105M
EIX
Edison International

Utilities
-80
- 0.62%
$50.06 - $80.01 $4K - $6.4K
12.8K $756M
URI
United Rentals, Inc.

Industrials
-126
- 5.21%
$594.17 - $789.56 $74.9K - $99.5K
2.29K $1.44B
VKQ
Invesco Municipal Trust

Financial Services
-25K
- 24.63%
$9.53 - $10.07 $238K - $252K
76.5K $738M
FLR
Fluor Corp

Industrials
-115
- 0.64%
$34.29 - $55.28 $3.94K - $6.36K
17.9K $641M
CRM
Salesforce, Inc.

Technology
-54
- 1.53%
$268.36 - $359.95 $14.5K - $19.4K
3.47K $931M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-23.5K
- 12.59%
$9.96 - $10.76 $234K - $253K
163K $1.66B
TROW
Price T Rowe Group Inc

Financial Services
-142
- 1.44%
$91.57 - $116.93 $13K - $16.6K
9.69K $890M
KBR
Kbr, Inc.

Industrials
-77
- 0.29%
$47.88 - $60.47 $3.69K - $4.66K
26.7K $1.33B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-17.1K
- 13.12%
$12.03 - $12.69 $206K - $217K
113K $1.39B
VMO
Invesco Municipal Opportunity Trust

Financial Services
-19.5K
- 28.38%
$9.44 - $9.93 $184K - $194K
49.2K $467M
ALB
Albemarle Corp

Basic Materials
-447
- 3.77%
$69.95 - $97.49 $31.3K - $43.6K
11.4K $823M
GDDY
Go Daddy Inc.

Technology
-6
- 0.05%
$172.13 - $214.35 $1.03K - $1.29K
11.4K $2.06B
BMBL
Bumble Inc.

Technology
-24.1K
- 99.69%
$4.3 - $8.64 $104K - $209K
75 $326K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-17K
- 13.0%
$9.88 - $10.25 $168K - $174K
114K $1.13B
BA
Boeing CO

Industrials
-369
- 2.04%
$148.15 - $186.25 $54.7K - $68.7K
17.7K $3.03B
BJUL
Innovator U.S. Equity Buffer E

ETFs
-1.2K
- 1.32%
$42.65 - $46.09 $51.2K - $55.3K
89.8K $3.88B
MS
Morgan Stanley

Financial Services
-880
- 11.04%
$111.68 - $141.08 $98.3K - $124K
7.09K $827M
ZBRA
Zebra Technologies Corp

Technology
-89
- 6.22%
$271.72 - $421.11 $24.2K - $37.5K
1.34K $379M
CNHI
Cnh Industrial N.V.

Industrials
-15.3K
- 99.65%
N/A
53 $651K
MET
Metlife Inc

Financial Services
-726
- 1.01%
$77.7 - $87.0 $56.4K - $63.2K
70.8K $5.69B
SHW
Sherwin Williams CO

Basic Materials
-553
- 21.94%
$330.16 - $365.55 $183K - $202K
1.97K $687M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-15K
- 46.88%
$10.66 - $11.28 $160K - $169K
17K $184M
IVZ
Invesco Ltd.

Financial Services
-2.94K
- 5.58%
$14.82 - $19.34 $43.5K - $56.8K
49.7K $753M
DHR
Danaher Corp

Healthcare
-178
- 3.45%
$201.62 - $250.59 $35.9K - $44.6K
4.98K $1.02B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-14.4K
- 10.26%
$12.18 - $12.91 $176K - $186K
126K $1.56B
PH
Parker Hannifin Corp

Industrials
-207
- 16.53%
$591.65 - $707.05 $122K - $146K
1.05K $635M
UNH
Unitedhealth Group Inc

Healthcare
-520
- 8.13%
$461.52 - $548.18 $240K - $285K
5.88K $3.08B
Jacobs Solutions Inc Com
-78
- 0.68%
N/A
11.4K $1.38B
NRZ
New Residential Investment Corp.

Real Estate
-15K
- 56.22%
N/A
11.7K $134M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-15
- 0.71%
$314.47 - $431.35 $4.72K - $6.47K
2.11K $773M
GRAB
Grab Holdings LTD

Technology
-29.9K
- 70.39%
$4.12 - $5.34 $123K - $160K
12.6K $57M
Innovator Equity Defined Protection ETF 6 Mo Jan/Jul
-4K
- 1.35%
N/A
293K $7.97B
PMM
Putnam Managed Municipal Income Trust

Financial Services
-29K
- 11.74%
$5.99 - $6.38 $174K - $185K
218K $1.34B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.14K
- 28.67%
$112.81 - $126.16 $129K - $144K
2.84K $345M
CMCSA
Comcast Corp

Communication Services
-2.88K
- 6.62%
$33.19 - $38.23 $95.4K - $110K
40.5K $1.5B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-553
- 26.51%
$168.84 - $202.89 $93.4K - $112K
1.53K $269M
QCOM
Qualcomm Inc

Technology
-857
- 1.34%
$151.94 - $175.86 $130K - $151K
62.9K $9.67B
JHS
John Hancock Income Securities Trust

Financial Services
-12.8K
- 10.43%
$10.99 - $11.45 $141K - $147K
110K $1.25B
DHI
Horton D R Inc

Consumer Cyclical
-661
- 20.62%
$125.29 - $147.65 $82.8K - $97.6K
2.55K $324M
UPS
United Parcel Service Inc

Industrials
-233
- 3.79%
$109.66 - $136.26 $25.6K - $31.7K
5.91K $650M
FANG
Diamondback Energy, Inc.

Energy
-457
- 3.71%
$139.9 - $180.18 $63.9K - $82.3K
11.9K $1.9B
BJRI
B Js Restaurants Inc

Consumer Cyclical
-715
- 0.64%
$31.53 - $38.63 $22.5K - $27.6K
110K $3.77B
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-9.96K
- 20.64%
$9.89 - $10.46 $98.5K - $104K
38.3K $382M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-601
- 3.24%
$69.82 - $78.67 $42K - $47.3K
18K $1.27B
NTAP
Net App, Inc.

Technology
-57
- 1.48%
$87.84 - $126.3 $5.01K - $7.2K
3.79K $333M
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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