Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BVS
Bioventus Inc.

Healthcare
200
New
$6.14 - $7.64 $1.23K - $1.53K
200 $1.34M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
115
+ 69.7%
$6.26 - $8.46 $720 - $973
280 $2.36M
KRNY
Kearny Financial Corp.

Financial Services
201
+ 223.33%
$5.85 - $6.95 $1.18K - $1.4K
291 $1.91M
ALLE
Allegion PLC

Industrials
6
+ 75.0%
$145.55 - $179.33 $873 - $1.08K
14 $2.48M
PBYI
Puma Biotechnology, Inc.

Healthcare
250
New
$3.07 - $5.73 $768 - $1.43K
250 $1.33M
OFIX
Orthofix Medical Inc.

Healthcare
65
+ 61.9%
$10.63 - $15.48 $691 - $1.01K
170 $2.49M
HUBG
Hub Group, Inc.

Industrials
33
+ 18.86%
$33.6 - $37.58 $1.11K - $1.24K
208 $7.16M
Qiagen Nv Com Shs
34
+ 53.97%
N/A
97 $4.33M
FHN
First Horizon Corp

Financial Services
55
+ 137.5%
$21.16 - $23.23 $1.16K - $1.28K
95 $2.15M
LSTR
Landstar System Inc

Industrials
11
+ 366.67%
$120.68 - $146.55 $1.33K - $1.61K
14 $1.72M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
25
+ 20.0%
$9.34 - $16.35 $234 - $409
150 $2.44M
COOP
Mr. Cooper Group Inc.

Financial Services
6
New
$143.29 - $220.9 $860 - $1.33K
6 $1.27M
BHRB
Burke Herbert Finl Svcs Corp C
20
+ 200.0%
N/A
30 $1.85M
PR
Permian Resources Corporation

Energy
974
+ 7.12%
$12.8 - $14.51 $12.5K - $14.1K
14.7K $188M
ALHC
Alignment Healthcare, Inc.

Healthcare
24
+ 10.0%
$11.64 - $17.53 $279 - $421
264 $4.61M
ERIE
Erie Indemnity CO

Financial Services
4
+ 400.0%
$312.95 - $368.96 $1.25K - $1.48K
5 $1.59M
MBWM
Mercantile Bank Corp

Financial Services
28
+ 186.67%
$44.05 - $49.92 $1.23K - $1.4K
43 $1.94M
SCCO
Southern Copper Corp

Basic Materials
10
+ 1000.0%
$90.54 - $121.36 $905 - $1.21K
11 $1.34M
CMRE
Costamare Inc.

Industrials
79
+ 79.0%
$8.98 - $12.73 $709 - $1.01K
179 $2.13M
VTOL
Bristow Group Inc.

Energy
29
+ 52.73%
$33.13 - $38.61 $961 - $1.12K
84 $3.03M
NEOG
Neogen Corp

Healthcare
160
+ 50.79%
$4.65 - $5.75 $744 - $920
475 $2.71M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
920
New
$0.69 - $1.46 $635 - $1.34K
920 $1.21M
FOX
Fox Corp Cl B (De)

Communication Services
21
New
$49.06 - $57.29 $1.03K - $1.2K
21 $1.2M
MTH
Meritage Homes Corp

Consumer Cyclical
6
+ 4.29%
$67.34 - $82.83 $404 - $497
146 $10.6M
TRP
Tc Energy Corp

Energy
1
+ 0.51%
$46.58 - $54.41 $46.6 - $54.4
197 $10.7M
ENTG
Entegris Inc

Technology
12
+ 171.43%
$72.03 - $95.97 $864 - $1.15K
19 $1.76M
IIIN
Insteel Industries Inc

Industrials
31
New
$35.31 - $39.67 $1.09K - $1.23K
31 $1.19M
AWK
American Water Works Company, Inc.

Utilities
8
+ 0.86%
$135.05 - $147.0 $1.08K - $1.18K
938 $131M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
10
+ 1.29%
$18.02 - $19.46 $180 - $195
787 $15.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 200.0%
$494.52 - $565.32 $989 - $1.13K
3 $1.7M
Viking Holdings LTD Ord Shs
19
New
N/A
19 $1.18M
MDXG
Mimedx Group, Inc.

Healthcare
150
+ 136.36%
$6.1 - $7.31 $915 - $1.1K
260 $1.82M
EMBC
Embecta Corp.

Healthcare
45
+ 39.47%
$9.58 - $15.31 $431 - $689
159 $2.24M
EIG
Employers Holdings, Inc.

Financial Services
30
+ 100.0%
$39.13 - $47.77 $1.17K - $1.43K
60 $2.55M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2
+ 0.43%
$65.41 - $69.67 $131 - $139
470 $32.7M
SCS
Steelcase Inc

Industrials
10
+ 7.09%
$10.12 - $17.22 $101 - $172
151 $2.6M
OLN
Olin Corp

Basic Materials
41
+ 273.33%
$18.23 - $26.93 $747 - $1.1K
56 $1.4M
Healthcare Rlty Tr Cl A Com
48
+ 45.71%
N/A
153 $2.76M
HTBK
Heritage Commerce Corp

Financial Services
109
+ 38.93%
$9.25 - $10.69 $1.01K - $1.17K
389 $3.86M
Angi Inc Cl A New
65
+ 260.0%
N/A
90 $1.46M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
218
+ 121.11%
$3.87 - $5.83 $844 - $1.27K
398 $1.73M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
21
+ 1.39%
$8.61 - $9.53 $181 - $200
1.54K $14.6M
MNKD
Mannkind Corp

Healthcare
60
+ 13.33%
$3.42 - $5.74 $205 - $344
510 $2.74M
PRVA
Privia Health Group, Inc.

Healthcare
30
+ 18.75%
$18.86 - $24.9 $566 - $747
190 $4.73M
SNA
Snap On Inc

Industrials
2
+ 20.0%
$313.01 - $346.53 $626 - $693
12 $4.16M
CBL
Cbl & Associates Properties Inc

Real Estate
24
+ 40.0%
$25.55 - $32.5 $613 - $780
84 $2.57M
PEBO
Peoples Bancorp Inc

Financial Services
36
+ 51.43%
$28.16 - $32.1 $1.01K - $1.16K
106 $3.18M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3
+ 0.64%
$54.85 - $58.99 $165 - $177
471 $26.9M
TDUP
Thred Up Inc.

Consumer Cyclical
110
New
$6.72 - $12.08 $739 - $1.33K
110 $1.04M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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