Rothschild Investment LLC Sells in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDCC
Inter Digital, Inc.

Communication Services
-10
- 19.61%
$221.35 - $349.23 $2.21K - $3.49K
41 $14.2M
PTC
Ptc Inc.

Technology
-5
- 4.03%
$173.07 - $216.53 $865 - $1.08K
119 $24.2M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-3
- 11.11%
$287.52 - $458.66 $863 - $1.38K
24 $11M
CYTK
Cytokinetics Inc

Healthcare
-35
- 15.91%
$33.23 - $54.96 $1.16K - $1.92K
185 $10.2M
PL
Planet Labs Pbc

Industrials
-90
- 15.13%
$6.14 - $12.98 $553 - $1.17K
505 $6.56M
DCOM
Dime Community Bancshares, Inc.

Financial Services
-20
- 1.63%
$27.13 - $31.78 $543 - $636
1.21K $36M
UUUU
Energy Fuels Inc

Energy
-45
- 11.84%
$5.59 - $17.26 $252 - $777
335 $5.14M
APLD
Applied Blockchain, Inc.

Financial Services
-70
- 19.44%
$9.18 - $24.67 $643 - $1.73K
290 $6.65M
STOK
Stoke Therapeutics, Inc.

Healthcare
-40
- 12.12%
$11.48 - $24.73 $459 - $989
290 $6.82M
MNST
Monster Beverage Corp

Consumer Defensive
-5
- 0.68%
$58.65 - $67.31 $293 - $337
725 $48.8M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-20
- 0.46%
$63.69 - $72.67 $1.27K - $1.45K
4.3K $278M
HL
Hecla Mining CO

Basic Materials
-270
- 24.43%
$5.59 - $12.1 $1.51K - $3.27K
835 $10.1M
VITL
Vital Farms, Inc.

Consumer Defensive
-30
- 1.63%
$35.27 - $52.41 $1.06K - $1.57K
1.81K $74.5M
POWL
Powell Industries Inc

Industrials
-5
- 9.09%
$205.47 - $304.3 $1.03K - $1.52K
50 $15.2M
CIFR
Cipher Mining Inc.

Financial Services
-130
- 19.12%
$4.72 - $14.15 $614 - $1.84K
550 $6.93M
ABCB
Ameris Bancorp

Financial Services
-10
- 1.82%
$65.68 - $76.41 $657 - $764
540 $39.6M
REZI
Resideo Technologies, Inc.

Industrials
-60
- 18.93%
$23.08 - $43.18 $1.38K - $2.59K
257 $11.1M
MCY
Mercury General Corp

Financial Services
-1
- 0.41%
$65.82 - $84.78 $65.8 - $84.8
244 $20.7M
TER
Teradyne, Inc

Technology
-15
- 10.79%
$90.15 - $137.64 $1.35K - $2.06K
124 $17.1M
CTRE
Care Trust Reit, Inc.

Real Estate
-50
- 3.01%
$30.29 - $34.8 $1.51K - $1.74K
1.61K $55.9M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-890
- 1.28%
$7.98 - $8.29 $7.1K - $7.38K
68.5K $562M
CBAN
Colony Bankcorp Inc

Financial Services
-15
- 0.13%
$15.92 - $18.26 $239 - $274
11.4K $193M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-170
- 4.36%
$6.18 - $9.0 $1.05K - $1.53K
3.73K $33.6M
Celestica Inc Com
-116
- 29.74%
N/A
274 $67.5M
PRIM
Primoris Services Corp

Industrials
-26
- 13.98%
$79.61 - $137.33 $2.07K - $3.57K
160 $22M
CDNS
Cadence Design Systems Inc

Technology
-22
- 6.15%
$309.46 - $373.37 $6.81K - $8.21K
336 $118M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
-40
- 0.93%
$7.82 - $10.09 $313 - $404
4.26K $42.6M
SCHW
Schwab Charles Corp

Financial Services
-611
- 3.87%
$91.03 - $98.69 $55.6K - $60.3K
15.2K $1.45B
NIC
Nicolet Bankshares Inc

Financial Services
-5
- 0.6%
$125.31 - $140.41 $627 - $702
830 $112M
CMA
Comerica Inc

Financial Services
-5
- 0.49%
$60.93 - $71.05 $305 - $355
1.02K $70.1M
CDE
Coeur Mining, Inc.

Basic Materials
-260
- 18.31%
$8.68 - $18.76 $2.26K - $4.88K
1.16K $21.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-223
- 9.98%
$215.01 - $273.02 $47.9K - $60.9K
2.01K $506M
HPE
Hewlett Packard Enterprise CO

Technology
-6
- 0.23%
$19.81 - $25.24 $119 - $151
2.61K $64M
BKR
Baker Hughes CO

Energy
-33
- 2.66%
$38.68 - $50.55 $1.28K - $1.67K
1.21K $58.8M
XLE
Energy Sector Spdr

ETFs
-447
- 3.93%
$84.25 - $91.99 $37.7K - $41.1K
10.9K $975M
INOD
Innodata Inc

Technology
-40
- 7.02%
$36.68 - $75.94 $1.47K - $3.04K
530 $40.8M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3
- 0.09%
$14.73 - $19.31 $44.2 - $57.9
3.17K $61M
WTRG
Essential Utilities, Inc.

Utilities
-1.03K
- 5.25%
$36.73 - $39.9 $37.6K - $40.9K
18.5K $738M
RIOT
Riot Blockchain, Inc.

Technology
-140
- 6.78%
$11.03 - $19.78 $1.54K - $2.77K
1.92K $36.6M
CRDO
Credo Technology Group Holding LTD

Technology
-15
- 4.69%
$87.59 - $172.31 $1.31K - $2.58K
305 $44.4M
VNQ
Vanguard Specialized Funds Van

ETFs
-218
- 1.42%
$88.47 - $93.24 $19.3K - $20.3K
15.1K $1.38B
VTV
Vanguard Value ETF

ETFs
-44
- 1.62%
$175.51 - $186.57 $7.72K - $8.21K
2.68K $500M
Phinia Inc Common Stock
-10
- 0.57%
N/A
1.74K $100M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 0.32%
$339.37 - $366.46 $1.02K - $1.1K
921 $337M
FANG
Diamondback Energy, Inc.

Energy
-351
- 2.7%
$134.53 - $152.5 $47.2K - $53.5K
12.6K $1.81B
DORM
Dorman Products, Inc.

Consumer Cyclical
-5
- 0.67%
$119.13 - $166.34 $596 - $832
746 $116M
RYE
Invesco Exchange Traded Fd Tr

ETFs
-197
- 2.49%
N/A
7.7K $613M
CAL
Caleres Inc

Consumer Cyclical
-1.25K
- 2.44%
$13.04 - $15.75 $16.3K - $19.7K
50.1K $653M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-3.61K
- 5.27%
$90.97 - $99.42 $328K - $359K
64.8K $6.44B
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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