Klingman & Associates, LLC Purchases and Sells in Q4 2024

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	164K + 14.34%	$48.33 - $49.08 $7.92M - $8.04M	1.31M $63.3M
IVV	319 + 0.06%	$570.51 - $610.59 $182K - $195K	523K $308M
AAPL	2.55K + 1.02%	$221.69 - $259.02 $564K - $659K	252K $63M
IBDW	250K + 32.34%	$20.28 - $21.2 $5.08M - $5.31M	1.02M $20.8M
VWO	150K + 23.92%	$44.04 - $49.49 $6.6M - $7.42M	776K $34.2M
IBDV	190K + 19.4%	$21.24 - $22.15 $4.03M - $4.21M	1.17M $25M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDEV	6.75K New	$64.18 - $70.42 $433K - $475K	6.75K $435K
VGT	372 New	$571.78 - $647.97 $213K - $241K	372 $231K
PYPL	2.54K New	$77.25 - $91.3 $196K - $232K	2.54K $216K
VXF	1.09K New	$179.17 - $207.15 $195K - $226K	1.09K $206K
AXP	683 New	$267.35 - $305.57 $183K - $209K	683 $202K
BRLT	91.8K New	$1.56 - $2.14 $143K - $196K	91.8K $196K

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJT	-30K - 39.0%	$132.4 - $167.36 $3.97M - $5.01M	46.9K $7.39M
SPYV	-12.5K - 1.13%	$51.09 - $55.27 $640K - $692K	1.1M $56.2M
XOM	-16.1K - 30.99%	$105.51 - $125.37 $1.7M - $2.02M	35.9K $3.86M
SDY	-1K - 0.49%	$131.66 - $144.0 $132K - $144K	204K $27M
DFIP	-49K - 59.86%	$40.31 - $42.43 $1.97M - $2.08M	32.8K $1.33M
SCZ	-7.15K - 4.0%	$60.13 - $67.31 $430K - $481K	171K $10.4M

Activity Summary All Purchases 104 New Holdings 7 Increased Positions 97 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

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