Klingman & Associates, LLC Purchases and Sells in Q3 2025

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

Top Buys

Incresed Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	12.4K + 4.78%	$202.38 - $256.87 $2.51M - $3.19M	272K $69.3M
IEFA	93K + 12.48%	$81.7 - $87.53 $7.6M - $8.14M	839K $73.2M
VTIP	161K + 9.94%	$49.78 - $50.75 $8.01M - $8.16M	1.78M $90.1M
IJH	47K + 3.36%	$62.09 - $66.51 $2.92M - $3.12M	1.44M $94.3M
IJR	17K + 3.19%	$108.46 - $120.63 $1.85M - $2.05M	552K $65.5M
VEA	65.9K + 6.55%	$56.02 - $60.3 $3.69M - $3.97M	1.07M $64.2M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	7.11K New	$118.37 - $139.46 $841K - $991K	7.11K $966K
VDE	4.71K New	$118.37 - $129.65 $557K - $610K	4.71K $592K
POST	5.04K New	$102.36 - $114.04 $516K - $575K	5.04K $541K
XLP	5.66K New	N/A	5.66K $430K
IOO	3.48K New	$107.55 - $120.01 $374K - $417K	3.48K $417K
VDC	1.56K New	$212.64 - $225.25 $332K - $351K	1.56K $333K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDOG	-23.7K - 16.91%	$124.52 - $155.15 $2.95M - $3.67M	116K $16.6M
AMAT	-8.35K - 44.85%	$156.25 - $204.95 $1.3M - $1.71M	10.3K $2.1M
JLL	-6.51K - 21.7%	$248.95 - $319.66 $1.62M - $2.08M	23.5K $7.01M
IBDR	-15.6K - 1.9%	N/A	803K $19.1M
JPST	-6.1K - 11.32%	$50.47 - $50.74 $308K - $310K	47.8K $2.43M
ACN	-552 - 22.03%	$232.56 - $304.78 $128K - $168K	1.95K $481K

Activity Summary All Purchases 175 New Holdings 30 Increased Positions 145 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

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