Klingman & Associates, LLC Purchases and Sells in Q1 2025

Klingman & Associates, LLC

$1.63 Billion
Q1 2025

Top Buys

Incresed Positions

133 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	102K + 7.82%	$48.43 - $49.9 $4.95M - $5.1M	1.41M $70.3M
VEA	80.6K + 9.13%	$47.4 - $52.99 $3.82M - $4.27M	963K $49M
IEFA	42.6K + 6.5%	$69.57 - $78.65 $2.97M - $3.35M	699K $52.9M
IBDW	258K + 25.19%	$20.1 - $20.8 $5.19M - $5.37M	1.28M $26.6M
IBDV	144K + 12.28%	$21.11 - $21.73 $3.03M - $3.12M	1.31M $28.5M
VWO	31.9K + 4.11%	$42.5 - $46.71 $1.36M - $1.49M	808K $36.6M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDX	393K New	$24.21 - $25.09 $9.53M - $9.87M	393K $9.83M
LAMR	15.5K New	$110.65 - $132.9 $1.72M - $2.07M	15.5K $1.77M
HUBB	2.47K New	$330.91 - $456.86 $816K - $1.13M	2.47K $816K
PFE	20.3K New	$25.01 - $27.13 $507K - $550K	20.3K $513K
MO	6.88K New	$50.81 - $60.02 $349K - $413K	6.88K $412K
EMR	3.56K New	$108.64 - $131.17 $387K - $467K	3.56K $390K

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJT	-31.3K - 66.77%	$135.97 - $177.59 $4.25M - $5.56M	15.6K $2.15M
GOOG	-573 - 2.14%	$156.06 - $207.71 $89.4K - $119K	26.2K $4.09M
TSLA	-160 - 3.07%	$222.15 - $428.22 $35.5K - $68.5K	5.05K $1.31M
IBDR	-30.6K - 3.56%	N/A	829K $19.7M
ARES	-2.45K - 48.17%	$140.19 - $198.28 $343K - $486K	2.64K $386K
HD	-660 - 8.52%	$347.25 - $424.87 $229K - $280K	7.09K $2.6M

Activity Summary All Purchases 151 New Holdings 18 Increased Positions 133 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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