Klingman & Associates, LLC Purchases and Sells in Q3 2024

Klingman & Associates, LLC

$1.61 Billion
Q3 2024

Top Buys

Incresed Positions

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.56K + 1.86%	$520.18 - $576.82 $4.97M - $5.51M	523K $301M
VEA	114K + 15.96%	$47.6 - $53.31 $5.42M - $6.07M	827K $43.7M
IJH	51.6K + 3.95%	$57.32 - $62.65 $2.96M - $3.23M	1.36M $84.7M
AAPL	9.39K + 3.92%	$207.23 - $234.82 $1.95M - $2.21M	249K $58M
IJR	12.6K + 2.43%	$105.53 - $118.34 $1.33M - $1.49M	532K $62.2M
VWO	65K + 11.57%	$41.9 - $48.26 $2.72M - $3.14M	627K $30M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TTEK	33.9K New	$45.59 - $237.74 $1.54M - $8.05M	33.9K $1.6M
ARES	5.2K New	$133.73 - $158.05 $695K - $822K	5.2K $810K
SPEM	18.7K New	$36.02 - $41.68 $674K - $780K	18.7K $772K
RTX	6.15K New	$99.55 - $123.34 $612K - $758K	6.15K $744K
ECL	2.78K New	$228.86 - $255.76 $636K - $710K	2.78K $708K
PLD	3.68K New	$111.95 - $132.43 $412K - $487K	3.68K $464K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJT	-72.5K - 48.56%	$108.91 - $136.42 $7.9M - $9.89M	76.8K $10.2M
DDOG	-7.41K - 4.32%	$104.97 - $134.56 $778K - $997K	164K $18.9M
IBDR	-23.4K - 2.56%	$23.75 - $23.75 $556K - $556K	891K $21.2M
AMAT	-7 - 0.04%	$174.88 - $254.97 $1.22K - $1.78K	18K $3.64M
TDTT	-28.6K - 8.36%	$23.43 - $24.12 $670K - $690K	314K $7.54M
ITOT	-3.53K - 20.48%	$113.41 - $125.62 $401K - $444K	13.7K $1.72M

Activity Summary All Purchases 131 New Holdings 25 Increased Positions 106 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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