Klingman & Associates, LLC Incresed Positions in Q3 2024

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.08%
$182.15 - $182.15 $911 - $911
6.47K $1.18M
CROX
Crocs, Inc.

Consumer Cyclical
218
+ 0.73%
$121.05 - $147.9 $26.4K - $32.2K
29.9K $4.33M
RJF
Raymond James Financial Inc

Financial Services
31
+ 0.3%
$106.39 - $125.13 $3.3K - $3.88K
10.5K $1.28M
HON
Honeywell International Inc

Industrials
9
+ 0.34%
$196.73 - $220.21 $1.77K - $1.98K
2.67K $551K
GBDC
Golub Capital Bdc, Inc.

Financial Services
488
+ 0.79%
$14.36 - $16.0 $7.01K - $7.81K
62.5K $944K
F
Ford Motor CO

Consumer Cyclical
1.03K
+ 3.43%
$9.71 - $14.55 $9.95K - $14.9K
30.9K $326K
Activity Summary
Buys All Purchases 131 New Holdings 25 Increased Positions 106 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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