Samalin Investment Counsel, LLC Purchases in Q3 2024

Samalin Investment Counsel, LLC

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
18K
+ 10.44%
$22.51 - $25.83 $406K - $466K
191K $4.84M
AMGN
Amgen Inc

Healthcare
2.04K
+ 95.51%
$309.38 - $337.38 $632K - $690K
4.18K $1.35M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.9K
+ 48.45%
$44.66 - $49.15 $534K - $587K
36.6K $1.73M
OPRA
Opera LTD

Communication Services
32.8K
New
$10.87 - $16.18 $357K - $531K
32.8K $507K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
212
+ 2.92%
$405.19 - $478.57 $85.9K - $101K
7.47K $3.44M
NICE
Nice Ltd.

Technology
2.7K
New
$154.95 - $184.96 $418K - $499K
2.7K $468K
XLK
Technology Sector Spdr

ETFs
1.96K
+ 56.37%
$197.34 - $237.68 $386K - $465K
5.43K $1.23M
TSLA
Tesla, Inc.

Consumer Cyclical
115
+ 1.88%
$191.76 - $263.26 $22.1K - $30.3K
6.23K $1.63M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.95K
+ 54.61%
$63.74 - $73.47 $316K - $364K
14K $1M
SPOT
Spotify Technology S.A.

Communication Services
796
+ 63.78%
$290.16 - $384.01 $231K - $306K
2.04K $753K
ERO
Ero Copper Corp.

Basic Materials
13.8K
New
$17.94 - $23.11 $247K - $318K
13.8K $306K
OHI
Omega Healthcare Investors Inc

Real Estate
4.41K
+ 26.18%
$33.55 - $41.29 $148K - $182K
21.3K $864K
PFFA
Etfis Ser Tr I

ETFs
6.35K
+ 8.22%
$20.94 - $22.98 $133K - $146K
83.7K $1.91M
AQN
Algonquin Power & Utilities Corp.

Utilities
52.1K
+ 101.24%
$5.11 - $6.29 $266K - $328K
104K $564K
WPC
W. P. Carey Inc.

Real Estate
2.76K
+ 26.52%
$54.63 - $63.96 $151K - $177K
13.2K $820K
IWR
Ishares Russell Mid Cap ETF

ETFs
362
+ 1.21%
$79.92 - $88.19 $28.9K - $31.9K
30.4K $2.68M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
28K
+ 48.05%
$5.05 - $7.79 $141K - $218K
86.3K $672K
IRM
Iron Mountain Inc

Real Estate
1.98K
New
$89.69 - $119.32 $178K - $236K
1.98K $235K
MPW
Medical Properties Trust Inc

Real Estate
1.19K
+ 0.8%
$4.03 - $6.38 $4.8K - $7.6K
149K $873K
SO
Southern CO

Utilities
2.56K
New
$77.0 - $90.52 $197K - $232K
2.56K $230K
MRK
Merck & Co., Inc.

Healthcare
2.61K
+ 37.56%
$111.15 - $128.97 $290K - $336K
9.55K $1.08M
HCA
Hca Healthcare, Inc.

Healthcare
523
New
$315.12 - $406.43 $165K - $213K
523 $212K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.79K
New
$111.59 - $129.08 $200K - $231K
1.79K $212K
HIW
Highwoods Properties, Inc.

Real Estate
6.34K
New
$25.97 - $33.6 $165K - $213K
6.34K $212K
ED
Consolidated Edison Inc

Utilities
2.03K
New
$88.42 - $104.97 $179K - $213K
2.03K $211K
UBER
Uber Technologies, Inc

Technology
2.76K
New
$58.48 - $77.47 $161K - $214K
2.76K $207K
AXP
American Express CO

Financial Services
762
New
$225.92 - $271.17 $172K - $207K
762 $206K
DFAX
Dimensional ETF Tr
7.64K
New
$24.29 - $27.25 $186K - $208K
7.64K $206K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.06K
New
$37.86 - $51.12 $154K - $208K
4.06K $204K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.38K
New
$33.62 - $38.33 $181K - $206K
5.38K $202K
NEP
Nextera Energy Partners, LP

Utilities
6.96K
+ 38.25%
$23.83 - $28.64 $166K - $199K
25.2K $694K
IVV
Ishares Core S&P 500 ETF

ETFs
286
+ 35.57%
$520.18 - $576.82 $149K - $165K
1.09K $628K
JNJ
Johnson & Johnson

Healthcare
138
+ 1.42%
$145.48 - $167.38 $20.1K - $23.1K
9.87K $1.6M
MPLX
Mplx LP

Energy
1.53K
+ 2.75%
$40.44 - $45.07 $61.8K - $68.9K
57.1K $2.54M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.35K
+ 4.39%
$81.31 - $83.29 $110K - $113K
32.1K $2.67M
USTB
Victory Portfolios Ii Victorys

ETFs
2.13K
+ 4.27%
$49.79 - $50.91 $106K - $108K
51.9K $2.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
284
+ 4.04%
$162.83 - $179.16 $46.2K - $50.9K
7.32K $1.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 3.49%
$434.77 - $502.96 $88.7K - $103K
6.05K $2.95M
PFE
Pfizer Inc

Healthcare
4.53K
+ 22.34%
$27.7 - $31.39 $126K - $142K
24.8K $718K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
209
+ 1.74%
$105.53 - $118.34 $22.1K - $24.7K
12.2K $1.43M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
687
+ 1.81%
$20.51 - $24.25 $14.1K - $16.7K
38.6K $913K
ETN
Eaton Corp PLC

Industrials
61
+ 0.9%
$272.52 - $333.02 $16.6K - $20.3K
6.82K $2.26M
PDI
Pimco Dynamic Income Fund

Financial Services
4.29K
+ 11.7%
$18.7 - $20.25 $80.3K - $87K
41K $829K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
620
+ 6.27%
$152.9 - $180.39 $94.8K - $112K
10.5K $1.83M
UTG
Reaves Utility Income Fund

Financial Services
1.09K
+ 5.84%
$27.16 - $32.8 $29.5K - $35.7K
19.7K $646K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10K
New
$13.62 - $15.59 $137K - $156K
10K $137K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.37K
+ 2.59%
$47.18 - $48.74 $64.8K - $67K
54.5K $2.65M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
161
+ 14.04%
$523.84 - $572.02 $84.3K - $92.1K
1.31K $745K
IWM
Ishares Russell 2000 ETF

ETFs
447
+ 24.16%
$200.87 - $224.6 $89.8K - $100K
2.3K $507K
Activity Summary
Buys All Purchases 182 New Holdings 21 Increased Positions 161 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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