Samalin Investment Counsel, LLC Purchases in Q1 2025

Samalin Investment Counsel, LLC

  • $234 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
4.2K
+ 16.52%
$25.01 - $27.13 $105K - $114K
29.6K $750K
NEE
Nextera Energy Inc

Utilities
1.13K
+ 18.5%
$66.96 - $76.16 $75.5K - $85.9K
7.23K $512K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
3.1K
+ 22.8%
$12.0 - $14.77 $37.2K - $45.7K
16.7K $244K
VTV
Vanguard Value ETF

ETFs
392
+ 19.98%
$167.73 - $179.21 $65.8K - $70.3K
2.35K $406K
NKTX
Nkarta, Inc.

Healthcare
68.9K
+ 81.41%
$1.37 - $2.53 $94.3K - $174K
153K $282K
NNN
National Retail Properties, Inc.

Real Estate
1.2K
+ 9.84%
$38.0 - $43.19 $45.4K - $51.6K
13.3K $568K
ING
Ing Groep Nv

Financial Services
144
+ 0.84%
$15.51 - $20.74 $2.23K - $2.99K
17.4K $340K
GSL
Global Ship Lease, Inc.

Industrials
1.87K
+ 7.22%
$21.1 - $23.88 $39.4K - $44.5K
27.7K $632K
USA
Liberty All Star Equity Fund

Financial Services
16.2K
+ 16.66%
$6.41 - $7.32 $104K - $119K
114K $743K
PK
Park Hotels & Resorts Inc.

Real Estate
9.49K
+ 90.72%
$10.68 - $14.19 $101K - $135K
20K $213K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.01K
+ 4.31%
$23.43 - $25.55 $23.7K - $25.9K
24.5K $626K
DFIP
Dimensional ETF Tr Inflation P

ETFs
100
+ 0.29%
$40.27 - $42.11 $4.03K - $4.21K
34.4K $1.45M
ECC
Eagle Point Credit CO Inc.

Financial Services
12.5K
+ 23.28%
$7.7 - $9.14 $96.3K - $114K
66.2K $536K
VICI
Vici Properties Inc.

Real Estate
1.06K
+ 13.9%
$28.21 - $32.68 $30K - $34.7K
8.7K $283K
SLB
Schlumberger Limited

Energy
178
+ 1.23%
$38.4 - $43.74 $6.84K - $7.79K
14.6K $611K
PAA
Plains All American Pipeline LP

Energy
335
+ 1.94%
$17.32 - $20.96 $5.8K - $7.02K
17.6K $351K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
713
+ 17.6%
$59.28 - $66.1 $42.3K - $47.1K
4.76K $302K
IGR
Cbre Global Real Estate Income Fund

Financial Services
4.61K
+ 5.51%
$4.79 - $5.34 $22.1K - $24.6K
88.2K $455K
PG
Procter & Gamble CO

Consumer Defensive
160
+ 1.73%
$158.56 - $176.26 $25.4K - $28.2K
9.41K $1.6M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.3K
+ 3.33%
$13.33 - $14.08 $30.7K - $32.4K
71.5K $992K
JFR
Nuveen Floating Rate Income Fund

Financial Services
6.89K
+ 48.68%
$8.41 - $9.05 $58K - $62.4K
21K $178K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
11.4K
+ 16.11%
$6.98 - $8.14 $79.3K - $92.5K
81.9K $571K
HON
Honeywell International Inc

Industrials
379
+ 17.84%
$202.75 - $226.52 $76.8K - $85.9K
2.5K $530K
UNP
Union Pacific Corp

Industrials
143
+ 7.7%
$225.21 - $254.42 $32.2K - $36.4K
2K $472K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.04K
+ 24.24%
$55.05 - $58.37 $57.2K - $60.6K
5.33K $296K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.78K
+ 12.54%
$12.61 - $14.92 $22.4K - $26.6K
16K $229K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.38K
+ 4.13%
$7.89 - $8.07 $34.6K - $35.4K
111K $880K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.56K
+ 3.16%
$14.22 - $14.83 $36.4K - $38K
83.7K $1.21M
BRSP
Bright Spire Capital, Inc.

Real Estate
9.33K
+ 11.3%
$5.48 - $6.23 $51.1K - $58.1K
91.9K $510K
UTG
Reaves Utility Income Fund

Financial Services
728
+ 3.87%
$31.08 - $34.42 $22.6K - $25.1K
19.6K $636K
GS
Goldman Sachs Group Inc

Financial Services
115
+ 13.36%
$524.81 - $672.19 $60.4K - $77.3K
976 $533K
KBE
Spdr S&P Bank ETF

ETFs
1.04K
+ 16.56%
$51.28 - $59.92 $53.5K - $62.5K
7.34K $388K
PH
Parker Hannifin Corp

Industrials
86
+ 18.07%
$591.65 - $707.05 $50.9K - $60.8K
562 $341K
CSWC
Capital Southwest Corp

Financial Services
1.25K
+ 5.51%
$21.69 - $23.81 $27.1K - $29.8K
24K $534K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
2.58K
+ 5.47%
$10.27 - $10.85 $26.5K - $28K
49.8K $526K
NOC
Northrop Grumman Corp

Industrials
30
+ 5.78%
$433.45 - $513.82 $13K - $15.4K
549 $281K
ACN
Accenture PLC

Technology
290
+ 21.55%
$300.91 - $398.25 $87.3K - $115K
1.64K $510K
PSEC
Prospect Capital Corp

Financial Services
9.78K
+ 67.42%
$4.1 - $4.45 $40.1K - $43.5K
24.3K $99K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
4.61K
+ 14.04%
$9.49 - $9.97 $43.8K - $46K
37.5K $358K
DFSD
Dimensional ETF Tr Short Durat

ETFs
305
+ 0.94%
$46.74 - $47.55 $14.3K - $14.5K
32.8K $1.56M
PFFA
Etfis Ser Tr I

ETFs
4.29K
+ 5.05%
$21.21 - $22.3 $90.9K - $95.6K
89.1K $1.89M
GROW
U S Global Investors Inc

Financial Services
15.7K
+ 93.85%
$2.23 - $2.48 $35K - $38.9K
32.4K $73K
WFC
Wells Fargo & Company

Financial Services
354
+ 7.87%
$66.78 - $81.42 $23.6K - $28.8K
4.85K $348K
APA
Apa Corp

Energy
2.8K
+ 21.06%
$18.54 - $25.45 $51.9K - $71.3K
16.1K $338K
ZTS
Zoetis Inc.

Healthcare
169
+ 8.99%
$156.48 - $175.67 $26.4K - $29.7K
2.05K $337K
MU
Micron Technology Inc

Technology
162
+ 2.96%
$86.89 - $109.38 $14.1K - $17.7K
5.64K $490K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
274
+ 18.9%
$192.82 - $222.1 $52.8K - $60.9K
1.72K $332K
DVY
Ishares Tr

ETFs
110
+ 2.86%
$128.58 - $138.1 $14.1K - $15.2K
3.95K $530K
SO
Southern CO

Utilities
7
+ 0.27%
$80.96 - $92.96 $567 - $651
2.57K $236K
Activity Summary
Buys All Purchases 233 New Holdings 39 Increased Positions 194 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 1
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