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
TYG
Tortoise Energy Infrastructure Corp

Financial Services
243
+ 1.95%
$40.55 - $48.43 $9.85K - $11.8K
12.7K $546K
BBD
Bank Bradesco

Financial Services
4K
+ 8.79%
$1.85 - $2.32 $7.4K - $9.28K
49.5K $110K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.76K
+ 7.16%
$32.12 - $38.37 $56.4K - $67.3K
26.3K $895K
AXP
American Express CO

Financial Services
177
+ 17.37%
$255.39 - $325.87 $45.2K - $57.7K
1.2K $321K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
729
+ 1.73%
$9.62 - $10.03 $7.01K - $7.31K
43K $425K
IBN
Icici Bank LTD

Financial Services
70
+ 0.73%
$27.55 - $31.67 $1.93K - $2.22K
9.71K $306K
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
1.24K
+ 9.68%
$22.8 - $25.6 $28.2K - $31.7K
14K $341K
ORCC
Owl Rock Capital Corp

Financial Services
1.17K
+ 1.53%
N/A
77.7K $1.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
117
+ 15.48%
$634.14 - $744.83 $74.2K - $87.1K
873 $553K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.37%
$137.61 - $149.68 $826 - $898
1.64K $239K
IVV
Ishares Core S&P 500 ETF

ETFs
132
+ 5.76%
$554.06 - $615.85 $73.1K - $81.3K
2.43K $1.36M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
283
+ 2.13%
$14.39 - $15.91 $4.07K - $4.5K
13.6K $208K
BNS
Bank Of Nova Scotia

Financial Services
1.64K
+ 15.3%
$47.21 - $53.7 $77.6K - $88.2K
12.4K $587K
WLKP
Westlake Chemical Partners LP

Basic Materials
568
+ 2.34%
$22.96 - $24.9 $13K - $14.1K
24.9K $573K
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 7.09%
$347.25 - $424.87 $71.9K - $87.9K
3.13K $1.15M
CINF
Cincinnati Financial Corp

Financial Services
8
+ 0.35%
$133.67 - $147.81 $1.07K - $1.18K
2.32K $341K
CPNG
Coupang, Inc.

Consumer Cyclical
520
+ 2.52%
$21.34 - $25.52 $11.1K - $13.3K
21.1K $463K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
87
+ 0.87%
$27.01 - $28.54 $2.35K - $2.48K
10.1K $282K
OXLC
Oxford Lane Capital Corp.

Financial Services
15K
+ 8.16%
$4.3 - $5.17 $64.4K - $77.4K
198K $936K
TLRY
Tilray Brands, Inc.

Healthcare
10K
New
$0.59 - $1.46 $5.92K - $14.7K
10K $6K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 10.0%
$4295.4 - $5141.88 $17.2K - $20.6K
44 $202K
C
Citigroup Inc

Financial Services
20
+ 0.38%
$67.23 - $84.63 $1.34K - $1.69K
5.28K $374K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.62K
+ 11.69%
$210.19 - $243.33 $341K - $395K
15.5K $3.27M
BLW
Blackrock LTD Duration Income Trust

Financial Services
255
+ 2.2%
$13.95 - $14.38 $3.56K - $3.67K
11.9K $167K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.62%
$185.78 - $198.58 $2.42K - $2.58K
2.12K $403K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
338
+ 1.74%
$3.92 - $4.13 $1.32K - $1.4K
19.8K $78K
PEAK
Healthpeak Properties, Inc.

Real Estate
53
+ 0.15%
N/A
35.1K $666K
Tidal Tr Ii
13.8K
+ 116.29%
N/A
25.6K $0
Vaneck Bitcoin ETF
21.7K
+ 332.12%
N/A
28.3K $0
Annaly Capital Management In
796
+ 2.98%
N/A
27.5K $0
Calamos ETF Tr
6.84K
+ 61.33%
N/A
18K $0
Morgan Stanley Direct Lendin
274
+ 2.47%
N/A
11.3K $0
Fidelity Wise Origin Bitcoin
369
+ 3.28%
N/A
11.6K $0
Linde PLC
113
+ 10.95%
N/A
1.15K $0
Microchip Technology Inc.
6.51K
New
N/A
6.51K $0
Flaherty & Crumrine Dynamic
2.69K
+ 6.59%
N/A
43.5K $0
Dimensional ETF Trust
17.4K
+ 191.47%
N/A
26.5K $0
DFSB
Dimensional ETF Tr Dimensional
130
+ 0.43%
N/A
30.5K $0
Hafnia LTD
20.6K
+ 63.61%
N/A
53K $0
Creative Media & Cmnty Tr
73.5K
New
N/A
73.5K $0
Oaktree Specialty Lending CO
44.7K
+ 110.38%
N/A
85.3K $0
Calamos ETF Tr
6.78K
+ 61.92%
N/A
17.7K $0
Hewlett Packard Enterprise C
1.08K
+ 13.43%
N/A
9.14K $0
DFSI
Dimensional ETF Tr Dimen Intl
13.6K
New
N/A
13.6K $0
Healthcare Rlty Tr
1.9K
+ 5.98%
N/A
33.7K $0
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
367
+ 3.54%
$11.63 - $13.3 $4.27K - $4.88K
10.7K $124K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
111
+ 0.47%
$8.34 - $8.69 $926 - $965
24K $199K
RSP
Invesco S&P 500 Equal Weight E

ETFs
67
+ 0.9%
$169.43 - $182.84 $11.4K - $12.3K
7.48K $1.3M
ERO
Ero Copper Corp.

Basic Materials
3.21K
+ 10.35%
$11.39 - $14.5 $36.6K - $46.5K
34.2K $414K
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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