Samalin Investment Counsel, LLC Sells in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONL
Orion Office Reit Inc.

Real Estate
-3.83K
- 2.82%
$3.68 - $4.32 $14.1K - $16.5K
132K $489K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-763
- 7.37%
$60.24 - $63.08 $46K - $48.1K
9.58K $580K
UTG
Reaves Utility Income Fund

Financial Services
-877
- 4.45%
$30.81 - $34.99 $27K - $30.7K
18.8K $596K
GD
General Dynamics Corp

Industrials
-4
- 0.36%
$260.28 - $314.03 $1.04K - $1.26K
1.1K $290K
ING
Ing Groep Nv

Financial Services
-1
- 0.01%
$15.1 - $17.73 $15.1 - $17.7
17.2K $270K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.2K
- 5.91%
N/A
35.1K $665K
INTU
Intuit Inc

Technology
-63
- 12.48%
$602.01 - $706.25 $37.9K - $44.5K
442 $277K
A
Agilent Technologies, Inc.

Healthcare
-11
- 0.46%
$125.69 - $146.56 $1.38K - $1.61K
2.36K $316K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-7.7K
- 9.84%
$6.5 - $8.39 $50K - $64.6K
70.5K $520K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-2
- 0.01%
$23.56 - $25.94 $47.1 - $51.9
29K $704K
BMY
Bristol Myers Squibb CO

Healthcare
-1.23K
- 14.22%
$51.92 - $59.94 $63.9K - $73.8K
7.43K $419K
DIS
Walt Disney CO

Communication Services
-1.01K
- 18.22%
$92.39 - $117.6 $92.9K - $118K
4.51K $502K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-945
- 9.74%
$32.63 - $37.1 $30.8K - $35.1K
8.76K $298K
IVE
Ishares S&P 500 Value ETF

ETFs
-51
- 2.37%
$189.5 - $206.17 $9.66K - $10.5K
2.1K $401K
BRSP
Bright Spire Capital, Inc.

Real Estate
-4.25K
- 4.9%
$5.25 - $6.43 $22.3K - $27.3K
82.5K $465K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-102
- 0.99%
$26.08 - $27.65 $2.66K - $2.82K
10.2K $267K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-480
- 3.22%
$60.19 - $64.39 $28.9K - $30.9K
14.4K $887K
VIG
Vanguard Dividend Appreciation

ETFs
-89
- 2.9%
N/A
2.98K $543K
PAA
Plains All American Pipeline LP

Energy
-420
- 2.38%
$16.27 - $18.67 $6.83K - $7.84K
17.3K $294K
ETN
Eaton Corp PLC

Industrials
-37
- 0.54%
$326.96 - $377.52 $12.1K - $14K
6.78K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-111
- 0.74%
$61.68 - $67.87 $6.85K - $7.53K
15K $933K
T
At&T Inc.

Communication Services
-1.29K
- 4.11%
$21.22 - $23.88 $27.3K - $30.7K
30K $683K
CLX
Clorox CO

Consumer Defensive
-14
- 0.69%
$156.51 - $169.74 $2.19K - $2.38K
2.03K $328K
Celestica Inc
-58
- 0.75%
N/A
7.66K $0
Annaly Capital Management In
-1.24K
- 4.43%
N/A
26.7K $0
Oaktree Specialty Lending CO
-15.6K
- 27.78%
N/A
40.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 2.35%
$873.59 - $994.69 $13.1K - $14.9K
622 $569K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-35
- 0.66%
$53.94 - $58.15 $1.89K - $2.04K
5.3K $298K
IYC
Ishares U.S. Consumer Discreti

ETFs
-232
- 5.74%
$85.96 - $101.28 $19.9K - $23.5K
3.81K $366K
BR
Broadridge Financial Solutions, Inc.

Technology
-3
- 0.25%
$209.64 - $236.44 $629 - $709
1.19K $269K
ADP
Automatic Data Processing Inc

Industrials
-18
- 1.17%
$280.08 - $307.97 $5.04K - $5.54K
1.52K $445K
GPN
Global Payments Inc

Industrials
-128
- 3.1%
$97.57 - $119.38 $12.5K - $15.3K
4K $447K
KKR
Kkr & Co. Inc.

Financial Services
-303
- 7.0%
$129.87 - $162.87 $39.4K - $49.3K
4.03K $595K
SE
Sea LTD

Consumer Cyclical
-63
- 1.49%
$93.56 - $117.41 $5.89K - $7.4K
4.18K $443K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-230
- 3.39%
$62.32 - $80.47 $14.3K - $18.5K
6.55K $475K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.36%
$554.08 - $632.68 $6.65K - $7.59K
3.3K $1.95M
BTO
John Hancock Financial Opportunities Fund

Financial Services
-364
- 1.46%
$31.82 - $39.45 $11.6K - $14.4K
24.5K $874K
BX
Blackstone Inc.

Financial Services
-250
- 4.54%
$148.45 - $199.05 $37.1K - $49.8K
5.25K $905K
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.12%
$486.1 - $608.57 $486 - $609
861 $493K
BA
Boeing CO

Industrials
-21
- 0.68%
$138.14 - $180.72 $2.9K - $3.8K
3.06K $540K
WMT
Walmart Inc.

Consumer Defensive
-1
- 0.01%
$79.1 - $95.7 $79.1 - $95.7
8.79K $794K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-533
- 7.68%
$47.29 - $84.74 $25.2K - $45.2K
6.41K $477K
MPLX
Mplx LP

Energy
-1.3K
- 2.28%
$43.77 - $51.66 $56.9K - $67.2K
55.8K $2.67M
SPOT
Spotify Technology S.A.

Communication Services
-62
- 3.03%
$362.95 - $502.38 $22.5K - $31.1K
1.98K $886K
APO
Apollo Global Management, Inc.

Financial Services
-723
- 8.44%
$131.36 - $178.61 $95K - $129K
7.84K $1.29M
Activity Summary
Buys All Purchases 185 New Holdings 38 Increased Positions 147 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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