Klingman & Associates, LLC Purchases and Sells in Q2 2024

Klingman & Associates, LLC

$1.48 Billion
Q2 2024

Top Buys

Incresed Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	10.7K + 2.14%	$497.53 - $549.64 $5.35M - $5.91M	513K $281M
VEA	73.7K + 11.52%	$47.83 - $51.21 $3.52M - $3.77M	713K $35.2M
JPM	13K + 112.34%	$180.08 - $204.79 $2.34M - $2.66M	24.5K $4.96M
VWO	32K + 6.03%	$40.83 - $44.89 $1.3M - $1.43M	562K $24.6M
IBDV	98.4K + 12.47%	$20.82 - $21.38 $2.05M - $2.1M	888K $18.9M
IBDW	94K + 16.65%	$19.84 - $20.44 $1.87M - $1.92M	659K $13.4M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NYF	178K New	$52.78 - $53.61 $9.39M - $9.54M	178K $9.5M
SYK	877 New	$324.3 - $354.67 $284K - $311K	877 $298K
FDX	871 New	$245.11 - $299.84 $213K - $261K	871 $261K
YUM	1.97K New	$131.96 - $143.19 $260K - $282K	1.97K $260K
VPN	16.4K New	$0.0 - $15.55 $0 - $255K	16.4K $247K
TMUS	1.4K New	$159.79 - $180.69 $224K - $253K	1.4K $246K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDTT	-121K - 26.08%	$23.36 - $23.65 $2.82M - $2.86M	342K $8.07M
BRO	-27.7K - 82.69%	$80.62 - $93.34 $2.24M - $2.59M	5.81K $519K
VTIP	-57.6K - 4.76%	$47.74 - $48.54 $2.75M - $2.8M	1.15M $55.9M
SPYV	-7.47K - 0.67%	$47.37 - $50.09 $354K - $374K	1.11M $54.3M
JLL	-9.69K - 27.66%	$173.39 - $211.6 $1.68M - $2.05M	25.3K $5.2M
IBDS	-62.8K - 5.78%	$23.48 - $23.77 $1.47M - $1.49M	1.02M $24.3M

Activity Summary All Purchases 124 New Holdings 17 Increased Positions 107 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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