Samalin Investment Counsel, LLC Purchases in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.09%
$94.43 - $105.47 $283 - $316
3.25K $329K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.88K
+ 5.93%
$13.12 - $14.37 $50.9K - $55.7K
69.2K $940K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.09%
$132.86 - $160.16 $266 - $320
2.31K $331K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.83K
+ 4.77%
$7.83 - $8.16 $37.8K - $39.4K
106K $834K
KBE
Spdr S&P Bank ETF

ETFs
30
+ 0.48%
$51.33 - $62.76 $1.54K - $1.88K
6.3K $349K
VOT
Vanguard Mid Cap Growth Index

ETFs
15
+ 1.59%
$241.48 - $274.89 $3.62K - $4.12K
961 $243K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
139
+ 1.86%
$442.29 - $483.08 $61.5K - $67.1K
7.61K $3.45M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
4.25K
+ 9.89%
$10.27 - $11.25 $43.6K - $47.8K
47.2K $488K
ABT
Abbott Laboratories

Healthcare
106
+ 2.81%
$111.93 - $119.39 $11.9K - $12.7K
3.88K $438K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.44K
+ 11.21%
$16.73 - $19.67 $24K - $28.3K
14.3K $246K
SLB
Schlumberger Limited

Energy
1.41K
+ 10.78%
$36.83 - $45.59 $51.8K - $64.1K
14.5K $554K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.36K
+ 4.33%
$9.64 - $10.11 $13.1K - $13.8K
32.8K $322K
JFR
Nuveen Floating Rate Income Fund

Financial Services
527
+ 3.87%
$8.74 - $9.22 $4.61K - $4.86K
14.2K $126K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
501
+ 2.88%
$2.99 - $3.34 $1.5K - $1.67K
17.9K $56K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
9.52K
+ 13.38%
$11.52 - $13.16 $110K - $125K
80.6K $933K
Hewlett Packard Enterprise C
515
+ 6.83%
N/A
8.06K $0
BLW
Blackrock LTD Duration Income Trust

Financial Services
249
+ 2.19%
$13.98 - $14.51 $3.48K - $3.61K
11.6K $164K
Fidelity Wise Origin Bitcoin
473
+ 4.39%
N/A
11.3K $0
Flagstar Financial Inc
3.91K
+ 24.87%
N/A
19.6K $0
Flaherty & Crumrine Dynamic
1.74K
+ 4.45%
N/A
40.8K $0
Ishares Bitcoin Trust ETF
5.42K
New
N/A
5.42K $0
Calamos ETF Tr
11.2K
New
N/A
11.2K $0
Precision Biosciences Inc
15.5K
New
N/A
15.5K $0
Calamos ETF Tr
10.9K
New
N/A
10.9K $0
Greystone Housing Impact Inv
17.9K
+ 40.69%
N/A
61.8K $0
Hafnia LTD
32.4K
New
N/A
32.4K $0
Healthcare Rlty Tr
2.05K
+ 6.9%
N/A
31.8K $0
Vaneck Bitcoin ETF
482
+ 7.95%
N/A
6.55K $0
Creative Media & Cmnty Tr
15K
New
N/A
15K $0
Morgan Stanley Direct Lendin
11.1K
New
N/A
11.1K $0
IYJ
Ishares Tr

ETFs
3
+ 0.14%
$132.97 - $143.93 $399 - $432
2.11K $281K
Dimensional ETF Trust
9.1K
New
N/A
9.1K $0
DFSB
Dimensional ETF Tr Dimensional
411
+ 1.37%
N/A
30.4K $0
Tidal Tr Ii
11.8K
New
N/A
11.8K $0
ACN
Accenture PLC

Technology
1
+ 0.07%
$343.9 - $376.86 $344 - $377
1.35K $473K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
163
+ 1.33%
$113.92 - $127.38 $18.6K - $20.8K
12.4K $1.43M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.27K
+ 9.82%
$12.61 - $15.33 $16K - $19.5K
14.2K $182K
DFSD
Dimensional ETF Tr Short Durat

ETFs
496
+ 1.55%
$46.75 - $47.8 $23.2K - $23.7K
32.5K $1.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.7K
+ 202.69%
$26.93 - $84.95 $180K - $569K
10K $273K
DVY
Ishares Tr

ETFs
60
+ 1.59%
$129.55 - $143.41 $7.77K - $8.6K
3.84K $504K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
271
+ 6.75%
$57.96 - $64.2 $15.7K - $17.4K
4.29K $249K
PFF
Ishares Trust Ishares Pfd And

ETFs
132
+ 2.07%
$31.23 - $33.51 $4.12K - $4.42K
6.5K $204K
SAN
Banco Santander, S.A.

Financial Services
276
+ 1.59%
$4.49 - $5.05 $1.24K - $1.39K
17.6K $80K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
285
+ 7.57%
$60.13 - $67.31 $17.1K - $19.2K
4.05K $246K
VTV
Vanguard Value ETF

ETFs
3
+ 0.15%
$168.32 - $181.87 $505 - $546
1.96K $332K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
164
+ 0.69%
$8.43 - $8.87 $1.38K - $1.45K
23.8K $200K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
333
+ 3.32%
$12.1 - $13.76 $4.03K - $4.58K
10.4K $125K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.3K
+ 5.86%
$23.17 - $26.26 $30.1K - $34.2K
23.5K $565K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
1.12K
+ 2.73%
$9.57 - $10.31 $10.8K - $11.6K
42.2K $406K
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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