Samalin Investment Counsel, LLC Incresed Positions in Q4 2024

Samalin Investment Counsel, LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
59
+ 2.54%
$206.1 - $246.94 $12.2K - $14.6K
2.38K $524K
C
Citigroup Inc

Financial Services
23
+ 0.44%
$61.31 - $72.5 $1.41K - $1.67K
5.26K $370K
HON
Honeywell International Inc

Industrials
2
+ 0.09%
$202.84 - $236.0 $406 - $472
2.12K $479K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
172
+ 1.4%
$39.86 - $46.0 $6.86K - $7.91K
12.4K $522K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
8.33K
+ 10.39%
$6.37 - $7.15 $53K - $59.5K
88.4K $587K
MAC
Macerich CO

Real Estate
161
+ 0.71%
$17.44 - $22.11 $2.81K - $3.56K
22.7K $453K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.9K
+ 3.7%
$14.28 - $14.81 $41.4K - $42.9K
81.1K $1.17M
ORCC
Owl Rock Capital Corp

Financial Services
2.9K
+ 3.95%
N/A
76.5K $1.02M
BGR
Black Rock Energy & Resources Trust

Financial Services
4.37K
+ 6.94%
$12.51 - $13.79 $54.6K - $60.2K
67.3K $848K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.81K
+ 3.32%
$47.58 - $48.56 $86.2K - $87.9K
56.3K $2.69M
GSL
Global Ship Lease, Inc.

Industrials
5.96K
+ 30.01%
$21.21 - $26.31 $126K - $157K
25.8K $563K
SPYG
Spdr Portfolio

ETFs
75
+ 1.57%
$81.74 - $91.38 $6.13K - $6.85K
4.86K $427K
RVT
Royce Value Trust, Inc.

Financial Services
1.48K
+ 2.2%
$15.15 - $16.9 $22.5K - $25.1K
69K $1.09M
CCJ
Cameco Corp

Energy
186
+ 3.78%
$48.64 - $61.14 $9.05K - $11.4K
5.11K $262K
CSCO
Cisco Systems, Inc.

Technology
24
+ 0.62%
$52.45 - $60.02 $1.26K - $1.44K
3.87K $229K
KRE
Spdr S&P Regional Banking ETF

ETFs
36
+ 0.58%
$54.6 - $68.9 $1.97K - $2.48K
6.19K $373K
NRZ
New Residential Investment Corp.

Real Estate
2.77K
+ 18.76%
N/A
17.6K $127K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
478
+ 1.02%
$11.34 - $12.27 $5.42K - $5.87K
47.2K $563K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.09%
$94.43 - $105.47 $283 - $316
3.25K $329K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
35
+ 2.68%
$563.99 - $620.12 $19.7K - $21.7K
1.34K $764K
LVS
Las Vegas Sands Corp

Consumer Cyclical
281
+ 6.92%
$47.96 - $55.17 $13.5K - $15.5K
4.34K $223K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.88K
+ 5.93%
$13.12 - $14.37 $50.9K - $55.7K
69.2K $940K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
4.83K
+ 4.77%
$7.83 - $8.16 $37.8K - $39.4K
106K $834K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.09%
$132.86 - $160.16 $266 - $320
2.31K $331K
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
ABT
Abbott Laboratories

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

Real Estate
1.44K
+ 11.21%
$16.73 - $19.67 $24K - $28.3K
14.3K $246K
IBN
Icici Bank LTD

Financial Services
262
+ 2.79%
$28.69 - $31.9 $7.52K - $8.36K
9.64K $287K
SLB
Schlumberger Limited

Energy
1.41K
+ 10.78%
$36.83 - $45.59 $51.8K - $64.1K
14.5K $554K
JFR
Nuveen Floating Rate Income Fund

Financial Services
527
+ 3.87%
$8.74 - $9.22 $4.61K - $4.86K
14.2K $126K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.36K
+ 4.33%
$9.64 - $10.11 $13.1K - $13.8K
32.8K $322K
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
Vaneck Bitcoin ETF
482
+ 7.95%
N/A
6.55K $0
DFSB
Dimensional ETF Tr Dimensional
411
+ 1.37%
N/A
30.4K $0
Flagstar Financial Inc
3.91K
+ 24.87%
N/A
19.6K $0
BLW
Blackrock LTD Duration Income Trust

Financial Services
249
+ 2.19%
$13.98 - $14.51 $3.48K - $3.61K
11.6K $164K
IYJ
Ishares Tr

ETFs
3
+ 0.14%
$132.97 - $143.93 $399 - $432
2.11K $281K
Fidelity Wise Origin Bitcoin
473
+ 4.39%
N/A
11.3K $0
Flaherty & Crumrine Dynamic
1.74K
+ 4.45%
N/A
40.8K $0
Hewlett Packard Enterprise C
515
+ 6.83%
N/A
8.06K $0
Greystone Housing Impact Inv
17.9K
+ 40.69%
N/A
61.8K $0
Healthcare Rlty Tr
2.05K
+ 6.9%
N/A
31.8K $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
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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