Shepherd Kaplan Krochuk, LLC Purchases and Sells in Q4 2024

Shepherd Kaplan Krochuk, LLC

$116 Million
Q4 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	33.1K + 73.04%	$109.92 - $110.57 $3.64M - $3.66M	78.4K $8.64M
SPDN	140K + 110.27%	$10.71 - $11.38 $1.5M - $1.59M	267K $2.93M
VTI	3.92K + 51.02%	$280.04 - $302.45 $1.1M - $1.18M	11.6K $3.36M
MTUM	3.49K + 18.98%	$201.32 - $217.44 $702K - $758K	21.9K $4.53M
JEPI	10.4K + 22.22%	$57.53 - $60.83 $599K - $633K	57.3K $3.29M
SGOV	2.58K + 11.52%	$100.16 - $100.7 $259K - $260K	25K $2.51M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	45.7K New	$87.1 - $98.49 $3.98M - $4.5M	45.7K $3.99M
NVDA	2.43K New	$117.0 - $148.88 $284K - $362K	2.43K $326K
MA	388 New	$491.3 - $536.15 $191K - $208K	388 $204K
NRGV	13.5K New	$0.88 - $2.47 $11.9K - $33.3K	13.5K $31K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-16K - 34.37%	$221.69 - $259.02 $3.55M - $4.14M	30.6K $7.65M
AMLP	-55.1K - 88.23%	$46.48 - $51.32 $2.56M - $2.83M	7.35K $353K
CPB	-11.9K - 8.15%	$41.42 - $48.71 $494K - $581K	134K $5.63M
USMV	-12.4K - 15.36%	$88.59 - $94.57 $1.1M - $1.18M	68.5K $6.08M
BRK-B	-2.4K - 26.3%	$442.29 - $483.08 $1.06M - $1.16M	6.73K $3.05M
CORP	-3.92K - 10.4%	$95.1 - $99.41 $373K - $390K	33.8K $3.21M

Activity Summary All Purchases 24 New Holdings 4 Increased Positions 20 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.