Family Management Corp Purchases and Sells in Q1 2024

Family Management Corp

$523 Million
Q1 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	104K + 25.66%	$99.81 - $100.54 $10.3M - $10.4M	508K $51M
QUAL	19.9K + 18.6%	$144.62 - $165.44 $2.88M - $3.29M	127K $20.8M
BIL	45.8K + 304.36%	$91.4 - $91.8 $4.18M - $4.2M	60.8K $5.58M
IGSB	57.7K + 15.16%	$50.95 - $51.48 $2.94M - $2.97M	439K $22.5M
AMZN	1.42K + 2.07%	$144.57 - $180.38 $206K - $257K	70K $12.6M
ELV	2.17K + 36.55%	$464.61 - $519.96 $1.01M - $1.13M	8.12K $4.21M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	120K New	$62.39 - $67.92 $7.5M - $8.17M	120K $8.16M
META	9.53K New	$344.47 - $512.19 $3.28M - $4.88M	9.53K $4.63M
BKNG	1.05K New	$3408.14 - $3901.99 $3.58M - $4.1M	1.05K $3.81M
COP	27.8K New	$106.93 - $127.28 $2.97M - $3.54M	27.8K $3.54M
DE	8.32K New	$356.78 - $410.74 $2.97M - $3.42M	8.32K $3.42M
PHM	26.9K New	$100.31 - $120.62 $2.7M - $3.25M	26.9K $3.25M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-60.9K - 12.92%	$110.11 - $110.57 $6.7M - $6.73M	410K $45.3M
SPY	-12.2K - 24.75%	$467.28 - $523.17 $5.72M - $6.41M	37.2K $19.5M
AAPL	-1.42K - 1.43%	$169.0 - $195.18 $239K - $276K	97.3K $16.7M
MA	-5.53K - 86.22%	$418.77 - $488.64 $2.31M - $2.7M	883 $425K
LMT	-5.06K - 90.7%	$418.19 - $463.18 $2.12M - $2.34M	519 $236K
V	-9.09K - 37.3%	$257.98 - $290.37 $2.35M - $2.64M	15.3K $4.26M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	4.7K + 1566.67%	$396.28 - $446.38 $1.86M - $2.1M	5K $2.22M

Activity Summary All Purchases 81 New Holdings 34 Increased Positions 47 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 1

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