Family Management Corp Purchases and Sells in Q4 2024

Family Management Corp

$613 Million
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	12.2K + 54.79%	$267.35 - $305.57 $3.25M - $3.71M	34.3K $10.2M
TSM	20.6K + 435.32%	$172.07 - $207.36 $3.54M - $4.26M	25.3K $4.99M
MINT	39.8K + 6.67%	$100.22 - $100.73 $3.99M - $4.01M	636K $63.9M
GIS	52.9K + 1320.53%	$62.78 - $74.62 $3.32M - $3.95M	56.9K $3.63M
OEF	10.2K + 200.33%	N/A	15.3K $4.08M
NVDA	5.23K + 3.38%	$117.0 - $148.88 $612K - $779K	160K $21.5M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWY	27.8K New	$216.72 - $244.71 $6.03M - $6.81M	27.8K $6.55M
VLUE	33.1K New	$104.01 - $115.38 $3.45M - $3.82M	33.1K $3.5M
BMY	59.8K New	$51.92 - $59.94 $3.11M - $3.59M	59.8K $3.38M
HUM	12.7K New	$233.89 - $304.18 $2.97M - $3.86M	12.7K $3.22M
PINS	73.6K New	$28.24 - $34.15 $2.08M - $2.51M	73.6K $2.13M
NVS	20.1K New	$96.78 - $117.18 $1.95M - $2.36M	20.1K $1.96M

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	-29.3K - 62.31%	$88.59 - $94.57 $2.6M - $2.77M	17.7K $1.57M
IGSB	-43.9K - 11.38%	$51.54 - $52.55 $2.26M - $2.31M	342K $17.7M
ADBE	-4.57K - 80.49%	$437.39 - $552.96 $2M - $2.53M	1.11K $492K
AMGN	-6.82K - 85.85%	$258.78 - $328.31 $1.77M - $2.24M	1.13K $293K
SHV	-16.1K - 4.17%	$109.92 - $110.57 $1.77M - $1.78M	371K $40.8M
PHM	-6.62K - 22.24%	$108.86 - $149.04 $721K - $986K	23.1K $2.52M

Options

Puts

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	9.9K New	$117.0 - $148.88 $1.16M - $1.47M	9.9K $1.33M
GOOGL	5K New	$161.86 - $196.66 $809K - $983K	5K $946K
MSFT	1.8K New	$406.35 - $454.46 $731K - $818K	1.8K $758K
AVGO	2.6K New	$159.67 - $250.0 $415K - $650K	2.6K $602K
COST	300 New	$873.59 - $994.69 $262K - $298K	300 $274K
AMZN	1K New	$180.88 - $232.93 $181K - $233K	1K $219K

Activity Summary All Purchases 98 New Holdings 29 Increased Positions 69 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 8

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