Family Management Corp Purchases in Q3 2024

Family Management Corp

  • $593 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
26.1K
+ 18.14%
$162.64 - $179.3 $4.25M - $4.68M
170K $30.5M
C
Citigroup Inc

Financial Services
80.8K
New
$56.11 - $67.61 $4.53M - $5.46M
80.8K $5.06M
META
Meta Platforms, Inc.

Communication Services
6.39K
+ 62.58%
$453.41 - $572.44 $2.9M - $3.66M
16.6K $9.5M
CL
Colgate Palmolive CO

Consumer Defensive
35K
New
$95.54 - $108.77 $3.34M - $3.8M
35K $3.63M
CI
Cigna Corp

Healthcare
10.4K
New
$319.12 - $367.1 $3.31M - $3.81M
10.4K $3.6M
TPL
Texas Pacific Land Corp

Energy
2.93K
+ 60.63%
$724.86 - $952.13 $2.13M - $2.79M
7.77K $6.86M
RDVY
First Trust Rising Dividend Ac

ETFs
54.7K
New
$53.68 - $59.24 $2.94M - $3.24M
54.7K $3.24M
HIG
Hartford Financial Services Group, Inc.

Financial Services
26.9K
New
$98.71 - $117.61 $2.65M - $3.16M
26.9K $3.16M
TOL
Toll Brothers, Inc.

Consumer Cyclical
19.6K
New
$109.16 - $155.35 $2.14M - $3.05M
19.6K $3.03M
LMT
Lockheed Martin Corp

Industrials
5.01K
+ 978.32%
$460.3 - $584.56 $2.31M - $2.93M
5.52K $3.23M
SYF
Synchrony Financial

Financial Services
50.8K
New
$43.77 - $52.22 $2.22M - $2.65M
50.8K $2.53M
BK
Bank Of New York Mellon Corp

Financial Services
33.2K
New
$59.54 - $72.17 $1.98M - $2.4M
33.2K $2.39M
CRM
Salesforce, Inc.

Technology
7.68K
+ 59.07%
$238.42 - $276.53 $1.83M - $2.12M
20.7K $5.66M
KLAC
Kla Corp

Technology
2.99K
New
$696.17 - $892.35 $2.08M - $2.67M
2.99K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.02K
+ 5.28%
$517.38 - $573.86 $1.05M - $1.16M
40.3K $23.1M
MTD
Mettler Toledo International Inc

Healthcare
1.51K
New
$1308.0 - $1521.03 $1.97M - $2.29M
1.51K $2.26M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
31K
+ 11.7%
$42.22 - $48.62 $1.31M - $1.51M
296K $13.8M
AAPL
Apple Inc.

Technology
149
+ 0.16%
$207.23 - $234.82 $30.9K - $35K
94.8K $22.1M
JLL
Jones Lang Lasalle Inc

Real Estate
7.64K
New
$198.7 - $272.0 $1.52M - $2.08M
7.64K $2.06M
VLO
Valero Energy Corp

Energy
14.6K
New
$132.81 - $163.48 $1.93M - $2.38M
14.6K $1.97M
MPC
Marathon Petroleum Corp

Energy
12K
New
$158.61 - $180.75 $1.9M - $2.17M
12K $1.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.4K
+ 13.92%
$113.41 - $125.62 $1.18M - $1.31M
85.3K $10.7M
NTAP
Net App, Inc.

Technology
13.8K
New
$114.18 - $134.62 $1.57M - $1.85M
13.8K $1.7M
IEF
Ishares Barclays

ETFs
15.7K
New
$92.67 - $99.14 $1.45M - $1.55M
15.7K $1.54M
QCOM
Qualcomm Inc

Technology
10.7K
+ 66.34%
$156.12 - $209.64 $1.67M - $2.24M
26.8K $4.56M
AJX
Great Ajax Corp.

Real Estate
358K
New
$3.11 - $3.85 $1.11M - $1.38M
358K $1.19M
PHM
Pultegroup Inc

Consumer Cyclical
1.31K
+ 4.6%
$103.95 - $144.98 $136K - $190K
29.8K $4.27M
NVDA
Nvidia Corp

Technology
10.8K
+ 7.54%
$98.91 - $134.91 $1.07M - $1.46M
155K $18.8M
VIG
Vanguard Dividend Appreciation

ETFs
5.19K
+ 5.33%
$182.15 - $182.15 $946K - $946K
103K $18.7M
AXP
American Express CO

Financial Services
4
+ 0.02%
$225.92 - $271.17 $904 - $1.08K
22.2K $6.01M
NRG
Nrg Energy, Inc.

Utilities
1.73K
+ 3.16%
$68.89 - $91.22 $119K - $157K
56.3K $5.13M
KR
Kroger CO

Consumer Defensive
3.41K
+ 4.28%
$50.43 - $57.3 $172K - $195K
83K $4.75M
NRZ
New Residential Investment Corp.

Real Estate
107K
New
N/A
107K $775K
VTV
Vanguard Value ETF

ETFs
812
+ 1.88%
$159.75 - $174.57 $130K - $142K
43.9K $7.66M
AFL
Aflac Inc

Financial Services
1.23K
+ 4.55%
$88.52 - $111.8 $109K - $137K
28.2K $3.15M
CAT
Caterpillar Inc

Industrials
526
+ 6.04%
$316.8 - $391.12 $167K - $206K
9.23K $3.61M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.56K
+ 1.98%
$101.72 - $112.94 $158K - $176K
80.1K $9.05M
DE
Deere & CO

Industrials
560
+ 6.25%
$344.84 - $418.0 $193K - $234K
9.52K $3.97M
NMAI
Nuveen Multi Asset Income Fund

ETFs
45.9K
New
$12.3 - $13.48 $565K - $619K
45.9K $606K
JNJ
Johnson & Johnson

Healthcare
787
+ 2.82%
$145.48 - $167.38 $114K - $132K
28.7K $4.65M
MSFT
Microsoft Corp

Technology
3.35K
+ 6.39%
$395.15 - $467.56 $1.33M - $1.57M
55.8K $24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
933
+ 19.17%
$434.77 - $502.96 $406K - $469K
5.8K $2.83M
PG
Procter & Gamble CO

Consumer Defensive
1.46K
+ 5.29%
$160.76 - $177.82 $235K - $260K
29.1K $5.03M
KWEB
Kraneshares Tr Csi China Inter

ETFs
13.9K
New
$24.73 - $34.02 $343K - $471K
13.9K $471K
V
Visa Inc.

Financial Services
644
+ 4.14%
$253.74 - $291.56 $163K - $188K
16.2K $4.45M
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 4.74%
$194.9 - $224.8 $184K - $212K
20.9K $4.4M
MRK
Merck & Co., Inc.

Healthcare
5.75K
+ 18.6%
$111.15 - $128.97 $639K - $742K
36.7K $4.16M
SHW
Sherwin Williams CO

Basic Materials
184
+ 6.03%
$294.65 - $384.0 $54.2K - $70.7K
3.23K $1.23M
MELI
Mercadolibre Inc

Consumer Cyclical
144
New
$1591.44 - $2140.1 $229K - $308K
144 $295K
Activity Summary
Buys All Purchases 100 New Holdings 32 Increased Positions 68 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 1
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