Institutional & Family Asset Management, LLC Incresed Positions in Q2 2024

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
104
+ 110.64%
$171.0 - $200.41 $17.8K - $20.8K
198 $38K
LYB
Lyondell Basell Industries N.V.

Basic Materials
238
+ 30.2%
$93.54 - $105.86 $22.3K - $25.2K
1.03K $98K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
79
+ 225.71%
$153.77 - $218.0 $12.1K - $17.2K
114 $24K
EWBC
East West Bancorp Inc

Financial Services
273
+ 30.78%
$69.41 - $78.21 $18.9K - $21.4K
1.16K $84K
XLB
Select Sector Spdr Fd Material

ETFs
162
+ 305.66%
$88.28 - $93.06 $14.3K - $15.1K
215 $18K
AIQ
Global X Funds Global X Artifi

ETFs
256
+ 8.28%
$31.46 - $35.95 $8.05K - $9.2K
3.35K $119K
PINS
Pinterest, Inc.

Communication Services
93
+ 9.66%
$32.4 - $44.98 $3.01K - $4.18K
1.06K $46K
INTU
Intuit Inc

Technology
18
+ 33.33%
$562.97 - $670.27 $10.1K - $12.1K
72 $47K
CLH
Clean Harbors Inc

Industrials
45
+ 72.58%
$189.45 - $228.93 $8.53K - $10.3K
107 $24K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.26%
$153.87 - $174.83 $308 - $350
784 $137K
PCG
Pg&E Corp

Utilities
544
+ 63.63%
$16.03 - $18.92 $8.72K - $10.3K
1.4K $24K
SRE
Sempra Energy

Utilities
84
+ 10.73%
$66.41 - $78.4 $5.58K - $6.59K
867 $65K
STX
Seagate Technology Holdings PLC

Technology
47
+ 12.27%
$82.46 - $105.99 $3.88K - $4.98K
430 $44K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 5.88%
$366.34 - $445.11 $2.2K - $2.67K
108 $48K
IBRX
Immunity Bio, Inc.

Healthcare
1K
+ 50.0%
$4.82 - $9.15 $4.82K - $9.15K
3K $18K
BA
Boeing CO

Industrials
49
+ 89.09%
$164.33 - $191.42 $8.05K - $9.38K
104 $18K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 12.5%
$159.79 - $180.69 $4.47K - $5.06K
252 $44K
SPGI
S&P Global Inc.

Financial Services
13
+ 13.83%
$408.56 - $448.91 $5.31K - $5.84K
107 $47K
MUSA
Murphy Usa Inc.

Consumer Cyclical
11
+ 23.91%
$392.44 - $487.21 $4.32K - $5.36K
57 $26K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.65%
$85.85 - $98.99 $429 - $495
771 $74K
VRT
Vertiv Holdings CO

Industrials
75
+ 535.71%
$75.01 - $106.17 $5.63K - $7.96K
89 $7K
EQT
Eqt Corp

Energy
149
+ 31.3%
$36.04 - $41.92 $5.37K - $6.25K
625 $23K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.68%
$96.4 - $109.27 $578 - $656
894 $95K
CMCSA
Comcast Corp

Communication Services
688
+ 13.16%
$36.9 - $42.28 $25.4K - $29.1K
5.92K $231K
TSCO
Tractor Supply CO

Consumer Cyclical
16
+ 55.17%
$241.97 - $289.98 $3.87K - $4.64K
45 $12K
ANET
Arista Networks, Inc.

Technology
11
+ 68.75%
$245.47 - $350.48 $2.7K - $3.86K
27 $9K
HUM
Humana Inc

Healthcare
8
+ 18.6%
$302.09 - $373.65 $2.42K - $2.99K
51 $19K
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 41.25%
$126.54 - $138.72 $4.18K - $4.58K
113 $15K
FISV
Fiserv Inc

Technology
45
+ 25.57%
N/A
221 $27K
AIG
American International Group, Inc.

Financial Services
90
+ 19.74%
$72.58 - $80.54 $6.53K - $7.25K
546 $40K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
81
+ 27.09%
$23.45 - $33.14 $1.9K - $2.68K
380 $12K
BKR
Baker Hughes CO

Energy
119
+ 18.59%
$31.09 - $35.17 $3.7K - $4.19K
759 $26K
NOW
Service Now, Inc.

Technology
5
+ 8.93%
$643.29 - $786.67 $3.22K - $3.93K
61 $47K
PODD
Insulet Corp

Healthcare
5
+ 4.39%
$161.02 - $206.98 $805 - $1.03K
119 $24K
FCX
Freeport Mcmoran Inc

Basic Materials
58
+ 3.86%
$47.26 - $54.86 $2.74K - $3.18K
1.56K $75K
BLDR
Builders First Source, Inc.

Industrials
35
+ 269.23%
$136.51 - $205.41 $4.78K - $7.19K
48 $6K
HPQ
Hp Inc

Technology
7
+ 0.92%
$27.62 - $38.36 $193 - $269
767 $26K
MTG
Mgic Investment Corp

Financial Services
187
+ 26.87%
$19.38 - $21.89 $3.62K - $4.09K
883 $19K
OMF
One Main Holdings, Inc.

Financial Services
97
+ 28.2%
$46.72 - $52.11 $4.53K - $5.05K
441 $21K
ODFL
Old Dominion Freight Line, Inc.

Industrials
35
+ 56.45%
$168.53 - $224.69 $5.9K - $7.86K
97 $17K
FICO
Fair Isaac Corp

Technology
1
+ 25.0%
$1110.85 - $1488.66 $1.11K - $1.49K
5 $7K
WPM
Wheaton Precious Metals Corp.

Basic Materials
37
+ 23.27%
$47.79 - $57.82 $1.77K - $2.14K
196 $10K
AMH
American Homes 4 Rent

Real Estate
80
+ 27.21%
$34.66 - $37.16 $2.77K - $2.97K
374 $13K
ICLR
Icon PLC

Healthcare
14
+ 22.58%
$288.23 - $331.73 $4.04K - $4.64K
76 $23K
JBT
John Bean Technologies Corp

Industrials
32
+ 100.0%
$88.61 - $101.42 $2.84K - $3.25K
64 $6K
O
Realty Income Corp

Real Estate
65
+ 65.0%
$50.8 - $55.45 $3.3K - $3.6K
165 $8K
HES
Hess Corp

Energy
25
+ 25.25%
$143.33 - $163.13 $3.58K - $4.08K
124 $18K
MTB
M&T Bank Corp

Financial Services
20
+ 24.1%
$134.56 - $155.06 $2.69K - $3.1K
103 $15K
UBER
Uber Technologies, Inc

Technology
262
+ 7.38%
$63.52 - $77.16 $16.6K - $20.2K
3.81K $276K
Activity Summary
Buys All Purchases 258 New Holdings 59 Increased Positions 199 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 1
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