Institutional & Family Asset Management, LLC New Holdings in Q2 2024

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SUN
Sunoco LP

Energy
13.5K
New
$49.73 - $60.13 $673K - $814K
13.5K $765K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.6K
New
$30.65 - $32.13 $387K - $405K
12.6K $397K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
877
New
$142.51 - $175.12 $125K - $154K
877 $150K
RHI
Robert Half International Inc.

Industrials
978
New
$62.25 - $78.18 $60.9K - $76.5K
978 $62K
CAG
Conagra Brands Inc.

Consumer Defensive
2.15K
New
$28.34 - $31.57 $60.8K - $67.7K
2.15K $60K
IDXX
Idexx Laboratories Inc

Healthcare
57
New
$468.04 - $548.53 $26.7K - $31.3K
57 $27K
PPL
Ppl Corp

Utilities
339
New
$26.01 - $29.84 $8.82K - $10.1K
339 $9K
WCC
Wesco International Inc

Industrials
55
New
$152.52 - $191.18 $8.39K - $10.5K
55 $8K
GIS
General Mills Inc

Consumer Defensive
100
New
$63.26 - $71.61 $6.33K - $7.16K
100 $6K
ROP
Roper Technologies Inc

Industrials
9
New
$510.82 - $563.66 $4.6K - $5.07K
9 $5K
CHH
Choice Hotels International Inc

Consumer Cyclical
46
New
$109.76 - $126.22 $5.05K - $5.81K
46 $5K
VICI
Vici Properties Inc.

Real Estate
200
New
$27.15 - $30.51 $5.43K - $6.1K
200 $5K
PNR
Pentair PLC

Industrials
63
New
$74.31 - $85.08 $4.68K - $5.36K
63 $4K
IXJ
Ishares Global Healthcare ETF

ETFs
50
New
$87.41 - $94.12 $4.37K - $4.71K
50 $4K
TROW
Price T Rowe Group Inc

Financial Services
37
New
$108.72 - $120.3 $4.02K - $4.45K
37 $4K
WST
West Pharmaceutical Services Inc

Healthcare
13
New
$314.68 - $395.94 $4.09K - $5.15K
13 $4K
SHOP
Shopify Inc.

Technology
61
New
$56.97 - $78.19 $3.48K - $4.77K
61 $4K
NUE
Nucor Corp

Basic Materials
26
New
$151.48 - $200.97 $3.94K - $5.23K
26 $4K
SWK
Stanley Black & Decker, Inc.

Industrials
43
New
$79.89 - $97.19 $3.44K - $4.18K
43 $3K
TSN
Tyson Foods, Inc.

Consumer Defensive
69
New
$53.86 - $62.02 $3.72K - $4.28K
69 $3K
CSWI
Csw Industrials, Inc.

Industrials
12
New
$228.58 - $269.04 $2.74K - $3.23K
12 $3K
UL
Unilever PLC

Consumer Defensive
30
New
$46.47 - $56.38 $1.39K - $1.69K
30 $1K
TTEK
Tetra Tech Inc

Industrials
6
New
$184.08 - $220.4 $1.1K - $1.32K
6 $1K
SJM
J M Smucker CO

Consumer Defensive
12
New
$107.47 - $124.73 $1.29K - $1.5K
12 $1K
STE
Steris PLC

Healthcare
6
New
$199.01 - $236.0 $1.19K - $1.42K
6 $1K
RTO
Rentokil Initial PLC

Industrials
41
New
$25.52 - $30.62 $1.05K - $1.26K
41 $1K
HXL
Hexcel Corp

Industrials
19
New
$61.4 - $73.28 $1.17K - $1.39K
19 $1K
BRKR
Bruker Corp

Healthcare
16
New
$63.57 - $92.93 $1.02K - $1.49K
16 $1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
120
New
$12.78 - $17.4 $1.53K - $2.09K
120 $1K
ESS
Essex Property Trust, Inc.

Real Estate
4
New
$232.65 - $284.59 $931 - $1.14K
4 $1K
KRYS
Krystal Biotech, Inc.

Healthcare
4
New
$153.12 - $183.64 $612 - $735
4 $0
AAON
Aaon, Inc.

Industrials
11
New
$71.99 - $94.47 $792 - $1.04K
11 $0
SWTX
Spring Works Therapeutics, Inc.

Healthcare
18
New
$36.06 - $47.62 $649 - $857
18 $0
ZETA
Zeta Global Holdings Corp.

Technology
26
New
$10.45 - $18.24 $272 - $474
26 $0
Solventum Corp
448
New
N/A
448 $0
SPXC
Spx Corp

Industrials
4
New
$116.23 - $145.42 $465 - $582
4 $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
72
New
$7.78 - $14.19 $560 - $1.02K
72 $0
Coherent Corp
10
New
N/A
10 $0
CLX
Clorox CO

Consumer Defensive
2
New
$128.21 - $151.65 $256 - $303
2 $0
POWL
Powell Industries Inc

Industrials
4
New
$123.44 - $206.14 $494 - $825
4 $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
New
$56.43 - $60.79 $56.4 - $60.8
1 $0
BSY
Bentley Systems Inc

Technology
13
New
$47.55 - $57.05 $618 - $742
13 $0
ED
Consolidated Edison Inc

Utilities
4
New
$87.42 - $98.12 $350 - $392
4 $0
BFB
Brown Forman Corp Cl B
8
New
N/A
8 $0
ESTA
Establishment Labs Holdings Inc.

Healthcare
3
New
$41.46 - $59.86 $124 - $180
3 $0
ROK
Rockwell Automation, Inc

Industrials
3
New
$254.39 - $288.52 $763 - $866
3 $0
TQQQ
Proshares Ultrapro Qqq

ETFs
0
New
$49.48 - $76.9 $0 - $0
0 $0
Flutter Entmt PLC
12
New
N/A
12 $0
PWP
Perella Weinberg Partners

Financial Services
20
New
$14.06 - $16.25 $281 - $325
20 $0
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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