Institutional & Family Asset Management, LLC Closed Holding Positions

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BRX
Brixmor Property Group Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
5,963
$7.87 - $16.04 $46.9K - $95.6K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
13
$63.8 - $77.82 $829 - $1.01K
NEX
Nextier Oilfield Solutions Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
507
$1.11 - $3.81 $563 - $1.93K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
8
$122.11 - $212.58 $977 - $1.7K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
201
$4.43 - $9.55 $890 - $1.92K
American Outdoor Brands Corp
Q2 2020 Filed on Aug 14, 2020
350
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
32
$34.84 - $55.49 $1.11K - $1.78K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
22
$48.54 - $87.1 $1.07K - $1.92K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
60
$80.45 - $153.0 $4.83K - $9.18K
RMD
Resmed Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
120
$142.29 - $192.0 $17.1K - $23K
RGR
Sturm Ruger & CO Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
20
$50.52 - $76.0 $1.01K - $1.52K
AGR
Avangrid, Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
58
$39.68 - $46.61 $2.3K - $2.7K
FISI
Financial Institutions Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
400
$14.31 - $21.66 $5.72K - $8.66K
DEI
Douglas Emmett Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
55
$25.34 - $34.94 $1.39K - $1.92K
Diamond Eagle Acquisition CO
Q2 2020 Filed on Aug 14, 2020
267
N/A
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
42
$15.22 - $29.23 $639 - $1.23K
OVV
Ovintiv Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
92
$2.66 - $11.9 $245 - $1.09K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on May 14, 2020
1,388
$26.39 - $47.49 $36.6K - $65.9K
CLB
Core Laboratories N V

Energy
Q1 2020 Filed on May 14, 2020
92
$7.99 - $41.24 $735 - $3.79K
Cypress Semiconductor Corp
Q1 2020 Filed on May 14, 2020
90
N/A
SCCO
Southern Copper Corp

Basic Materials
Q1 2020 Filed on May 14, 2020
347
$23.53 - $44.41 $8.16K - $15.4K
SRG
Seritage Growth Properties

Real Estate
Q1 2020 Filed on May 14, 2020
32
$6.49 - $40.5 $208 - $1.3K
Cornerstone Ondemand Inc
Q1 2020 Filed on May 14, 2020
61
N/A
INGR
Ingredion Inc

Consumer Defensive
Q1 2020 Filed on May 14, 2020
497
$60.8 - $98.51 $30.2K - $49K
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2020 Filed on May 14, 2020
26
$57.29 - $164.65 $1.49K - $4.28K
ABEV
Ambev S.A.

Consumer Defensive
Q1 2020 Filed on May 14, 2020
4,060
$2.11 - $4.73 $8.57K - $19.2K
CSB
Victory Portf Ii Shs Us Small

ETFs
Q1 2020 Filed on May 14, 2020
967
$27.38 - $47.54 $26.5K - $46K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2020 Filed on May 14, 2020
685
$27.99 - $43.13 $19.2K - $29.5K
Interxion Holding N.V
Q1 2020 Filed on May 14, 2020
65
N/A
Victory Portfolios Ii
Q1 2020 Filed on May 14, 2020
856
N/A
YELP
Yelp Inc

Communication Services
Q1 2020 Filed on May 14, 2020
70
$14.46 - $37.24 $1.01K - $2.61K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on May 14, 2020
14
$63.37 - $107.88 $887 - $1.51K
GWRE
Guidewire Software, Inc.

Technology
Q1 2020 Filed on May 14, 2020
22
$76.06 - $122.6 $1.67K - $2.7K
EDOG
Alps ETF Emerging Sector Divi

ETFs
Q1 2020 Filed on May 14, 2020
1,038
$13.63 - $22.46 $14.1K - $23.3K
SXT
Sensient Technologies Corp

Basic Materials
Q1 2020 Filed on May 14, 2020
26
$40.29 - $65.45 $1.05K - $1.7K
CID
Victory Portfolios Ii Shs Intl

ETFs
Q1 2020 Filed on May 14, 2020
1,606
$19.74 - $34.3 $31.7K - $55.1K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
Q1 2020 Filed on May 14, 2020
1,295
$29.89 - $50.97 $38.7K - $66K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on May 14, 2020
696
$35.16 - $65.92 $24.5K - $45.9K
Encana Corp
Q1 2020 Filed on May 14, 2020
1,792
N/A
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q1 2020 Filed on May 14, 2020
1,359
$17.13 - $27.7 $23.3K - $37.6K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q1 2020 Filed on May 14, 2020
438
$38.94 - $61.2 $17.1K - $26.8K
Progenics Pharmaceuticals In
Q1 2020 Filed on May 14, 2020
128
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2020 Filed on May 14, 2020
13,408
$57.71 - $60.22 $774K - $807K
KMT
Kennametal Inc

Industrials
Q1 2020 Filed on May 14, 2020
35
$15.17 - $37.34 $531 - $1.31K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2020 Filed on May 14, 2020
19
$62.91 - $103.6 $1.2K - $1.97K
CMA
Comerica Inc

Financial Services
Q1 2020 Filed on May 14, 2020
30
$27.34 - $71.75 $820 - $2.15K
OZK
Bank Ozk

Financial Services
Q1 2020 Filed on May 14, 2020
209
$16.07 - $30.81 $3.36K - $6.44K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q1 2020 Filed on May 14, 2020
82
$12.78 - $26.68 $1.05K - $2.19K
Crane CO
Q1 2020 Filed on May 14, 2020
24
N/A
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