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
Bhp Billiton PLC
Q4 2018 Filed on Feb 14, 2019
86
N/A
Spirit Mta Reit
Q4 2018 Filed on Feb 14, 2019
20
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2018 Filed on Feb 14, 2019
40
N/A
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q4 2018 Filed on Feb 14, 2019
200
$25.34 - $30.13 $5.07K - $6.03K
Vectren Corp
Q4 2018 Filed on Feb 14, 2019
1,300
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
644
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
436
$21.59 - $23.21 $9.41K - $10.1K
PRGO
Perrigo CO PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
50
$36.5 - $75.14 $1.83K - $3.76K
Neptune Wellness Solutions I
Q4 2018 Filed on Feb 14, 2019
71,800
N/A
INGN
Inogen Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
6
$112.83 - $239.74 $677 - $1.44K
SBAC
Sba Communications Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
20
$146.65 - $173.14 $2.93K - $3.46K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2018 Filed on Feb 14, 2019
100
$21.94 - $28.16 $2.19K - $2.82K
Antares Pharma Inc
Q4 2018 Filed on Feb 14, 2019
100
N/A
Direxion Shs ETF Tr
Q4 2018 Filed on Feb 14, 2019
3,000
N/A
Neptune Technologies Bioreso
Q3 2018 Filed on Nov 13, 2018
71,800
N/A
DKL
Delek Logistics Partners, LP

Energy
Q3 2018 Filed on Nov 13, 2018
2,333
$27.2 - $35.0 $63.5K - $81.7K
Williams Partners L P New
Q3 2018 Filed on Nov 13, 2018
28,862
N/A
Buckeye Partners L P
Q3 2018 Filed on Nov 13, 2018
4,508
N/A
Enbridge Energy Partners L P
Q3 2018 Filed on Nov 13, 2018
8,255
N/A
GEL
Genesis Energy LP

Energy
Q3 2018 Filed on Nov 13, 2018
6,266
$21.62 - $25.23 $135K - $158K
INFN
Infinera Corp

Technology
Q3 2018 Filed on Nov 13, 2018
110
$6.99 - $10.2 $769 - $1.12K
CNX
Cnx Resources Corp

Energy
Q3 2018 Filed on Nov 13, 2018
432
$13.92 - $17.98 $6.01K - $7.77K
XYL
Xylem Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
850
$66.7 - $81.87 $56.7K - $69.6K
BG
Bungeltd

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
12
$61.62 - $70.2 $739 - $842
Rsp Permian Inc
Q3 2018 Filed on Nov 13, 2018
99
N/A
Worldpay Inc
Q3 2018 Filed on Nov 13, 2018
20
N/A
Ggp Inc
Q3 2018 Filed on Nov 13, 2018
41
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q3 2018 Filed on Nov 13, 2018
657
$3.04 - $3.36 $2K - $2.21K
Cnooc LTD
Q3 2018 Filed on Nov 13, 2018
10
N/A
NKTR
Nektar Therapeutics

Healthcare
Q3 2018 Filed on Nov 13, 2018
29
$46.46 - $68.49 $1.35K - $1.99K
Imperva Inc
Q3 2018 Filed on Nov 13, 2018
29
N/A
Seadrill Limited
Q3 2018 Filed on Nov 13, 2018
945
N/A
Wabco Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
18
N/A
Valeant Pharmaceuticals Intl
Q3 2018 Filed on Nov 13, 2018
180
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
357
$37.45 - $48.44 $13.4K - $17.3K
SNV
Synovus Financial Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
65
$45.79 - $55.12 $2.98K - $3.58K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2018 Filed on Nov 13, 2018
5,073
$21.25 - $25.32 $108K - $128K
TYL
Tyler Technologies Inc

Technology
Q3 2018 Filed on Nov 13, 2018
7
$224.17 - $250.8 $1.57K - $1.76K
Dct Industrial Trust Inc
Q3 2018 Filed on Nov 13, 2018
48
N/A
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
86
$7.44 - $10.65 $640 - $916
Cotiviti Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
45
N/A
Kkr & CO L P Del
Q3 2018 Filed on Nov 13, 2018
505
N/A
Kayne Anderson Energy Dev CO
Q3 2018 Filed on Nov 13, 2018
1,478
N/A
Goldcorp Inc New
Q3 2018 Filed on Nov 13, 2018
240
N/A
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
40
$15.49 - $26.41 $620 - $1.06K
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
3,300
$22.24 - $25.28 $73.4K - $83.4K
Bank Of The Ozarks
Q3 2018 Filed on Nov 13, 2018
154
N/A
CASS
Cass Information Systems Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
157
$53.67 - $61.54 $8.43K - $9.66K
PBYI
Puma Biotechnology, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
9
$41.2 - $59.85 $371 - $539
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