Institutional & Family Asset Management, LLC Purchases in Q2 2024

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
134
+ 94.37%
$127.7 - $179.69 $17.1K - $24.1K
276 $47K
IDXX
Idexx Laboratories Inc

Healthcare
57
New
$468.04 - $548.53 $26.7K - $31.3K
57 $27K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 0.25%
$282.64 - $390.43 $283 - $390
401 $153K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
267
+ 503.77%
$77.44 - $82.55 $20.7K - $22K
320 $26K
DIS
Walt Disney CO

Communication Services
546
+ 39.45%
$99.29 - $122.82 $54.2K - $67.1K
1.93K $191K
BMY
Bristol Myers Squibb CO

Healthcare
1.01K
+ 60.07%
$40.25 - $52.99 $40.8K - $53.7K
2.7K $112K
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
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
CLH
Clean Harbors Inc

Industrials
45
+ 72.58%
$189.45 - $228.93 $8.53K - $10.3K
107 $24K
INTU
Intuit Inc

Technology
18
+ 33.33%
$562.97 - $670.27 $10.1K - $12.1K
72 $47K
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
TJX
Tjx Companies Inc

Consumer Cyclical
30
+ 4.12%
$92.66 - $111.05 $2.78K - $3.33K
759 $83K
STX
Seagate Technology Holdings PLC

Technology
47
+ 12.27%
$82.46 - $105.99 $3.88K - $4.98K
430 $44K
PPL
Ppl Corp

Utilities
339
New
$26.01 - $29.84 $8.82K - $10.1K
339 $9K
SRE
Sempra Energy

Utilities
84
+ 10.73%
$66.41 - $78.4 $5.58K - $6.59K
867 $65K
WCC
Wesco International Inc

Industrials
55
New
$152.52 - $191.18 $8.39K - $10.5K
55 $8K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 5.88%
$366.34 - $445.11 $2.2K - $2.67K
108 $48K
SPGI
S&P Global Inc.

Financial Services
13
+ 13.83%
$408.56 - $448.91 $5.31K - $5.84K
107 $47K
TMUS
T Mobile Us, Inc.

Communication Services
28
+ 12.5%
$159.79 - $180.69 $4.47K - $5.06K
252 $44K
BA
Boeing CO

Industrials
49
+ 89.09%
$164.33 - $191.42 $8.05K - $9.38K
104 $18K
IBRX
Immunity Bio, Inc.

Healthcare
1K
+ 50.0%
$4.82 - $9.15 $4.82K - $9.15K
3K $18K
MUSA
Murphy Usa Inc.

Consumer Cyclical
11
+ 23.91%
$392.44 - $487.21 $4.32K - $5.36K
57 $26K
EQT
Eqt Corp

Energy
149
+ 31.3%
$36.04 - $41.92 $5.37K - $6.25K
625 $23K
GIS
General Mills Inc

Consumer Defensive
100
New
$63.26 - $71.61 $6.33K - $7.16K
100 $6K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.68%
$96.4 - $109.27 $578 - $656
894 $95K
VRT
Vertiv Holdings CO

Industrials
75
+ 535.71%
$75.01 - $106.17 $5.63K - $7.96K
89 $7K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.65%
$85.85 - $98.99 $429 - $495
771 $74K
VICI
Vici Properties Inc.

Real Estate
200
New
$27.15 - $30.51 $5.43K - $6.1K
200 $5K
ANET
Arista Networks, Inc.

Technology
11
+ 68.75%
$245.47 - $350.48 $2.7K - $3.86K
27 $9K
ROP
Roper Technologies Inc

Industrials
9
New
$510.82 - $563.66 $4.6K - $5.07K
9 $5K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
81
+ 27.09%
$23.45 - $33.14 $1.9K - $2.68K
380 $12K
CHH
Choice Hotels International Inc

Consumer Cyclical
46
New
$109.76 - $126.22 $5.05K - $5.81K
46 $5K
NOW
Service Now, Inc.

Technology
5
+ 8.93%
$643.29 - $786.67 $3.22K - $3.93K
61 $47K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
65
New
$76.08 - $88.8 $4.95K - $5.77K
65 $5K
CMCSA
Comcast Corp

Communication Services
688
+ 13.16%
$36.9 - $42.28 $25.4K - $29.1K
5.92K $231K
PODD
Insulet Corp

Healthcare
5
+ 4.39%
$161.02 - $206.98 $805 - $1.03K
119 $24K
FISV
Fiserv Inc

Technology
45
+ 25.57%
N/A
221 $27K
BKR
Baker Hughes CO

Energy
119
+ 18.59%
$31.09 - $35.17 $3.7K - $4.19K
759 $26K
TSCO
Tractor Supply CO

Consumer Cyclical
16
+ 55.17%
$241.97 - $289.98 $3.87K - $4.64K
45 $12K
AIG
American International Group, Inc.

Financial Services
90
+ 19.74%
$72.58 - $80.54 $6.53K - $7.25K
546 $40K
HUM
Humana Inc

Healthcare
8
+ 18.6%
$302.09 - $373.65 $2.42K - $2.99K
51 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
58
+ 3.86%
$47.26 - $54.86 $2.74K - $3.18K
1.56K $75K
ICE
Intercontinental Exchange, Inc.

Financial Services
33
+ 41.25%
$126.54 - $138.72 $4.18K - $4.58K
113 $15K
IXJ
Ishares Global Healthcare ETF

ETFs
50
New
$87.41 - $94.12 $4.37K - $4.71K
50 $4K
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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