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
BLDR
Builders First Source, Inc.

Industrials
35
+ 269.23%
$136.51 - $205.41 $4.78K - $7.19K
48 $6K
OMF
One Main Holdings, Inc.

Financial Services
97
+ 28.2%
$46.72 - $52.11 $4.53K - $5.05K
441 $21K
PNR
Pentair PLC

Industrials
63
New
$74.31 - $85.08 $4.68K - $5.36K
63 $4K
WST
West Pharmaceutical Services Inc

Healthcare
13
New
$314.68 - $395.94 $4.09K - $5.15K
13 $4K
ODFL
Old Dominion Freight Line, Inc.

Industrials
35
+ 56.45%
$168.53 - $224.69 $5.9K - $7.86K
97 $17K
TROW
Price T Rowe Group Inc

Financial Services
37
New
$108.72 - $120.3 $4.02K - $4.45K
37 $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
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
O
Realty Income Corp

Real Estate
65
+ 65.0%
$50.8 - $55.45 $3.3K - $3.6K
165 $8K
UBER
Uber Technologies, Inc

Technology
262
+ 7.38%
$63.52 - $77.16 $16.6K - $20.2K
3.81K $276K
ICLR
Icon PLC

Healthcare
14
+ 22.58%
$288.23 - $331.73 $4.04K - $4.64K
76 $23K
TSN
Tyson Foods, Inc.

Consumer Defensive
69
New
$53.86 - $62.02 $3.72K - $4.28K
69 $3K
AMH
American Homes 4 Rent

Real Estate
80
+ 27.21%
$34.66 - $37.16 $2.77K - $2.97K
374 $13K
MTB
M&T Bank Corp

Financial Services
20
+ 24.1%
$134.56 - $155.06 $2.69K - $3.1K
103 $15K
WPM
Wheaton Precious Metals Corp.

Basic Materials
37
+ 23.27%
$47.79 - $57.82 $1.77K - $2.14K
196 $10K
CSWI
Csw Industrials, Inc.

Industrials
12
New
$228.58 - $269.04 $2.74K - $3.23K
12 $3K
HES
Hess Corp

Energy
25
+ 25.25%
$143.33 - $163.13 $3.58K - $4.08K
124 $18K
SWKS
Skyworks Solutions, Inc.

Technology
29
+ 34.12%
$89.72 - $107.86 $2.6K - $3.13K
114 $12K
SWK
Stanley Black & Decker, Inc.

Industrials
43
New
$79.89 - $97.19 $3.44K - $4.18K
43 $3K
FICO
Fair Isaac Corp

Technology
1
+ 25.0%
$1110.85 - $1488.66 $1.11K - $1.49K
5 $7K
AES
Aes Corp

Utilities
149
+ 14.71%
$15.91 - $21.77 $2.37K - $3.24K
1.16K $20K
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 28.57%
$169.4 - $179.05 $2.37K - $2.51K
63 $10K
CRBG
Corebridge Financial, Inc.

Financial Services
76
+ 15.48%
$26.37 - $32.51 $2K - $2.47K
567 $16K
FLEX
Flex Ltd.

Technology
64
+ 42.11%
$26.34 - $33.78 $1.69K - $2.16K
216 $6K
ZBRA
Zebra Technologies Corp

Technology
6
+ 20.0%
$268.07 - $327.0 $1.61K - $1.96K
36 $11K
MPWR
Monolithic Power Systems Inc

Technology
2
+ 50.0%
$591.52 - $852.56 $1.18K - $1.71K
6 $4K
NLOK
Norton Life Lock Inc.

Technology
68
+ 12.27%
N/A
622 $13K
MRVL
Marvell Technology, Inc.

Technology
29
+ 13.94%
$62.13 - $78.33 $1.8K - $2.27K
237 $16K
HPE
Hewlett Packard Enterprise CO

Technology
5
+ 0.67%
$16.44 - $21.84 $82.2 - $109
752 $15K
NXPI
Nxp Semiconductors N.V.

Technology
6
+ 54.55%
$215.12 - $282.99 $1.29K - $1.7K
17 $4K
RE
Everest Re Group LTD

Financial Services
6
+ 23.08%
N/A
32 $11K
EEFT
Euronet Worldwide, Inc.

Technology
23
+ 28.4%
$101.22 - $116.58 $2.33K - $2.68K
104 $10K
GATX
Gatx Corp

Industrials
9
+ 15.25%
$122.36 - $140.83 $1.1K - $1.27K
68 $9K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.18%
$92.62 - $111.49 $92.6 - $111
549 $57K
TTE
Total Energies Se

Energy
84
+ 5.03%
$65.76 - $74.56 $5.52K - $6.26K
1.75K $116K
ALK
Alaska Air Group, Inc.

Industrials
60
+ 19.67%
$40.24 - $45.53 $2.41K - $2.73K
365 $14K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
22
+ 2.04%
$45.03 - $48.19 $991 - $1.06K
1.1K $52K
SJM
J M Smucker CO

Consumer Defensive
12
New
$107.47 - $124.73 $1.29K - $1.5K
12 $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
COTY
Coty Inc.

Consumer Defensive
239
+ 26.41%
$9.77 - $11.89 $2.34K - $2.84K
1.14K $11K
ECL
Ecolab Inc.

Basic Materials
4
+ 7.69%
$218.16 - $244.64 $873 - $979
56 $13K
PFGC
Performance Food Group CO

Consumer Defensive
26
+ 24.53%
$66.11 - $74.1 $1.72K - $1.93K
132 $8K
INDA
Ishares Msci India Index Fund

ETFs
25
+ 25.0%
$50.97 - $55.8 $1.27K - $1.4K
125 $6K
HLN
Haleon PLC

Healthcare
296
+ 11.93%
$8.01 - $8.64 $2.37K - $2.56K
2.78K $22K
FIGS
Figs, Inc.

Consumer Cyclical
136
+ 251.85%
$4.4 - $6.0 $598 - $816
190 $1K
STE
Steris PLC

Healthcare
6
New
$199.01 - $236.0 $1.19K - $1.42K
6 $1K
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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