SEC 13F Intelligence

Institutional & Family Asset Management, LLC / PAA

Institutional & Family Asset Management, LLC’s Plains All Amern Pipeline L Position

Does Institutional & Family Asset Management, LLC own Plains All Amern Pipeline L (PAA)? Yes568.3K shares worth $10M (+1.55% of its 13F portfolio) as of Q2 2024, up from 562.1K shares the prior filed quarter.

Position Value
$10M
Q2 2024
Shares
568.3K
% of Portfolio
+1.55%
Quarters Held
23
currently held

Position History PAA

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $7MQ3 ’19Q4 ’19: $6MQ1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ1 ’21: $3MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $9MQ4 ’23: $9MQ1 ’24: $10MQ1 ’24Q2 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024568.3K$10M+1.55%
Q1 2024562.1K$10M+1.57%
Q4 2023562.1K$9M+1.40%
Q3 2023562.1K$9M+1.41%
Q2 2023457.7K$6M+1.05%
Q1 2023457.7K$6M+0.94%
Q4 2022396.7K$5M+0.77%
Q3 2022396.7K$4M+0.74%
Q2 2022379.8K$4M+0.64%
Q1 2022379.8K$4M+0.64%
Q4 2021353.5K$3M+0.51%
Q3 2021349.0K$4M+0.57%
Q2 2021334.9K$4M+0.63%
Q1 2021319.8K$3M+0.56%
Q4 2020341.4K$3M+0.59%
Q3 2020317.4K$2M+0.44%
Q2 2020305.5K$3M+0.56%
Q1 2020303.7K$2M+0.37%
Q4 2019302.6K$6M+1.18%
Q3 2019313.5K$7M+1.43%
Q2 2019224.7K$5M+1.18%
Q1 2019230.4K$6M+1.19%
Q4 2018206.2K$4M+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Institutional & Family Asset Management, LLC’s full portfolio or all institutional holders of PAA.