Callan Family Office, LLC Purchases and Sells in Q3 2024

Callan Family Office, LLC

$595 Billion
Q3 2024

Top Buys

Incresed Positions

116 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	13.9K + 8.47%	$520.18 - $576.82 $7.22M - $8.01M	178K $103B
IEFA	46.8K + 6.46%	$70.09 - $78.74 $3.28M - $3.69M	771K $60.2B
AAPL	25.7K + 53.61%	$207.23 - $234.82 $5.32M - $6.02M	73.5K $17.1B
AMZN	28.4K + 95.81%	$161.02 - $200.0 $4.58M - $5.69M	58.1K $10.8B
IJH	40.6K + 9.23%	$57.32 - $62.65 $2.33M - $2.55M	481K $30B
NVDA	26.4K + 141.03%	$98.91 - $134.91 $2.61M - $3.56M	45.1K $5.48B

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAC	81.5K New	$36.65 - $44.13 $2.99M - $3.6M	81.5K $3.23B
NFLX	1.8K New	$598.55 - $722.26 $1.08M - $1.3M	1.8K $1.28B
VST	10.7K New	$69.0 - $119.06 $738K - $1.27M	10.7K $1.27B
SHW	2.7K New	$294.65 - $384.0 $795K - $1.04M	2.7K $1.03B
SNV	22.6K New	$39.32 - $47.62 $890K - $1.08M	22.6K $1.01B
PANW	1.25K New	$294.18 - $368.01 $367K - $459K	1.25K $426M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	-130K - 62.12%	$75.32 - $84.37 $9.83M - $11M	79.5K $6.65B
WFC	-85.4K - 92.82%	$51.58 - $60.97 $4.4M - $5.21M	6.61K $373M
SPY	-4.47K - 7.19%	$517.38 - $573.86 $2.31M - $2.56M	57.7K $33.1B
BND	-4.87K - 30.68%	$71.45 - $75.64 $348K - $369K	11K $827M
BCI	-5.15K - 27.5%	$19.01 - $20.7 $97.9K - $107K	13.6K $278M
ADBE	-96 - 17.17%	$508.13 - $586.55 $48.8K - $56.3K	463 $240M

Activity Summary All Purchases 158 New Holdings 42 Increased Positions 116 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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