Canopy Partners, LLC Purchases and Sells in Q1 2024

Canopy Partners, LLC

$205 Billion
Q1 2024

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	29.3K + 150.51%	$232.77 - $260.14 $6.82M - $7.62M	48.7K $12.7B
DFAX	112K + 843.41%	$23.42 - $25.45 $2.62M - $2.85M	125K $3.18B
NVDA	833 + 21.04%	$475.69 - $950.02 $396K - $791K	4.79K $4.33B
MSFT	2.28K + 10.94%	$367.75 - $429.37 $838K - $979K	23.1K $9.72B
IWR	16.9K + 23.44%	$75.37 - $84.09 $1.27M - $1.42M	88.9K $7.47B
DFAU	44.8K + 394.86%	$32.59 - $36.54 $1.46M - $1.64M	56.1K $2.05B

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	9.81K New	$93.77 - $104.85 $920K - $1.03M	9.81K $1.02B
DFCF	14.3K New	$41.54 - $42.6 $596K - $611K	14.3K $602M
TM	1.45K New	$181.37 - $254.77 $263K - $369K	1.45K $364M
DFAE	13.2K New	$22.74 - $24.88 $299K - $328K	13.2K $326M
SAP	1.58K New	$148.52 - $197.09 $234K - $311K	1.58K $308M
WSM	916 New	$193.39 - $317.53 $177K - $291K	916 $291M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	-9.5K - 46.16%	$167.09 - $200.3 $1.59M - $1.9M	11.1K $2.22B
IVV	-1.66K - 35.45%	$469.56 - $525.73 $780K - $874K	3.03K $1.59B
FICO	-572 - 55.97%	$1115.46 - $1334.99 $638K - $764K	450 $562M
IEMG	-12.2K - 10.24%	$47.6 - $51.96 $582K - $635K	107K $5.53B
TLT	-2.65K - 38.57%	$92.18 - $98.72 $244K - $262K	4.22K $399M
XEL	-4.1K - 88.95%	$48.44 - $63.73 $199K - $261K	509 $27.4M

Activity Summary All Purchases 161 New Holdings 40 Increased Positions 121 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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