Canopy Partners, LLC Purchases and Sells in Q3 2024

Canopy Partners, LLC

$232 Billion
Q3 2024

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDY	1.53K + 10.74%	$523.84 - $572.02 $803K - $877K	15.8K $9B
AAPL	1.01K + 2.12%	$207.23 - $234.82 $209K - $237K	48.7K $11.3B
VTEB	21K + 58.75%	$49.93 - $51.15 $1.05M - $1.07M	56.6K $2.9B
DFAU	13.6K + 9.32%	$35.8 - $39.69 $488K - $541K	160K $6.34B
META	80 + 0.95%	$453.41 - $572.44 $36.3K - $45.8K	8.54K $4.89B
IJR	710 + 2.05%	$105.53 - $118.34 $74.9K - $84K	35.4K $4.14B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGV	7.95K New	$91.37 - $101.65 $726K - $808K	7.95K $808M
HEFA	12.3K New	$32.34 - $35.85 $397K - $440K	12.3K $435M
EAGG	7.36K New	$46.18 - $48.92 $340K - $360K	7.36K $358M
TTD	2.31K New	$83.08 - $110.79 $192K - $256K	2.31K $254M
BMY	4.89K New	$39.66 - $51.75 $194K - $253K	4.89K $253M
PH	381 New	$501.01 - $635.92 $191K - $242K	381 $241M

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-1.09K - 2.65%	$148.65 - $191.18 $161K - $208K	39.9K $6.61B
MSFT	-743 - 3.13%	$395.15 - $467.56 $294K - $347K	23K $9.89B
EW	-1.51K - 16.44%	$59.7 - $93.78 $89.9K - $141K	7.65K $505M
AMZN	-47 - 0.14%	$161.02 - $200.0 $7.57K - $9.4K	32.7K $6.09B
NVO	-185 - 2.71%	$119.07 - $145.42 $22K - $26.9K	6.63K $790M
TLT	-2.08K - 44.52%	$89.91 - $101.33 $187K - $211K	2.59K $254M

Activity Summary All Purchases 117 New Holdings 23 Increased Positions 94 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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