Canopy Partners, LLC Purchases and Sells in Q4 2024

Canopy Partners, LLC

$262 Billion
Q4 2024

Top Buys

Incresed Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KR	99.3K + 2605.67%	$55.21 - $63.3 $5.48M - $6.29M	103K $6.31B
AMZN	8.3K + 25.42%	$180.88 - $232.93 $1.5M - $1.93M	41K $8.99B
AAPL	7.38K + 15.16%	$221.69 - $259.02 $1.64M - $1.91M	56K $14B
DFCF	42.8K + 111.31%	$41.17 - $43.34 $1.76M - $1.86M	81.3K $3.36B
MDY	2.75K + 17.37%	$563.99 - $620.12 $1.55M - $1.7M	18.6K $10.6B
V	3.66K + 65.81%	$273.87 - $320.91 $1M - $1.18M	9.23K $2.92B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMMD	18.1K New	$66.67 - $74.08 $1.21M - $1.34M	18.1K $1.23B
BlackRock FNDG Inc	1.19K New	N/A	1.19K $1.22B
ADI	3.48K New	$206.35 - $236.48 $719K - $824K	3.48K $740M
APP	1.07K New	$130.67 - $401.5 $140K - $431K	1.07K $347M
INTU	391 New	$602.01 - $706.25 $235K - $276K	391 $246M
ATEYY	3.99K New	$46.53 - $64.95 $186K - $259K	3.99K $227M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-2.49K - 1.84%	$70.06 - $77.43 $174K - $192K	132K $9.3B
IEMG	-5.17K - 5.59%	N/A	87.3K $4.56B
IEF	-4.73K - 35.48%	$92.08 - $98.18 $435K - $464K	8.6K $795M
AMD	-1.37K - 34.41%	$118.88 - $172.8 $163K - $237K	2.62K $316M
SCZ	-765 - 2.38%	$60.13 - $67.31 $46K - $51.5K	31.4K $1.91B
IWR	-2.95K - 3.78%	$87.25 - $95.52 $257K - $281K	75K $6.63B

Activity Summary All Purchases 133 New Holdings 19 Increased Positions 114 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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