Canopy Partners, LLC Purchases in Q4 2024

Canopy Partners, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
8
+ 0.38%
$201.79 - $228.46 $1.61K - $1.83K
2.12K $428M
SBGSY
Schneider Electric Se Unsponso

Industrials
90
+ 1.57%
$49.64 - $53.44 $4.47K - $4.81K
5.81K $289M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
146
+ 1.53%
$50.39 - $62.35 $7.36K - $9.1K
9.71K $517M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5
+ 0.07%
$46.33 - $48.6 $232 - $243
7.37K $342M
ALIZY
Allianz Se

Financial Services
90
+ 1.08%
$29.84 - $32.96 $2.69K - $2.97K
8.39K $256M
ITOCY
Itochu Corp Adr

Industrials
8
+ 0.35%
$95.96 - $109.1 $768 - $873
2.33K $229M
KO
Coca Cola CO

Consumer Defensive
578
+ 9.54%
$61.74 - $71.71 $35.7K - $41.4K
6.64K $413M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 1.69%
$385.02 - $431.37 $15K - $16.8K
2.35K $913M
ROP
Roper Technologies Inc

Industrials
5
+ 0.73%
$519.85 - $575.95 $2.6K - $2.88K
687 $357M
AFL
Aflac Inc

Financial Services
24
+ 0.75%
$100.37 - $115.27 $2.41K - $2.77K
3.25K $336M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.16%
$253.56 - $278.5 $1.27K - $1.39K
3.06K $777M
IMO
Imperial Oil LTD

Energy
37
+ 1.14%
$61.13 - $79.21 $2.26K - $2.93K
3.27K $201M
DFAE
Dimensional ETF Tr

ETFs
13
+ 0.1%
$25.36 - $28.15 $330 - $366
13.1K $334M
ECL
Ecolab Inc.

Basic Materials
98
+ 4.11%
$234.32 - $261.43 $23K - $25.6K
2.48K $581M
UNP
Union Pacific Corp

Industrials
50
+ 2.14%
$223.15 - $249.32 $11.2K - $12.5K
2.39K $544M
CL
Colgate Palmolive CO

Consumer Defensive
22
+ 0.77%
$90.22 - $102.31 $1.98K - $2.25K
2.89K $263M
IDEXY
Industria De Diseno Textil Ind
2
+ 0.02%
N/A
8.82K $225M
LOW
Lowes Companies Inc

Consumer Cyclical
115
+ 4.25%
$244.52 - $284.07 $28.1K - $32.7K
2.82K $696M
GIS
General Mills Inc

Consumer Defensive
207
+ 4.14%
$62.78 - $74.62 $13K - $15.4K
5.21K $332M
ADBE
Adobe Inc.

Technology
108
+ 9.19%
$437.39 - $552.96 $47.2K - $59.7K
1.28K $571M
ASML
Asml Holding Nv

Technology
58
+ 10.0%
$658.43 - $872.27 $38.2K - $50.6K
638 $442M
SHECY
Shin Etsu Chemical CO LTD Unsp

Basic Materials
44
+ 0.44%
$16.21 - $20.96 $713 - $922
10K $165M
NVS
Novartis Ag

Healthcare
25
+ 0.8%
$96.78 - $117.18 $2.42K - $2.93K
3.14K $305M
NKE
Nike, Inc.

Consumer Cyclical
14
+ 0.29%
$73.36 - $89.13 $1.03K - $1.25K
4.88K $370M
PEP
Pepsico Inc

Consumer Defensive
354
+ 5.48%
$151.29 - $176.1 $53.6K - $62.3K
6.82K $1.04B
PANW
Palo Alto Networks Inc

Technology
573
+ 53.2%
$181.96 - $405.9 $104K - $233K
1.65K $300M
UBER
Uber Technologies, Inc

Technology
368
+ 5.29%
$59.93 - $86.34 $22.1K - $31.8K
7.33K $442M
TDG
Trans Digm Group Inc

Industrials
13
+ 1.8%
$1239.0 - $1442.53 $16.1K - $18.8K
736 $933M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.37%
$727.2 - $932.06 $2.91K - $3.73K
1.09K $842M
JNJ
Johnson & Johnson

Healthcare
795
+ 5.77%
$143.34 - $165.86 $114K - $132K
14.6K $2.11B
MDLZ
Mondelez International, Inc.

Consumer Defensive
589
+ 4.42%
$59.25 - $72.99 $34.9K - $43K
13.9K $832M
DFAX
Dimensional ETF Tr
4.64K
+ 2.87%
$24.76 - $27.04 $115K - $125K
166K $4.13B
Activity Summary
Buys All Purchases 133 New Holdings 19 Increased Positions 114 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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