Canopy Partners, LLC Incresed Positions in Q4 2024

Canopy Partners, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
43
+ 0.98%
$83.95 - $97.9 $3.61K - $4.21K
4.42K $409M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 5.37%
$442.29 - $483.08 $55.7K - $60.9K
2.47K $1.12B
GE
General Electric CO

Industrials
466
+ 24.3%
$159.95 - $194.23 $74.5K - $90.5K
2.38K $398M
HDB
Hdfc Bank LTD

Financial Services
417
+ 8.02%
$59.45 - $68.01 $24.8K - $28.4K
5.62K $359M
WIT
Wipro LTD

Technology
50.7K
+ 101.82%
$3.54 - $7.24 $179K - $367K
100K $356M
XYL
Xylem Inc.

Industrials
713
+ 25.95%
$116.02 - $137.45 $82.7K - $98K
3.46K $402M
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 1.37%
$471.27 - $550.62 $5.18K - $6.06K
814 $425M
BMY
Bristol Myers Squibb CO

Healthcare
54
+ 1.1%
$51.92 - $59.94 $2.8K - $3.24K
4.94K $280M
TM
Toyota Motor Corp

Consumer Cyclical
29
+ 2.38%
$169.2 - $199.52 $4.91K - $5.79K
1.25K $243M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
36
+ 1.84%
$116.44 - $131.8 $4.19K - $4.74K
1.99K $255M
SONY
Sony Group Corp

Technology
9.14K
+ 403.53%
$17.53 - $96.8 $160K - $885K
11.4K $241M
MCD
Mcdonalds Corp

Consumer Cyclical
246
+ 7.22%
$288.47 - $316.54 $71K - $77.9K
3.65K $1.06B
COP
Conocophillips

Energy
674
+ 8.99%
$95.12 - $114.72 $64.1K - $77.3K
8.17K $811M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
72
+ 0.55%
$9.95 - $12.23 $716 - $881
13.1K $154M
CBSH
Commerce Bancshares Inc

Financial Services
168
+ 4.88%
$57.04 - $74.36 $9.58K - $12.5K
3.61K $225M
HSBC
Hsbc Holdings PLC

Financial Services
2
+ 0.04%
$43.83 - $49.51 $87.7 - $99
4.72K $233M
NMR
Nomura Holdings Inc

Financial Services
1.73K
+ 10.98%
$5.05 - $6.25 $8.76K - $10.8K
17.5K $102M
BCS
Barclays PLC

Financial Services
59
+ 0.45%
$11.65 - $13.67 $687 - $807
13.1K $174M
MFG
Mizuho Financial Group Inc

Financial Services
375
+ 3.26%
$4.05 - $5.26 $1.52K - $1.97K
11.9K $58M
BR
Broadridge Financial Solutions, Inc.

Technology
14
+ 3.49%
$209.64 - $236.44 $2.93K - $3.31K
415 $93.8M
RDY
Dr Reddys Laboratories LTD

Healthcare
15.5K
+ 409.93%
$13.99 - $79.75 $217K - $1.24M
19.3K $305M
MRK
Merck & Co., Inc.

Healthcare
1.46K
+ 14.55%
$96.31 - $114.76 $140K - $167K
11.5K $1.14B
XEL
Xcel Energy Inc

Utilities
37
+ 8.04%
$62.16 - $72.92 $2.3K - $2.7K
497 $33.6M
KKPNY
Royal Kpn Nv Ads (Ea Reptg 1 O
1.85K
+ 18.01%
$3.6 - $4.12 $6.67K - $7.63K
12.1K $43.7M
IBM
International Business Machines Corp

Technology
10
+ 0.76%
$204.9 - $238.04 $2.05K - $2.38K
1.33K $293M
DUK
Duke Energy Corp

Utilities
38
+ 6.11%
$105.76 - $120.76 $4.02K - $4.59K
660 $71.1M
INFY
Infosys LTD

Technology
28
+ 0.16%
$20.71 - $23.42 $580 - $656
17.2K $376M
HESAY
Hermes Intl S A Unsponsored Ad

Consumer Cyclical
10
+ 0.95%
$208.71 - $242.68 $2.09K - $2.43K
1.06K $253M
BRFS
Brf S.A.

Consumer Defensive
166
+ 0.55%
$4.05 - $4.77 $672 - $792
30.4K $124M
SPGI
S&P Global Inc.

Financial Services
7
+ 0.98%
$480.36 - $529.17 $3.36K - $3.7K
720 $359M
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
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
115
+ 6.67%
$120.52 - $149.33 $13.9K - $17.2K
1.84K $240M
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
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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