Epiq Partners, LLC Reduced Holdings in Q4 2024

Epiq Partners, LLC

  • $156 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-4.93K
- 28.41%
$179.4 - $232.01 $885K - $1.14M
12.4K $2.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-899
- 8.46%
$442.29 - $483.08 $398K - $434K
9.73K $4.41M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-3K
- 3.2%
$30.42 - $36.45 $91.3K - $109K
90.6K $2.88M
AER
Aer Cap Holdings N.V.

Industrials
-4.51K
- 14.45%
$91.85 - $100.3 $414K - $452K
26.7K $2.55M
NEE
Nextera Energy Inc

Utilities
-800
- 3.31%
$69.77 - $85.43 $55.8K - $68.3K
23.4K $1.68M
ALB
Albemarle Corp

Basic Materials
-1.65K
- 6.64%
$86.08 - $111.3 $142K - $184K
23.2K $2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.82K
- 50.2%
$113.92 - $127.38 $321K - $359K
2.8K $322K
NOG
Northern Oil & Gas, Inc.

Energy
-12.5K
- 15.05%
$35.57 - $43.49 $446K - $545K
70.8K $2.63M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-26.4K
- 4.63%
$2.78 - $3.58 $73.4K - $94.5K
544K $1.52M
MDT
Medtronic PLC

Healthcare
-1.2K
- 8.92%
$79.61 - $92.24 $95.5K - $111K
12.3K $978K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-1.6K
- 34.78%
$75.44 - $80.53 $121K - $129K
3K $227K
META
Meta Platforms, Inc.

Communication Services
-200
- 13.96%
$554.08 - $632.68 $111K - $127K
1.23K $727K
SPY
Spdr S&P 500 ETF Trust

ETFs
-255
- 4.62%
$567.81 - $607.81 $145K - $155K
5.27K $3.09M
PCYO
Pure Cycle Corp

Utilities
-55K
- 16.72%
$10.52 - $14.63 $578K - $804K
274K $3.47M
TGT
Target Corp

Consumer Defensive
-16
- 0.84%
$121.59 - $160.69 $1.95K - $2.57K
1.89K $255K
Brookfield Corp
-9.76K
- 13.62%
N/A
61.9K $0
Ishares Bitcoin Trust ETF
-12.5K
- 10.91%
N/A
102K $0
WFC
Wells Fargo & Company

Financial Services
-853
- 17.58%
$54.98 - $77.35 $46.9K - $66K
4K $280K
AMZN
Amazon Com Inc

Consumer Cyclical
-27
- 1.14%
$180.88 - $232.93 $4.88K - $6.29K
2.34K $514K
STKL
Sun Opta Inc.

Consumer Defensive
-38K
- 13.02%
$5.72 - $7.89 $217K - $300K
254K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 10.3%
$213.65 - $479.86 $42.7K - $96K
1.74K $703K
IWV
Ishares Russell 3000 ETF

ETFs
-494
- 0.92%
$323.08 - $349.08 $160K - $172K
53.2K $17.8M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
-4.58K
- 5.36%
$46.89 - $58.31 $215K - $267K
80.8K $4.31M
AAPL
Apple Inc.

Technology
-48
- 0.28%
$221.69 - $259.02 $10.6K - $12.4K
16.8K $4.22M
FSK
Fs Kkr Capital Corp

Financial Services
-14.7K
- 4.65%
$19.71 - $22.22 $289K - $326K
300K $6.52M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-7.6K
- 13.69%
$47.29 - $84.74 $359K - $644K
47.9K $3.57M
Activity Summary
Buys All Purchases 21 New Holdings 6 Increased Positions 15 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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