Cooper Financial Group Purchases and Sells in Q1 2025

Cooper Financial Group

$731 Million
Q1 2025

Top Buys

Incresed Positions

248 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHV	138K + 9.67%	$25.77 - $27.6 $3.57M - $3.82M	1.57M $41.7M
BIV	38.2K + 9.54%	$73.78 - $76.59 $2.82M - $2.93M	439K $33.6M
FBND	75.8K + 58.42%	$44.41 - $45.98 $3.37M - $3.49M	206K $9.39M
BOND	20.6K + 72.9%	$89.27 - $92.9 $1.84M - $1.92M	48.9K $4.52M
JEPI	36.4K + 11.21%	$56.17 - $59.71 $2.04M - $2.17M	361K $20.6M
BRK-B	354 + 1.8%	$442.66 - $534.52 $157K - $189K	20K $10.7M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIRE	8.56K New	$58.04 - $65.84 $497K - $564K	8.56K $545K
STX	4.6K New	$84.92 - $108.42 $391K - $499K	4.6K $390K
IBTG	12.4K New	$22.77 - $22.94 $282K - $285K	12.4K $284K
BSX	2.72K New	$89.38 - $106.18 $243K - $289K	2.72K $274K
NFG	3.36K New	$60.71 - $79.19 $204K - $266K	3.36K $266K
GILD	2.34K New	$89.14 - $117.41 $209K - $275K	2.34K $262K

Top Sells

Reduced Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-460K - 82.27%	$53.6 - $58.97 $24.7M - $27.1M	99.2K $5.43M
TSLA	-7.21K - 17.8%	$222.15 - $428.22 $1.6M - $3.09M	33.3K $8.63M
TLT	-43.8K - 87.13%	$85.29 - $92.57 $3.74M - $4.06M	6.47K $589K
JPST	-62.2K - 13.08%	$50.39 - $50.66 $3.13M - $3.15M	413K $20.9M
SPYG	-11.3K - 15.13%	$80.05 - $92.39 $905K - $1.04M	63.4K $5.09M
VTI	-3.61K - 24.0%	$271.18 - $303.12 $980K - $1.1M	11.4K $3.15M

Activity Summary All Purchases 278 New Holdings 30 Increased Positions 248 All Sells 93 Reductions 93 Sold out 0 Calls 0 Puts 0

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