Cooper Financial Group Purchases in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
770
New
$151.47 - $375.07 $117K - $289K
770 $269K
TGT
Target Corp

Consumer Defensive
2.66K
New
$88.76 - $105.77 $236K - $281K
2.66K $262K
VST
Vistra Corp.

Utilities
1.34K
New
$98.07 - $195.04 $131K - $261K
1.34K $259K
FCX
Freeport Mcmoran Inc

Basic Materials
3.7K
+ 23.71%
$29.15 - $44.46 $108K - $165K
19.3K $837K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.74K
New
$72.96 - $90.39 $200K - $248K
2.74K $245K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
911
+ 1.46%
$27.46 - $33.2 $25K - $30.2K
63.5K $2.11M
CALX
Calix, Inc

Technology
4.48K
New
$31.25 - $53.19 $140K - $238K
4.48K $238K
KR
Kroger CO

Consumer Defensive
2.99K
+ 51.64%
$64.62 - $74.0 $193K - $221K
8.77K $629K
ZS
Zscaler, Inc.

Technology
742
New
$174.67 - $315.32 $130K - $234K
742 $232K
AXP
American Express CO

Financial Services
295
+ 10.86%
$231.39 - $318.98 $68.3K - $94.1K
3.01K $960K
KMI
Kinder Morgan, Inc.

Energy
7.72K
New
$25.21 - $29.4 $195K - $227K
7.72K $226K
EPR
Epr Properties

Real Estate
3.81K
New
$43.53 - $59.11 $166K - $225K
3.81K $221K
SNV
Synovus Financial Corp

Financial Services
4.21K
New
$38.27 - $51.75 $161K - $218K
4.21K $217K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
7.12K
New
$26.63 - $32.97 $190K - $235K
7.12K $215K
MCO
Moodys Corp

Financial Services
422
New
$396.7 - $501.59 $167K - $212K
422 $211K
EQT
Eqt Corp

Energy
3.62K
New
$46.11 - $60.44 $167K - $219K
3.62K $211K
O
Realty Income Corp

Real Estate
3.66K
New
$52.27 - $58.52 $191K - $214K
3.66K $210K
EWBC
East West Bancorp Inc

Financial Services
2.07K
New
$71.03 - $101.75 $147K - $211K
2.07K $209K
ECL
Ecolab Inc.

Basic Materials
778
New
$225.65 - $270.95 $176K - $211K
778 $209K
JCI
Johnson Controls International PLC

Industrials
223
+ 3.08%
$71.14 - $105.62 $15.9K - $23.6K
7.47K $788K
CW
Curtiss Wright Corp

Industrials
412
New
$283.18 - $488.55 $117K - $201K
412 $201K
NDAQ
Nasdaq, Inc.

Financial Services
2.25K
New
$66.4 - $89.42 $150K - $202K
2.25K $201K
FIX
Comfort Systems Usa Inc

Industrials
374
New
$296.51 - $536.21 $111K - $201K
374 $200K
SCHW
Schwab Charles Corp

Financial Services
78
+ 0.55%
$69.06 - $91.24 $5.39K - $7.12K
14.3K $1.31M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.95K
+ 4.63%
$27.29 - $29.28 $135K - $145K
112K $3.27M
PANW
Palo Alto Networks Inc

Technology
569
+ 27.1%
$152.44 - $204.64 $86.7K - $116K
2.67K $546K
ABC
Amerisourcebergen Corp

Healthcare
1.01K
New
N/A
1.01K $186K
BX
Blackstone Inc.

Financial Services
823
+ 12.88%
$120.07 - $151.11 $98.8K - $124K
7.21K $1.08M
CRM
Salesforce, Inc.

Technology
563
+ 7.78%
$236.26 - $291.15 $133K - $164K
7.8K $2.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.5K
+ 6.66%
$24.32 - $27.87 $961K - $1.1M
633K $16.8M
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.91K
+ 8.52%
$46.79 - $48.56 $183K - $190K
49.8K $2.4M
AMAT
Applied Materials Inc

Technology
281
+ 9.51%
$126.95 - $183.52 $35.7K - $51.6K
3.24K $592K
VZ
Verizon Communications Inc

Communication Services
3.77K
+ 68.01%
$41.67 - $45.62 $157K - $172K
9.3K $402K
IEFA
Ishares Tr

ETFs
18
+ 0.1%
$67.83 - $84.09 $1.22K - $1.51K
18.8K $1.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
270
+ 3.42%
$108.12 - $135.04 $29.2K - $36.5K
8.17K $1.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
241
+ 0.35%
$44.22 - $52.08 $10.7K - $12.6K
68.7K $3.57M
MS
Morgan Stanley

Financial Services
22
+ 0.44%
$99.83 - $140.86 $2.2K - $3.1K
5.05K $711K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
369
+ 48.68%
$483.07 - $625.6 $178K - $231K
1.13K $591K
URI
United Rentals, Inc.

Industrials
13
+ 1.64%
$551.94 - $753.4 $7.18K - $9.79K
807 $607K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
134
+ 6.93%
$180.84 - $240.32 $24.2K - $32.2K
2.07K $497K
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 6.65%
$451.58 - $565.94 $37.5K - $47K
1.33K $723K
QCOM
Qualcomm Inc

Technology
398
+ 6.6%
$124.66 - $159.48 $49.6K - $63.5K
6.43K $1.02M
NTRS
Northern Trust Corp

Financial Services
175
+ 7.12%
$84.45 - $126.79 $14.8K - $22.2K
2.63K $333K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
673
+ 4.88%
$50.39 - $60.05 $33.9K - $40.4K
14.5K $868K
SO
Southern CO

Utilities
977
+ 24.57%
$84.91 - $92.56 $83K - $90.4K
4.95K $454K
T
At&T Inc.

Communication Services
2.39K
+ 9.74%
$26.33 - $28.94 $62.8K - $69.1K
26.9K $778K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
304
+ 3.55%
$56.88 - $70.77 $17.3K - $21.5K
8.86K $627K
HIG
Hartford Financial Services Group, Inc.

Financial Services
549
+ 21.23%
$109.83 - $131.67 $60.3K - $72.3K
3.14K $397K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
481
+ 2.62%
$45.88 - $54.4 $22.1K - $26.2K
18.9K $1.03M
Activity Summary
Buys All Purchases 152 New Holdings 38 Increased Positions 114 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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