Cooper Financial Group Purchases in Q1 2025

Cooper Financial Group

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
2.34K
New
$89.14 - $117.41 $209K - $275K
2.34K $262K
CSGP
Costar Group, Inc.

Real Estate
3.24K
New
$69.29 - $80.37 $224K - $260K
3.24K $256K
SPGI
S&P Global Inc.

Financial Services
500
New
$478.26 - $543.77 $239K - $272K
500 $254K
RSG
Republic Services, Inc.

Industrials
1.05K
New
$200.09 - $242.16 $209K - $253K
1.05K $253K
VZ
Verizon Communications Inc

Communication Services
5.54K
New
$37.81 - $46.49 $209K - $257K
5.54K $251K
CMCSA
Comcast Corp

Communication Services
6.39K
New
$33.19 - $38.23 $212K - $244K
6.39K $235K
ZTS
Zoetis Inc.

Healthcare
1.38K
New
$156.48 - $175.67 $216K - $243K
1.38K $227K
SNY
Sanofi

Healthcare
2.34K
+ 17.54%
$48.15 - $59.42 $113K - $139K
15.7K $869K
GTO
Invesco Actively Managed ETF T

ETFs
4.03K
+ 6.36%
$45.9 - $47.37 $185K - $191K
67.5K $3.17M
SCHO
Schwab Short Term Us Treasury

ETFs
9.05K
New
$24.1 - $24.34 $218K - $220K
9.05K $220K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.39K
New
$54.27 - $63.81 $184K - $217K
3.39K $216K
SBUX
Starbucks Corp

Consumer Cyclical
2.13K
New
$91.75 - $115.81 $195K - $246K
2.13K $208K
ALL
Allstate Corp

Financial Services
1K
New
$180.99 - $210.18 $181K - $211K
1K $207K
PSX
Phillips 66

Energy
1.68K
New
$113.93 - $131.55 $191K - $221K
1.68K $207K
BK
Bank Of New York Mellon Corp

Financial Services
2.41K
New
$75.42 - $88.95 $182K - $214K
2.41K $201K
EXC
Exelon Corp

Utilities
1.52K
+ 10.15%
$37.3 - $46.08 $56.5K - $69.8K
16.4K $757K
ABT
Abbott Laboratories

Healthcare
740
+ 15.81%
$111.1 - $140.22 $82.2K - $104K
5.42K $718K
T
At&T Inc.

Communication Services
2.29K
+ 10.32%
$21.56 - $28.28 $49.4K - $64.8K
24.5K $693K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.7K
+ 5.64%
$28.55 - $29.09 $163K - $166K
107K $3.08M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
296
+ 5.04%
$88.0 - $115.5 $26K - $34.2K
6.17K $704K
GLD
Spdr Gold Trust

ETFs
223
+ 8.96%
$243.19 - $288.14 $54.2K - $64.3K
2.71K $781K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.6K
+ 16.05%
$21.75 - $24.28 $253K - $282K
84K $1.85M
KLAC
Kla Corp

Technology
135
+ 8.18%
$636.62 - $777.63 $85.9K - $105K
1.79K $1.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.26K
+ 50.91%
$71.17 - $73.66 $161K - $167K
6.71K $492K
WFC
Wells Fargo & Company

Financial Services
2.28K
+ 40.64%
$66.78 - $81.42 $152K - $186K
7.9K $566K
BMY
Bristol Myers Squibb CO

Healthcare
1.7K
+ 12.01%
$53.9 - $63.11 $91.6K - $107K
15.9K $966K
TMO
Thermo Fisher Scientific Inc.

Healthcare
420
+ 21.13%
$497.6 - $606.74 $209K - $255K
2.41K $1.2M
GE
General Electric CO

Industrials
431
+ 19.1%
$168.59 - $212.13 $72.7K - $91.4K
2.69K $538K
CGDV
Capital Group Divid Value ETF

ETFs
3.41K
+ 3.31%
$34.95 - $37.36 $119K - $128K
106K $3.79M
MDT
Medtronic PLC

Healthcare
811
+ 9.27%
$79.84 - $94.5 $64.8K - $76.6K
9.56K $859K
EMB
Ishares Tr

ETFs
1.71K
+ 64.02%
$88.64 - $92.03 $152K - $157K
4.38K $396K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.65K
+ 8.65%
$48.34 - $49.66 $176K - $181K
45.8K $2.23M
NOC
Northrop Grumman Corp

Industrials
145
+ 7.61%
$433.45 - $513.82 $62.9K - $74.5K
2.05K $1.05M
C
Citigroup Inc

Financial Services
1.9K
+ 5.53%
$67.23 - $84.63 $128K - $161K
36.3K $2.58M
JPIE
J P Morgan Exchange Traded Fd
3.15K
+ 13.92%
$45.46 - $46.18 $143K - $145K
25.7K $1.19M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
32
+ 7.24%
$1187.71 - $1432.58 $38K - $45.8K
474 $679K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.59K
+ 5.32%
$38.99 - $40.37 $101K - $105K
51.3K $2.07M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.76K
+ 26.76%
$91.76 - $103.26 $161K - $181K
8.32K $769K
OTIS
Otis Worldwide Corp

Industrials
666
+ 10.07%
$90.77 - $104.01 $60.5K - $69.3K
7.28K $751K
BDX
Becton Dickinson & CO

Healthcare
565
+ 13.09%
$222.79 - $249.08 $126K - $141K
4.88K $1.12M
ORCC
Owl Rock Capital Corp

Financial Services
10.3K
New
N/A
10.3K $138K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.7K
+ 7.54%
$50.48 - $51.04 $136K - $138K
38.5K $1.95M
ETSY
Etsy Inc

Consumer Cyclical
4.52K
+ 31.32%
$44.4 - $57.29 $201K - $259K
19K $894K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.4K
+ 23.86%
$54.25 - $57.64 $130K - $138K
12.5K $687K
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 12.84%
$279.74 - $321.29 $72.2K - $82.9K
2.27K $708K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.4K
+ 14.94%
$63.42 - $68.17 $152K - $163K
18.4K $1.18M
HSBC
Hsbc Holdings PLC

Financial Services
307
+ 2.43%
$48.68 - $61.58 $14.9K - $18.9K
13K $743K
IGR
Cbre Global Real Estate Income Fund

Financial Services
7.37K
+ 3.33%
$4.79 - $5.34 $35.3K - $39.3K
229K $1.18M
INTC
Intel Corp

Technology
2.26K
+ 9.6%
$19.1 - $27.39 $43.1K - $61.8K
25.8K $585K
Activity Summary
Buys All Purchases 278 New Holdings 30 Increased Positions 248 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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