Cooper Financial Group Purchases in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGR
Cbre Global Real Estate Income Fund

Financial Services
7.14K
+ 3.12%
$4.33 - $5.29 $30.9K - $37.8K
236K $1.25M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
792
+ 6.91%
$77.74 - $78.78 $61.6K - $62.4K
12.2K $963K
ADP
Automatic Data Processing Inc

Industrials
197
+ 16.21%
$276.76 - $326.81 $54.5K - $64.4K
1.41K $435K
IRM
Iron Mountain Inc

Real Estate
113
+ 3.71%
$76.93 - $105.25 $8.69K - $11.9K
3.16K $323K
CHTR
Charter Communications, Inc.

Communication Services
28
+ 2.27%
$321.68 - $427.25 $9.01K - $12K
1.26K $515K
TJX
Tjx Companies Inc

Consumer Cyclical
399
+ 15.07%
$119.13 - $135.03 $47.5K - $53.9K
3.05K $376K
PTF
Invesco Exchange Traded Fd Tr

ETFs
125
+ 2.68%
$51.29 - $68.29 $6.41K - $8.54K
4.79K $326K
A
Agilent Technologies, Inc.

Healthcare
394
+ 21.83%
$99.29 - $120.52 $39.1K - $47.5K
2.2K $259K
DFAU
Dimensional ETF Tr

ETFs
4
+ 0.03%
$34.04 - $42.36 $136 - $169
11.7K $494K
ABT
Abbott Laboratories

Healthcare
184
+ 3.39%
$123.95 - $138.08 $22.8K - $25.4K
5.6K $762K
RSG
Republic Services, Inc.

Industrials
159
+ 15.22%
$227.2 - $258.07 $36.1K - $41K
1.2K $296K
KEYS
Keysight Technologies, Inc.

Technology
92
+ 5.17%
$127.02 - $165.4 $11.7K - $15.2K
1.87K $306K
STZ
Constellation Brands, Inc.

Consumer Defensive
703
+ 19.7%
$160.0 - $195.62 $112K - $138K
4.27K $694K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
185
+ 10.68%
$114.78 - $133.31 $21.2K - $24.7K
1.92K $255K
PHM
Pultegroup Inc

Consumer Cyclical
92
+ 1.39%
$92.02 - $106.54 $8.47K - $9.8K
6.7K $706K
GILD
Gilead Sciences, Inc.

Healthcare
261
+ 11.14%
$96.91 - $113.0 $25.3K - $29.5K
2.6K $288K
PSX
Phillips 66

Energy
225
+ 13.4%
$92.87 - $125.73 $20.9K - $28.3K
1.9K $227K
VLO
Valero Energy Corp

Energy
67
+ 1.67%
$104.69 - $141.77 $7.01K - $9.5K
4.08K $548K
RSP
Invesco S&P 500 Equal Weight E

ETFs
18
+ 1.16%
$152.93 - $181.74 $2.75K - $3.27K
1.57K $285K
BXSL
Blackstone Secured Lending Fund

Financial Services
934
+ 10.29%
$26.88 - $32.74 $25.1K - $30.6K
10K $307K
CSGP
Costar Group, Inc.

Real Estate
90
+ 2.78%
$72.62 - $83.22 $6.54K - $7.49K
3.33K $267K
LYG
Lloyds Banking Group PLC

Financial Services
73
+ 0.3%
$3.32 - $4.29 $242 - $313
24.1K $102K
JEF
Jefferies Financial Group Inc.

Financial Services
54
+ 0.8%
$41.06 - $56.09 $2.22K - $3.03K
6.78K $370K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.72K
+ 14.44%
$13.77 - $16.67 $23.6K - $28.6K
13.6K $204K
ALL
Allstate Corp

Financial Services
55
+ 5.49%
$180.53 - $212.64 $9.93K - $11.7K
1.06K $212K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
600
+ 1.49%
$10.51 - $11.34 $6.31K - $6.8K
41K $457K
SHEL
Shell PLC

Energy
190
+ 5.19%
$59.75 - $73.05 $11.4K - $13.9K
3.85K $271K
WETF
Wisdom Tree Investments, Inc.

Financial Services
605
+ 5.32%
N/A
12K $65K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 0.85%
$22.81 - $22.97 $2.42K - $2.43K
12.5K $286K
WPC
W. P. Carey Inc.

Real Estate
181
+ 1.53%
$56.12 - $64.53 $10.2K - $11.7K
12K $748K
Blackrock ETF Trust
6.51K
New
N/A
6.51K $0
Blackrock Inc
529
+ 143.36%
N/A
898 $0
First Tr Exchng Traded Fd Vi
608
+ 0.76%
N/A
80.6K $0
STEL
Stellar Bancorp Inc
310K
New
N/A
310K $0
CGMS
Capital Grp Core Plus Income E
179
+ 1.41%
N/A
12.9K $0
Pgim ETF Tr
200
+ 2.27%
N/A
9K $0
J P Morgan Exchange Traded F
50
+ 0.93%
N/A
5.45K $0
Qiagen Nv
4.28K
New
N/A
4.28K $0
FSK
Fs Kkr Capital Corp

Financial Services
122
+ 0.53%
$17.95 - $21.5 $2.19K - $2.62K
23K $477K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
243
+ 0.35%
$10.82 - $12.71 $2.63K - $3.09K
69.9K $869K
GNL
Global Net Lease, Inc.

Real Estate
50
+ 0.3%
$6.82 - $8.08 $341 - $404
16.8K $127K
MDT
Medtronic PLC

Healthcare
203
+ 2.12%
$80.68 - $88.86 $16.4K - $18K
9.77K $851K
AIG
American International Group, Inc.

Financial Services
75
+ 0.6%
$77.56 - $87.72 $5.82K - $6.58K
12.6K $1.08M
ED
Consolidated Edison Inc

Utilities
26
+ 0.88%
$98.05 - $113.3 $2.55K - $2.95K
2.98K $298K
BP
Bp PLC

Energy
44
+ 0.36%
$26.11 - $33.81 $1.15K - $1.49K
12.3K $366K
LBRT
Liberty Energy Inc.

Energy
460
+ 3.95%
$10.0 - $16.08 $4.6K - $7.4K
12.1K $138K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.08K
+ 0.85%
$14.51 - $15.62 $15.7K - $16.9K
128K $1.93M
SNY
Sanofi

Healthcare
314
+ 2.0%
$47.62 - $55.44 $15K - $17.4K
16K $772K
TMUS
T Mobile Us, Inc.

Communication Services
96
+ 1.18%
$220.99 - $268.54 $21.2K - $25.8K
8.2K $1.95M
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
Track This Portfolio

Track Cooper Financial Group Portfolio

Follow Cooper Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email