Cooper Financial Group Purchases in Q1 2025

Cooper Financial Group

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
268
+ 16.08%
$196.12 - $229.48 $52.6K - $61.5K
1.94K $391K
BAC
Bank Of America Corp

Financial Services
3.5K
+ 7.88%
$39.61 - $47.74 $139K - $167K
47.9K $2M
SHEL
Shell PLC

Energy
109
+ 3.07%
$62.84 - $73.29 $6.85K - $7.99K
3.66K $268K
ADP
Automatic Data Processing Inc

Industrials
101
+ 9.07%
$286.85 - $318.64 $29K - $32.2K
1.22K $371K
KMB
Kimberly Clark Corp

Consumer Defensive
186
+ 12.01%
$124.46 - $147.4 $23.1K - $27.4K
1.74K $246K
VCIT
Vanguard Intermediate Term Cor

ETFs
278
+ 2.07%
$79.17 - $82.04 $22K - $22.8K
13.7K $1.12M
BALL
Ball Corp

Consumer Cyclical
1.14K
+ 17.77%
$49.04 - $56.53 $56K - $64.6K
7.57K $394K
ADI
Analog Devices Inc

Technology
271
+ 21.94%
$201.56 - $243.82 $54.6K - $66.1K
1.51K $303K
FSK
Fs Kkr Capital Corp

Financial Services
2.61K
+ 12.89%
$20.47 - $24.06 $53.5K - $62.9K
22.9K $479K
GD
General Dynamics Corp

Industrials
99
+ 7.86%
$241.94 - $272.58 $24K - $27K
1.36K $370K
VTV
Vanguard Value ETF

ETFs
182
+ 10.39%
$167.73 - $179.21 $30.5K - $32.6K
1.93K $334K
MU
Micron Technology Inc

Technology
14
+ 0.11%
$86.89 - $109.38 $1.22K - $1.53K
12.6K $1.09M
IYW
Ishares Dj Us Tech ETF

ETFs
1.35K
+ 16.61%
$140.44 - $166.79 $190K - $226K
9.51K $1.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
254
+ 1.55%
$81.83 - $82.73 $20.8K - $21K
16.7K $1.38M
GRMN
Garmin LTD

Technology
85
+ 7.52%
$204.55 - $241.93 $17.4K - $20.6K
1.22K $264K
GWRE
Guidewire Software, Inc.

Technology
42
+ 3.48%
$166.74 - $218.22 $7K - $9.17K
1.25K $233K
LYG
Lloyds Banking Group PLC

Financial Services
1.56K
+ 6.95%
$2.58 - $3.9 $4.03K - $6.09K
24K $91K
CUBE
Cube Smart

Real Estate
711
+ 5.65%
$40.23 - $43.23 $28.6K - $30.7K
13.3K $568K
VB
Vanguard Small Cap ETF

ETFs
486
+ 11.27%
$217.89 - $252.64 $106K - $123K
4.8K $1.06M
AXP
American Express CO

Financial Services
347
+ 14.64%
$255.39 - $325.87 $88.6K - $113K
2.72K $731K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
184
+ 4.25%
$120.07 - $144.17 $22.1K - $26.5K
4.52K $560K
TJX
Tjx Companies Inc

Consumer Cyclical
200
+ 8.17%
$112.81 - $126.16 $22.6K - $25.2K
2.65K $322K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.97K
+ 11.96%
$51.45 - $58.51 $101K - $115K
18.4K $952K
NI
Nisource Inc.

Utilities
204
+ 3.69%
$35.57 - $41.23 $7.26K - $8.41K
5.74K $229K
EMN
Eastman Chemical CO

Basic Materials
426
+ 11.44%
$87.05 - $103.47 $37.1K - $44.1K
4.15K $365K
RSP
Invesco S&P 500 Equal Weight E

ETFs
152
+ 10.85%
$169.43 - $182.84 $25.8K - $27.8K
1.55K $269K
PFE
Pfizer Inc

Healthcare
1.72K
+ 10.34%
$25.01 - $27.13 $42.9K - $46.6K
18.3K $464K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
961
+ 4.8%
$28.04 - $28.63 $26.9K - $27.5K
21K $589K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 8.13%
$57.21 - $65.8 $126K - $145K
29.4K $1.71M
GLW
Corning Inc

Technology
704
+ 9.2%
$44.91 - $54.25 $31.6K - $38.2K
8.35K $382K
FISV
Fiserv Inc

Technology
152
+ 1.84%
N/A
8.43K $1.06M
CBRE
Cbre Group, Inc.

Real Estate
152
+ 7.18%
$121.79 - $147.13 $18.5K - $22.4K
2.27K $296K
PODD
Insulet Corp

Healthcare
58
+ 5.68%
$237.06 - $288.29 $13.7K - $16.7K
1.08K $283K
PH
Parker Hannifin Corp

Industrials
63
+ 7.57%
$591.65 - $707.05 $37.3K - $44.5K
895 $544K
HD
Home Depot, Inc.

Consumer Cyclical
563
+ 6.6%
$347.25 - $424.87 $196K - $239K
9.09K $3.33M
F
Ford Motor CO

Consumer Cyclical
1.33K
+ 11.78%
$9.12 - $10.43 $12.1K - $13.8K
12.6K $126K
LOW
Lowes Companies Inc

Consumer Cyclical
145
+ 9.6%
$222.66 - $268.42 $32.3K - $38.9K
1.66K $386K
APH
Amphenol Corp

Technology
538
+ 9.03%
$61.62 - $78.55 $33.2K - $42.3K
6.5K $426K
GNL
Global Net Lease, Inc.

Real Estate
74
+ 0.44%
$6.91 - $8.26 $511 - $611
16.8K $134K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
203
+ 16.93%
$203.38 - $274.79 $41.3K - $55.8K
1.4K $288K
VO
Vanguard Mid Cap ETF

ETFs
70
+ 6.1%
$251.87 - $277.95 $17.6K - $19.5K
1.22K $314K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34
+ 0.41%
$42.5 - $46.71 $1.45K - $1.59K
8.32K $376K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
354
+ 9.73%
$221.78 - $273.45 $78.5K - $96.8K
3.99K $908K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
66
+ 1.06%
$42.4 - $44.11 $2.8K - $2.91K
6.32K $276K
CARR
Carrier Global Corp

Industrials
400
+ 11.23%
$62.07 - $70.55 $24.8K - $28.2K
3.96K $251K
WETF
Wisdom Tree Investments, Inc.

Financial Services
797
+ 7.53%
N/A
11.4K $62K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1
+ 0.01%
$32.5 - $33.3 $32.5 - $33.3
7.64K $254K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
53
+ 0.82%
$49.69 - $50.76 $2.63K - $2.69K
6.53K $326K
ITW
Illinois Tool Works Inc

Industrials
26
+ 2.46%
$244.9 - $274.48 $6.37K - $7.14K
1.08K $268K
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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