Cooper Financial Group Purchases in Q4 2024

Cooper Financial Group

  • $808 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11
+ 1.32%
$417.69 - $450.94 $4.59K - $4.96K
846 $359K
DUK
Duke Energy Corp

Utilities
696
+ 7.32%
$105.76 - $120.76 $73.6K - $84K
10.2K $1.1M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
809
+ 8.3%
$33.43 - $36.52 $27K - $29.5K
10.6K $356K
American Healthcare Reit Inc
9.55K
New
N/A
9.55K $0
Tcw ETF Trust
833
+ 6.39%
N/A
13.9K $0
FSCO
Fs Cr Opportunities Corp Com
233
+ 2.06%
N/A
11.5K $0
J P Morgan Exchange Traded F
31.5K
+ 38.74%
N/A
113K $0
J P Morgan Exchange Traded F
23.6K
+ 32.47%
N/A
96.2K $0
F
Ford Motor CO

Consumer Cyclical
686
+ 6.49%
$9.69 - $11.4 $6.65K - $7.82K
11.3K $111K
First Tr Exchng Traded Fd Vi
45.9K
+ 142.89%
N/A
78K $0
First Tr Exchng Traded Fd Vi
7.36K
+ 63.42%
N/A
19K $0
Blackrock ETF Trust Ii
6.97K
+ 92.18%
N/A
14.5K $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.09%
$261.5 - $284.63 $262 - $285
1.15K $302K
CGMS
Capital Grp Core Plus Income E
201
+ 1.63%
N/A
12.5K $0
Veralto Corp
598
+ 7.53%
N/A
8.54K $0
Labcorp Holdings Inc
86
+ 1.89%
N/A
4.65K $0
Linde PLC
115
+ 15.99%
N/A
834 $0
BUYW
Northern Lts Fd Tr Iv Main Buy
18.7K
+ 42.65%
N/A
62.5K $0
RTX
Raytheon Technologies Corp

Industrials
550
+ 4.6%
$114.45 - $127.21 $62.9K - $70K
12.5K $1.45M
CTVA
Corteva, Inc.

Basic Materials
580
+ 2.95%
$55.21 - $64.13 $32K - $37.2K
20.2K $1.15M
ETSY
Etsy Inc

Consumer Cyclical
642
+ 4.65%
$47.48 - $61.61 $30.5K - $39.6K
14.4K $763K
NICE
Nice Ltd.

Technology
14
+ 1.05%
$164.71 - $199.17 $2.31K - $2.79K
1.35K $229K
SHEL
Shell PLC

Energy
125
+ 3.65%
$60.63 - $70.23 $7.58K - $8.78K
3.55K $222K
CSX
Csx Corp

Industrials
522
+ 5.34%
$31.58 - $36.88 $16.5K - $19.3K
10.3K $332K
PEP
Pepsico Inc

Consumer Defensive
389
+ 10.54%
$151.29 - $176.1 $58.9K - $68.5K
4.08K $620K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24
+ 1.07%
$96.64 - $101.23 $2.32K - $2.43K
2.26K $219K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
644
+ 5.5%
$46.46 - $51.66 $29.9K - $33.3K
12.4K $595K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
162
+ 2.66%
$42.84 - $45.38 $6.94K - $7.35K
6.25K $268K
A
Agilent Technologies, Inc.

Healthcare
116
+ 6.76%
$125.69 - $146.56 $14.6K - $17K
1.83K $246K
KMB
Kimberly Clark Corp

Consumer Defensive
68
+ 4.59%
$130.37 - $146.09 $8.87K - $9.93K
1.55K $202K
FMB
First Tr Exchange Traded Fd Ii

ETFs
133
+ 0.81%
$50.62 - $52.07 $6.73K - $6.93K
16.5K $839K
PECO
Phillips Edison & Company, Inc.

Real Estate
2
+ 0.0%
$35.96 - $39.8 $71.9 - $79.6
41.8K $1.56M
GD
General Dynamics Corp

Industrials
122
+ 10.73%
$260.28 - $314.03 $31.8K - $38.3K
1.26K $331K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9
+ 0.12%
$45.17 - $47.23 $407 - $425
7.41K $335K
ADI
Analog Devices Inc

Technology
27
+ 2.24%
$206.35 - $236.48 $5.57K - $6.38K
1.24K $262K
WAFD
Washington Federal Inc

Financial Services
345
+ 3.2%
$31.95 - $38.06 $11K - $13.1K
11.1K $358K
MCD
Mcdonalds Corp

Consumer Cyclical
38
+ 1.93%
$288.47 - $316.54 $11K - $12K
2.01K $582K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
524
+ 1.27%
$11.12 - $11.98 $5.83K - $6.28K
41.9K $473K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.06%
$77.02 - $78.58 $616 - $629
14.1K $1.09M
CARR
Carrier Global Corp

Industrials
272
+ 8.27%
$66.69 - $82.65 $18.1K - $22.5K
3.56K $243K
VLO
Valero Energy Corp

Energy
171
+ 5.01%
$118.59 - $144.02 $20.3K - $24.6K
3.59K $439K
IRM
Iron Mountain Inc

Real Estate
140
+ 4.98%
$101.62 - $128.14 $14.2K - $17.9K
2.95K $310K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
149
+ 1.83%
$44.04 - $49.49 $6.56K - $7.37K
8.29K $365K
SO
Southern CO

Utilities
37
+ 1.03%
$81.5 - $94.15 $3.02K - $3.48K
3.64K $299K
CPT
Camden Property Trust

Real Estate
161
+ 2.77%
$112.52 - $127.03 $18.1K - $20.5K
5.97K $692K
ED
Consolidated Edison Inc

Utilities
136
+ 5.11%
$88.87 - $107.38 $12.1K - $14.6K
2.8K $249K
VEA
Vanguard Ftse Developed Market

ETFs
177
+ 2.37%
$47.57 - $52.44 $8.42K - $9.28K
7.65K $365K
IQLT
Ishares Msci Intl Quality Fact

ETFs
644
+ 4.9%
$37.12 - $41.23 $23.9K - $26.6K
13.8K $511K
TOL
Toll Brothers, Inc.

Consumer Cyclical
148
+ 6.92%
$123.8 - $167.8 $18.3K - $24.8K
2.29K $288K
Activity Summary
Buys All Purchases 280 New Holdings 31 Increased Positions 249 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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