Cooper Financial Group Incresed Positions in Q3 2024

Cooper Financial Group

  • $752 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
138
+ 5.11%
$475.2 - $527.7 $65.6K - $72.8K
2.84K $1.5M
JPIE
J P Morgan Exchange Traded Fd
2.74K
+ 13.13%
$45.17 - $46.39 $124K - $127K
23.6K $1.1M
AMGN
Amgen Inc

Healthcare
216
+ 2.81%
$309.38 - $337.38 $66.8K - $72.9K
7.9K $2.55M
AXP
American Express CO

Financial Services
328
+ 23.79%
$225.92 - $271.17 $74.1K - $88.9K
1.71K $462K
ISRG
Intuitive Surgical Inc

Healthcare
229
+ 36.41%
$416.14 - $494.01 $95.3K - $113K
858 $421K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
748
+ 0.42%
$38.33 - $42.48 $28.7K - $31.8K
180K $7.55M
V
Visa Inc.

Financial Services
87
+ 1.0%
$253.74 - $291.56 $22.1K - $25.4K
8.76K $2.41M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
980
+ 1.02%
$24.86 - $26.33 $24.4K - $25.8K
97K $2.54M
CUBE
Cube Smart

Real Estate
379
+ 3.08%
$43.74 - $54.55 $16.6K - $20.7K
12.7K $682K
WPC
W. P. Carey Inc.

Real Estate
748
+ 6.87%
$54.63 - $63.96 $40.9K - $47.8K
11.6K $724K
MBB
Ishares Tr

ETFs
937
+ 10.77%
$90.85 - $96.66 $85.1K - $90.6K
9.64K $923K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
284
+ 7.58%
$460.0 - $505.78 $131K - $144K
4.03K $1.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
187
+ 0.64%
$60.84 - $67.51 $11.4K - $12.6K
29.4K $1.98M
MDT
Medtronic PLC

Healthcare
163
+ 1.95%
$76.84 - $91.03 $12.5K - $14.8K
8.5K $765K
SRE
Sempra Energy

Utilities
281
+ 2.54%
$74.97 - $84.04 $21.1K - $23.6K
11.3K $948K
PH
Parker Hannifin Corp

Industrials
11
+ 1.42%
$501.01 - $635.92 $5.51K - $7K
784 $495K
CPT
Camden Property Trust

Real Estate
195
+ 3.47%
$107.5 - $126.88 $21K - $24.7K
5.81K $717K
EME
Emcor Group, Inc.

Industrials
40
+ 3.01%
$340.22 - $435.6 $13.6K - $17.4K
1.37K $588K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
910
+ 7.53%
$51.29 - $56.57 $46.7K - $51.5K
13K $735K
AGNC
Agnc Investment Corp.

Real Estate
808
+ 0.85%
$9.48 - $10.66 $7.66K - $8.61K
95.5K $999K
EXEL
Exelixis, Inc.

Healthcare
805
+ 4.16%
$21.96 - $27.6 $17.7K - $22.2K
20.1K $522K
APH
Amphenol Corp

Technology
1.45K
+ 41.11%
$58.39 - $70.41 $84.5K - $102K
4.97K $323K
ACN
Accenture PLC

Technology
136
+ 18.13%
$295.44 - $355.81 $40.2K - $48.4K
886 $313K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
696
+ 5.27%
$76.94 - $79.54 $53.6K - $55.4K
13.9K $1.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
282
+ 2.41%
$152.9 - $180.39 $43.1K - $50.9K
12K $2.09M
BDX
Becton Dickinson & CO

Healthcare
204
+ 4.71%
$221.47 - $242.41 $45.2K - $49.5K
4.53K $1.09M
JEF
Jefferies Financial Group Inc.

Financial Services
39
+ 0.59%
$49.97 - $62.49 $1.95K - $2.44K
6.66K $409K
SO
Southern CO

Utilities
374
+ 11.59%
$77.0 - $90.52 $28.8K - $33.9K
3.6K $324K
WAFD
Washington Federal Inc

Financial Services
206
+ 1.95%
$27.9 - $36.89 $5.75K - $7.6K
10.8K $375K
GE
General Electric CO

Industrials
157
+ 10.8%
$156.66 - $189.66 $24.6K - $29.8K
1.61K $303K
IEMG
Ishares Inc

ETFs
1.28K
+ 10.16%
$53.64 - $53.64 $68.5K - $68.5K
13.8K $742K
GLD
Spdr Gold Trust

ETFs
20
+ 0.88%
$215.56 - $246.98 $4.31K - $4.94K
2.29K $555K
DBX
Dropbox, Inc.

Technology
686
+ 4.46%
$21.42 - $25.44 $14.7K - $17.5K
16.1K $408K
CARR
Carrier Global Corp

Industrials
50
+ 1.54%
$61.9 - $80.88 $3.1K - $4.04K
3.29K $264K
ALGN
Align Technology Inc

Healthcare
157
+ 10.36%
$204.03 - $257.2 $32K - $40.4K
1.67K $425K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
325
+ 16.51%
$147.95 - $191.05 $48.1K - $62.1K
2.29K $398K
PWR
Quanta Services, Inc.

Industrials
10
+ 0.9%
$239.58 - $298.23 $2.4K - $2.98K
1.13K $335K
ABT
Abbott Laboratories

Healthcare
100
+ 2.47%
$100.07 - $118.13 $10K - $11.8K
4.15K $473K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
2.36K
+ 17.67%
$10.38 - $11.96 $24.5K - $28.2K
15.7K $187K
KLAC
Kla Corp

Technology
144
+ 11.22%
$696.17 - $892.35 $100K - $128K
1.43K $1.1M
SLAB
Silicon Laboratories Inc.

Technology
163
+ 3.23%
$94.31 - $125.1 $15.4K - $20.4K
5.21K $602K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
255
+ 3.23%
$41.9 - $48.26 $10.7K - $12.3K
8.14K $389K
HSBC
Hsbc Holdings PLC

Financial Services
494
+ 4.34%
$40.42 - $45.91 $20K - $22.7K
11.9K $537K
IYW
Ishares Dj Us Tech ETF

ETFs
214
+ 2.95%
$133.16 - $158.73 $28.5K - $34K
7.48K $1.13M
IQLT
Ishares Msci Intl Quality Fact

ETFs
187
+ 1.44%
$37.37 - $41.82 $6.99K - $7.82K
13.1K $544K
KEYS
Keysight Technologies, Inc.

Technology
15
+ 0.94%
$119.86 - $158.87 $1.8K - $2.38K
1.62K $257K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
163
+ 4.06%
$100.57 - $116.37 $16.4K - $19K
4.18K $465K
FUL
Fuller H B CO

Basic Materials
194
+ 2.57%
$75.6 - $86.2 $14.7K - $16.7K
7.75K $615K
APTV
Aptiv PLC

Consumer Cyclical
277
+ 3.29%
$65.39 - $74.24 $18.1K - $20.6K
8.69K $626K
Activity Summary
Buys All Purchases 239 New Holdings 40 Increased Positions 199 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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