Cooper Financial Group Reduced Holdings in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Aptiv PLC
-785
- 8.59%
N/A
8.36K $0
J P Morgan Exchange Traded F
-9.13K
- 8.28%
N/A
101K $0
Annaly Capital Management In
-268
- 2.59%
N/A
10.1K $0
GLW
Corning Inc

Technology
-1.04K
- 12.41%
$39.07 - $52.59 $40.5K - $54.5K
7.32K $384K
BA
Boeing CO

Industrials
-419
- 18.33%
$136.59 - $217.51 $57.2K - $91.1K
1.87K $391K
IXUS
Ishares Tr

ETFs
-283
- 8.6%
$62.37 - $77.63 $17.7K - $22K
3.01K $232K
NFG
National Fuel Gas CO

Energy
-171
- 5.09%
$73.0 - $86.01 $12.5K - $14.7K
3.19K $270K
IR
Ingersoll Rand Inc.

Industrials
-222
- 3.1%
$66.75 - $84.94 $14.8K - $18.9K
6.93K $576K
APO
Apollo Global Management, Inc.

Financial Services
-150
- 2.75%
$108.68 - $145.07 $16.3K - $21.8K
5.3K $751K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-32
- 0.15%
$27.01 - $28.59 $864 - $915
20.9K $596K
IWS
Ishares Russell Midcap Value E

ETFs
-66
- 1.9%
$110.58 - $132.14 $7.3K - $8.72K
3.4K $449K
CDNS
Cadence Design Systems Inc

Technology
-544
- 15.92%
$231.64 - $323.08 $126K - $176K
2.87K $885K
GLD
Spdr Gold Trust

ETFs
-93
- 3.43%
$273.71 - $316.29 $25.5K - $29.4K
2.62K $798K
WMB
Williams Companies, Inc.

Energy
-46
- 0.63%
$54.33 - $62.87 $2.5K - $2.89K
7.31K $458K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-427
- 3.93%
$35.9 - $43.76 $15.3K - $18.7K
10.4K $451K
VV
Vanguard Large Cap ETF

ETFs
-10
- 1.15%
$228.25 - $285.3 $2.28K - $2.85K
860 $245K
CARR
Carrier Global Corp

Industrials
-211
- 5.33%
$55.55 - $75.83 $11.7K - $16K
3.75K $274K
NKE
Nike, Inc.

Consumer Cyclical
-169
- 3.46%
$53.27 - $72.04 $9K - $12.2K
4.71K $334K
AYI
Acuity Brands Inc

Industrials
-33
- 3.03%
$223.31 - $304.18 $7.37K - $10K
1.06K $314K
HON
Honeywell International Inc

Industrials
-367
- 6.76%
$182.86 - $232.88 $67.1K - $85.5K
5.06K $1.18M
PINC
Premier, Inc.

Healthcare
-27
- 0.24%
$18.94 - $23.3 $511 - $629
11.4K $250K
PODD
Insulet Corp

Healthcare
-68
- 6.3%
$238.57 - $327.47 $16.2K - $22.3K
1.01K $317K
SKYW
Skywest Inc

Industrials
-1
- 0.04%
$79.41 - $103.84 $79.4 - $104
2.34K $241K
DT
Dynatrace, Inc.

Technology
-1.62K
- 10.25%
$41.21 - $55.9 $66.7K - $90.4K
14.2K $782K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-804
- 4.86%
$37.68 - $50.22 $30.3K - $40.4K
15.7K $774K
SPYG
Spdr Portfolio

ETFs
-9.46K
- 14.93%
$71.83 - $95.32 $680K - $902K
53.9K $5.14M
GWRE
Guidewire Software, Inc.

Technology
-47
- 3.77%
$172.73 - $257.37 $8.12K - $12.1K
1.2K $282K
VB
Vanguard Small Cap ETF

ETFs
-100
- 2.08%
$193.73 - $237.37 $19.4K - $23.7K
4.7K $1.11M
VGT
Vanguard Information Technolog

ETFs
-2
- 0.43%
$470.37 - $663.28 $941 - $1.33K
463 $307K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.62K
- 15.62%
$9.5 - $18.21 $24.9K - $47.7K
14.2K $257K
JHMM
John Hancock Multifactor Mid C

ETFs
-1K
- 3.02%
$50.32 - $61.13 $50.5K - $61.3K
32.2K $1.97M
MCHP
Microchip Technology Inc

Technology
-541
- 11.38%
$35.34 - $71.6 $19.1K - $38.7K
4.21K $296K
PH
Parker Hannifin Corp

Industrials
-17
- 1.9%
$517.23 - $700.54 $8.79K - $11.9K
878 $613K
AVUV
American Centy ETF Tr Avantis

ETFs
-2.8K
- 3.36%
$75.17 - $91.21 $211K - $256K
80.7K $7.35M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-1.08K
- 2.85%
$31.34 - $38.59 $33.7K - $41.5K
36.7K $1.4M
COF
Capital One Financial Corp

Financial Services
-673
- 9.89%
$150.57 - $212.76 $101K - $143K
6.13K $1.3M
BWXT
Bwx Technologies, Inc.

Industrials
-1.48K
- 22.49%
$89.24 - $144.06 $132K - $213K
5.1K $733K
SPVM
Invesco S&P 500 Value With Mom

ETFs
-460
- 0.96%
$50.71 - $59.78 $23.3K - $27.5K
47.5K $2.84M
NRG
Nrg Energy, Inc.

Utilities
-2.37K
- 32.29%
$83.61 - $162.67 $198K - $386K
4.98K $799K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-169
- 12.05%
$177.93 - $313.14 $30.1K - $52.9K
1.23K $386K
SLAB
Silicon Laboratories Inc.

Technology
-525
- 9.81%
$86.17 - $148.63 $45.2K - $78K
4.83K $711K
PLTR
Palantir Technologies Inc.

Technology
-2.39K
- 28.05%
$74.01 - $144.25 $177K - $345K
6.14K $836K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-100
- 2.51%
$201.28 - $266.34 $20.1K - $26.6K
3.89K $1.04M
CSCO
Cisco Systems, Inc.

Technology
-1.61K
- 4.87%
$53.19 - $69.38 $85.4K - $111K
31.3K $2.17M
INTU
Intuit Inc

Technology
-264
- 13.04%
$544.07 - $787.63 $144K - $208K
1.76K $1.39M
MCK
Mckesson Corp

Healthcare
-29
- 1.01%
$652.83 - $732.78 $18.9K - $21.3K
2.83K $2.08M
VTI
Vanguard Total Stock Market Et

ETFs
-595
- 5.2%
$243.75 - $303.93 $145K - $181K
10.9K $3.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.48K
- 1.76%
$19.6 - $24.44 $28.9K - $36K
82.5K $2.02M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.33K
- 7.71%
$104.34 - $138.68 $139K - $185K
15.9K $2.21M
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
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