Cooper Financial Group Purchases in Q4 2025

Cooper Financial Group

  • $907 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
310
+ 32.73%
$216.37 - $237.41 $67.1K - $73.6K
1.26K $277K
DASH
Door Dash, Inc.

Communication Services
1.65K
+ 36.97%
$195.21 - $281.74 $323K - $466K
6.13K $1.27M
BP
Bp PLC

Energy
566
+ 3.84%
$32.78 - $37.35 $18.6K - $21.1K
15.3K $558K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.82K
+ 3.27%
$29.21 - $29.73 $112K - $114K
121K $3.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
539
+ 8.77%
$114.27 - $121.15 $61.6K - $65.3K
6.68K $780K
WFC
Wells Fargo & Company

Financial Services
614
+ 9.57%
$77.62 - $87.3 $47.7K - $53.6K
7.03K $586K
FTLS
First Tr Long/Short Equity ETF

ETFs
392
+ 1.99%
$67.94 - $71.96 $26.6K - $28.2K
20.1K $1.43M
SOFI
So Fi Technologies, Inc.

Financial Services
860
+ 6.15%
$25.24 - $32.21 $21.7K - $27.7K
14.8K $413K
A
Agilent Technologies, Inc.

Healthcare
18
+ 0.8%
$136.62 - $151.52 $2.46K - $2.73K
2.27K $333K
DE
Deere & CO

Industrials
46
+ 4.29%
$439.11 - $480.78 $20.2K - $22.1K
1.12K $532K
WELL
Welltower Inc.

Real Estate
107
+ 8.53%
$165.94 - $193.82 $17.8K - $20.7K
1.36K $263K
AGNC
Agnc Investment Corp.

Real Estate
745
+ 0.86%
$9.88 - $10.34 $7.36K - $7.7K
87.7K $889K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.34K
+ 3.28%
$11.51 - $12.18 $15.4K - $16.3K
42.2K $507K
HWM
Howmet Aerospace Inc.

Industrials
105
+ 4.65%
$184.09 - $209.74 $19.3K - $22K
2.37K $480K
BA
Boeing CO

Industrials
387
+ 22.28%
$191.81 - $225.32 $74.2K - $87.2K
2.12K $407K
IXUS
Ishares Tr

ETFs
308
+ 9.05%
$81.21 - $85.27 $25K - $26.3K
3.71K $312K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6.79K
+ 9.01%
$11.81 - $12.5 $80.2K - $84.9K
82.2K $970K
PWR
Quanta Services, Inc.

Industrials
22
+ 1.75%
$412.21 - $453.83 $9.07K - $9.98K
1.28K $550K
SPGI
S&P Global Inc.

Financial Services
54
+ 6.85%
$472.05 - $502.96 $25.5K - $27.2K
842 $411K
F
Ford Motor CO

Consumer Cyclical
528
+ 3.19%
$11.41 - $13.84 $6.02K - $7.31K
17.1K $225K
MCO
Moodys Corp

Financial Services
49
+ 8.93%
$468.56 - $495.08 $23K - $24.3K
598 $286K
LYG
Lloyds Banking Group PLC

Financial Services
3.54K
+ 17.44%
$4.42 - $5.03 $15.6K - $17.8K
23.8K $114K
NRG
Nrg Energy, Inc.

Utilities
27
+ 0.54%
$160.42 - $178.5 $4.33K - $4.82K
5.02K $829K
PANW
Palo Alto Networks Inc

Technology
53
+ 1.27%
$204.77 - $221.38 $10.9K - $11.7K
4.23K $867K
GIL
Gildan Activewear Inc.

Consumer Cyclical
115
+ 0.82%
$55.39 - $61.52 $6.37K - $7.07K
14.2K $830K
WMT
Walmart Inc.

Consumer Defensive
195
+ 0.46%
$101.18 - $109.03 $19.7K - $21.3K
42.4K $4.37M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
97
+ 5.11%
$137.47 - $143.13 $13.3K - $13.9K
2K $281K
PSX
Phillips 66

Energy
4
+ 0.23%
$126.76 - $142.32 $507 - $569
1.76K $250K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.4K
+ 3.38%
$54.07 - $56.94 $130K - $137K
73.6K $4.03M
FPE
First Tr Pfd Secs & Income ETF

ETFs
499
+ 1.4%
$18.14 - $18.51 $9.05K - $9.24K
36.2K $662K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
570
+ 3.8%
$23.37 - $23.7 $13.3K - $13.5K
15.6K $364K
ED
Consolidated Edison Inc

Utilities
73
+ 2.62%
$96.11 - $102.39 $7.02K - $7.47K
2.86K $290K
AME
Ametek Inc

Industrials
21
+ 1.92%
$179.28 - $202.11 $3.76K - $4.24K
1.11K $215K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
64
+ 0.34%
$56.33 - $59.22 $3.61K - $3.79K
19.1K $1.1M
WTMF
Wisdomtree Tr Managed Futures

ETFs
308
+ 1.93%
$37.53 - $38.9 $11.6K - $12K
16.3K $613K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
577
+ 2.16%
$63.25 - $66.24 $36.5K - $38.2K
27.3K $1.75M
CW
Curtiss Wright Corp

Industrials
8
+ 1.94%
$536.42 - $601.78 $4.29K - $4.81K
421 $232K
ALL
Allstate Corp

Financial Services
38
+ 3.41%
$190.0 - $214.3 $7.22K - $8.14K
1.15K $247K
STZ
Constellation Brands, Inc.

Consumer Defensive
224
+ 5.49%
$127.65 - $142.97 $28.6K - $32K
4.31K $556K
HIG
Hartford Financial Services Group, Inc.

Financial Services
37
+ 1.23%
$122.36 - $133.85 $4.53K - $4.95K
3.04K $406K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
312
+ 2.02%
$61.42 - $63.67 $19.2K - $19.9K
15.7K $976K
CVX
Chevron Corp

Energy
89
+ 0.53%
$148.9 - $157.72 $13.3K - $14K
16.9K $2.62M
WETF
Wisdom Tree Investments, Inc.

Financial Services
799
+ 6.63%
N/A
12.8K $70K
CARR
Carrier Global Corp

Industrials
441
+ 12.15%
$54.1 - $60.75 $23.9K - $26.8K
4.07K $220K
WAFD
Washington Federal Inc

Financial Services
43
+ 0.44%
$27.83 - $30.68 $1.2K - $1.32K
9.79K $299K
FTNT
Fortinet, Inc.

Technology
388
+ 2.49%
$80.54 - $87.52 $31.2K - $34K
16K $1.31M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
138
+ 1.09%
$22.88 - $22.95 $3.16K - $3.17K
12.8K $292K
AIG
American International Group, Inc.

Financial Services
168
+ 1.34%
$76.15 - $84.05 $12.8K - $14.1K
12.7K $984K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
67
+ 1.05%
$44.38 - $44.96 $2.97K - $3.01K
6.42K $284K
Activity Summary
Buys All Purchases 197 New Holdings 26 Increased Positions 171 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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