Cooper Financial Group Incresed Positions in Q4 2024

Cooper Financial Group

  • $808 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
637
+ 12.16%
$83.95 - $99.75 $53.5K - $63.5K
5.88K $525K
APH
Amphenol Corp

Technology
989
+ 19.9%
$62.07 - $75.35 $61.4K - $74.5K
5.96K $413K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
381
+ 36.6%
$238.25 - $261.28 $90.8K - $99.5K
1.42K $344K
HD
Home Depot, Inc.

Consumer Cyclical
559
+ 7.01%
$385.02 - $431.37 $215K - $241K
8.53K $3.32M
HSBC
Hsbc Holdings PLC

Financial Services
759
+ 6.39%
$43.83 - $49.51 $33.3K - $37.6K
12.6K $625K
IBKR
Interactive Brokers Group, Inc.

Financial Services
116
+ 6.86%
$138.3 - $192.95 $16K - $22.4K
1.81K $319K
BMY
Bristol Myers Squibb CO

Healthcare
279
+ 2.01%
$51.92 - $59.94 $14.5K - $16.7K
14.2K $800K
SRE
Sempra Energy

Utilities
370
+ 3.26%
$80.81 - $94.77 $29.9K - $35.1K
11.7K $1.03M
T
At&T Inc.

Communication Services
2.81K
+ 14.49%
$21.22 - $23.88 $59.7K - $67.2K
22.2K $506K
DDOG
Datadog, Inc.

Technology
189
+ 10.46%
$113.98 - $168.65 $21.5K - $31.9K
2K $285K
JCI
Johnson Controls International PLC

Industrials
858
+ 14.75%
$74.23 - $86.6 $63.7K - $74.3K
6.68K $526K
EEFT
Euronet Worldwide, Inc.

Technology
437
+ 5.61%
$96.0 - $106.61 $42K - $46.6K
8.23K $846K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.74K
+ 5.48%
$44.87 - $46.86 $303K - $316K
130K $5.82M
GE
General Electric CO

Industrials
646
+ 40.1%
$159.95 - $194.23 $103K - $125K
2.26K $376K
TJX
Tjx Companies Inc

Consumer Cyclical
549
+ 28.91%
$112.15 - $127.2 $61.6K - $69.8K
2.45K $295K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
156
+ 3.73%
$107.32 - $127.74 $16.7K - $19.9K
4.33K $533K
EW
Edwards Lifesciences Corp

Healthcare
175
+ 2.78%
$64.54 - $75.92 $11.3K - $13.3K
6.47K $478K
DT
Dynatrace, Inc.

Technology
871
+ 6.0%
$51.09 - $59.6 $44.5K - $51.9K
15.4K $836K
CHTR
Charter Communications, Inc.

Communication Services
120
+ 11.94%
$315.38 - $408.02 $37.8K - $49K
1.13K $385K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 1.09%
$172.07 - $207.36 $4.3K - $5.18K
2.32K $457K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
38
+ 9.41%
$1146.59 - $1270.6 $43.6K - $48.3K
442 $524K
PODD
Insulet Corp

Healthcare
127
+ 14.21%
$227.79 - $275.7 $28.9K - $35K
1.02K $266K
ABT
Abbott Laboratories

Healthcare
528
+ 12.72%
$111.93 - $119.39 $59.1K - $63K
4.68K $529K
PPL
Ppl Corp

Utilities
1.94K
+ 13.24%
$31.47 - $35.0 $61.1K - $68K
16.6K $539K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.46K
+ 7.05%
$23.25 - $23.37 $57.1K - $57.4K
37.3K $870K
INFA
Informatica Inc.

Technology
1.5K
+ 6.62%
$23.96 - $27.39 $36K - $41.2K
24.2K $628K
ADP
Automatic Data Processing Inc

Industrials
126
+ 12.75%
$280.08 - $307.97 $35.3K - $38.8K
1.11K $326K
SLAB
Silicon Laboratories Inc.

Technology
47
+ 0.9%
$98.4 - $131.12 $4.62K - $6.16K
5.26K $652K
GLD
Spdr Gold Trust

ETFs
202
+ 8.83%
$236.59 - $257.5 $47.8K - $52K
2.49K $602K
UNP
Union Pacific Corp

Industrials
374
+ 16.93%
$223.15 - $249.32 $83.5K - $93.2K
2.58K $589K
NRG
Nrg Energy, Inc.

Utilities
559
+ 8.75%
$85.3 - $101.61 $47.7K - $56.8K
6.95K $626K
ABC
Amerisourcebergen Corp

Healthcare
240
+ 8.08%
N/A
3.21K $594K
NTRS
Northern Trust Corp

Financial Services
139
+ 5.94%
$88.4 - $111.16 $12.3K - $15.5K
2.48K $253K
ADSK
Autodesk, Inc.

Technology
168
+ 9.58%
N/A
1.92K $472K
IEFA
Ishares Tr

ETFs
2.13K
+ 15.41%
$70.06 - $77.43 $149K - $165K
15.9K $1.12M
SYK
Stryker Corp

Healthcare
115
+ 14.97%
$345.14 - $392.15 $39.7K - $45.1K
883 $317K
TXN
Texas Instruments Inc

Technology
195
+ 14.99%
N/A
1.5K $291K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
490
+ 6.29%
$86.65 - $94.9 $42.5K - $46.5K
8.28K $719K
SNPS
Synopsys Inc

Technology
138
+ 9.53%
$485.36 - $588.0 $67K - $81.1K
1.59K $769K
PRU
Prudential Financial Inc

Financial Services
329
+ 19.36%
$114.59 - $129.52 $37.7K - $42.6K
2.03K $240K
PH
Parker Hannifin Corp

Industrials
48
+ 6.12%
$621.74 - $709.46 $29.8K - $34.1K
832 $529K
PWR
Quanta Services, Inc.

Industrials
39
+ 3.46%
$296.05 - $346.6 $11.5K - $13.5K
1.17K $368K
IBM
International Business Machines Corp

Technology
195
+ 2.44%
$204.9 - $238.04 $40K - $46.4K
8.19K $1.8M
LOW
Lowes Companies Inc

Consumer Cyclical
252
+ 20.02%
$244.52 - $284.07 $61.6K - $71.6K
1.51K $372K
KR
Kroger CO

Consumer Defensive
190
+ 3.67%
$55.21 - $63.3 $10.5K - $12K
5.37K $328K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
1.05K
+ 7.52%
$16.4 - $17.85 $17.3K - $18.8K
15.1K $263K
XLG
Invesco Exchange Traded Fd Tr

ETFs
398
+ 8.84%
$46.94 - $51.62 $18.7K - $20.5K
4.9K $244K
VBK
Vanguard Small Cap Growth ETF

ETFs
15
+ 0.83%
$264.18 - $304.19 $3.96K - $4.56K
1.83K $512K
AMAT
Applied Materials Inc

Technology
859
+ 28.84%
$161.44 - $213.89 $139K - $184K
3.84K $624K
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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