Latest Institutional Transactions on Capital One Financial Corp (COF)
This table provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
782+ 32.39% |
$118K - $166K
|
3.2K
$675K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
212+ 3.63% |
$31.9K - $45.1K
|
6.06K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
4.08KNew |
$614K - $867K
|
4.08K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
948New |
$143K - $202K
|
948
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 217.58% |
$477K - $674K
|
4.62K
$977K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 11.41% |
$306K - $432K
|
19.8K
$4.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48.8K+ 105.64% |
$7.35M - $10.4M
|
95K
$20.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
983New |
$148K - $209K
|
983
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
18.8K+ 8.44% |
$2.83M - $4M
|
242K
$51.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.36KNew |
$204K - $288K
|
1.36K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 163.38% |
$4.2M - $5.93M
|
44.9K
$9.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.64K+ 73.67% |
$247K - $349K
|
3.87K
$817K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.48K+ 71.04% |
$222K - $314K
|
3.56K
$751K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.5K- 4.99% |
$1.58M - $2.23M
|
199K
$42.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.14K+ 38400.0% |
$925K - $1.31M
|
6.16K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.96KNew |
$294K - $416K
|
1.96K
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
329+ 48.74% |
$49.5K - $70K
|
1K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.74K+ 3.08% |
$261K - $369K
|
58.2K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
952New |
$143K - $203K
|
952
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.99K+ 57.28% |
$300K - $424K
|
5.47K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-59- 3.46% |
$8.88K - $12.6K
|
1.65K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.19K+ 54.85% |
$180K - $254K
|
3.37K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
53.7K+ 66.84% |
$8.09M - $11.4M
|
134K
$28.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.91KNew |
$287K - $406K
|
1.91K
$403K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
62.2K+ 385.93% |
$9.36M - $13.2M
|
78.3K
$16.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
102New |
$15.4K - $21.7K
|
102
$21.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
27New |
$4.07K - $5.74K
|
27
$5.71K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$210K - $297K
|
1.4K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.07K+ 85.18% |
$161K - $227K
|
2.32K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.43K+ 311.14% |
$1.27M - $1.79M
|
11.1K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
73+ 2.54% |
$11K - $15.5K
|
2.95K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$424K - $599K
|
2.82K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.27KNew |
$1.24M - $1.76M
|
8.27K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.73K+ 41.35% |
$562K - $794K
|
12.8K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$3.01M - $4.25M
|
20K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
37.8KNew |
$5.7M - $8.05M
|
37.8K
$8M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.18KNew |
$478K - $676K
|
3.18K
$671K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
1.52KNew |
$229K - $323K
|
1.52K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16.2KNew |
$2.43M - $3.44M
|
16.2K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 27.79% |
$158K - $223K
|
4.82K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
957+ 328.87% |
$144K - $204K
|
1.25K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
207K+ 76.23% |
$31.2M - $44.1M
|
480K
$101M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.83K- 3.13% |
$426K - $601K
|
87.4K
$18.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
321+ 13.3% |
$48.3K - $68.3K
|
2.74K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2K+ 1995.0% |
$300K - $424K
|
2.1K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.23K+ 111.38% |
$336K - $475K
|
4.23K
$895K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.42K+ 59.71% |
$214K - $303K
|
3.81K
$805K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 3400.0% |
$5.12K - $7.23K
|
35
$7.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
203+ 143.97% |
$30.6K - $43.2K
|
344
$72.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
988+ 2.45% |
$149K - $210K
|
41.3K
$8.72M
|