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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.45% |
$1.84K - $2.14K
|
3.11K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-71- 77.17% |
$9.33K - $10.9K
|
21
$3.78K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
125+ 13.98% |
$16.4K - $19.1K
|
1.02K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
598New |
$78.6K - $91.5K
|
598
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-45- 0.76% |
$5.91K - $6.89K
|
5.86K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
323+ 4.78% |
$42.4K - $49.4K
|
7.09K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-136- 3.91% |
$17.9K - $20.8K
|
3.34K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
87New |
$11.4K - $13.3K
|
87
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.39K- 0.95% |
$183K - $213K
|
145K
$26.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-8- 0.01% |
$1.05K - $1.22K
|
142K
$25.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
961+ 19.98% |
$126K - $147K
|
5.77K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.53KNew |
$202K - $235K
|
1.53K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-739- 6.08% |
$97.1K - $113K
|
11.4K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.38% |
$789 - $918
|
1.6K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-24- 0.87% |
$3.15K - $3.67K
|
2.74K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
789+ 118.11% |
$104K - $121K
|
1.46K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.39% |
$1.05K - $1.22K
|
2.06K
$371K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 8.33% |
$657 - $765
|
65
$11.7K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
39.3KNew |
$5.16M - $6.01M
|
39.3K
$7.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.45K+ 9.17% |
$453K - $528K
|
41K
$7.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-348- 14.75% |
$45.7K - $53.3K
|
2.01K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 0.67% |
$4.6K - $5.36K
|
5.3K
$954K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-305- 2.83% |
$40.1K - $46.7K
|
10.5K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
7.4K+ 21.64% |
$973K - $1.13M
|
41.6K
$7.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.14% |
$526 - $612
|
2.77K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-10- 0.15% |
$1.31K - $1.53K
|
6.81K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
362+ 20.02% |
$47.6K - $55.4K
|
2.17K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.45K - $1.68K
|
11
$1.98K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-82- 5.17% |
$10.8K - $12.6K
|
1.5K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-938- 24.09% |
$123K - $144K
|
2.96K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
211+ 3.85% |
$27.7K - $32.3K
|
5.69K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
546+ 12.9% |
$71.8K - $83.6K
|
4.78K
$861K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 2.43% |
$5.26K - $6.12K
|
1.68K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-80- 5.31% |
$10.5K - $12.2K
|
1.43K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.96K+ 2.94% |
$257K - $300K
|
68.5K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
1.69K+ 4.07% |
$223K - $259K
|
43.3K
$7.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.44K+ 8.91% |
$190K - $221K
|
17.6K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.2KNew |
$288K - $336K
|
2.2K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-195- 0.33% |
$25.6K - $29.8K
|
59.1K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
857+ 1.96% |
$113K - $131K
|
44.6K
$8.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-255- 3.69% |
$33.5K - $39K
|
6.65K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-760- 11.32% |
$99.9K - $116K
|
5.95K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-47- 0.94% |
$6.18K - $7.19K
|
4.95K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.43KNew |
$188K - $219K
|
1.43K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.45KNew |
$190K - $222K
|
1.45K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60- 2.29% |
$7.89K - $9.18K
|
2.57K
$462K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-96- 3.56% |
$12.6K - $14.7K
|
2.6K
$469K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.8K+ 4.32% |
$2.34M - $2.73M
|
431K
$77.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
12.1KNew |
$1.59M - $1.85M
|
12.1K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
190+ 2.19% |
$25K - $29.1K
|
8.86K
$1.6M
|