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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8New |
$1.2K - $1.7K
|
8
$1.78K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.1K+ 70.7% |
$617K - $871K
|
9.89K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.54K+ 73.53% |
$834K - $1.18M
|
13.1K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
31New |
$4.67K - $6.6K
|
31
$6.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 53.04% |
$2.47M - $3.49M
|
47.3K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.44KNew |
$217K - $307K
|
1.44K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
376K+ 84.48% |
$56.6M - $79.9M
|
820K
$183M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
965+ 7.96% |
$145K - $205K
|
13.1K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-608- 32.12% |
$91.5K - $129K
|
1.29K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 136.73% |
$10.1K - $14.3K
|
116
$25.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
957New |
$144K - $204K
|
957
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 147.68% |
$2.2M - $3.11M
|
24.5K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206+ 403.92% |
$31K - $43.8K
|
257
$57.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.41K+ 24.96% |
$363K - $513K
|
12.1K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.5K+ 79.17% |
$8.05M - $11.4M
|
121K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
267+ 116.59% |
$40.2K - $56.8K
|
496
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.16K+ 22.87% |
$325K - $460K
|
11.6K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
47.8KNew |
$7.2M - $10.2M
|
47.8K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
659+ 26.37% |
$99.2K - $140K
|
3.16K
$703K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.1KNew |
$165K - $233K
|
1.1K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
21New |
$3.16K - $4.47K
|
21
$4.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
6.44KNew |
$969K - $1.37M
|
6.44K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 2.81% |
$6.78K - $9.57K
|
1.64K
$366K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.4KNew |
$663K - $936K
|
4.4K
$979K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-54- 0.91% |
$8.13K - $11.5K
|
5.9K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
33.9K+ 65.82% |
$5.11M - $7.22M
|
85.5K
$19M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.19K+ 70.99% |
$1.38M - $1.95M
|
22.1K
$4.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
146+ 102.82% |
$22K - $31.1K
|
288
$64.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.44% |
$7.53K - $10.6K
|
11.4K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.22K+ 157.46% |
$334K - $472K
|
3.63K
$806K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1KNew |
$151K - $213K
|
1K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
6.97KNew |
$1.05M - $1.48M
|
6.97K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.01K+ 93.95% |
$453K - $641K
|
6.22K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.96KNew |
$295K - $416K
|
1.96K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.6K+ 30.32% |
$240K - $340K
|
6.87K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
365+ 7.43% |
$55K - $77.7K
|
5.28K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.1K+ 354.37% |
$165K - $233K
|
1.4K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
496+ 2.35% |
$74.7K - $106K
|
21.6K
$4.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
303+ 3.09% |
$45.6K - $64.5K
|
10.1K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
19.8KNew |
$2.99M - $4.22M
|
19.8K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
38.3K+ 38.77% |
$5.77M - $8.15M
|
137K
$30.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 32.73% |
$57.4K - $81.1K
|
1.55K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
9.38K+ 69.22% |
$1.41M - $2M
|
22.9K
$5.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
7.77K+ 74.33% |
$1.17M - $1.65M
|
18.2K
$4.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
748+ 14.4% |
$113K - $159K
|
5.94K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.9KNew |
$436K - $616K
|
2.9K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.79KNew |
$269K - $380K
|
1.79K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.8K+ 122.58% |
$2.83M - $4M
|
34.2K
$7.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
24.1M+ 74.82% |
$3.63B - $5.13B
|
56.4M
$12.5B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.75K+ 156.43% |
$264K - $373K
|
2.87K
$639K
|