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 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
778+ 11.65% |
$117K - $166K
|
7.46K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 89.58% |
$25.9K - $36.6K
|
364
$81K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.91KNew |
$287K - $405K
|
1.91K
$424K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13+ 0.68% |
$1.96K - $2.77K
|
1.91K
$426K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.76K+ 575900.0% |
$867K - $1.23M
|
5.76K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
2+ 0.13% |
$301 - $426
|
1.5K
$334K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11+ 0.7% |
$1.66K - $2.34K
|
1.58K
$351K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
776+ 776.0% |
$117K - $165K
|
876
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-33- 1.76% |
$4.97K - $7.02K
|
1.85K
$411K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.02KNew |
$153K - $216K
|
1.02K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
407+ 1628.0% |
$61.3K - $86.6K
|
432
$96.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.19K+ 61.87% |
$330K - $466K
|
5.73K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.87KNew |
$432K - $611K
|
2.87K
$639K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.72K+ 108.75% |
$861K - $1.22M
|
11K
$2.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-117K- 60.67% |
$17.6M - $24.9M
|
75.9K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.2K+ 128.55% |
$632K - $893K
|
7.46K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-489- 19.98% |
$73.6K - $104K
|
1.96K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
30.1K+ 186.22% |
$4.53M - $6.4M
|
46.2K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96KNew |
$295K - $416K
|
1.96K
$435K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.46K+ 46.55% |
$671K - $948K
|
14K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 111.81% |
$200K - $282K
|
2.51K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 25.55% |
$161K - $228K
|
5.26K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.18K+ 47.44% |
$781K - $1.1M
|
16.1K
$3.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-571- 8.69% |
$86K - $121K
|
6K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.4K+ 15.42% |
$1.87M - $2.64M
|
92.8K
$20.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
55.3K+ 67.55% |
$8.33M - $11.8M
|
137K
$30.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.05K+ 87.31% |
$157K - $223K
|
2.24K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
67K+ 48.82% |
$10.1M - $14.3M
|
204K
$45.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17.8K+ 21.13% |
$2.68M - $3.79M
|
102K
$22.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
179K+ 3713.48% |
$27M - $38.1M
|
184K
$40.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.28KNew |
$343K - $485K
|
2.28K
$507K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.42K+ 56.32% |
$364K - $514K
|
6.7K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
17.6K+ 12.88% |
$2.65M - $3.74M
|
154K
$34.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.3K+ 31.48% |
$1.7M - $2.4M
|
47.1K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
47.1K+ 63.39% |
$7.09M - $10M
|
121K
$27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.12K- 1.52% |
$169K - $239K
|
72.7K
$16.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
17.3K+ 72.19% |
$2.61M - $3.69M
|
41.4K
$9.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14.4K+ 826.81% |
$2.17M - $3.06M
|
16.1K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.05K+ 80.54% |
$158K - $224K
|
2.36K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.8K+ 434.31% |
$1.77M - $2.5M
|
14.5K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
100+ 22.57% |
$15.1K - $21.3K
|
543
$121K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.19KNew |
$180K - $254K
|
1.19K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.03K+ 43.03% |
$154K - $218K
|
3.41K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$33.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
36KNew |
$5.42M - $7.66M
|
36K
$8.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
34+ 2.25% |
$5.12K - $7.23K
|
1.55K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.02KNew |
$153K - $216K
|
1.02K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1KNew |
$151K - $213K
|
1K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 2.99% |
$3.46K - $4.89K
|
791
$176K
|