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 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11.3K+ 199.38% |
$1.7M - $2.4M
|
16.9K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.73KNew |
$411K - $581K
|
2.73K
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.75KNew |
$264K - $373K
|
1.75K
$392K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.5K+ 4.16% |
$527K - $744K
|
87.6K
$19.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
6.28KNew |
$945K - $1.34M
|
6.28K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.46KNew |
$220K - $310K
|
1.46K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
13.2K+ 65.47% |
$1.99M - $2.82M
|
33.4K
$7.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.08K+ 11.84% |
$765K - $1.08M
|
48K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 66.67% |
$7.53K - $10.6K
|
125
$27.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$151 - $213
|
1
$223
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
10New |
$1.51K - $2.13K
|
10
$2.23K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
993New |
$150K - $211K
|
993
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
10.4K+ 46.93% |
$1.56M - $2.21M
|
32.5K
$7.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
BUY
|
- |
4.87KNew |
$733K - $1.04M
|
4.87K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
708+ 40.83% |
$107K - $151K
|
2.44K
$546K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
14.4K+ 17.66% |
$2.17M - $3.07M
|
96.1K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.92K+ 4.91% |
$289K - $409K
|
41K
$9.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.01K+ 17.61% |
$302K - $427K
|
13.4K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
969New |
$146K - $206K
|
969
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$180K - $255K
|
1.2K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
950New |
$143K - $202K
|
950
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
44New |
$6.63K - $9.36K
|
44
$9.83K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
2.51KNew |
$378K - $535K
|
2.51K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
112+ 7.28% |
$16.9K - $23.8K
|
1.65K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 346.42% |
$656K - $927K
|
5.62K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 21.33% |
$1.81M - $2.55M
|
68.3K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.29K+ 9.03% |
$796K - $1.13M
|
63.9K
$14.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 295.57% |
$1.64M - $2.31M
|
14.6K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
77.5KNew |
$11.7M - $16.5M
|
77.5K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
1.17KNew |
$176K - $249K
|
1.17K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
252+ 15.46% |
$37.9K - $53.6K
|
1.88K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
134New |
$20.2K - $28.5K
|
134
$29.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-101- 5.8% |
$15.2K - $21.5K
|
1.64K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.89K+ 310.36% |
$1.04M - $1.47M
|
9.11K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
17.7KNew |
$2.67M - $3.77M
|
17.7K
$3.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.32K+ 124.34% |
$350K - $494K
|
4.19K
$937K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
38.4K+ 115.28% |
$5.79M - $8.18M
|
71.8K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
971New |
$146K - $207K
|
971
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
158KNew |
$23.7M - $33.5M
|
158K
$35.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$375K - $530K
|
2.49K
$557K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.8KNew |
$2.83M - $3.99M
|
18.8K
$4.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
26.6KNew |
$4.01M - $5.66M
|
26.6K
$5.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
965New |
$145K - $205K
|
965
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
11.9K+ 66.99% |
$1.8M - $2.54M
|
29.8K
$6.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-924- 0.32% |
$139K - $197K
|
286K
$63.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
344New |
$51.8K - $73.2K
|
344
$76.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
203+ 13.34% |
$30.6K - $43.2K
|
1.73K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24KNew |
$186K - $263K
|
1.24K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.3KNew |
$196K - $277K
|
1.3K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.42KNew |
$364K - $514K
|
2.42K
$540K
|