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
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.74KNew |
$1.17M - $1.65M
|
7.74K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
35+ 0.59% |
$5.27K - $7.45K
|
5.99K
$1.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
200New |
$30.1K - $42.6K
|
200
$44.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
91New |
$13.7K - $19.4K
|
91
$20.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
970New |
$146K - $206K
|
970
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.09K+ 51.62% |
$163K - $231K
|
3.19K
$712K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-60- 0.64% |
$9.03K - $12.8K
|
9.28K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.15KNew |
$174K - $246K
|
1.15K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-67- 67.0% |
$10.1K - $14.3K
|
33
$7.37K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.98KNew |
$298K - $420K
|
1.98K
$441K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.46K+ 90.4% |
$220K - $310K
|
3.07K
$687K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.41K+ 139.6% |
$1.27M - $1.79M
|
14.4K
$3.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
5.88K+ 59.7% |
$885K - $1.25M
|
15.7K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$184K - $260K
|
1.22K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$181K - $256K
|
1.2K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
42+ 102.44% |
$6.32K - $8.94K
|
83
$18.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
43.4K+ 142.28% |
$6.54M - $9.24M
|
74K
$16.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
549+ 27.84% |
$82.7K - $117K
|
2.52K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
5.75KNew |
$866K - $1.22M
|
5.75K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.19KNew |
$330K - $466K
|
2.19K
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.49KNew |
$225K - $317K
|
1.49K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-77- 0.67% |
$11.6K - $16.4K
|
11.4K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.12KNew |
$168K - $237K
|
1.12K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-10K- 25.43% |
$1.51M - $2.13M
|
29.3K
$6.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-344- 0.89% |
$51.8K - $73.2K
|
38.4K
$8.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
11.2KNew |
$1.69M - $2.39M
|
11.2K
$2.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
9.37KNew |
$1.41M - $1.99M
|
9.37K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
52.2KNew |
$7.85M - $11.1M
|
52.2K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
138K+ 68.26% |
$20.8M - $29.4M
|
341K
$76.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
867+ 29.78% |
$131K - $184K
|
3.78K
$844K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
740+ 19.87% |
$111K - $157K
|
4.47K
$998K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
99+ 62.66% |
$14.9K - $21.1K
|
257
$57.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
204New |
$30.7K - $43.4K
|
204
$45.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$2.64M - $3.72M
|
17.5K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11KNew |
$1.66M - $2.34M
|
11K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-348- 24.65% |
$52.4K - $74K
|
1.06K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
784+ 48.7% |
$118K - $167K
|
2.39K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$303K - $429K
|
2.02K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-9.41K- 19.42% |
$1.42M - $2M
|
39K
$8.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
95.4K+ 58.36% |
$14.4M - $20.3M
|
259K
$57.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.25KNew |
$489K - $691K
|
3.25K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
29K+ 65.47% |
$4.37M - $6.17M
|
73.4K
$16.4M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.26KNew |
$189K - $267K
|
1.26K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-140- 1.22% |
$21.1K - $29.8K
|
11.3K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 18.21% |
$560K - $791K
|
24.1K
$5.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.2K+ 120.91% |
$332K - $469K
|
4.03K
$899K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
75+ 7.55% |
$11.3K - $16K
|
1.07K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.88K+ 85.74% |
$734K - $1.04M
|
10.6K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
47K+ 157.02% |
$7.07M - $10M
|
76.9K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
3.04K+ 30.18% |
$458K - $647K
|
13.1K
$2.93M
|