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 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.56KNew |
$234K - $331K
|
1.56K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
334K+ 192.04% |
$50.2M - $71M
|
507K
$113M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
9.8K+ 29.79% |
$1.48M - $2.09M
|
42.7K
$9.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.29KNew |
$344K - $486K
|
2.29K
$511K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.15KNew |
$173K - $244K
|
1.15K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
3.5K+ 2.32% |
$527K - $745K
|
154K
$34.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-132- 1.92% |
$19.9K - $28.1K
|
6.75K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.53KNew |
$231K - $326K
|
1.53K
$343K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
76.9K+ 294.93% |
$11.6M - $16.4M
|
103K
$23M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
782+ 32.39% |
$118K - $166K
|
3.2K
$714K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
212+ 3.63% |
$31.9K - $45.1K
|
6.06K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
4.08KNew |
$614K - $867K
|
4.08K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
948New |
$143K - $202K
|
948
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 217.58% |
$477K - $674K
|
4.62K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 11.41% |
$306K - $432K
|
19.8K
$4.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48.8K+ 105.64% |
$7.35M - $10.4M
|
95K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
983New |
$148K - $209K
|
983
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
18.8K+ 8.44% |
$2.83M - $4M
|
242K
$54M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.36KNew |
$204K - $288K
|
1.36K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 163.38% |
$4.2M - $5.93M
|
44.9K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.64K+ 73.67% |
$247K - $349K
|
3.87K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.48K+ 71.04% |
$222K - $314K
|
3.56K
$795K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.5K- 4.99% |
$1.58M - $2.23M
|
199K
$44.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.14K+ 38400.0% |
$925K - $1.31M
|
6.16K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.96KNew |
$294K - $416K
|
1.96K
$437K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
14.6KNew |
$2.2M - $3.11M
|
14.6K
$3.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
81+ 3.47% |
$12.2K - $17.2K
|
2.41K
$539K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.98K+ 72.38% |
$448K - $633K
|
7.09K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
100+ 6.35% |
$15.1K - $21.3K
|
1.68K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
357+ 307.76% |
$53.8K - $76K
|
473
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.63KNew |
$246K - $348K
|
1.63K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05KNew |
$158K - $223K
|
1.05K
$234K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
37.8K+ 66.02% |
$5.68M - $8.03M
|
94.9K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
77+ 34.38% |
$11.6K - $16.4K
|
301
$67.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-145K- 2.6% |
$21.8M - $30.8M
|
5.42M
$1.21B
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
968New |
$146K - $206K
|
968
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22.6K+ 68.92% |
$3.4M - $4.8M
|
55.3K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7.41K+ 156.08% |
$1.12M - $1.58M
|
12.2K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
812+ 23.66% |
$122K - $173K
|
4.24K
$948K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 15.66% |
$271K - $384K
|
13.3K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.9K+ 290.24% |
$4.06M - $5.73M
|
36.2K
$8.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-399- 1.08% |
$60.1K - $84.9K
|
36.6K
$8.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
329+ 48.74% |
$49.5K - $70K
|
1K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.74K+ 3.08% |
$261K - $369K
|
58.2K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
952New |
$143K - $203K
|
952
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.99K+ 57.28% |
$300K - $424K
|
5.47K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-59- 3.46% |
$8.88K - $12.6K
|
1.65K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.19K+ 54.85% |
$180K - $254K
|
3.37K
$753K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
53.7K+ 66.84% |
$8.09M - $11.4M
|
134K
$30M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.91KNew |
$287K - $406K
|
1.91K
$426K
|