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 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 139.13% |
$4.82K - $6.81K
|
55
$12.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.45KNew |
$520K - $734K
|
3.45K
$771K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-17.4K- 14.97% |
$2.63M - $3.71M
|
99.1K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.84KNew |
$277K - $391K
|
1.84K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
101+ 439.13% |
$15.2K - $21.5K
|
124
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
17.2KNew |
$2.59M - $3.66M
|
17.2K
$3.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1.32KNew |
$199K - $281K
|
1.32K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 45.17% |
$422K - $597K
|
9.02K
$2.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.34K+ 7.36% |
$503K - $710K
|
48.7K
$10.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
41+ 2.42% |
$6.17K - $8.72K
|
1.73K
$387K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
107+ 232.61% |
$16.1K - $22.8K
|
153
$34.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-43.8K- 58.07% |
$6.59M - $9.32M
|
31.6K
$7.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.15K+ 4.6% |
$474K - $670K
|
71.6K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.35KNew |
$353K - $499K
|
2.35K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.18KNew |
$177K - $251K
|
1.18K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15K+ 243.42% |
$2.25M - $3.18M
|
21.1K
$4.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
958New |
$144K - $204K
|
958
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.11KNew |
$167K - $237K
|
1.11K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-578- 6.86% |
$87K - $123K
|
7.84K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
412+ 6.75% |
$62K - $87.7K
|
6.51K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 15.46% |
$161K - $228K
|
8K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
11.5K+ 18.22% |
$1.74M - $2.46M
|
74.9K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.9KNew |
$437K - $617K
|
2.9K
$648K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 70.96% |
$222K - $314K
|
3.56K
$795K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
113KNew |
$17M - $24.1M
|
113K
$25.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
6.8KNew |
$1.02M - $1.45M
|
6.8K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
30.3K+ 50.62% |
$4.56M - $6.45M
|
90.2K
$20.2M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.13KNew |
$1.37M - $1.94M
|
9.13K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.67KNew |
$704K - $994K
|
4.67K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17.2KNew |
$2.59M - $3.66M
|
17.2K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
981+ 18.99% |
$148K - $209K
|
6.15K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-403- 1.15% |
$60.7K - $85.7K
|
34.7K
$7.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
251+ 11.96% |
$37.8K - $53.4K
|
2.35K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
826+ 75.43% |
$124K - $176K
|
1.92K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12+ 0.34% |
$1.81K - $2.55K
|
3.51K
$785K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.91KNew |
$437K - $618K
|
2.91K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.86K+ 84.4% |
$279K - $395K
|
4.06K
$906K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.34KNew |
$1.11M - $1.56M
|
7.34K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 215.0% |
$6.47K - $9.15K
|
63
$14.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 0.91% |
$165K - $233K
|
121K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$863K - $1.22M
|
5.73K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
742KNew |
$112M - $158M
|
742K
$166M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.14KNew |
$171K - $241K
|
1.14K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$366K - $517K
|
2.43K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 9.5% |
$256K - $361K
|
19.6K
$4.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-53.4K- 27.13% |
$8.04M - $11.4M
|
143K
$32.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.36K+ 443.31% |
$1.11M - $1.57M
|
9.02K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.86% |
$1.2K - $1.7K
|
933
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
1.16K+ 45.16% |
$174K - $246K
|
3.72K
$830K
|