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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821+ 59.36% |
$124K - $175K
|
2.2K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$195K - $276K
|
1.3K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5New |
$753 - $1.06K
|
5
$1.12K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.47K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.56K+ 270.78% |
$536K - $757K
|
4.87K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
6.38KNew |
$960K - $1.36M
|
6.38K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 64.81% |
$217K - $307K
|
3.67K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.48K+ 79.83% |
$374K - $528K
|
5.59K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.41K+ 127.19% |
$363K - $513K
|
4.3K
$961K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
112New |
$16.9K - $23.8K
|
112
$25K
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-117M- 99.99% |
$17.7B - $25B
|
8.06K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$34K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
347K+ 172.09% |
$52.2M - $73.8M
|
548K
$123M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.94KNew |
$443K - $626K
|
2.94K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
170+ 13.58% |
$25.6K - $36.2K
|
1.42K
$318K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.26KNew |
$190K - $268K
|
1.26K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.39KNew |
$209K - $295K
|
1.39K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 626.81% |
$444K - $627K
|
3.42K
$763K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.64K+ 14.83% |
$397K - $561K
|
20.4K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
25+ 104.17% |
$3.76K - $5.32K
|
49
$10.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
76+ 100.0% |
$11.4K - $16.2K
|
152
$34K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
206+ 228.89% |
$31K - $43.8K
|
296
$66.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
9.78K+ 155.8% |
$1.47M - $2.08M
|
16.1K
$3.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
203+ 4.56% |
$30.6K - $43.2K
|
4.65K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
957New |
$144K - $204K
|
957
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.34KNew |
$201K - $284K
|
1.34K
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
321+ 16.74% |
$48.3K - $68.3K
|
2.24K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-16.7K- 2.17% |
$2.52M - $3.55M
|
753K
$168M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.61K+ 97.11% |
$243K - $343K
|
3.27K
$731K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.16KNew |
$324K - $458K
|
2.16K
$481K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.71KNew |
$409K - $577K
|
2.71K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.72KNew |
$258K - $365K
|
1.72K
$383K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.68KNew |
$1.31M - $1.85M
|
8.68K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.26KNew |
$190K - $269K
|
1.26K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.9KNew |
$286K - $404K
|
1.9K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-306- 12.07% |
$46.1K - $65.1K
|
2.23K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
203+ 16.97% |
$30.6K - $43.2K
|
1.4K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.09K+ 62.3% |
$165K - $233K
|
2.85K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.04KNew |
$156K - $221K
|
1.04K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 31.28% |
$8.43K - $11.9K
|
123
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14.2K- 30.7% |
$2.14M - $3.02M
|
32K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
604+ 10.9% |
$90.9K - $129K
|
6.15K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.95K+ 829.0% |
$1.5M - $2.12M
|
11.1K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
111New |
$16.7K - $23.6K
|
111
$24.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.09KNew |
$164K - $232K
|
1.09K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
204+ 15.8% |
$30.7K - $43.4K
|
1.5K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.97K+ 253.65% |
$748K - $1.06M
|
6.93K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.11KNew |
$318K - $450K
|
2.11K
$472K
|