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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
169New |
$14.8K - $19.6K
|
169
$30.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-69- 4.48% |
$6.06K - $8.02K
|
1.47K
$265K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-47- 2.09% |
$4.13K - $5.46K
|
2.2K
$396K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.1KNew |
$96.6K - $128K
|
1.1K
$198K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
243New |
$21.3K - $28.2K
|
243
$43.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
14New |
$1.23K - $1.63K
|
14
$2.52K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
345New |
$30.3K - $40.1K
|
345
$62.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
97New |
$8.52K - $11.3K
|
97
$17.5K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
595New |
$52.3K - $69.2K
|
595
$107K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-67Closed |
$1.28K - $7.69K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14Closed |
$267 - $1.61K
|
0
$0
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-496- 17.6% |
$9.46K - $56.9K
|
2.32K
$418K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-419- 19.71% |
$7.99K - $48.1K
|
1.71K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-270- 15.76% |
$5.15K - $31K
|
1.44K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-333- 4.51% |
$6.35K - $38.2K
|
7.05K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 21.92% |
$31.9K - $192K
|
9.31K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.09KNew |
$58.9K - $354K
|
3.09K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.04% |
$76.3 - $459
|
10.3K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.7KClosed |
$51.6K - $310K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Greg Alexander
Conifer Management, L.L.C. | New York, Ny
|
BUY
|
- |
100KNew |
$1.91M - $11.5M
|
100K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-332- 1.35% |
$6.33K - $38.1K
|
24.3K
$4.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 25.77% |
$477 - $2.87K
|
72
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.5KClosed |
$525K - $3.16M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.33KNew |
$82.6K - $497K
|
4.33K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$57.2 - $344
|
3
$540
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-42- 1.37% |
$801 - $4.82K
|
3.02K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14+ 0.75% |
$267 - $1.61K
|
1.89K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
263K+ 84.19% |
$5.01M - $30.1M
|
574K
$103M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-666KClosed |
$12.7M - $76.4M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
662New |
$12.6K - $76K
|
662
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
56New |
$1.07K - $6.43K
|
56
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-23K- 90.1% |
$439K - $2.64M
|
2.53K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.23K- 62.36% |
$23.4K - $141K
|
740
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
16.3KNew |
$311K - $1.87M
|
16.3K
$2.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-329- 1.51% |
$6.28K - $37.8K
|
21.5K
$3.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
246+ 2.96% |
$4.69K - $28.2K
|
8.55K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.18KNew |
$41.5K - $250K
|
2.18K
$392K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1.6K- 42.32% |
$30.5K - $184K
|
2.18K
$393K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
625+ 14.25% |
$11.9K - $71.7K
|
5.01K
$903K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
17+ 0.7% |
$324 - $1.95K
|
2.44K
$439K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
319+ 57.79% |
$6.09K - $36.6K
|
871
$157K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.48K+ 386.9% |
$47.3K - $285K
|
3.12K
$562K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
110New |
$2.1K - $12.6K
|
110
$19.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.79% |
$19.1 - $115
|
125
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
666+ 3.16% |
$12.7K - $76.4K
|
21.8K
$3.92M
|
|
|
Nov 02, 2022
Q3 2022
|
Parametrica Management LTD
|
BUY
|
- |
6.91KNew |
$132K - $793K
|
6.91K
$1.24M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
210+ 1.87% |
$4.01K - $24.1K
|
11.5K
$2.06M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
2.44KNew |
$46.6K - $280K
|
2.44K
$440K
|
|