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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.2K+ 242.01% |
$1.14M - $1.59M
|
15.8K
$3.22M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.56KClosed |
$159K - $221K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-9.12KClosed |
$931K - $1.29M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
186New |
$19K - $26.4K
|
186
$37.9K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.66KClosed |
$169K - $235K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-72KClosed |
$7.35M - $10.2M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-284- 76.96% |
$29K - $40.3K
|
85
$17.3K
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-20.5KClosed |
$2.09M - $2.91M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-125Closed |
$12.8K - $17.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-59.5KClosed |
$6.08M - $8.45M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
432+ 1.09% |
$44.1K - $61.3K
|
40.1K
$8.18M
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-16.3KClosed |
$1.67M - $2.32M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-101- 3.76% |
$10.3K - $14.3K
|
2.58K
$527K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.75KNew |
$995K - $1.38M
|
9.75K
$1.99M
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-817KClosed |
$83.4M - $116M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
285+ 10.64% |
$29.1K - $40.4K
|
2.96K
$605K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 42.33% |
$149K - $207K
|
1.99K
$405K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
3.64K+ 2.77% |
$372K - $516K
|
135K
$27.6M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-29KClosed |
$2.96M - $4.11M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-24.3K- 52.7% |
$2.48M - $3.44M
|
21.8K
$4.44M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-235- 0.11% |
$24K - $33.3K
|
209K
$42.7M
|
|
Jul 29, 2022
Q2 2022
|
Rheos Capital Works Inc.
|
SELL
|
- |
-35K- 23.36% |
$3.57M - $4.96M
|
115K
$23.4M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200+ 12.5% |
$20.4K - $28.4K
|
1.8K
$367K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-779- 77.9% |
$79.5K - $111K
|
221
$45.1K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-56- 8.71% |
$5.72K - $7.94K
|
587
$120K
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.43K- 35.62% |
$146K - $203K
|
2.59K
$528K
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.31KClosed |
$236K - $328K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1K+ 45.0% |
$1.14M - $1.58M
|
35.9K
$7.32M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.21K- 28.4% |
$226K - $314K
|
5.58K
$1.14M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-954- 45.02% |
$97.4K - $135K
|
1.17K
$238K
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-505- 8.75% |
$51.6K - $71.6K
|
5.27K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
16New |
$1.63K - $2.27K
|
16
$3.26K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-508Closed |
$51.9K - $72.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-13.9KClosed |
$1.42M - $1.98M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-717- 36.41% |
$73.2K - $102K
|
1.25K
$255K
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-8.23KClosed |
$840K - $1.17M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-135- 53.78% |
$13.8K - $19.1K
|
116
$23.7K
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 8.25% |
$40.8K - $56.7K
|
4.45K
$908K
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.57KClosed |
$161K - $223K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-10.9KClosed |
$1.11M - $1.55M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-366- 1.88% |
$37.4K - $51.9K
|
19.1K
$3.9M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.48KClosed |
$253K - $351K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.57KClosed |
$670K - $931K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-170- 4.28% |
$17.4K - $24.1K
|
3.81K
$776K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
354+ 19.79% |
$36.1K - $50.2K
|
2.14K
$437K
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.02K- 34.4% |
$104K - $145K
|
1.94K
$396K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.79KClosed |
$183K - $254K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-27.1KClosed |
$2.77M - $3.84M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-238Closed |
$24.3K - $33.8K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.61KClosed |
$164K - $228K
|
0
$0
|