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 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.04KNew |
$156K - $221K
|
1.04K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 31.28% |
$8.43K - $11.9K
|
123
$26.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-14.2K- 30.7% |
$2.14M - $3.02M
|
32K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
604+ 10.9% |
$90.9K - $129K
|
6.15K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
9.95K+ 829.0% |
$1.5M - $2.12M
|
11.1K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
111New |
$16.7K - $23.6K
|
111
$24.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.09KNew |
$164K - $232K
|
1.09K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
204+ 15.8% |
$30.7K - $43.4K
|
1.5K
$325K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.97K+ 253.65% |
$748K - $1.06M
|
6.93K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.11KNew |
$318K - $450K
|
2.11K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
272+ 192.91% |
$41K - $57.9K
|
413
$89.8K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.65K+ 59.16% |
$700K - $990K
|
12.5K
$2.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
783+ 68.87% |
$118K - $167K
|
1.92K
$417K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.7KNew |
$1.91M - $2.71M
|
12.7K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 1.0% |
$1.2K - $1.7K
|
795
$173K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
83+ 91.21% |
$12.5K - $17.7K
|
174
$37.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 3.76% |
$753 - $1.06K
|
138
$30K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
846+ 3.55% |
$127K - $180K
|
24.7K
$5.36M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.93KNew |
$290K - $410K
|
1.93K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.14K+ 1320.93% |
$171K - $242K
|
1.22K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
40.8K+ 1489.98% |
$6.14M - $8.67M
|
43.5K
$9.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$218K - $309K
|
1.45K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.29K+ 26.89% |
$194K - $274K
|
6.07K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.95K+ 69.27% |
$1.5M - $2.12M
|
24.3K
$5.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.19K+ 9.32% |
$1.38M - $1.96M
|
108K
$23.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
452+ 3228.57% |
$68.1K - $96.2K
|
466
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 1.63% |
$1.05K - $1.49K
|
422
$91.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.47KNew |
$1.13M - $1.59M
|
7.47K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
635+ 31.17% |
$95.6K - $135K
|
2.67K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$1.2K - $1.7K
|
12
$2.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.43K+ 49.72% |
$817K - $1.15M
|
16.3K
$3.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$509K - $719K
|
3.38K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
692+ 3.72% |
$104K - $147K
|
19.3K
$4.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
13.3KNew |
$2M - $2.83M
|
13.3K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 54.99% |
$160K - $226K
|
3K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
190+ 527.78% |
$28.6K - $40.4K
|
226
$49.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-673- 9.89% |
$101K - $143K
|
6.13K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.91K+ 185.16% |
$438K - $618K
|
4.48K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
60.3KNew |
$9.07M - $12.8M
|
60.3K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.26K+ 137.65% |
$341K - $481K
|
3.91K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.27K- 84.23% |
$492K - $696K
|
612
$133K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.39K+ 143.98% |
$360K - $508K
|
4.05K
$881K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
944+ 2.03% |
$142K - $201K
|
47.5K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
15.3K+ 65.97% |
$2.31M - $3.26M
|
38.5K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-134- 6.3% |
$20.2K - $28.5K
|
1.99K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.4KNew |
$211K - $299K
|
1.4K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.05KNew |
$309K - $437K
|
2.05K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
4.42KNew |
$666K - $941K
|
4.42K
$961K
|