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 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10New |
$878 - $1.16K
|
10
$2.22K
|
|
|
Jan 23, 2023
Q4 2022
|
Jackson Square Capital, LLC
|
BUY
|
- |
8.37KNew |
$735K - $973K
|
8.37K
$1.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8.81K- 37.84% |
$773K - $1.02M
|
14.5K
$3.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-100- 50.0% |
$8.78K - $11.6K
|
100
$22.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.17KNew |
$191K - $252K
|
2.17K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.53K+ 93.16% |
$486K - $643K
|
11.5K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.5K+ 59.29% |
$132K - $174K
|
4.03K
$897K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.64KNew |
$144K - $190K
|
1.64K
$364K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
1.1KNew |
$96.6K - $128K
|
1.1K
$245K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
243New |
$21.3K - $28.2K
|
243
$54.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
14New |
$1.23K - $1.63K
|
14
$3.11K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$4.23K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
345New |
$30.3K - $40.1K
|
345
$76.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
97New |
$8.52K - $11.3K
|
97
$21.6K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
595New |
$52.3K - $69.2K
|
595
$132K
|
|
| Q3 2022 | |||||||
|
Feb 13, 2025
Q3 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
CALL |
-45KClosed |
$859K - $5.16M
|
0
$0
|
|
|
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
$517K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-419- 19.71% |
$7.99K - $48.1K
|
1.71K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-270- 15.76% |
$5.15K - $31K
|
1.44K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 21.92% |
$31.9K - $192K
|
9.31K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.09KNew |
$58.9K - $354K
|
3.09K
$687K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.04% |
$76.3 - $459
|
10.3K
$2.3M
|
|
|
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
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-332- 1.35% |
$6.33K - $38.1K
|
24.3K
$5.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 25.77% |
$477 - $2.87K
|
72
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.33KNew |
$82.6K - $497K
|
4.33K
$963K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-42- 1.37% |
$801 - $4.82K
|
3.02K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14+ 0.75% |
$267 - $1.61K
|
1.89K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
263K+ 84.19% |
$5.01M - $30.1M
|
574K
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-666KClosed |
$12.7M - $76.4M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
56New |
$1.07K - $6.43K
|
56
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-23K- 90.1% |
$439K - $2.64M
|
2.53K
$562K
|
|
|
Nov 10, 2022
Q3 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
16.3KNew |
$311K - $1.87M
|
16.3K
$3.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
246+ 2.96% |
$4.69K - $28.2K
|
8.55K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.18KNew |
$41.5K - $250K
|
2.18K
$484K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1.6K- 42.32% |
$30.5K - $184K
|
2.18K
$485K
|
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
625+ 14.25% |
$11.9K - $71.7K
|
5.01K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
319+ 57.79% |
$6.09K - $36.6K
|
871
$194K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.48K+ 386.9% |
$47.3K - $285K
|
3.12K
$694K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
666+ 3.16% |
$12.7K - $76.4K
|
21.8K
$4.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Parametrica Management LTD
|
BUY
|
- |
6.91KNew |
$132K - $793K
|
6.91K
$1.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
210+ 1.87% |
$4.01K - $24.1K
|
11.5K
$2.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$458 - $2.75K
|
24
$5.34K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
20+ 0.83% |
$382 - $2.3K
|
2.44K
$542K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.09K- 10.27% |
$20.8K - $125K
|
9.51K
$2.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.8KNew |
$72.5K - $436K
|
3.8K
$846K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
PUT |
-700- 70.0% |
$13.4K - $80.3K
|
300
$66.7K
|
|