Latest Institutional Purchases of Capital One Financial Corp (COF)
This list provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.85KNew |
$430K - $607K
|
2.85K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$429K - $606K
|
2.85K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.84KNew |
$428K - $605K
|
2.84K
$616K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83KNew |
$426K - $602K
|
2.83K
$614K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$424K - $599K
|
2.82K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 45.17% |
$422K - $597K
|
9.02K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
2.8K+ 41.18% |
$422K - $596K
|
9.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.8K+ 219.78% |
$422K - $596K
|
4.07K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.78K+ 157.2% |
$419K - $592K
|
4.56K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77K+ 66.71% |
$417K - $589K
|
6.92K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.76KNew |
$416K - $588K
|
2.76K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.74KNew |
$412K - $583K
|
2.74K
$593K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.73KNew |
$411K - $581K
|
2.73K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.73K+ 10.77% |
$411K - $580K
|
28K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.71KNew |
$409K - $577K
|
2.71K
$588K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.68KNew |
$404K - $571K
|
2.68K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.66KNew |
$401K - $566K
|
2.66K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.65K+ 47.89% |
$400K - $565K
|
8.2K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.64KNew |
$398K - $562K
|
2.64K
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.64K+ 3424.68% |
$397K - $561K
|
2.71K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.64K+ 14.83% |
$397K - $561K
|
20.4K
$4.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.63K+ 103.91% |
$396K - $560K
|
5.17K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.62K+ 94.07% |
$394K - $557K
|
5.4K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
2.61K+ 4.05% |
$393K - $556K
|
67.1K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.59KNew |
$390K - $551K
|
2.59K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
2.59KNew |
$390K - $550K
|
2.59K
$561K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.58K+ 211.3% |
$388K - $549K
|
3.8K
$824K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.58KNew |
$388K - $549K
|
2.58K
$559K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.57K+ 19.04% |
$387K - $547K
|
16.1K
$3.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.57KNew |
$387K - $547K
|
2.57K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.55KNew |
$384K - $542K
|
2.55K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.52K+ 89.51% |
$379K - $536K
|
5.33K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
2.51KNew |
$378K - $535K
|
2.51K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 80.28% |
$376K - $532K
|
5.61K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.49KNew |
$375K - $530K
|
2.49K
$540K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.48KNew |
$374K - $528K
|
2.48K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.48K+ 79.83% |
$374K - $528K
|
5.59K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.48KNew |
$373K - $527K
|
2.48K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.47KNew |
$372K - $526K
|
2.47K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2.46KNew |
$371K - $524K
|
2.46K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.45KNew |
$369K - $521K
|
2.45K
$531K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$366K - $517K
|
2.43K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.43KNew |
$366K - $517K
|
2.43K
$526K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.42KNew |
$364K - $514K
|
2.42K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.42K+ 56.32% |
$364K - $514K
|
6.7K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.41K+ 24.96% |
$363K - $513K
|
12.1K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.41K+ 127.19% |
$363K - $513K
|
4.3K
$933K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.41K+ 66.22% |
$362K - $512K
|
6.04K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
2.4KNew |
$361K - $511K
|
2.4K
$520K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.39KNew |
$360K - $509K
|
2.39K
$519K
|