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 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
952New |
$143K - $203K
|
952
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
950New |
$143K - $202K
|
950
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
950New |
$143K - $202K
|
950
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
950New |
$143K - $202K
|
950
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
948New |
$143K - $202K
|
948
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
946New |
$142K - $201K
|
946
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
944+ 2.03% |
$142K - $201K
|
47.5K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
938+ 79.63% |
$141K - $200K
|
2.12K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
931+ 23.9% |
$140K - $198K
|
4.83K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
928New |
$140K - $197K
|
928
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
911+ 10.04% |
$137K - $194K
|
9.99K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
884+ 8840.0% |
$133K - $188K
|
894
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
867+ 29.78% |
$131K - $184K
|
3.78K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
865+ 7.78% |
$130K - $184K
|
12K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
865+ 64.84% |
$130K - $184K
|
2.2K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
859+ 30.94% |
$129K - $183K
|
3.64K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
855+ 17.14% |
$129K - $182K
|
5.84K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
852New |
$128K - $181K
|
852
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
851+ 2.72% |
$128K - $181K
|
32.2K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
846+ 3.55% |
$127K - $180K
|
24.7K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
837+ 9.61% |
$126K - $178K
|
9.55K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
837+ 28.02% |
$126K - $178K
|
3.82K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
834+ 15.2% |
$126K - $177K
|
6.32K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
826+ 75.43% |
$124K - $176K
|
1.92K
$416K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821+ 59.36% |
$124K - $175K
|
2.2K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
817+ 8.6% |
$123K - $174K
|
10.3K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
812+ 23.66% |
$122K - $173K
|
4.24K
$920K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
784+ 48.7% |
$118K - $167K
|
2.39K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
783+ 68.87% |
$118K - $167K
|
1.92K
$416K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
782+ 32.39% |
$118K - $166K
|
3.2K
$693K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
778+ 11.65% |
$117K - $166K
|
7.46K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
776+ 776.0% |
$117K - $165K
|
876
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
768+ 62.75% |
$116K - $163K
|
1.99K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$115K - $163K
|
764
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
755+ 7.54% |
$114K - $161K
|
10.8K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
754+ 226.43% |
$114K - $160K
|
1.09K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
753+ 52.07% |
$113K - $160K
|
2.2K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
748+ 14.4% |
$113K - $159K
|
5.94K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
744+ 108.14% |
$112K - $158K
|
1.43K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
740+ 19.87% |
$111K - $157K
|
4.47K
$968K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
733+ 61.39% |
$110K - $156K
|
1.93K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
729+ 54.12% |
$110K - $155K
|
2.08K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
720+ 16.23% |
$108K - $153K
|
5.16K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
713+ 61.62% |
$107K - $152K
|
1.87K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
710+ 33.32% |
$107K - $151K
|
2.84K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
708+ 40.83% |
$107K - $151K
|
2.44K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
699New |
$105K - $149K
|
699
$151K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
692+ 3.72% |
$104K - $147K
|
19.3K
$4.18M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
692+ 20.26% |
$104K - $147K
|
4.11K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 32.22% |
$104K - $146K
|
2.82K
$612K
|