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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
303+ 3.09% |
$45.6K - $64.5K
|
10.1K
$2.19M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
300+ 18.23% |
$45.2K - $63.8K
|
1.95K
$422K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
287+ 6.39% |
$43.2K - $61.1K
|
4.78K
$1.04M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 8.74% |
$43.2K - $61.1K
|
3.57K
$774K
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
285New |
$42.9K - $60.6K
|
285
$61.8K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
285+ 0.32% |
$42.9K - $60.6K
|
90.1K
$19.5M
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
285New |
$42.9K - $60.6K
|
285
$61.8K
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
279New |
$42K - $59.4K
|
279
$60.5K
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
278New |
$41.9K - $59.1K
|
278
$60.3K
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
278+ 17.92% |
$41.9K - $59.1K
|
1.83K
$396K
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
274+ 15.44% |
$41.3K - $58.3K
|
2.05K
$444K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
274New |
$41.3K - $58.3K
|
274
$59.4K
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
273+ 37.92% |
$41.1K - $58.1K
|
993
$215K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
272+ 192.91% |
$41K - $57.9K
|
413
$89.5K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
270+ 69.05% |
$40.7K - $57.4K
|
661
$143K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
267+ 116.59% |
$40.2K - $56.8K
|
496
$107K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
262+ 20.39% |
$39.4K - $55.7K
|
1.55K
$335K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
259+ 64.75% |
$39K - $55.1K
|
659
$143K
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
259+ 16.35% |
$39K - $55.1K
|
1.84K
$399K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
252+ 15.46% |
$37.9K - $53.6K
|
1.88K
$408K
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
252+ 2.57% |
$37.9K - $53.6K
|
10K
$2.18M
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
251+ 11.96% |
$37.8K - $53.4K
|
2.35K
$509K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 14.32% |
$37.6K - $53.2K
|
2K
$433K
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
248+ 12.44% |
$37.3K - $52.8K
|
2.24K
$486K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
247New |
$37.2K - $52.6K
|
247
$53.5K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
245+ 14.84% |
$36.9K - $52.1K
|
1.9K
$411K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
222+ 1305.88% |
$33.4K - $47.2K
|
239
$51.8K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
222+ 1.61% |
$33.4K - $47.2K
|
14K
$3.03M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
222+ 7.04% |
$33.4K - $47.2K
|
3.38K
$732K
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
216+ 16.53% |
$32.5K - $46K
|
1.52K
$330K
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
213+ 69.84% |
$32.1K - $45.3K
|
518
$112K
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
212+ 3.63% |
$31.9K - $45.1K
|
6.06K
$1.31M
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
211+ 10550.0% |
$31.8K - $44.9K
|
213
$46.2K
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
209+ 10.86% |
$31.5K - $44.5K
|
2.13K
$463K
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206+ 403.92% |
$31K - $43.8K
|
257
$55.7K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
206+ 228.89% |
$31K - $43.8K
|
296
$64.2K
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
204New |
$30.7K - $43.4K
|
204
$44.2K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
204+ 15.8% |
$30.7K - $43.4K
|
1.5K
$324K
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
203New |
$30.6K - $43.2K
|
203
$44K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
203+ 86.02% |
$30.6K - $43.2K
|
439
$95.1K
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
203+ 13.34% |
$30.6K - $43.2K
|
1.73K
$374K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
203+ 143.97% |
$30.6K - $43.2K
|
344
$74.6K
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
203+ 4.56% |
$30.6K - $43.2K
|
4.65K
$1.01M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
203+ 16.97% |
$30.6K - $43.2K
|
1.4K
$303K
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
201+ 5.53% |
$30.3K - $42.8K
|
3.84K
$831K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
201+ 26.55% |
$30.3K - $42.8K
|
958
$208K
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
201+ 2.24% |
$30.3K - $42.8K
|
9.16K
$1.98M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
200New |
$30.1K - $42.6K
|
200
$43.3K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
200+ 2.89% |
$30.1K - $42.6K
|
7.11K
$1.54M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 60.98% |
$30.1K - $42.6K
|
528
$114K
|