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 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
99+ 62.66% |
$14.9K - $21.1K
|
257
$55.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98+ 120.99% |
$14.8K - $20.9K
|
179
$38.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
96New |
$14.5K - $20.4K
|
96
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 3.43% |
$14.3K - $20.2K
|
2.86K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
93New |
$14K - $19.8K
|
93
$20.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
93+ 86.92% |
$14K - $19.8K
|
200
$43.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
92+ 1.75% |
$13.9K - $19.6K
|
5.36K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
92+ 6.31% |
$13.9K - $19.6K
|
1.55K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
91New |
$13.7K - $19.4K
|
91
$19.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
91New |
$13.7K - $19.4K
|
91
$19.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
90+ 5.42% |
$13.6K - $19.1K
|
1.75K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
90+ 6.79% |
$13.6K - $19.1K
|
1.42K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
89+ 6.33% |
$13.4K - $18.9K
|
1.5K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88+ 8800.0% |
$13.3K - $18.7K
|
89
$19.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
87+ 3.52% |
$13.1K - $18.5K
|
2.56K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 6.2% |
$12.8K - $18.1K
|
1.46K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
85+ 11.3% |
$12.8K - $18.1K
|
837
$181K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
83+ 91.21% |
$12.5K - $17.7K
|
174
$37.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
81+ 3.47% |
$12.2K - $17.2K
|
2.41K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
78+ 6.22% |
$11.7K - $16.6K
|
1.33K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
78+ 1.75% |
$11.7K - $16.6K
|
4.53K
$982K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
77+ 34.38% |
$11.6K - $16.4K
|
301
$65.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 113.43% |
$11.4K - $16.2K
|
143
$31K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
76+ 100.0% |
$11.4K - $16.2K
|
152
$32.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
75+ 7.55% |
$11.3K - $16K
|
1.07K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
74+ 6.32% |
$11.1K - $15.7K
|
1.25K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
73+ 2.54% |
$11K - $15.5K
|
2.95K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
72+ 23.68% |
$10.8K - $15.3K
|
376
$81.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 2.71% |
$10.8K - $15.3K
|
2.73K
$592K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$10.8K - $15.3K
|
72
$15.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
71+ 1.03% |
$10.7K - $15.1K
|
6.94K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
71+ 2.6% |
$10.7K - $15.1K
|
2.8K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 136.73% |
$10.1K - $14.3K
|
116
$25.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
67+ 1.6% |
$10.1K - $14.3K
|
4.26K
$923K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62+ 103.33% |
$9.34K - $13.2K
|
122
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
61+ 4.64% |
$9.18K - $13K
|
1.38K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
55+ 2.55% |
$8.28K - $11.7K
|
2.21K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
55+ 1.75% |
$8.28K - $11.7K
|
3.2K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
54+ 5400.0% |
$8.13K - $11.5K
|
55
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
52+ 7.51% |
$7.83K - $11.1K
|
744
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.44% |
$7.53K - $10.6K
|
11.4K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50+ 12.69% |
$7.53K - $10.6K
|
444
$96.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 66.67% |
$7.53K - $10.6K
|
125
$27.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
50New |
$7.53K - $10.6K
|
50
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.24% |
$7.53K - $10.6K
|
20.9K
$4.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 3.61% |
$7.38K - $10.4K
|
1.41K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
48New |
$7.23K - $10.2K
|
48
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
48+ 87.27% |
$7.23K - $10.2K
|
103
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
47New |
$7.08K - $10K
|
47
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47+ 2.88% |
$7.08K - $10K
|
1.68K
$363K
|