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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
John & Kathleen Schreiber Foundation
Lake Forest, IL |
BUY
|
- |
1.77KNew |
$257K - $339K
|
1.77K
$383K
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.76KNew |
$255K - $338K
|
1.76K
$381K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.55KNew |
$225K - $297K
|
1.55K
$335K
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.48KNew |
$214K - $283K
|
1.48K
$320K
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$205K - $271K
|
1.41K
$306K
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.33KNew |
$193K - $255K
|
1.33K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.27KNew |
$185K - $245K
|
1.27K
$276K
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.26KNew |
$183K - $242K
|
1.26K
$273K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.25KNew |
$181K - $239K
|
1.25K
$270K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.23KNew |
$179K - $237K
|
1.23K
$267K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.23KNew |
$178K - $236K
|
1.23K
$266K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.19KNew |
$172K - $228K
|
1.19K
$257K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$256K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$254K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$248K
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.05KNew |
$152K - $202K
|
1.05K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
963+ 49.38% |
$140K - $185K
|
2.91K
$631K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
604New |
$87.7K - $116K
|
604
$131K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
348New |
$50.5K - $66.8K
|
348
$75.4K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
287New |
$41.7K - $55.1K
|
287
$62.2K
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
257+ 15.94% |
$37.3K - $49.3K
|
1.87K
$405K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
229New |
$33.2K - $44K
|
229
$49.6K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
224+ 246.15% |
$32.5K - $43K
|
315
$68.3K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
180New |
$26.1K - $34.6K
|
180
$39K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
160New |
$23.2K - $30.7K
|
160
$34.7K
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
153New |
$22.2K - $29.4K
|
153
$33.2K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
153New |
$22.2K - $29.4K
|
153
$33.2K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
134+ 8.33% |
$19.5K - $25.7K
|
1.74K
$378K
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
130+ 0.45% |
$18.9K - $25K
|
29.1K
$6.3M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
103New |
$15K - $19.8K
|
103
$22.3K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$11K - $14.6K
|
76
$16.5K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
75New |
$10.9K - $14.4K
|
75
$16.3K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
65+ 2.45% |
$9.44K - $12.5K
|
2.72K
$590K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$7.84K - $10.4K
|
54
$11.7K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 3.02% |
$6.97K - $9.22K
|
1.64K
$355K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
43New |
$6.24K - $8.26K
|
43
$9.32K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
43+ 1.57% |
$6.24K - $8.26K
|
2.78K
$602K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
40New |
$5.81K - $7.68K
|
40
$8.67K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 23.35% |
$5.66K - $7.49K
|
206
$44.6K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$4.36K - $5.76K
|
30
$6.5K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 0.09% |
$4.07K - $5.38K
|
30.2K
$6.54M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.77K - $4.99K
|
26
$5.63K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 1.81% |
$3.77K - $4.99K
|
1.46K
$316K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
23New |
$3.34K - $4.42K
|
23
$4.98K
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
21New |
$3.05K - $4.03K
|
21
$4.55K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21+ 0.79% |
$3.05K - $4.03K
|
2.68K
$581K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 46.51% |
$2.9K - $3.84K
|
63
$13.7K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
19New |
$2.76K - $3.65K
|
19
$4.12K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$2.76K - $3.65K
|
19
$4.12K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
18New |
$2.61K - $3.46K
|
18
$3.9K
|