Purchases and Sales Made in Q1 2025 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL ONE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.07K+ 12.85% |
$175K - $223K
|
9.35K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.06K+ 29.87% |
$174K - $222K
|
4.61K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.03K+ 4.77% |
$168K - $215K
|
22.5K
$4.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.01K+ 1297.44% |
$166K - $212K
|
1.09K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
982+ 5.74% |
$161K - $206K
|
18.1K
$3.82M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
973+ 33.3% |
$159K - $204K
|
3.9K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
965+ 17.2% |
$158K - $202K
|
6.57K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
951+ 23.1% |
$156K - $200K
|
5.07K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
919New |
$151K - $193K
|
919
$194K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
915+ 23.66% |
$150K - $192K
|
4.78K
$1.01M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
914+ 2.32% |
$150K - $192K
|
40.3K
$8.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
906+ 26.2% |
$148K - $190K
|
4.36K
$922K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
902+ 5.95% |
$148K - $189K
|
16.1K
$3.4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
868New |
$142K - $182K
|
868
$183K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
867+ 44.58% |
$142K - $182K
|
2.81K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
866+ 17.41% |
$142K - $182K
|
5.84K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
856+ 22.0% |
$140K - $180K
|
4.75K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
817+ 19.63% |
$134K - $171K
|
4.98K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
802+ 4.88% |
$131K - $168K
|
17.2K
$3.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
800+ 62.55% |
$131K - $168K
|
2.08K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
795New |
$130K - $167K
|
795
$168K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
768+ 433.9% |
$126K - $161K
|
945
$200K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
757+ 3.42% |
$124K - $159K
|
22.9K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
746+ 10.92% |
$122K - $157K
|
7.58K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
744+ 9.17% |
$122K - $156K
|
8.86K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
741+ 1.01% |
$121K - $155K
|
74.2K
$15.7M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
735New |
$120K - $154K
|
735
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 700.0% |
$115K - $147K
|
800
$169K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
700New |
$115K - $147K
|
700
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
695+ 12.6% |
$114K - $146K
|
6.21K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
694+ 22.53% |
$114K - $146K
|
3.78K
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
684+ 4.54% |
$112K - $144K
|
15.7K
$3.33M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
677+ 9.53% |
$111K - $142K
|
7.78K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
671+ 1.92% |
$110K - $141K
|
35.6K
$7.52M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
661+ 31.81% |
$108K - $139K
|
2.74K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
656+ 25.99% |
$107K - $138K
|
3.18K
$672K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
646+ 100.94% |
$106K - $136K
|
1.29K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
640+ 10.44% |
$105K - $134K
|
6.77K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
625+ 9.44% |
$102K - $131K
|
7.25K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
619+ 28.7% |
$101K - $130K
|
2.78K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
618+ 5.34% |
$101K - $130K
|
12.2K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
610+ 3.1% |
$100K - $128K
|
20.3K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
596+ 5.19% |
$97.7K - $125K
|
12.1K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
579+ 0.72% |
$94.9K - $121K
|
81.3K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
571+ 21.87% |
$93.6K - $120K
|
3.18K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
563+ 46.84% |
$92.3K - $118K
|
1.77K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
558+ 20.13% |
$91.4K - $117K
|
3.33K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
532+ 10.62% |
$87.2K - $112K
|
5.54K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
517+ 14.74% |
$84.7K - $108K
|
4.03K
$851K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
516New |
$84.6K - $108K
|
516
$109K
|