Purchases and Sales Made in Q2 2025 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.73KNew |
$561K - $793K
|
3.73K
$808K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 18.21% |
$560K - $791K
|
24.1K
$5.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.71K+ 83.72% |
$559K - $790K
|
8.15K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.62K+ 143.54% |
$546K - $771K
|
6.15K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.59K+ 109.23% |
$540K - $763K
|
6.87K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.56K+ 270.78% |
$536K - $757K
|
4.87K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.55K+ 88.3% |
$534K - $755K
|
7.57K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.55K+ 58.41% |
$534K - $755K
|
9.62K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53K+ 40.58% |
$532K - $751K
|
12.2K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.53KNew |
$532K - $751K
|
3.53K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.52KNew |
$530K - $749K
|
3.52K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.52KNew |
$530K - $749K
|
3.52K
$763K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3.51K+ 153.77% |
$528K - $747K
|
5.79K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.5KNew |
$527K - $745K
|
3.5K
$759K
|
|
|
Jul 28, 2025
Q2 2025
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
3.5K+ 2.32% |
$527K - $745K
|
154K
$33.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.5K+ 4.16% |
$527K - $744K
|
87.6K
$19M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.45KNew |
$520K - $734K
|
3.45K
$748K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
3.44KNew |
$517K - $731K
|
3.44K
$744K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
3.38KNew |
$509K - $720K
|
3.38K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.38K+ 72.66% |
$509K - $719K
|
8.03K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$509K - $719K
|
3.38K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.37K+ 31.43% |
$507K - $716K
|
14.1K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.36K+ 41.1% |
$506K - $715K
|
11.5K
$2.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.35KNew |
$504K - $712K
|
3.35K
$726K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.34K+ 7.36% |
$503K - $710K
|
48.7K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.28KNew |
$494K - $698K
|
3.28K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.28KNew |
$494K - $698K
|
3.28K
$712K
|
|
|
Aug 15, 2025
Q2 2025
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
3.26KNew |
$491K - $694K
|
3.26K
$707K
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.25KNew |
$489K - $691K
|
3.25K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.24KNew |
$488K - $690K
|
3.24K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.24K+ 22.46% |
$488K - $689K
|
17.7K
$3.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
3.23KNew |
$486K - $687K
|
3.23K
$700K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.21K+ 250.74% |
$484K - $683K
|
4.49K
$974K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.21K+ 5440.68% |
$483K - $683K
|
3.27K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.21KNew |
$483K - $683K
|
3.21K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.2K+ 73.3% |
$482K - $681K
|
7.56K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.19KNew |
$480K - $679K
|
3.19K
$691K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.18KNew |
$478K - $676K
|
3.18K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
3.17KNew |
$478K - $675K
|
3.17K
$687K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.17K+ 217.58% |
$477K - $674K
|
4.62K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.16KNew |
$475K - $671K
|
3.16K
$684K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.15K+ 86.75% |
$474K - $670K
|
6.78K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.15K+ 4.6% |
$474K - $670K
|
71.6K
$15.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.15K+ 53.59% |
$474K - $669K
|
9.02K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.14K+ 43.32% |
$473K - $668K
|
10.4K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
3.14K+ 262.87% |
$472K - $667K
|
4.33K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.13KNew |
$471K - $666K
|
3.13K
$678K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.12KNew |
$470K - $665K
|
3.12K
$677K
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.1KNew |
$467K - $660K
|
3.1K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.08K+ 238.25% |
$464K - $656K
|
4.38K
$949K
|