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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.08KNew |
$464K - $656K
|
3.08K
$668K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.05KNew |
$460K - $649K
|
3.05K
$661K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
3.04K+ 30.18% |
$458K - $647K
|
13.1K
$2.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.03K+ 319.03% |
$457K - $646K
|
3.99K
$864K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.02KNew |
$454K - $642K
|
3.02K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.01K+ 101.96% |
$454K - $641K
|
5.97K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.01K+ 93.95% |
$453K - $641K
|
6.22K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.98K+ 72.38% |
$448K - $633K
|
7.09K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.97K+ 14.58% |
$448K - $633K
|
23.4K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.97K+ 67.42% |
$446K - $631K
|
7.36K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.96K+ 68.95% |
$445K - $629K
|
7.24K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
BUY
|
- |
2.96KNew |
$445K - $629K
|
2.96K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.95KNew |
$444K - $627K
|
2.95K
$639K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.95K+ 626.81% |
$444K - $627K
|
3.42K
$740K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.94KNew |
$443K - $626K
|
2.94K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.93K+ 228.27% |
$441K - $624K
|
4.22K
$914K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.92KNew |
$439K - $620K
|
2.92K
$632K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.91KNew |
$438K - $619K
|
2.91K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.91KNew |
$438K - $619K
|
2.91K
$630K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.91K+ 185.16% |
$438K - $618K
|
4.48K
$970K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2.91KNew |
$437K - $618K
|
2.91K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 106.06% |
$437K - $618K
|
5.64K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.9KNew |
$437K - $618K
|
2.9K
$629K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.9KNew |
$437K - $617K
|
2.9K
$629K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.9KNew |
$436K - $616K
|
2.9K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 93.98% |
$435K - $614K
|
5.96K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.88KNew |
$433K - $612K
|
2.88K
$624K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.87K+ 64.46% |
$432K - $611K
|
7.33K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.87KNew |
$432K - $611K
|
2.87K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
2.86KNew |
$430K - $608K
|
2.86K
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.85KNew |
$430K - $607K
|
2.85K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$429K - $606K
|
2.85K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.84KNew |
$428K - $605K
|
2.84K
$616K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83KNew |
$426K - $602K
|
2.83K
$614K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
2.82KNew |
$424K - $599K
|
2.82K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 45.17% |
$422K - $597K
|
9.02K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.8K+ 219.78% |
$422K - $596K
|
4.07K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.78K+ 157.2% |
$419K - $592K
|
4.56K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.77K+ 66.71% |
$417K - $589K
|
6.92K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.76KNew |
$416K - $588K
|
2.76K
$599K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.74KNew |
$412K - $583K
|
2.74K
$593K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.73KNew |
$411K - $581K
|
2.73K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.73K+ 10.77% |
$411K - $580K
|
28K
$6.08M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.71KNew |
$409K - $577K
|
2.71K
$588K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.68KNew |
$404K - $571K
|
2.68K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.66KNew |
$401K - $566K
|
2.66K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.65K+ 47.89% |
$400K - $565K
|
8.2K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.64KNew |
$398K - $562K
|
2.64K
$573K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.64K+ 3424.68% |
$397K - $561K
|
2.71K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.64K+ 14.83% |
$397K - $561K
|
20.4K
$4.42M
|