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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.27K+ 22.52% |
$341K - $483K
|
12.3K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.27KNew |
$341K - $482K
|
2.27K
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.26K+ 137.65% |
$341K - $481K
|
3.91K
$847K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.25KNew |
$338K - $478K
|
2.25K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.23K+ 111.38% |
$336K - $475K
|
4.23K
$918K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.22KNew |
$334K - $473K
|
2.22K
$481K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.22K+ 157.46% |
$334K - $472K
|
3.63K
$786K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.2K+ 120.91% |
$332K - $469K
|
4.03K
$872K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.19KNew |
$330K - $467K
|
2.19K
$475K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.19KNew |
$330K - $466K
|
2.19K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.19K+ 61.87% |
$330K - $466K
|
5.73K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.17KNew |
$327K - $463K
|
2.17K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.17KNew |
$327K - $462K
|
2.17K
$470K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.17KNew |
$327K - $462K
|
2.17K
$470K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.16KNew |
$326K - $460K
|
2.16K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$326K - $460K
|
2.16K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.16K+ 22.87% |
$325K - $460K
|
11.6K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.16K+ 1.55% |
$324K - $458K
|
141K
$30.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.16KNew |
$324K - $458K
|
2.16K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 93.24% |
$322K - $455K
|
4.43K
$961K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.14K+ 133.52% |
$321K - $454K
|
3.73K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.11KNew |
$318K - $450K
|
2.11K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.11KNew |
$318K - $449K
|
2.11K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.08KNew |
$313K - $442K
|
2.08K
$450K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.07K+ 22.65% |
$312K - $440K
|
11.2K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.06KNew |
$310K - $439K
|
2.06K
$447K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
2.06KNew |
$309K - $437K
|
2.06K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.05KNew |
$309K - $437K
|
2.05K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.05K+ 316.05% |
$308K - $436K
|
2.7K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.05KNew |
$308K - $436K
|
2.05K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.04KNew |
$307K - $434K
|
2.04K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.04KNew |
$307K - $433K
|
2.04K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.04KNew |
$306K - $433K
|
2.04K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.03KNew |
$306K - $433K
|
2.03K
$441K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
2.03KNew |
$306K - $433K
|
2.03K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.03K+ 133.6% |
$306K - $432K
|
3.55K
$770K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03K+ 11.41% |
$306K - $432K
|
19.8K
$4.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.03KNew |
$305K - $431K
|
2.03K
$439K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.02KNew |
$303K - $429K
|
2.02K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.01K+ 24.98% |
$303K - $428K
|
10.1K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.01K+ 94.91% |
$303K - $428K
|
4.13K
$896K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.01K+ 13.46% |
$303K - $428K
|
17K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.01K+ 25.36% |
$303K - $428K
|
9.94K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.01KNew |
$302K - $427K
|
2.01K
$435K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.01K+ 17.61% |
$302K - $427K
|
13.4K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilmar Advisors LLC
Juno Beach, FL |
BUY
|
- |
2KNew |
$301K - $426K
|
2K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2K+ 51.73% |
$301K - $426K
|
5.87K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2K+ 41.31% |
$301K - $425K
|
6.84K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2K+ 1995.0% |
$300K - $424K
|
2.1K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.99K+ 57.28% |
$300K - $424K
|
5.47K
$1.18M
|