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 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.48K+ 71.04% |
$222K - $314K
|
3.56K
$771K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.48K+ 70.96% |
$222K - $314K
|
3.56K
$771K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.48KNew |
$222K - $314K
|
1.48K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
BUY
|
- |
1.47KNew |
$222K - $314K
|
1.47K
$319K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.47KNew |
$221K - $313K
|
1.47K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.47KNew |
$221K - $313K
|
1.47K
$319K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$221K - $312K
|
1.47K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.46KNew |
$220K - $311K
|
1.46K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.46K+ 90.4% |
$220K - $310K
|
3.07K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.46KNew |
$220K - $310K
|
1.46K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 69.13% |
$218K - $309K
|
3.55K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.45KNew |
$218K - $309K
|
1.45K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$218K - $309K
|
1.45K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.45KNew |
$218K - $308K
|
1.45K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.45KNew |
$218K - $307K
|
1.45K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.44K+ 64.81% |
$217K - $307K
|
3.67K
$796K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.44KNew |
$217K - $307K
|
1.44K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.44KNew |
$217K - $307K
|
1.44K
$313K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.44K+ 15.12% |
$217K - $306K
|
11K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.43KNew |
$216K - $305K
|
1.43K
$311K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.43KNew |
$215K - $304K
|
1.43K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.42K+ 59.71% |
$214K - $303K
|
3.81K
$826K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.42KNew |
$214K - $303K
|
1.42K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
BUY
|
- |
1.42KNew |
$213K - $301K
|
1.42K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.42K+ 116.54% |
$213K - $301K
|
2.63K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.42KNew |
$213K - $301K
|
1.42K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.41K+ 86.68% |
$212K - $299K
|
3.03K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.4KNew |
$211K - $299K
|
1.4K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.4KNew |
$211K - $299K
|
1.4K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.4KNew |
$211K - $298K
|
1.4K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$210K - $297K
|
1.4K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$209K - $296K
|
1.39K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.39KNew |
$209K - $295K
|
1.39K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.37KNew |
$206K - $291K
|
1.37K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.36K+ 7.06% |
$205K - $289K
|
20.6K
$4.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.36KNew |
$204K - $288K
|
1.36K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.35KNew |
$203K - $287K
|
1.35K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.35KNew |
$203K - $287K
|
1.35K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.35K+ 17.11% |
$203K - $286K
|
9.21K
$1.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 10.38% |
$202K - $285K
|
14.2K
$3.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.34KNew |
$202K - $285K
|
1.34K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.34KNew |
$201K - $284K
|
1.34K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.34KNew |
$201K - $284K
|
1.34K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.33K+ 44.5% |
$201K - $284K
|
4.33K
$939K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.33K+ 24.24% |
$200K - $282K
|
6.8K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33K+ 111.81% |
$200K - $282K
|
2.51K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 8.51% |
$199K - $281K
|
16.8K
$3.65M
|