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 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
837+ 28.02% |
$126K - $178K
|
3.82K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
837+ 9.61% |
$126K - $178K
|
9.55K
$2.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
834+ 15.2% |
$126K - $177K
|
6.32K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
826+ 75.43% |
$124K - $176K
|
1.92K
$416K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
821+ 59.36% |
$124K - $175K
|
2.2K
$478K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
817+ 8.6% |
$123K - $174K
|
10.3K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
812+ 23.66% |
$122K - $173K
|
4.24K
$920K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
784+ 48.7% |
$118K - $167K
|
2.39K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
783+ 68.87% |
$118K - $167K
|
1.92K
$416K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
782+ 32.39% |
$118K - $166K
|
3.2K
$693K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
778+ 11.65% |
$117K - $166K
|
7.46K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
776+ 776.0% |
$117K - $165K
|
876
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
768+ 62.75% |
$116K - $163K
|
1.99K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$115K - $163K
|
764
$166K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
755+ 7.54% |
$114K - $161K
|
10.8K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
754+ 226.43% |
$114K - $160K
|
1.09K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
753+ 52.07% |
$113K - $160K
|
2.2K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
748+ 14.4% |
$113K - $159K
|
5.94K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
744+ 108.14% |
$112K - $158K
|
1.43K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
740+ 19.87% |
$111K - $157K
|
4.47K
$968K
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
733+ 61.39% |
$110K - $156K
|
1.93K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
729+ 54.12% |
$110K - $155K
|
2.08K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
720+ 16.23% |
$108K - $153K
|
5.16K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
713+ 61.62% |
$107K - $152K
|
1.87K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
710+ 33.32% |
$107K - $151K
|
2.84K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
708+ 40.83% |
$107K - $151K
|
2.44K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
699New |
$105K - $149K
|
699
$151K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
692+ 20.26% |
$104K - $147K
|
4.11K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
692+ 3.72% |
$104K - $147K
|
19.3K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
688+ 32.22% |
$104K - $146K
|
2.82K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
687New |
$103K - $146K
|
687
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
680New |
$102K - $145K
|
680
$147K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
671+ 84.4% |
$101K - $143K
|
1.47K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
659+ 26.37% |
$99.2K - $140K
|
3.16K
$684K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
654+ 69.21% |
$98.5K - $139K
|
1.6K
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
652+ 99.24% |
$98.2K - $139K
|
1.31K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
647+ 30.94% |
$97.4K - $138K
|
2.74K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
646New |
$97.3K - $137K
|
646
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
646+ 54.29% |
$97.3K - $137K
|
1.84K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
644+ 166.84% |
$97K - $137K
|
1.03K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
643+ 38.39% |
$96.8K - $137K
|
2.32K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
635+ 31.17% |
$95.6K - $135K
|
2.67K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
616+ 33.03% |
$92.8K - $131K
|
2.48K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
612+ 220.94% |
$92.1K - $130K
|
889
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
604+ 10.9% |
$90.9K - $129K
|
6.15K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
600+ 6.45% |
$90.3K - $128K
|
9.9K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
598+ 29.41% |
$90K - $127K
|
2.63K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
596+ 3136.84% |
$89.7K - $127K
|
615
$133K
|
|
|
Aug 01, 2025
Q2 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
593+ 53.04% |
$89.3K - $126K
|
1.71K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
591+ 8.45% |
$89K - $126K
|
7.59K
$1.64M
|