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
|
Rmr Wealth Builders
|
BUY
|
- |
589+ 14.7% |
$88.7K - $125K
|
4.6K
$996K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
586New |
$88.2K - $125K
|
586
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
585+ 41.4% |
$88.1K - $124K
|
2K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
583+ 38.87% |
$87.8K - $124K
|
2.08K
$451K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
582+ 7.62% |
$87.6K - $124K
|
8.22K
$1.78M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
577+ 39.96% |
$86.9K - $123K
|
2.02K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
572+ 237.34% |
$86.1K - $122K
|
813
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
572+ 96.46% |
$86.1K - $122K
|
1.17K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
566+ 0.11% |
$85.2K - $120K
|
519K
$113M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
565+ 28.84% |
$85.1K - $120K
|
2.52K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
561+ 44.0% |
$84.5K - $119K
|
1.84K
$398K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
557New |
$83.9K - $119K
|
557
$121K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
554+ 0.76% |
$83.4K - $118K
|
73.6K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
551+ 2.94% |
$83K - $117K
|
19.3K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
550New |
$82.8K - $117K
|
550
$119K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
549+ 27.84% |
$82.7K - $117K
|
2.52K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
538+ 3.26% |
$81K - $114K
|
17K
$3.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
536+ 41.45% |
$80.7K - $114K
|
1.83K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
535+ 24.19% |
$80.6K - $114K
|
2.75K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
528+ 96.88% |
$79.5K - $112K
|
1.07K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
526New |
$79.2K - $112K
|
526
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
523+ 41.21% |
$78.7K - $111K
|
1.79K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
522+ 549.47% |
$78.6K - $111K
|
617
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
519New |
$78.1K - $110K
|
519
$112K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
510+ 43.11% |
$76.8K - $109K
|
1.69K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
505+ 37.74% |
$76K - $107K
|
1.84K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
503+ 3.48% |
$75.7K - $107K
|
15K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
496+ 2.35% |
$74.7K - $106K
|
21.6K
$4.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
485+ 9.38% |
$73K - $103K
|
5.66K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
479+ 288.55% |
$72.1K - $102K
|
645
$140K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
471+ 1148.78% |
$70.9K - $100K
|
512
$111K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
452+ 3228.57% |
$68.1K - $96.2K
|
466
$101K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
448+ 112.85% |
$67.5K - $95.3K
|
845
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
443+ 4.18% |
$66.7K - $94.3K
|
11K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
437+ 9.92% |
$65.8K - $93K
|
4.84K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
436+ 14.83% |
$65.6K - $92.8K
|
3.38K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
427+ 9.15% |
$64.3K - $90.8K
|
5.09K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
424+ 1.83% |
$63.8K - $90.2K
|
23.6K
$5.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
423+ 43.47% |
$63.7K - $90K
|
1.4K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
420+ 34.77% |
$63.2K - $89.4K
|
1.63K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
418+ 2.13% |
$62.9K - $88.9K
|
20.1K
$4.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
416+ 31.59% |
$62.6K - $88.5K
|
1.73K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
414+ 11.6% |
$62.3K - $88.1K
|
3.98K
$863K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
412+ 6.75% |
$62K - $87.7K
|
6.51K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
407+ 107.96% |
$61.3K - $86.6K
|
784
$170K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
407+ 1628.0% |
$61.3K - $86.6K
|
432
$93.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
407New |
$61.3K - $86.6K
|
407
$88.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
397New |
$59.8K - $84.5K
|
397
$86K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
397+ 19850.0% |
$59.8K - $84.5K
|
399
$86.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
396+ 7.45% |
$59.6K - $84.3K
|
5.71K
$1.24M
|