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 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
251+ 11.96% |
$37.8K - $53.4K
|
2.35K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 14.32% |
$37.6K - $53.2K
|
2K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
248+ 12.44% |
$37.3K - $52.8K
|
2.24K
$486K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
247New |
$37.2K - $52.6K
|
247
$53.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
245+ 14.84% |
$36.9K - $52.1K
|
1.9K
$411K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
222+ 7.04% |
$33.4K - $47.2K
|
3.38K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
222+ 1.61% |
$33.4K - $47.2K
|
14K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
222+ 1305.88% |
$33.4K - $47.2K
|
239
$51.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
216+ 16.53% |
$32.5K - $46K
|
1.52K
$330K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
213+ 69.84% |
$32.1K - $45.3K
|
518
$112K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
212+ 3.63% |
$31.9K - $45.1K
|
6.06K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
211+ 10550.0% |
$31.8K - $44.9K
|
213
$46.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
209+ 10.86% |
$31.5K - $44.5K
|
2.13K
$463K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
206+ 228.89% |
$31K - $43.8K
|
296
$64.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206+ 403.92% |
$31K - $43.8K
|
257
$55.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
204+ 15.8% |
$30.7K - $43.4K
|
1.5K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
204New |
$30.7K - $43.4K
|
204
$44.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
203+ 16.97% |
$30.6K - $43.2K
|
1.4K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
203+ 4.56% |
$30.6K - $43.2K
|
4.65K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
203+ 143.97% |
$30.6K - $43.2K
|
344
$74.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
203+ 13.34% |
$30.6K - $43.2K
|
1.73K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
203New |
$30.6K - $43.2K
|
203
$44K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
203+ 86.02% |
$30.6K - $43.2K
|
439
$95.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
201+ 2.24% |
$30.3K - $42.8K
|
9.16K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
201+ 26.55% |
$30.3K - $42.8K
|
958
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
201+ 5.53% |
$30.3K - $42.8K
|
3.84K
$831K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
200+ 17.04% |
$30.1K - $42.6K
|
1.37K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
200+ 2.89% |
$30.1K - $42.6K
|
7.11K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 60.98% |
$30.1K - $42.6K
|
528
$114K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
200New |
$30.1K - $42.6K
|
200
$43.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
197+ 22.7% |
$29.7K - $41.9K
|
1.07K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
195New |
$29.4K - $41.5K
|
195
$42.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
190+ 527.78% |
$28.6K - $40.4K
|
226
$49K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
189+ 1.32% |
$28.5K - $40.2K
|
14.5K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
187+ 12.76% |
$28.2K - $39.8K
|
1.65K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
183+ 60.6% |
$27.6K - $38.9K
|
485
$105K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
178+ 5.89% |
$26.8K - $37.9K
|
3.2K
$694K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
176+ 141.94% |
$26.5K - $37.4K
|
300
$65K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
175+ 103.55% |
$26.3K - $37.2K
|
344
$74.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 89.58% |
$25.9K - $36.6K
|
364
$78.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
170+ 629.63% |
$25.6K - $36.2K
|
197
$42.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
170+ 13.58% |
$25.6K - $36.2K
|
1.42K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
169+ 7.76% |
$25.4K - $36K
|
2.35K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
168+ 10.46% |
$25.3K - $35.7K
|
1.77K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
165+ 8.0% |
$24.8K - $35.1K
|
2.23K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
159+ 12.06% |
$23.9K - $33.8K
|
1.48K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
157+ 65.15% |
$23.6K - $33.4K
|
398
$86.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
156+ 131.09% |
$23.5K - $33.2K
|
275
$59.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
155+ 8.54% |
$23.3K - $33K
|
1.97K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
155+ 5.49% |
$23.3K - $33K
|
2.98K
$646K
|