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 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
154+ 10.8% |
$23.2K - $32.8K
|
1.58K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
154+ 59.46% |
$23.2K - $32.8K
|
413
$89.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
153+ 137.84% |
$23K - $32.6K
|
264
$57.2K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$32.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$32.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
151+ 98.69% |
$22.7K - $32.1K
|
304
$65.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
150New |
$22.6K - $31.9K
|
150
$32.5K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
147+ 21.59% |
$22.1K - $31.3K
|
828
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
146+ 102.82% |
$22K - $31.1K
|
288
$62.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
144+ 1200.0% |
$21.7K - $30.6K
|
156
$33.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
140New |
$21.1K - $29.8K
|
140
$30.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
138+ 25.56% |
$20.8K - $29.4K
|
678
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
137New |
$20.6K - $29.1K
|
137
$29.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
134New |
$20.2K - $28.5K
|
134
$29K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
132New |
$19.9K - $28.1K
|
132
$28.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
131New |
$19.7K - $27.9K
|
131
$28.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
130New |
$19.6K - $27.7K
|
130
$28.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
126New |
$19K - $26.8K
|
126
$27.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
123+ 10.05% |
$18.5K - $26.2K
|
1.35K
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120+ 5.71% |
$18.1K - $25.5K
|
2.22K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
116+ 3.64% |
$17.5K - $24.7K
|
3.31K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
112New |
$16.9K - $23.8K
|
112
$24.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
112+ 7.28% |
$16.9K - $23.8K
|
1.65K
$358K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 21.51% |
$16.7K - $23.6K
|
627
$136K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
111New |
$16.7K - $23.6K
|
111
$24.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
107+ 232.61% |
$16.1K - $22.8K
|
153
$33.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
107New |
$16.1K - $22.8K
|
107
$23.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
103+ 5.34% |
$15.5K - $21.9K
|
2.03K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
102New |
$15.4K - $21.7K
|
102
$22.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
101+ 439.13% |
$15.2K - $21.5K
|
124
$26.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
BUY
|
- |
101New |
$15.2K - $21.5K
|
101
$21.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
101+ 155.38% |
$15.2K - $21.5K
|
166
$36K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
100+ 6.35% |
$15.1K - $21.3K
|
1.68K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
100+ 22.57% |
$15.1K - $21.3K
|
543
$118K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
99+ 62.66% |
$14.9K - $21.1K
|
257
$55.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98+ 120.99% |
$14.8K - $20.9K
|
179
$38.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
96New |
$14.5K - $20.4K
|
96
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
95+ 3.43% |
$14.3K - $20.2K
|
2.86K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
93+ 86.92% |
$14K - $19.8K
|
200
$43.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
93New |
$14K - $19.8K
|
93
$20.2K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
92+ 6.31% |
$13.9K - $19.6K
|
1.55K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
92+ 1.75% |
$13.9K - $19.6K
|
5.36K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
91New |
$13.7K - $19.4K
|
91
$19.7K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
91New |
$13.7K - $19.4K
|
91
$19.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
90+ 6.79% |
$13.6K - $19.1K
|
1.42K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
90+ 5.42% |
$13.6K - $19.1K
|
1.75K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
89+ 6.33% |
$13.4K - $18.9K
|
1.5K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88+ 8800.0% |
$13.3K - $18.7K
|
89
$19.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
87+ 3.52% |
$13.1K - $18.5K
|
2.56K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
85+ 11.3% |
$12.8K - $18.1K
|
837
$181K
|