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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
85+ 6.2% |
$12.8K - $18.1K
|
1.46K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
83+ 91.21% |
$12.5K - $17.7K
|
174
$37.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
81+ 3.47% |
$12.2K - $17.2K
|
2.41K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
78+ 1.75% |
$11.7K - $16.6K
|
4.53K
$982K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
78+ 6.22% |
$11.7K - $16.6K
|
1.33K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
77+ 34.38% |
$11.6K - $16.4K
|
301
$65.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
76+ 100.0% |
$11.4K - $16.2K
|
152
$32.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 113.43% |
$11.4K - $16.2K
|
143
$31K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
75+ 7.55% |
$11.3K - $16K
|
1.07K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
74+ 6.32% |
$11.1K - $15.7K
|
1.25K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
73+ 2.54% |
$11K - $15.5K
|
2.95K
$639K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$10.8K - $15.3K
|
72
$15.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 2.71% |
$10.8K - $15.3K
|
2.73K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
72+ 23.68% |
$10.8K - $15.3K
|
376
$81.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
71+ 2.6% |
$10.7K - $15.1K
|
2.8K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
71+ 1.03% |
$10.7K - $15.1K
|
6.94K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
67+ 1.6% |
$10.1K - $14.3K
|
4.26K
$923K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 136.73% |
$10.1K - $14.3K
|
116
$25.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62+ 103.33% |
$9.34K - $13.2K
|
122
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
61+ 4.64% |
$9.18K - $13K
|
1.38K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
55+ 1.75% |
$8.28K - $11.7K
|
3.2K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
55+ 2.55% |
$8.28K - $11.7K
|
2.21K
$479K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
55+ 1833.33% |
$8.28K - $11.7K
|
58
$12.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
54+ 5400.0% |
$8.13K - $11.5K
|
55
$11.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
54+ 4.2% |
$8.13K - $11.5K
|
1.34K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 0.24% |
$7.53K - $10.6K
|
20.9K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
50New |
$7.53K - $10.6K
|
50
$10.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 66.67% |
$7.53K - $10.6K
|
125
$27.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50+ 12.69% |
$7.53K - $10.6K
|
444
$96.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 0.44% |
$7.53K - $10.6K
|
11.4K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 3.61% |
$7.38K - $10.4K
|
1.41K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
48+ 87.27% |
$7.23K - $10.2K
|
103
$22.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
48New |
$7.23K - $10.2K
|
48
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
47+ 0.79% |
$7.08K - $10K
|
6.02K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47+ 2.88% |
$7.08K - $10K
|
1.68K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
47New |
$7.08K - $10K
|
47
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 2.81% |
$6.78K - $9.57K
|
1.64K
$356K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
44New |
$6.63K - $9.36K
|
44
$9.54K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 215.0% |
$6.47K - $9.15K
|
63
$13.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
42+ 102.44% |
$6.32K - $8.94K
|
83
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
42+ 0.55% |
$6.32K - $8.94K
|
7.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
41+ 2.42% |
$6.17K - $8.72K
|
1.73K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
40+ 53.33% |
$6.02K - $8.51K
|
115
$24.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
39+ 2.24% |
$5.87K - $8.3K
|
1.78K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
38+ 55.88% |
$5.72K - $8.08K
|
106
$23K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
38New |
$5.72K - $8.08K
|
38
$8.24K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
37+ 1.52% |
$5.57K - $7.87K
|
2.47K
$535K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
36+ 45.0% |
$5.42K - $7.66K
|
116
$25.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
36New |
$5.42K - $7.66K
|
36
$7.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
36+ 2.51% |
$5.42K - $7.66K
|
1.47K
$318K
|