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 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36+ 360.0% |
$5.42K - $7.66K
|
46
$9.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 48.61% |
$5.27K - $7.45K
|
107
$23.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
35+ 13.57% |
$5.27K - $7.45K
|
293
$63.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
35+ 0.59% |
$5.27K - $7.45K
|
5.99K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35New |
$5.27K - $7.45K
|
35
$7.59K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
35+ 1.87% |
$5.27K - $7.45K
|
1.9K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 3400.0% |
$5.12K - $7.23K
|
35
$7.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
34+ 2.25% |
$5.12K - $7.23K
|
1.55K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
34+ 130.77% |
$5.12K - $7.23K
|
60
$13K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 53.23% |
$4.97K - $7.02K
|
95
$20.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33New |
$4.97K - $7.02K
|
33
$7.15K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 139.13% |
$4.82K - $6.81K
|
55
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
31+ 0.06% |
$4.67K - $6.6K
|
56.1K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
31New |
$4.67K - $6.6K
|
31
$6.72K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
31New |
$4.67K - $6.6K
|
31
$6.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29+ 35.37% |
$4.37K - $6.17K
|
111
$24.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
28+ 107.69% |
$4.22K - $5.96K
|
54
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
28New |
$4.22K - $5.96K
|
28
$6.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
28New |
$4.22K - $5.96K
|
28
$6.07K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
27New |
$4.07K - $5.74K
|
27
$5.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
27+ 207.69% |
$4.07K - $5.74K
|
40
$8.67K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 2.85% |
$3.91K - $5.53K
|
937
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 136.84% |
$3.91K - $5.53K
|
45
$9.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
26+ 5.2% |
$3.91K - $5.53K
|
526
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
26+ 325.0% |
$3.91K - $5.53K
|
34
$7.37K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
25+ 104.17% |
$3.76K - $5.32K
|
49
$10.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
25+ 2.09% |
$3.76K - $5.32K
|
1.22K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
25+ 0.09% |
$3.76K - $5.32K
|
27.5K
$5.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 2.99% |
$3.46K - $4.89K
|
791
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
22+ 0.45% |
$3.31K - $4.68K
|
4.87K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
21New |
$3.16K - $4.47K
|
21
$4.55K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.33K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 1.67% |
$3.01K - $4.26K
|
1.22K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.33K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
20+ 222.22% |
$3.01K - $4.26K
|
29
$6.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.69% |
$2.86K - $4.04K
|
725
$157K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
18+ 450.0% |
$2.71K - $3.83K
|
22
$4.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 200.0% |
$2.71K - $3.83K
|
27
$5.85K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
18+ 1800.0% |
$2.71K - $3.83K
|
19
$4.12K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18New |
$2.71K - $3.83K
|
18
$3.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
16+ 1.15% |
$2.41K - $3.4K
|
1.41K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$2.26K - $3.19K
|
15
$3.25K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$2.11K - $2.98K
|
14
$3.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
14+ 0.04% |
$2.11K - $2.98K
|
31.8K
$6.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$2.11K - $2.98K
|
14
$3.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
14+ 233.33% |
$2.11K - $2.98K
|
20
$4.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14+ 10.14% |
$2.11K - $2.98K
|
152
$32.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
13+ 0.68% |
$1.96K - $2.77K
|
1.91K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12+ 0.34% |
$1.81K - $2.55K
|
3.51K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
12+ 171.43% |
$1.81K - $2.55K
|
19
$4.12K
|