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 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11New |
$1.66K - $2.34K
|
11
$2.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
11+ 0.7% |
$1.66K - $2.34K
|
1.58K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
10New |
$1.51K - $2.13K
|
10
$2.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9New |
$1.36K - $1.91K
|
9
$1.95K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$1.36K - $1.91K
|
9
$1.95K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9New |
$1.36K - $1.91K
|
9
$1.95K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$1.2K - $1.7K
|
12
$2.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.86% |
$1.2K - $1.7K
|
933
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$1.2K - $1.7K
|
8
$1.73K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8New |
$1.2K - $1.7K
|
8
$1.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7+ 2.09% |
$1.05K - $1.49K
|
342
$74.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7+ 3.15% |
$1.05K - $1.49K
|
229
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.4% |
$1.05K - $1.49K
|
1.76K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7New |
$1.05K - $1.49K
|
7
$1.52K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6New |
$903 - $1.28K
|
6
$1.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6+ 22.22% |
$903 - $1.28K
|
33
$7.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 3.76% |
$753 - $1.06K
|
138
$29.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5New |
$753 - $1.06K
|
5
$1.08K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.32% |
$753 - $1.06K
|
1.55K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5New |
$753 - $1.06K
|
5
$1.08K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$602 - $851
|
4
$867
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4+ 0.29% |
$602 - $851
|
1.4K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4+ 1.52% |
$602 - $851
|
268
$58.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 17.39% |
$602 - $851
|
27
$5.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.09% |
$452 - $638
|
3.48K
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 16.67% |
$301 - $426
|
14
$3.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
2+ 0.13% |
$301 - $426
|
1.5K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2+ 2.04% |
$301 - $426
|
100
$21.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$151 - $213
|
1
$217
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1- 33.33% |
$151 - $213
|
2
$433
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.06% |
$151 - $213
|
1.78K
$385K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2- 0.17% |
$301 - $426
|
1.17K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-3- 2.07% |
$452 - $638
|
142
$30.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-3- 2.07% |
$452 - $638
|
142
$30.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4- 0.07% |
$602 - $851
|
6.07K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 13.16% |
$753 - $1.06K
|
33
$7.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 1.63% |
$1.05K - $1.49K
|
422
$91.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 1.0% |
$1.2K - $1.7K
|
795
$172K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.57% |
$1.2K - $1.7K
|
1.39K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-8- 0.41% |
$1.2K - $1.7K
|
1.92K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-10- 0.5% |
$1.51K - $2.13K
|
2K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-14- 0.84% |
$2.11K - $2.98K
|
1.66K
$360K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16- 1.1% |
$2.41K - $3.4K
|
1.44K
$311K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-20- 66.67% |
$3.01K - $4.26K
|
10
$2.17K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-25- 0.48% |
$3.76K - $5.32K
|
5.17K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 1.74% |
$3.76K - $5.32K
|
1.41K
$305K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-28- 0.47% |
$4.22K - $5.96K
|
5.95K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-29- 2.76% |
$4.37K - $6.17K
|
1.02K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-33- 1.76% |
$4.97K - $7.02K
|
1.85K
$400K
|