Purchases and Sales Made in Q4 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.16KNew |
$168K - $222K
|
1.16K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.14KNew |
$165K - $219K
|
1.14K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.14KNew |
$165K - $218K
|
1.14K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 18.05% |
$165K - $218K
|
7.42K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.12KNew |
$163K - $215K
|
1.12K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 39.24% |
$161K - $213K
|
3.94K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11K+ 7.5% |
$161K - $213K
|
15.9K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 16.91% |
$156K - $206K
|
7.43K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 19.63% |
$154K - $203K
|
6.45K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.05KNew |
$152K - $201K
|
1.05K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
996+ 48.12% |
$145K - $191K
|
3.07K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
981+ 5.56% |
$142K - $188K
|
18.6K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
964+ 18.78% |
$140K - $185K
|
6.1K
$1.21M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
953+ 16.23% |
$138K - $183K
|
6.82K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
870+ 16.24% |
$126K - $167K
|
6.23K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
870+ 3.48% |
$126K - $167K
|
25.9K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
860+ 10.88% |
$125K - $165K
|
8.77K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
848+ 14.69% |
$123K - $163K
|
6.62K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
822+ 0.54% |
$119K - $158K
|
154K
$30.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
806+ 55.86% |
$117K - $155K
|
2.25K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 66.67% |
$116K - $154K
|
2K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
772+ 3676.19% |
$112K - $148K
|
793
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
765+ 28.81% |
$111K - $147K
|
3.42K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
764+ 5.55% |
$111K - $147K
|
14.5K
$2.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
758+ 3.3% |
$110K - $146K
|
23.8K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
757New |
$110K - $145K
|
757
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
746+ 1.72% |
$108K - $143K
|
44K
$8.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
737+ 1.83% |
$107K - $142K
|
41K
$8.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
717+ 14.66% |
$104K - $138K
|
5.61K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
681+ 12.13% |
$98.9K - $131K
|
6.3K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
665+ 6.15% |
$96.6K - $128K
|
11.5K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
644+ 18.3% |
$93.5K - $124K
|
4.16K
$828K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
630+ 420.0% |
$91.5K - $121K
|
780
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
605+ 20.84% |
$87.8K - $116K
|
3.51K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
592+ 27.22% |
$86K - $114K
|
2.77K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
590New |
$85.7K - $113K
|
590
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 31.03% |
$82.6K - $109K
|
2.4K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
569+ 0.86% |
$82.6K - $109K
|
67.1K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
561+ 5.86% |
$81.5K - $108K
|
10.1K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
522+ 15.87% |
$75.8K - $100K
|
3.81K
$758K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
503+ 31.94% |
$73K - $96.6K
|
2.08K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
500+ 11.56% |
$72.6K - $96K
|
4.82K
$959K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
471+ 19.14% |
$68.4K - $90.4K
|
2.93K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
470+ 5.64% |
$68.2K - $90.2K
|
8.81K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
445+ 16.71% |
$64.6K - $85.4K
|
3.11K
$618K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
434+ 7.63% |
$63K - $83.3K
|
6.12K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
424+ 5.39% |
$61.6K - $81.4K
|
8.29K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
405+ 22.78% |
$58.8K - $77.8K
|
2.18K
$434K
|