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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
138+ 1.5% |
$20K - $26.5K
|
9.33K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
137+ 7.25% |
$19.9K - $26.3K
|
2.03K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
134+ 8.33% |
$19.5K - $25.7K
|
1.74K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
127+ 5.56% |
$18.4K - $24.4K
|
2.41K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
127+ 6.47% |
$18.4K - $24.4K
|
2.09K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
126+ 5.35% |
$18.3K - $24.2K
|
2.48K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
125+ 4.84% |
$18.1K - $24K
|
2.71K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
123+ 51.25% |
$17.9K - $23.6K
|
363
$72.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
123+ 2.98% |
$17.9K - $23.6K
|
4.26K
$846K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
112+ 4.74% |
$16.3K - $21.5K
|
2.47K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
111+ 0.2% |
$16.1K - $21.3K
|
56.7K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
111+ 0.76% |
$16.1K - $21.3K
|
14.7K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
109+ 0.3% |
$15.8K - $20.9K
|
36.9K
$7.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 218.75% |
$15.2K - $20.2K
|
153
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
104+ 5.7% |
$15.1K - $20K
|
1.93K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
103New |
$15K - $19.8K
|
103
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
103+ 4.28% |
$15K - $19.8K
|
2.51K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
97+ 2.65% |
$14.1K - $18.6K
|
3.76K
$748K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
96+ 13.71% |
$13.9K - $18.4K
|
796
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
94+ 1.97% |
$13.6K - $18K
|
4.87K
$969K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
91New |
$13.2K - $17.5K
|
91
$18.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
88+ 1.61% |
$12.8K - $16.9K
|
5.55K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
85+ 29.41% |
$12.3K - $16.3K
|
374
$74.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
83+ 0.46% |
$12.1K - $15.9K
|
18.2K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
78New |
$11.3K - $15K
|
78
$15.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$11K - $14.6K
|
76
$15.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
75New |
$10.9K - $14.4K
|
75
$14.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$10.7K - $14.2K
|
74
$14.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
69+ 2.52% |
$10K - $13.2K
|
2.8K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
65+ 1.31% |
$9.44K - $12.5K
|
5.01K
$996K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
65+ 4.0% |
$9.44K - $12.5K
|
1.69K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
65+ 2.45% |
$9.44K - $12.5K
|
2.72K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
64+ 7.04% |
$9.29K - $12.3K
|
973
$193K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$9.29K - $12.3K
|
5.86K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
62+ 3.46% |
$9K - $11.9K
|
1.85K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
61+ 4.06% |
$8.86K - $11.7K
|
1.57K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
60+ 30.3% |
$8.71K - $11.5K
|
258
$51.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 4.13% |
$8.57K - $11.3K
|
1.49K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 3.25% |
$8.13K - $10.8K
|
1.78K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
54+ 3.93% |
$7.84K - $10.4K
|
1.43K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$7.84K - $10.4K
|
54
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
52New |
$7.55K - $9.98K
|
52
$10.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
51+ 1.55% |
$7.4K - $9.79K
|
3.34K
$664K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 2.6% |
$7.4K - $9.79K
|
2.01K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 8.93% |
$7.4K - $9.79K
|
622
$124K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 3.88% |
$7.4K - $9.79K
|
1.37K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
50+ 1.27% |
$7.26K - $9.6K
|
3.99K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 34.75% |
$7.11K - $9.41K
|
190
$37.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 3.02% |
$6.97K - $9.22K
|
1.64K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
48+ 2.94% |
$6.97K - $9.22K
|
1.68K
$335K
|