Latest Institutional Transactions on Capital One Financial Corp (COF)
This table provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.71K- 24.62% |
$248K - $327K
|
5.22K
$901K
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.3K- 20.0% |
$188K - $249K
|
5.18K
$894K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
6KNew |
$871K - $1.15M
|
6K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 66.67% |
$116K - $154K
|
2K
$345K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
18New |
$2.61K - $3.46K
|
18
$3.11K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 2.32% |
$55.3K - $73.2K
|
16.1K
$2.77M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-631- 21.7% |
$91.6K - $121K
|
2.28K
$393K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
60+ 30.3% |
$8.71K - $11.5K
|
258
$44.5K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-510- 1.95% |
$74K - $97.9K
|
25.7K
$4.43M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
398+ 0.25% |
$57.8K - $76.4K
|
157K
$27.1M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-601- 16.38% |
$87.3K - $115K
|
3.07K
$529K
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-563- 0.75% |
$81.7K - $108K
|
74.7K
$12.9M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
43New |
$6.24K - $8.26K
|
43
$7.42K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-363- 5.79% |
$52.7K - $69.7K
|
5.91K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1- 0.02% |
$145 - $192
|
5.09K
$878K
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$392K - $519K
|
2.7K
$467K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$11K - $14.6K
|
76
$13.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
561+ 5.86% |
$81.5K - $108K
|
10.1K
$1.75M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.33KNew |
$193K - $255K
|
1.33K
$230K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-498- 0.6% |
$72.3K - $95.6K
|
83K
$14.3M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
981+ 5.56% |
$142K - $188K
|
18.6K
$3.22M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.03KNew |
$876K - $1.16M
|
6.03K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
85+ 29.41% |
$12.3K - $16.3K
|
374
$64.6K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-65- 1.07% |
$9.44K - $12.5K
|
6K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.64K+ 29.52% |
$238K - $315K
|
7.2K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.1K- 2.97% |
$2.63M - $3.48M
|
590K
$102M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.82KNew |
$845K - $1.12M
|
5.82K
$1M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-162- 3.83% |
$23.5K - $31.1K
|
4.07K
$702K
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
117KNew |
$17M - $22.4M
|
117K
$20.2M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-21.8K- 26.58% |
$3.16M - $4.18M
|
60.2K
$10.4M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
392+ 5.9% |
$56.9K - $75.3K
|
7.04K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
870+ 16.24% |
$126K - $167K
|
6.23K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$2.76K - $3.65K
|
19
$3.28K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-17- 0.08% |
$2.47K - $3.26K
|
22K
$3.8M
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
176+ 4.02% |
$25.6K - $33.8K
|
4.55K
$786K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
757New |
$110K - $145K
|
757
$131K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
337+ 3.68% |
$48.9K - $64.7K
|
9.5K
$1.64M
|
|
Feb 10, 2025
Q4 2024
|
John & Kathleen Schreiber Foundation
Lake Forest, IL |
BUY
|
- |
1.77KNew |
$257K - $339K
|
1.77K
$305K
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.41KNew |
$205K - $272K
|
1.41K
$244K
|
|
Feb 10, 2025
Q4 2024
|
Kennondale Capital Management LLC
Richmond, VA |
BUY
|
- |
14KNew |
$2.03M - $2.69M
|
14K
$2.41M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.22K+ 1.98% |
$178K - $235K
|
63.1K
$10.9M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-325- 14.01% |
$47.2K - $62.4K
|
1.99K
$344K
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.56K+ 274.62% |
$661K - $875K
|
6.22K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.59K+ 101.96% |
$521K - $689K
|
7.11K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 18.54% |
$604K - $799K
|
26.6K
$4.59M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 16.91% |
$156K - $206K
|
7.43K
$1.28M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.36KNew |
$197K - $260K
|
1.36K
$234K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
644+ 18.3% |
$93.5K - $124K
|
4.16K
$719K
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-63.6K- 40.77% |
$9.23M - $12.2M
|
92.4K
$15.9M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$129K
|