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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 5.1% |
$17.9K - $20.8K
|
2.8K
$501K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-491- 19.29% |
$64.5K - $75.1K
|
2.05K
$367K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 3.86% |
$13K - $15.2K
|
2.66K
$476K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-52- 2.67% |
$6.83K - $7.96K
|
1.9K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$131 - $153
|
1.7K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
138+ 2.58% |
$18.1K - $21.1K
|
5.48K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-135- 14.21% |
$17.7K - $20.7K
|
815
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-400- 16.33% |
$52.6K - $61.2K
|
2.05K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.32KNew |
$699K - $814K
|
5.32K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 0.83% |
$3.02K - $3.52K
|
2.76K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-53- 6.06% |
$6.97K - $8.11K
|
821
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 2.55% |
$5.26K - $6.12K
|
1.53K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
277+ 9.03% |
$36.4K - $42.4K
|
3.34K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-196- 1.53% |
$25.8K - $30K
|
12.6K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
305+ 8.4% |
$40.1K - $46.7K
|
3.94K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-246- 4.48% |
$32.3K - $37.7K
|
5.24K
$936K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-145- 3.62% |
$19.1K - $22.2K
|
3.86K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 1.32% |
$5.13K - $5.97K
|
2.92K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
562+ 5.85% |
$73.9K - $86K
|
10.2K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
355+ 7.82% |
$46.7K - $54.3K
|
4.89K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.4KNew |
$185K - $215K
|
1.4K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-58- 2.73% |
$7.62K - $8.88K
|
2.07K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-475- 15.8% |
$62.4K - $72.7K
|
2.53K
$452K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
701+ 4.76% |
$92.1K - $107K
|
15.4K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.92KNew |
$252K - $293K
|
1.92K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
388+ 25.18% |
$51K - $59.4K
|
1.93K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
207+ 11.78% |
$27.2K - $31.7K
|
1.96K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
418New |
$54.9K - $64K
|
418
$74.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-687- 9.07% |
$90.3K - $105K
|
6.89K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
274+ 3.4% |
$36K - $41.9K
|
8.34K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-382- 3.22% |
$50.2K - $58.5K
|
11.5K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
33+ 0.42% |
$4.34K - $5.05K
|
7.86K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
562+ 3.57% |
$73.9K - $86K
|
16.3K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 8.33% |
$65.7K - $76.5K
|
5.5K
$983K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
31+ 1.88% |
$4.07K - $4.74K
|
1.68K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-54- 1.96% |
$7.1K - $8.26K
|
2.7K
$483K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.96K- 15.29% |
$521K - $607K
|
22K
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$131 - $153
|
221
$39.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.04KNew |
$400K - $465K
|
3.04K
$543K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-41- 0.99% |
$5.39K - $6.28K
|
4.12K
$736K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
151+ 9.27% |
$19.8K - $23.1K
|
1.78K
$318K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.51K+ 7.16% |
$461K - $537K
|
52.5K
$9.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 0.01% |
$657 - $765
|
41.6K
$7.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-30- 4.99% |
$3.94K - $4.59K
|
571
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
27.3KNew |
$3.59M - $4.18M
|
27.3K
$4.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
77+ 9.25% |
$10.1K - $11.8K
|
909
$162K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-448- 90.32% |
$58.9K - $68.6K
|
48
$8.58K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.91K+ 10.91% |
$251K - $292K
|
19.4K
$3.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
220+ 0.56% |
$28.9K - $33.7K
|
39.2K
$7M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.11K+ 256.69% |
$277K - $323K
|
2.93K
$524K
|