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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
167+ 3.94% |
$20.9K - $24.9K
|
4.4K
$787K
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
469New |
$58.6K - $69.8K
|
469
$83.8K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.82K+ 30.55% |
$727K - $867K
|
24.9K
$4.44M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.23K+ 114.0% |
$529K - $630K
|
7.95K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.5KNew |
$188K - $223K
|
1.5K
$268K
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.38K+ 3899.28% |
$672K - $801K
|
5.52K
$986K
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
744New |
$92.9K - $111K
|
744
$133K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
PUT |
-421K- 72.81% |
$52.5M - $62.6M
|
157K
$28.1M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 31.82% |
$1.75K - $2.08K
|
30
$5.36K
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.64KNew |
$204K - $243K
|
1.64K
$292K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-635- 0.61% |
$79.3K - $94.5K
|
104K
$18.5M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-328- 13.32% |
$41K - $48.8K
|
2.13K
$381K
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8.96KNew |
$1.12M - $1.33M
|
8.96K
$1.6M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.5K- 99.97% |
$438K - $522K
|
1
$179
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$4.37K - $5.21K
|
35
$6.25K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
PUT |
-46.7K- 38.92% |
$5.83M - $6.95M
|
73.3K
$13.1M
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
1.39KNew |
$174K - $207K
|
1.39K
$249K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.74KNew |
$342K - $407K
|
2.74K
$489K
|
|
May 10, 2024
Q1 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
99.5KNew |
$12.4M - $14.8M
|
99.5K
$17.8M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-116K- 18.68% |
$14.5M - $17.3M
|
507K
$90.5M
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
2KNew |
$250K - $298K
|
2K
$357K
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
9.64K+ 26.67% |
$1.2M - $1.43M
|
45.8K
$8.18M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$250 - $298
|
4
$715
|
|
May 08, 2024
Q1 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
10KNew |
$1.25M - $1.49M
|
10K
$1.79M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$12.5K - $14.9K
|
100
$17.9K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18+ 0.13% |
$2.25K - $2.68K
|
13.8K
$2.46M
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.48KNew |
$185K - $220K
|
1.48K
$264K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-475- 19.96% |
$59.3K - $70.7K
|
1.91K
$340K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-656- 32.27% |
$81.9K - $97.7K
|
1.38K
$246K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
261New |
$32.6K - $38.9K
|
261
$46.6K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
36+ 1.84% |
$4.5K - $5.36K
|
1.99K
$356K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.79K- 64.82% |
$1.22M - $1.46M
|
5.31K
$949K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 10.23% |
$4.37K - $5.21K
|
377
$67.4K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
70+ 777.78% |
$8.74K - $10.4K
|
79
$14.1K
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.52KNew |
$190K - $226K
|
1.52K
$271K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
500New |
$62.5K - $74.4K
|
500
$89.3K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
429+ 15.19% |
$53.6K - $63.9K
|
3.25K
$581K
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$187K - $223K
|
1.5K
$267K
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$312K - $372K
|
3.5K
$625K
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
385New |
$48.1K - $57.3K
|
385
$68.8K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.65KNew |
$331K - $395K
|
2.65K
$474K
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
1.5KNew |
$187K - $223K
|
1.5K
$268K
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-43- 2.78% |
$5.37K - $6.4K
|
1.5K
$269K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 2.1% |
$4K - $4.76K
|
1.5K
$267K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.32K- 7.74% |
$165K - $197K
|
15.8K
$2.81M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
21New |
$2.62K - $3.13K
|
21
$3.75K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-29- 11.24% |
$3.62K - $4.32K
|
229
$40.9K
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1+ 0.01% |
$125 - $149
|
7.92K
$1.41M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 74.0% |
$4.62K - $5.51K
|
13
$2.32K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-40- 44.94% |
$5K - $5.96K
|
49
$8.75K
|