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 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
46New |
$4.09K - $6.07K
|
46
$8.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
102New |
$9.07K - $13.5K
|
102
$18.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.54KNew |
$137K - $204K
|
1.54K
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 34.48% |
$890 - $1.32K
|
19
$3.39K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.55KNew |
$138K - $205K
|
1.55K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-739- 12.61% |
$65.7K - $97.6K
|
5.12K
$915K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$2.67K - $3.96K
|
30
$5.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-2.72K- 9.26% |
$242K - $359K
|
26.6K
$4.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 7.55% |
$356 - $528
|
57
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.74KNew |
$155K - $230K
|
1.74K
$311K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
553New |
$49.2K - $73K
|
553
$98.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-500- 26.67% |
$44.5K - $66K
|
1.38K
$246K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43+ 4.08% |
$3.83K - $5.68K
|
1.1K
$196K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
73New |
$6.49K - $9.64K
|
73
$13K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
12KNew |
$1.07M - $1.59M
|
12K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-19- 13.29% |
$1.69K - $2.51K
|
124
$22.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
199+ 1658.33% |
$17.7K - $26.3K
|
211
$37.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2KNew |
$178K - $264K
|
2K
$357K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$26.7K - $39.6K
|
300
$53.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.06KNew |
$183K - $272K
|
2.06K
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-200- 5.84% |
$17.8K - $26.4K
|
3.23K
$577K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.9KNew |
$169K - $251K
|
1.9K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.02KNew |
$180K - $266K
|
2.02K
$361K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
160New |
$14.2K - $21.1K
|
160
$28.6K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
105+ 4.22% |
$9.34K - $13.9K
|
2.59K
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-178- 20.94% |
$15.8K - $23.5K
|
672
$120K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.93KNew |
$171K - $254K
|
1.93K
$344K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-327- 8.68% |
$29.1K - $43.2K
|
3.44K
$615K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-15- 1.62% |
$1.33K - $1.98K
|
911
$163K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
218+ 726.67% |
$19.4K - $28.8K
|
248
$44.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 10.75% |
$13.3K - $19.8K
|
1.25K
$222K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $3.3K
|
25
$4.47K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.46K- 48.73% |
$219K - $325K
|
2.59K
$463K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.74MNew |
$358M - $442M
|
3.74M
$669M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.23KClosed |
$308K - $381K
|
0
$0
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.25KNew |
$597K - $737K
|
6.25K
$1.12M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8- 0.06% |
$764 - $944
|
13.1K
$2.34M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-6- 0.1% |
$573 - $708
|
6.18K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$15.9K - $19.6K
|
166
$29.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-29.6K- 82.0% |
$2.83M - $3.49M
|
6.5K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
152+ 53.71% |
$14.5K - $17.9K
|
435
$77.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.21KNew |
$211K - $260K
|
2.21K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-512- 4.11% |
$48.9K - $60.4K
|
11.9K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-60- 0.4% |
$5.73K - $7.08K
|
14.9K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.21KNew |
$211K - $261K
|
2.21K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
486+ 9.78% |
$46.4K - $57.3K
|
5.46K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
82.1KNew |
$7.84M - $9.68M
|
82.1K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
38.5KNew |
$3.68M - $4.54M
|
38.5K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.45K+ 179.69% |
$329K - $407K
|
5.37K
$959K
|
|