Latest Institutional Purchases of Capital One Financial Corp (COF)
This list provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
50+ 43.1% |
$8.19K - $10.5K
|
166
$36.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
50+ 1.64% |
$8.19K - $10.5K
|
3.11K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 3.14% |
$7.7K - $9.86K
|
1.55K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
46+ 1.56% |
$7.54K - $9.65K
|
3K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
46+ 1.32% |
$7.54K - $9.65K
|
3.54K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46New |
$7.54K - $9.65K
|
46
$10.2K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
43+ 0.73% |
$7.05K - $9.02K
|
5.95K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
43+ 2.43% |
$7.05K - $9.02K
|
1.82K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41+ 6.75% |
$6.72K - $8.6K
|
648
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41+ 2.85% |
$6.72K - $8.6K
|
1.48K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
40+ 0.97% |
$6.55K - $8.39K
|
4.16K
$919K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 2.5% |
$6.39K - $8.18K
|
1.6K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
39+ 2.49% |
$6.39K - $8.18K
|
1.6K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
38+ 1.22% |
$6.23K - $7.97K
|
3.15K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35+ 2.69% |
$5.74K - $7.34K
|
1.34K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
34+ 6.65% |
$5.57K - $7.13K
|
545
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
34+ 12.59% |
$5.57K - $7.13K
|
304
$67.1K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
33+ 183.33% |
$5.41K - $6.92K
|
51
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
33New |
$5.41K - $6.92K
|
33
$7.29K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
33New |
$5.41K - $6.92K
|
33
$7.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 206.25% |
$5.41K - $6.92K
|
49
$10.8K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32+ 18.29% |
$5.24K - $6.71K
|
207
$45.7K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
32+ 1.18% |
$5.24K - $6.71K
|
2.74K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
30+ 0.51% |
$4.92K - $6.29K
|
5.96K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 2.32% |
$4.92K - $6.29K
|
1.33K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29+ 1.17% |
$4.75K - $6.08K
|
2.5K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29+ 2.46% |
$4.75K - $6.08K
|
1.21K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28+ 0.37% |
$4.59K - $5.87K
|
7.58K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
28+ 0.9% |
$4.59K - $5.87K
|
3.15K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28New |
$4.59K - $5.87K
|
28
$6.18K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
27New |
$4.42K - $5.67K
|
27
$5.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 67.57% |
$4.1K - $5.25K
|
62
$13.7K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
24+ 1.86% |
$3.93K - $5.04K
|
1.31K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
24New |
$3.93K - $5.04K
|
24
$5.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24+ 0.27% |
$3.93K - $5.04K
|
8.96K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
23+ 2.0% |
$3.77K - $4.83K
|
1.17K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22+ 1.24% |
$3.61K - $4.62K
|
1.8K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
22+ 1.89% |
$3.61K - $4.62K
|
1.18K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
22+ 1.57% |
$3.61K - $4.62K
|
1.43K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$3.61K - $4.62K
|
22
$4.86K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
21+ 0.75% |
$3.44K - $4.41K
|
2.83K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
20New |
$3.28K - $4.2K
|
20
$4.42K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
20New |
$3.28K - $4.2K
|
20
$4.42K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
20New |
$3.28K - $4.2K
|
20
$4.42K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.06% |
$3.28K - $4.2K
|
32.7K
$7.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
20+ 0.82% |
$3.28K - $4.2K
|
2.47K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19+ 1.13% |
$3.11K - $3.99K
|
1.71K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.34% |
$3.11K - $3.99K
|
5.54K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
18+ 0.31% |
$2.95K - $3.78K
|
5.92K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
17+ 0.09% |
$2.79K - $3.57K
|
18.7K
$4.13M
|