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 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
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17New |
$2.79K - $3.57K
|
17
$3.75K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 0.92% |
$2.79K - $3.57K
|
1.87K
$413K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 0.82% |
$2.79K - $3.57K
|
2.08K
$459K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
15New |
$2.46K - $3.15K
|
15
$3.31K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
15New |
$2.46K - $3.15K
|
15
$3.31K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
15+ 1.0% |
$2.46K - $3.15K
|
1.51K
$333K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
15+ 100.0% |
$2.46K - $3.15K
|
30
$6.63K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
15+ 187.5% |
$2.46K - $3.15K
|
23
$5.08K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 5.32% |
$2.29K - $2.94K
|
277
$61.2K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 116.67% |
$2.29K - $2.94K
|
26
$5.74K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
14+ 0.92% |
$2.29K - $2.94K
|
1.54K
$340K
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 3.65% |
$2.29K - $2.94K
|
398
$87.9K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 11.02% |
$2.29K - $2.94K
|
141
$31.1K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
13New |
$2.13K - $2.73K
|
13
$2.87K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.09% |
$1.8K - $2.31K
|
12.1K
$2.68M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 5.05% |
$1.8K - $2.31K
|
229
$50.6K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11+ 0.57% |
$1.8K - $2.31K
|
1.93K
$426K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10New |
$1.64K - $2.1K
|
10
$2.21K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
10+ 0.69% |
$1.64K - $2.1K
|
1.46K
$322K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
10+ 0.18% |
$1.64K - $2.1K
|
5.6K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10+ 0.52% |
$1.64K - $2.1K
|
1.94K
$428K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9New |
$1.47K - $1.89K
|
9
$1.99K
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 0.1% |
$1.47K - $1.89K
|
8.71K
$1.92M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9New |
$1.47K - $1.89K
|
9
$1.99K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$1.31K - $1.68K
|
8
$1.77K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
8+ 200.0% |
$1.31K - $1.68K
|
12
$2.65K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7+ 29.17% |
$1.15K - $1.47K
|
31
$6.85K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
7New |
$1.15K - $1.47K
|
7
$1.55K
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7+ 9.46% |
$1.15K - $1.47K
|
81
$17.9K
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$983 - $1.26K
|
6
$1.33K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.28% |
$983 - $1.26K
|
2.18K
$480K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6+ 0.5% |
$983 - $1.26K
|
1.21K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.31% |
$983 - $1.26K
|
1.94K
$427K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.17% |
$819 - $1.05K
|
2.93K
$648K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.37% |
$819 - $1.05K
|
1.35K
$297K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5+ 0.28% |
$819 - $1.05K
|
1.77K
$391K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 2.63% |
$819 - $1.05K
|
195
$43.1K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 15.15% |
$819 - $1.05K
|
38
$8.39K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$655 - $839
|
4
$883
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4New |
$655 - $839
|
4
$883
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4+ 5.56% |
$655 - $839
|
76
$16.8K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4New |
$655 - $839
|
4
$883
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3New |
$492 - $629
|
3
$663
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 12.5% |
$492 - $629
|
27
$5.96K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3+ 0.05% |
$492 - $629
|
6.1K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3+ 3.3% |
$492 - $629
|
94
$20.8K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.17% |
$492 - $629
|
141
$31.1K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2New |
$328 - $420
|
2
$442
|