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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$125K - $185K
|
1.4K
$304K
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 1.11% |
$89K - $132K
|
91K
$19.7M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
600New |
$53.4K - $79.2K
|
600
$130K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
419+ 13966.67% |
$37.3K - $55.3K
|
422
$91.5K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$26.7K - $39.6K
|
300
$65K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
218+ 726.67% |
$19.4K - $28.8K
|
248
$53.7K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200New |
$17.8K - $26.4K
|
200
$43.3K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.27M
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
160New |
$14.2K - $21.1K
|
160
$34.7K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
148+ 13.69% |
$13.2K - $19.5K
|
1.23K
$266K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
102New |
$9.07K - $13.5K
|
102
$22.1K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91New |
$8.1K - $12K
|
91
$19.7K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
73New |
$6.49K - $9.64K
|
73
$15.8K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62+ 137.78% |
$5.52K - $8.19K
|
107
$23.2K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$4.27K - $6.34K
|
48
$10.4K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
46New |
$4.09K - $6.07K
|
46
$9.97K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43+ 4.08% |
$3.83K - $5.68K
|
1.1K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34New |
$3.02K - $4.49K
|
34
$7.37K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$2.67K - $3.96K
|
30
$6.5K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
25New |
$2.22K - $3.3K
|
25
$5.42K
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $3.3K
|
25
$5.42K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$2.14K - $3.17K
|
24
$5.2K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20New |
$1.78K - $2.64K
|
20
$4.33K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
19New |
$1.69K - $2.51K
|
19
$4.12K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
17New |
$1.51K - $2.24K
|
17
$3.68K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.25K - $1.85K
|
14
$3.03K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 7.55% |
$356 - $528
|
57
$12.4K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.8% |
$178 - $264
|
252
$54.6K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
PUT |
620KNew |
$59.2M - $73.1M
|
620K
$134M
|
|
May 07, 2025
Q3 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
69.9KNew |
$6.67M - $8.25M
|
69.9K
$15.1M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
50.3K+ 32.55% |
$4.8M - $5.93M
|
205K
$44.4M
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
38.5KNew |
$3.68M - $4.54M
|
38.5K
$8.35M
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
36.7KNew |
$3.5M - $4.33M
|
36.7K
$7.95M
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
17.3KNew |
$1.65M - $2.04M
|
17.3K
$3.74M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
14KNew |
$1.34M - $1.65M
|
14K
$3.03M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.25KNew |
$597K - $737K
|
6.25K
$1.35M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.65K+ 11.29% |
$253K - $313K
|
26.2K
$5.67M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.65KNew |
$253K - $312K
|
2.65K
$573K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.21KNew |
$211K - $261K
|
2.21K
$480K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.21KNew |
$211K - $260K
|
2.21K
$478K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.37KNew |
$131K - $162K
|
1.37K
$298K
|
|
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
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
351+ 11.98% |
$33.5K - $41.4K
|
3.28K
$711K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
281+ 8.69% |
$26.8K - $33.1K
|
3.51K
$762K
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200New |
$19.1K - $23.6K
|
200
$43.3K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$15.9K - $19.6K
|
166
$36K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
152+ 53.71% |
$14.5K - $17.9K
|
435
$94.3K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$12.6K - $15.6K
|
132
$28.6K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
106New |
$10.1K - $12.5K
|
106
$23K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
32New |
$3.06K - $3.77K
|
32
$6.94K
|