Purchases and Sales Made in Q2 2025 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITAL ONE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
990New |
$149K - $211K
|
990
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
982New |
$148K - $209K
|
982
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
976New |
$147K - $208K
|
976
$216K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
955New |
$144K - $203K
|
955
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
946New |
$142K - $201K
|
946
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
764New |
$115K - $163K
|
764
$169K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
755+ 7.54% |
$114K - $161K
|
10.8K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
744+ 108.14% |
$112K - $158K
|
1.43K
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
671+ 84.4% |
$101K - $143K
|
1.47K
$324K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
589+ 14.7% |
$88.7K - $125K
|
4.6K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
577+ 39.96% |
$86.9K - $123K
|
2.02K
$446K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
572+ 237.34% |
$86.1K - $122K
|
813
$180K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
557New |
$83.9K - $119K
|
557
$123K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
448+ 112.85% |
$67.5K - $95.3K
|
845
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
427+ 9.15% |
$64.3K - $90.8K
|
5.09K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
423+ 43.47% |
$63.7K - $90K
|
1.4K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
382+ 3.59% |
$57.5K - $81.3K
|
11K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
371+ 32.46% |
$55.9K - $78.9K
|
1.51K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
370New |
$55.7K - $78.7K
|
370
$81.7K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
361+ 12.9% |
$54.4K - $76.8K
|
3.16K
$698K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
329+ 17.75% |
$49.5K - $70K
|
2.18K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
287+ 8.74% |
$43.2K - $61.1K
|
3.57K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
285New |
$42.9K - $60.6K
|
285
$62.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
285+ 0.32% |
$42.9K - $60.6K
|
90.1K
$19.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
278+ 17.92% |
$41.9K - $59.1K
|
1.83K
$404K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
274New |
$41.3K - $58.3K
|
274
$60.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
245+ 14.84% |
$36.9K - $52.1K
|
1.9K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
222+ 1.61% |
$33.4K - $47.2K
|
14K
$3.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
222+ 7.04% |
$33.4K - $47.2K
|
3.38K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
200+ 2.89% |
$30.1K - $42.6K
|
7.11K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
200+ 17.04% |
$30.1K - $42.6K
|
1.37K
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 60.98% |
$30.1K - $42.6K
|
528
$117K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
195New |
$29.4K - $41.5K
|
195
$43.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
170+ 629.63% |
$25.6K - $36.2K
|
197
$43.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
156+ 131.09% |
$23.5K - $33.2K
|
275
$60.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
155+ 8.54% |
$23.3K - $33K
|
1.97K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
144+ 1200.0% |
$21.7K - $30.6K
|
156
$34.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120+ 5.71% |
$18.1K - $25.5K
|
2.22K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
85+ 11.3% |
$12.8K - $18.1K
|
837
$185K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
78+ 1.75% |
$11.7K - $16.6K
|
4.53K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
71+ 2.6% |
$10.7K - $15.1K
|
2.8K
$618K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
49+ 3.61% |
$7.38K - $10.4K
|
1.41K
$311K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
39+ 2.24% |
$5.87K - $8.3K
|
1.78K
$394K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
36+ 45.0% |
$5.42K - $7.66K
|
116
$25.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 48.61% |
$5.27K - $7.45K
|
107
$23.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 2.85% |
$3.91K - $5.53K
|
937
$207K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.42K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7+ 2.09% |
$1.05K - $1.49K
|
342
$75.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6New |
$903 - $1.28K
|
6
$1.33K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$602 - $851
|
4
$883
|