Purchases and Sales Made in Q4 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
78New |
$11.3K - $15K
|
78
$17.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$11K - $14.6K
|
76
$16.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
75New |
$10.9K - $14.4K
|
75
$16.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
74New |
$10.7K - $14.2K
|
74
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
70New |
$10.2K - $13.4K
|
70
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
69+ 2.52% |
$10K - $13.2K
|
2.8K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
67New |
$9.73K - $12.9K
|
67
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
65+ 1.31% |
$9.44K - $12.5K
|
5.01K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
65+ 2.45% |
$9.44K - $12.5K
|
2.72K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
65+ 4.0% |
$9.44K - $12.5K
|
1.69K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
64+ 7.04% |
$9.29K - $12.3K
|
973
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$9.29K - $12.3K
|
5.86K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
62+ 3.46% |
$9K - $11.9K
|
1.85K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
61+ 4.06% |
$8.86K - $11.7K
|
1.57K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
60+ 30.3% |
$8.71K - $11.5K
|
258
$57K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
60+ 0.76% |
$8.71K - $11.5K
|
7.98K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 4.13% |
$8.57K - $11.3K
|
1.49K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 3.25% |
$8.13K - $10.8K
|
1.78K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
54+ 3.93% |
$7.84K - $10.4K
|
1.43K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$7.84K - $10.4K
|
54
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
54+ 1.04% |
$7.84K - $10.4K
|
5.25K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
52New |
$7.55K - $9.98K
|
52
$11.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 3.88% |
$7.4K - $9.79K
|
1.37K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 8.93% |
$7.4K - $9.79K
|
622
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
51+ 1.55% |
$7.4K - $9.79K
|
3.34K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
51+ 2.6% |
$7.4K - $9.79K
|
2.01K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
50+ 1.27% |
$7.26K - $9.6K
|
3.99K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 34.75% |
$7.11K - $9.41K
|
190
$42K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
48+ 2.94% |
$6.97K - $9.22K
|
1.68K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
48+ 3.02% |
$6.97K - $9.22K
|
1.64K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
47+ 2.02% |
$6.82K - $9.02K
|
2.38K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
46+ 9.89% |
$6.68K - $8.83K
|
511
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
46+ 0.14% |
$6.68K - $8.83K
|
32.7K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45+ 2.0% |
$6.53K - $8.64K
|
2.29K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
43+ 1.57% |
$6.24K - $8.26K
|
2.78K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
43New |
$6.24K - $8.26K
|
43
$9.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.77% |
$6.1K - $8.06K
|
5.52K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$6.1K - $8.06K
|
42
$9.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
41+ 0.94% |
$5.95K - $7.87K
|
4.4K
$972K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
41+ 113.89% |
$5.95K - $7.87K
|
77
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
41New |
$5.95K - $7.87K
|
41
$9.05K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
41New |
$5.95K - $7.87K
|
41
$9.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
40New |
$5.81K - $7.68K
|
40
$8.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 23.35% |
$5.66K - $7.49K
|
206
$45.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 2.59% |
$5.37K - $7.1K
|
1.47K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35+ 1.6% |
$5.08K - $6.72K
|
2.23K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34+ 2.22% |
$4.94K - $6.53K
|
1.57K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34+ 1.84% |
$4.94K - $6.53K
|
1.88K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 0.64% |
$4.94K - $6.53K
|
5.33K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
33+ 9.4% |
$4.79K - $6.34K
|
384
$84.8K
|