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 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
33New |
$4.79K - $6.34K
|
33
$7.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
32+ 3.76% |
$4.65K - $6.14K
|
882
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
32+ 2.18% |
$4.65K - $6.14K
|
1.5K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
30New |
$4.36K - $5.76K
|
30
$6.63K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 1.13% |
$4.36K - $5.76K
|
2.69K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
30+ 1.34% |
$4.36K - $5.76K
|
2.26K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 1.9% |
$4.07K - $5.38K
|
1.5K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 0.09% |
$4.07K - $5.38K
|
30.2K
$6.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
27+ 1.84% |
$3.92K - $5.18K
|
1.5K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
27+ 0.72% |
$3.92K - $5.18K
|
3.8K
$840K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 2.67% |
$3.77K - $4.99K
|
999
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 1.81% |
$3.77K - $4.99K
|
1.46K
$322K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
26New |
$3.77K - $4.99K
|
26
$5.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
25+ 0.36% |
$3.63K - $4.8K
|
6.88K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
24New |
$3.48K - $4.61K
|
24
$5.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23New |
$3.34K - $4.42K
|
23
$5.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
23New |
$3.34K - $4.42K
|
23
$5.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
22+ 0.87% |
$3.19K - $4.22K
|
2.55K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
21+ 1.14% |
$3.05K - $4.03K
|
1.86K
$411K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 131.25% |
$3.05K - $4.03K
|
37
$8.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21+ 0.79% |
$3.05K - $4.03K
|
2.68K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
21+ 1.33% |
$3.05K - $4.03K
|
1.61K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
21New |
$3.05K - $4.03K
|
21
$4.64K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
20+ 1.4% |
$2.9K - $3.84K
|
1.45K
$320K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 46.51% |
$2.9K - $3.84K
|
63
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
19+ 1.01% |
$2.76K - $3.65K
|
1.89K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$2.76K - $3.65K
|
19
$4.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
19New |
$2.76K - $3.65K
|
19
$4.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.59% |
$2.61K - $3.46K
|
3.06K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 0.44% |
$2.61K - $3.46K
|
4.14K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
18New |
$2.61K - $3.46K
|
18
$3.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
18New |
$2.61K - $3.46K
|
18
$3.98K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
18New |
$2.61K - $3.46K
|
18
$3.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 19.51% |
$2.32K - $3.07K
|
98
$21.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
15+ 0.38% |
$2.18K - $2.88K
|
4.02K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15+ 1.36% |
$2.18K - $2.88K
|
1.12K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15+ 0.21% |
$2.18K - $2.88K
|
7.1K
$1.57M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 0.36% |
$2.03K - $2.69K
|
3.89K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 10.48% |
$1.89K - $2.5K
|
137
$30.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$1.89K - $2.5K
|
2.04K
$450K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12+ 0.82% |
$1.74K - $2.3K
|
1.47K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 9.38% |
$1.74K - $2.3K
|
140
$30.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.12% |
$1.6K - $2.11K
|
9.28K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.09% |
$1.6K - $2.11K
|
12.1K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 3.95% |
$1.45K - $1.92K
|
263
$58.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 1.53% |
$1.45K - $1.92K
|
665
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10New |
$1.45K - $1.92K
|
10
$2.21K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 8.0% |
$1.45K - $1.92K
|
135
$29.8K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.59% |
$1.45K - $1.92K
|
1.71K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10+ 0.11% |
$1.45K - $1.92K
|
9.02K
$1.99M
|