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 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
746+ 1.72% |
$108K - $143K
|
44K
$9.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
737+ 1.83% |
$107K - $142K
|
41K
$9.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
717+ 14.66% |
$104K - $138K
|
5.61K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
681+ 12.13% |
$98.9K - $131K
|
6.3K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
665+ 6.15% |
$96.6K - $128K
|
11.5K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
644+ 18.3% |
$93.5K - $124K
|
4.16K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
632+ 55.0% |
$91.8K - $121K
|
1.78K
$393K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
630+ 420.0% |
$91.5K - $121K
|
780
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
613+ 8.74% |
$89K - $118K
|
7.63K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
605+ 20.84% |
$87.8K - $116K
|
3.51K
$775K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
604New |
$87.7K - $116K
|
604
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
602+ 2.54% |
$87.4K - $116K
|
24.3K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
595+ 15.5% |
$86.4K - $114K
|
4.43K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
592+ 27.22% |
$86K - $114K
|
2.77K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
590New |
$85.7K - $113K
|
590
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 31.03% |
$82.6K - $109K
|
2.4K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
569+ 0.86% |
$82.6K - $109K
|
67.1K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
564+ 34.69% |
$81.9K - $108K
|
2.19K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
561+ 5.86% |
$81.5K - $108K
|
10.1K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
560+ 7.93% |
$81.3K - $108K
|
7.62K
$1.68M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
555New |
$80.6K - $107K
|
555
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
522+ 15.87% |
$75.8K - $100K
|
3.81K
$842K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
508+ 12.21% |
$73.8K - $97.5K
|
4.67K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
508+ 2.57% |
$73.8K - $97.5K
|
20.3K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
503+ 31.94% |
$73K - $96.6K
|
2.08K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
500+ 11.56% |
$72.6K - $96K
|
4.82K
$1.07M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
500New |
$72.6K - $96K
|
500
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
489+ 5.3% |
$71K - $93.9K
|
9.72K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
487+ 11.32% |
$70.7K - $93.5K
|
4.79K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
471+ 19.14% |
$68.4K - $90.4K
|
2.93K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
470+ 5.64% |
$68.2K - $90.2K
|
8.81K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
461+ 8.88% |
$66.9K - $88.5K
|
5.65K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
445+ 16.71% |
$64.6K - $85.4K
|
3.11K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
436+ 0.37% |
$63.3K - $83.7K
|
119K
$26.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
434+ 7.63% |
$63K - $83.3K
|
6.12K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
429+ 9.11% |
$62.3K - $82.4K
|
5.14K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
424+ 5.39% |
$61.6K - $81.4K
|
8.29K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
405+ 22.78% |
$58.8K - $77.8K
|
2.18K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
400New |
$58.1K - $76.8K
|
400
$88.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
398+ 0.25% |
$57.8K - $76.4K
|
157K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
392+ 5.9% |
$56.9K - $75.3K
|
7.04K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
387+ 17.4% |
$56.2K - $74.3K
|
2.61K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 0.2% |
$55.9K - $73.9K
|
191K
$42.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
375New |
$54.4K - $72K
|
375
$82.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
370+ 10.58% |
$53.7K - $71K
|
3.87K
$854K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
367+ 4.94% |
$53.3K - $70.5K
|
7.79K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
348New |
$50.5K - $66.8K
|
348
$76.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
343+ 11.09% |
$49.8K - $65.9K
|
3.44K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
337+ 3.68% |
$48.9K - $64.7K
|
9.5K
$2.1M
|