Latest Institutional Transactions on Capital One Financial Corp (COF)
This table provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-107- 2.99% |
$21.5K - $24.1K
|
3.47K
$697K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
350New |
$70.4K - $78.8K
|
350
$70.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
321+ 25.91% |
$64.5K - $72.2K
|
1.56K
$314K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 2.13% |
$4.62K - $5.18K
|
1.1K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-117- 4.33% |
$23.5K - $26.3K
|
2.59K
$520K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
178+ 5.5% |
$35.8K - $40.1K
|
3.41K
$686K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
132+ 13.79% |
$26.5K - $29.7K
|
1.09K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-16- 1.43% |
$3.22K - $3.6K
|
1.1K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
838New |
$168K - $189K
|
838
$168K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-46- 0.65% |
$9.25K - $10.4K
|
7.03K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
23+ 0.49% |
$4.62K - $5.18K
|
4.75K
$955K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-33- 4.0% |
$6.63K - $7.43K
|
791
$159K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 4.27% |
$8.04K - $9K
|
977
$196K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-437- 4.05% |
$87.8K - $98.3K
|
10.4K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8+ 0.26% |
$1.61K - $1.8K
|
3.05K
$613K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14+ 1.0% |
$2.81K - $3.15K
|
1.42K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 5.71% |
$1.61K - $1.8K
|
148
$29.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-373- 6.01% |
$75K - $83.9K
|
5.84K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$202K - $226K
|
1.01K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
171+ 3.38% |
$34.4K - $38.5K
|
5.22K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.76% |
$6.23K - $6.98K
|
4.09K
$823K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
509+ 19.61% |
$102K - $115K
|
3.11K
$624K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.72% |
$3.02K - $3.38K
|
2.09K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-69- 6.08% |
$13.9K - $15.5K
|
1.07K
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
15+ 0.17% |
$3.02K - $3.38K
|
8.94K
$1.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-834- 14.26% |
$168K - $188K
|
5.01K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-24- 1.99% |
$4.82K - $5.4K
|
1.18K
$237K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 1.77% |
$3.62K - $4.05K
|
997
$200K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
443+ 13.39% |
$89K - $99.7K
|
3.75K
$754K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
325+ 1.4% |
$65.3K - $73.1K
|
23.5K
$4.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 34.1% |
$496K - $555K
|
9.7K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.58% |
$11.9K - $13.3K
|
10.2K
$2.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.63K+ 119.75% |
$327K - $366K
|
2.98K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.03K+ 115.91% |
$1.61M - $1.81M
|
15K
$3.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
222+ 14.84% |
$44.6K - $50K
|
1.72K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
421+ 29.92% |
$84.6K - $94.7K
|
1.83K
$367K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.61% |
$2.01K - $2.25K
|
1.64K
$330K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-360- 9.87% |
$72.4K - $81K
|
3.29K
$661K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-110- 8.67% |
$22.1K - $24.8K
|
1.16K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
67+ 6.97% |
$13.5K - $15.1K
|
1.03K
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
759+ 5.86% |
$153K - $171K
|
13.7K
$2.76M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
200+ 9.24% |
$40.2K - $45K
|
2.37K
$475K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-377- 4.5% |
$75.8K - $84.8K
|
8.01K
$1.61M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-393- 18.94% |
$79K - $88.4K
|
1.68K
$338K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-110- 1.63% |
$22.1K - $24.8K
|
6.63K
$1.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.51K+ 39.21% |
$303K - $339K
|
5.35K
$1.08M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.69KNew |
$340K - $381K
|
1.69K
$340K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.12% |
$603 - $675
|
2.42K
$486K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-825- 22.0% |
$166K - $186K
|
2.93K
$588K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.2% |
$402 - $450
|
1.02K
$206K
|
|