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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
96New |
$12K - $14.3K
|
96
$19.5K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 11.11% |
$125 - $149
|
10
$2.03K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.36KNew |
$170K - $203K
|
1.36K
$277K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-370- 31.62% |
$46.2K - $55.1K
|
800
$163K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.86% |
$26.1K - $31.1K
|
11.4K
$2.33M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 13.1% |
$1.37K - $1.64K
|
73
$14.8K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$9.37K - $11.2K
|
75
$15.2K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
22New |
$2.75K - $3.28K
|
22
$4.47K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
64+ 19.22% |
$7.99K - $9.53K
|
397
$80.7K
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-373- 15.77% |
$46.6K - $55.5K
|
1.99K
$405K
|
|
Q4 2023 | |||||||
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-469- 26.74% |
$41.7K - $61.9K
|
1.29K
$261K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.51% |
$178 - $264
|
55
$11.2K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 271.43% |
$1.69K - $2.51K
|
26
$5.28K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200New |
$17.8K - $26.4K
|
200
$40.6K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
19New |
$1.69K - $2.51K
|
19
$3.86K
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.48K- 17.08% |
$844K - $1.25M
|
46K
$9.35M
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.1K- 95.63% |
$97.4K - $145K
|
50
$10.2K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
17New |
$1.51K - $2.24K
|
17
$3.45K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
419+ 13966.67% |
$37.3K - $55.3K
|
422
$85.8K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.07K - $1.58K
|
12
$2.44K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
600New |
$53.4K - $79.2K
|
600
$122K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
1.84KNew |
$164K - $243K
|
1.84K
$375K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.25K - $1.85K
|
14
$2.84K
|
|
Feb 14, 2024
Q4 2023
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
- |
-16K- 13.68% |
$1.42M - $2.11M
|
101K
$20.5M
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
550New |
$48.9K - $72.6K
|
550
$112K
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
30.5K+ 17.8% |
$2.71M - $4.02M
|
202K
$41M
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
CALL |
20KNew |
$1.78M - $2.64M
|
20K
$4.06M
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
PUT |
25KNew |
$2.22M - $3.3M
|
25K
$5.08M
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.13KNew |
$723K - $1.07M
|
8.13K
$1.65M
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-11K- 14.53% |
$979K - $1.45M
|
64.7K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
102K+ 3.99% |
$9.04M - $13.4M
|
2.65M
$538M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-19- 79.17% |
$1.69K - $2.51K
|
5
$1.02K
|
|
Feb 14, 2024
Q4 2023
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
31.2KNew |
$2.77M - $4.12M
|
31.2K
$6.33M
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
8.5KNew |
$756K - $1.12M
|
8.5K
$1.73M
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-102- 38.2% |
$9.07K - $13.5K
|
165
$33.5K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-228- 9.19% |
$20.3K - $30.1K
|
2.25K
$458K
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
445KNew |
$39.6M - $58.7M
|
445K
$90.4M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.08KNew |
$185K - $275K
|
2.08K
$423K
|
|
Feb 14, 2024
Q4 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1.09MNew |
$96.6M - $143M
|
1.09M
$221M
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-3.51K- 47.42% |
$312K - $463K
|
3.89K
$790K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1.7K+ 34.0% |
$151K - $224K
|
6.7K
$1.36M
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
17.1KNew |
$1.52M - $2.26M
|
17.1K
$3.47M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34New |
$3.02K - $4.49K
|
34
$6.91K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
9.85KNew |
$877K - $1.3M
|
9.85K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.86KNew |
$166K - $246K
|
1.86K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$4.27K - $6.34K
|
48
$9.75K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20New |
$1.78K - $2.64K
|
20
$4.06K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
802New |
$71.4K - $106K
|
802
$163K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.99KNew |
$177K - $263K
|
1.99K
$405K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
463+ 27.98% |
$41.2K - $61.1K
|
2.12K
$430K
|