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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
100+ 6.35% |
$15.1K - $21.3K
|
1.68K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.63KNew |
$246K - $348K
|
1.63K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05KNew |
$158K - $223K
|
1.05K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
77+ 34.38% |
$11.6K - $16.4K
|
301
$60.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
968New |
$146K - $206K
|
968
$195K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.8K+ 15.66% |
$271K - $384K
|
13.3K
$2.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-399- 1.08% |
$60.1K - $84.9K
|
36.6K
$7.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
952New |
$143K - $203K
|
952
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.99K+ 57.28% |
$300K - $424K
|
5.47K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.91KNew |
$287K - $406K
|
1.91K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
102New |
$15.4K - $21.7K
|
102
$20.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
27New |
$4.07K - $5.74K
|
27
$5.43K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.07K+ 85.18% |
$161K - $227K
|
2.32K
$467K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
1.52KNew |
$229K - $323K
|
1.52K
$305K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2K+ 1995.0% |
$300K - $424K
|
2.1K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 3400.0% |
$5.12K - $7.23K
|
35
$7.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
646New |
$97.3K - $137K
|
646
$130K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.3K+ 433.33% |
$196K - $277K
|
1.6K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.29KNew |
$345K - $488K
|
2.29K
$461K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
48New |
$7.23K - $10.2K
|
48
$9.65K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
436+ 14.83% |
$65.6K - $92.8K
|
3.38K
$678K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
126New |
$19K - $26.8K
|
126
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-273- 10.09% |
$41.1K - $58.1K
|
2.43K
$489K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.95KNew |
$595K - $841K
|
3.95K
$794K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
178+ 5.89% |
$26.8K - $37.9K
|
3.2K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.77KNew |
$718K - $1.01M
|
4.77K
$959K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
397New |
$59.8K - $84.5K
|
397
$79.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
996New |
$150K - $212K
|
996
$200K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
316+ 38.49% |
$47.6K - $67.2K
|
1.14K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.06KNew |
$160K - $226K
|
1.06K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 136.84% |
$3.91K - $5.53K
|
45
$9.05K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.4KNew |
$211K - $299K
|
1.4K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.21KNew |
$936K - $1.32M
|
6.21K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 139.13% |
$4.82K - $6.81K
|
55
$11.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
107+ 232.61% |
$16.1K - $22.8K
|
153
$30.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.18KNew |
$177K - $251K
|
1.18K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
958New |
$144K - $204K
|
958
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.11KNew |
$167K - $237K
|
1.11K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.34KNew |
$1.11M - $1.56M
|
7.34K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$863K - $1.22M
|
5.73K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.14KNew |
$171K - $241K
|
1.14K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$366K - $517K
|
2.43K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$195K - $276K
|
1.3K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5New |
$753 - $1.06K
|
5
$1.01K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.02K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
112New |
$16.9K - $23.8K
|
112
$22.5K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$30.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.94KNew |
$443K - $626K
|
2.94K
$592K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$205K
|
|