Latest Institutional Purchases of Capital One Financial Corp (COF)
This list provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 13.33% |
$170K - $225K
|
9.97K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.16KNew |
$169K - $223K
|
1.16K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.16KNew |
$168K - $222K
|
1.16K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.15KNew |
$167K - $221K
|
1.15K
$187K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.15KNew |
$167K - $220K
|
1.15K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.14KNew |
$165K - $219K
|
1.14K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.14KNew |
$165K - $218K
|
1.14K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 18.05% |
$165K - $218K
|
7.42K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.12KNew |
$163K - $215K
|
1.12K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11K+ 7.5% |
$161K - $213K
|
15.9K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 16.91% |
$156K - $206K
|
7.43K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.05KNew |
$152K - $202K
|
1.05K
$171K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
1K+ 6.17% |
$145K - $192K
|
17.2K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
996+ 48.12% |
$145K - $191K
|
3.07K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
981+ 5.56% |
$142K - $188K
|
18.6K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
964+ 18.78% |
$140K - $185K
|
6.1K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
963+ 49.38% |
$140K - $185K
|
2.91K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
929+ 51.47% |
$135K - $178K
|
2.73K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
904+ 0.39% |
$131K - $174K
|
231K
$37.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
870+ 3.48% |
$126K - $167K
|
25.9K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
870+ 16.24% |
$126K - $167K
|
6.23K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
869+ 33.28% |
$126K - $167K
|
3.48K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
860+ 10.88% |
$125K - $165K
|
8.77K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
858+ 5.51% |
$125K - $165K
|
16.4K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
848+ 14.69% |
$123K - $163K
|
6.62K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
822+ 0.54% |
$119K - $158K
|
154K
$25.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
806+ 55.86% |
$117K - $155K
|
2.25K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 66.67% |
$116K - $154K
|
2K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
793+ 3.43% |
$115K - $152K
|
23.9K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
772+ 3676.19% |
$112K - $148K
|
793
$129K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
765+ 28.81% |
$111K - $147K
|
3.42K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
764+ 5.55% |
$111K - $147K
|
14.5K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
757New |
$110K - $145K
|
757
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
746+ 1.72% |
$108K - $143K
|
44K
$7.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
737+ 1.83% |
$107K - $142K
|
41K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
717+ 14.66% |
$104K - $138K
|
5.61K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
681+ 12.13% |
$98.9K - $131K
|
6.3K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
665+ 6.15% |
$96.6K - $128K
|
11.5K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
644+ 18.3% |
$93.5K - $124K
|
4.16K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
632+ 55.0% |
$91.8K - $121K
|
1.78K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
613+ 8.74% |
$89K - $118K
|
7.63K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
605+ 20.84% |
$87.8K - $116K
|
3.51K
$570K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
604New |
$87.7K - $116K
|
604
$98.2K
|