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 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.8K- 62.43% |
$764K - $855K
|
2.29K
$460K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
844+ 20.52% |
$170K - $190K
|
4.96K
$996K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.37K- 47.07% |
$678K - $759K
|
3.79K
$762K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-497- 15.82% |
$99.9K - $112K
|
2.64K
$531K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-24- 1.45% |
$4.82K - $5.4K
|
1.63K
$328K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.63K+ 221.99% |
$327K - $366K
|
2.36K
$474K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
31New |
$6.23K - $6.98K
|
31
$6.23K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
19+ 2.33% |
$3.82K - $4.28K
|
834
$168K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-152- 0.95% |
$30.6K - $34.2K
|
15.8K
$3.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 1.86% |
$3.22K - $3.6K
|
876
$176K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
48+ 1.58% |
$9.65K - $10.8K
|
3.09K
$620K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 1.76% |
$1.21K - $1.35K
|
334
$67.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1- 0.04% |
$201 - $225
|
2.81K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
850+ 5.63% |
$171K - $191K
|
15.9K
$3.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
42+ 1.67% |
$8.44K - $9.45K
|
2.56K
$515K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.42K- 11.05% |
$687K - $769K
|
27.5K
$5.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-5- 0.26% |
$1.01K - $1.13K
|
1.91K
$383K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-42- 2.33% |
$8.44K - $9.45K
|
1.76K
$355K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 1.46% |
$18.1K - $20.3K
|
6.08K
$1.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-51- 0.87% |
$10.3K - $11.5K
|
5.83K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
358+ 13.47% |
$72K - $80.6K
|
3.02K
$606K
|
|
|
Jan 20, 2026
Q4 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-29.4K- 51.37% |
$5.92M - $6.62M
|
27.9K
$5.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$201 - $225
|
1.09K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
440+ 1.65% |
$88.4K - $99K
|
27.2K
$5.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
484+ 10.49% |
$97.3K - $109K
|
5.1K
$1.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1- 0.08% |
$201 - $225
|
1.23K
$247K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 41.09% |
$312K - $350K
|
5.34K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$382K - $428K
|
1.9K
$382K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.3K- 46.67% |
$1.47M - $1.64M
|
8.34K
$1.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 0.38% |
$13.9K - $15.5K
|
18.2K
$3.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-190- 0.7% |
$38.2K - $42.8K
|
26.9K
$5.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 17.24% |
$1.01K - $1.13K
|
34
$6.83K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.84K+ 23.0% |
$570K - $638K
|
15.2K
$3.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 6.32% |
$23.1K - $25.9K
|
1.94K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust Investment Advisors
|
BUY
|
- |
77+ 0.7% |
$15.5K - $17.3K
|
11K
$2.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.24KNew |
$249K - $279K
|
1.24K
$249K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-660- 99.25% |
$133K - $149K
|
5
$1.01K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 121.21% |
$402K - $450K
|
3.65K
$734K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-28- 0.28% |
$5.63K - $6.3K
|
10.1K
$2.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-32- 0.09% |
$6.43K - $7.2K
|
36.5K
$7.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.1% |
$402 - $450
|
1.98K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 6.21% |
$19.1K - $21.4K
|
1.43K
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-378- 19.09% |
$76K - $85.1K
|
1.6K
$322K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-245- 7.23% |
$49.2K - $55.1K
|
3.15K
$632K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
23+ 5.62% |
$4.62K - $5.18K
|
432
$86.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-17- 1.37% |
$3.42K - $3.83K
|
1.23K
$246K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-254- 5.09% |
$51.1K - $57.2K
|
4.73K
$951K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-178- 0.89% |
$35.8K - $40.1K
|
19.9K
$3.99M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
76+ 13.64% |
$15.3K - $17.1K
|
633
$127K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-440- 2.6% |
$88.4K - $99K
|
16.5K
$3.31M
|
|