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 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-425- 30.91% |
$61.7K - $81.6K
|
950
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-25- 25.25% |
$3.63K - $4.8K
|
74
$14.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$1.89K - $2.5K
|
2.04K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
48+ 2.94% |
$6.97K - $9.22K
|
1.68K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.13% |
$581 - $768
|
3.11K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.09% |
$24.8K - $32.8K
|
15.6K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4- 0.49% |
$581 - $768
|
811
$162K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.09K- 34.63% |
$159K - $210K
|
2.06K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-190- 3.24% |
$27.6K - $36.5K
|
5.67K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
248+ 6.84% |
$36K - $47.6K
|
3.87K
$772K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
445+ 16.71% |
$64.6K - $85.4K
|
3.11K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-286- 4.15% |
$41.5K - $54.9K
|
6.6K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.45K- 13.06% |
$501K - $662K
|
23K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
132K+ 20.09% |
$19.1M - $25.3M
|
788K
$157M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
964+ 18.78% |
$140K - $185K
|
6.1K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-250- 0.6% |
$36.3K - $48K
|
41.6K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.77% |
$6.1K - $8.06K
|
5.52K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 5.34% |
$1.02K - $1.34K
|
138
$27.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-76.1K- 57.34% |
$11M - $14.6M
|
56.6K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4.21K+ 15.41% |
$611K - $808K
|
31.5K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
1.2KNew |
$174K - $230K
|
1.2K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 10.48% |
$1.89K - $2.5K
|
137
$27.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7+ 0.34% |
$1.02K - $1.34K
|
2.07K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 1.84% |
$19.6K - $25.9K
|
7.19K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-592- 5.58% |
$86K - $114K
|
10K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-23- 1.45% |
$3.34K - $4.42K
|
1.57K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.1K+ 22.89% |
$741K - $979K
|
27.4K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 11.29% |
$1.02K - $1.34K
|
55
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-7- 3.2% |
$1.02K - $1.34K
|
212
$42.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.29KNew |
$187K - $248K
|
1.29K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.26KNew |
$182K - $241K
|
1.26K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.55KNew |
$225K - $297K
|
1.55K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$282K - $373K
|
1.94K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.33KNew |
$193K - $255K
|
1.33K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$182K - $240K
|
1.25K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
470+ 5.64% |
$68.2K - $90.2K
|
8.81K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.07K- 15.35% |
$155K - $205K
|
5.9K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
238+ 0.61% |
$34.6K - $45.7K
|
39.4K
$7.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.24KNew |
$180K - $238K
|
1.24K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
276+ 14.31% |
$40.1K - $53K
|
2.21K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.12KNew |
$163K - $215K
|
1.12K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4- 0.3% |
$581 - $768
|
1.31K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.07% |
$290 - $384
|
2.74K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
822+ 0.54% |
$119K - $158K
|
154K
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-691- 1.4% |
$100K - $133K
|
48.5K
$9.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 57.41% |
$739K - $977K
|
3.78K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
343+ 11.09% |
$49.8K - $65.9K
|
3.44K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-21- 1.28% |
$3.05K - $4.03K
|
1.62K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.55K+ 1.75% |
$225K - $298K
|
90K
$17.9M
|