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 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
52.3K+ 19.15% |
$7.59M - $10M
|
325K
$64.8M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 1.32% |
$5.81K - $7.68K
|
3K
$598K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
20+ 1.4% |
$2.9K - $3.84K
|
1.45K
$288K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 1.67% |
$581 - $768
|
243
$48.4K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
64+ 1.1% |
$9.29K - $12.3K
|
5.86K
$1.17M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 5.37% |
$2.76K - $3.65K
|
335
$66.8K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14- 0.7% |
$2.03K - $2.69K
|
2K
$398K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-148- 5.69% |
$21.5K - $28.4K
|
2.45K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.02% |
$145 - $192
|
4.75K
$946K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 330.1% |
$1.51M - $2M
|
13.6K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 13.63% |
$40.7K - $53.8K
|
1.77K
$354K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
848+ 14.69% |
$123K - $163K
|
6.62K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
64+ 7.04% |
$9.29K - $12.3K
|
973
$194K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 19.63% |
$154K - $203K
|
6.45K
$1.29M
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
263KNew |
$38.2M - $50.5M
|
263K
$52.4M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
65+ 1.31% |
$9.44K - $12.5K
|
5.01K
$998K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-200- 4.05% |
$29K - $38.4K
|
4.74K
$944K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.39KNew |
$201K - $266K
|
1.39K
$276K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-386- 14.71% |
$56K - $74.1K
|
2.24K
$446K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.25KNew |
$181K - $239K
|
1.25K
$248K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
154+ 4.32% |
$22.4K - $29.6K
|
3.72K
$742K
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
109+ 0.3% |
$15.8K - $20.9K
|
36.9K
$7.35M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 0.12% |
$1.6K - $2.11K
|
9.28K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
270+ 16.93% |
$39.2K - $51.8K
|
1.87K
$372K
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.56% |
$3.63K - $4.8K
|
4.45K
$888K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 5.62% |
$29K - $38.4K
|
3.36K
$670K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.25KNew |
$181K - $239K
|
1.25K
$248K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19.1K- 36.19% |
$2.77M - $3.66M
|
33.6K
$6.69M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
181+ 4.6% |
$26.3K - $34.8K
|
4.12K
$820K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$145 - $192
|
1
$199
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
201+ 7.6% |
$29.2K - $38.6K
|
2.84K
$567K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.15K- 1.19% |
$166K - $220K
|
95.3K
$19M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-645- 5.62% |
$93.6K - $124K
|
10.8K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-108- 1.94% |
$15.7K - $20.7K
|
5.47K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.24KNew |
$179K - $237K
|
1.24K
$246K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.73K+ 8.92% |
$251K - $332K
|
21.1K
$4.21M
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.89% |
$27.3K - $36.1K
|
21K
$4.18M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.3KNew |
$189K - $250K
|
1.3K
$260K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
51+ 1.55% |
$7.4K - $9.79K
|
3.34K
$666K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-49- 23.22% |
$7.11K - $9.41K
|
162
$32.3K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
29.9KNew |
$4.35M - $5.75M
|
29.9K
$5.97M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$290 - $384
|
2K
$398K
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-44- 0.4% |
$6.39K - $8.45K
|
10.8K
$2.16M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 39.24% |
$161K - $213K
|
3.94K
$784K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-200- 3.14% |
$29K - $38.4K
|
6.18K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
165+ 11.87% |
$24K - $31.7K
|
1.56K
$310K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4- 0.22% |
$581 - $768
|
1.78K
$354K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-565- 11.14% |
$82K - $108K
|
4.51K
$898K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-181- 8.74% |
$26.3K - $34.8K
|
1.89K
$376K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.41K- 23.03% |
$350K - $463K
|
8.06K
$1.61M
|