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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-137- 4.65% |
$28.4K - $31.5K
|
2.81K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
648+ 9.95% |
$134K - $149K
|
7.16K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
44+ 14.86% |
$9.12K - $10.1K
|
340
$68.3K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 2.04% |
$207 - $230
|
50
$10.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
1.83KNew |
$379K - $420K
|
1.83K
$367K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
142+ 137.86% |
$29.4K - $32.6K
|
245
$49.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-35- 1.23% |
$7.26K - $8.04K
|
2.82K
$567K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.99K+ 196.45% |
$413K - $457K
|
3K
$604K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-13- 0.45% |
$2.69K - $2.99K
|
2.87K
$576K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
154New |
$31.9K - $35.4K
|
154
$31K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-144- 7.47% |
$29.8K - $33.1K
|
1.79K
$359K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
33+ 0.78% |
$6.84K - $7.58K
|
4.27K
$858K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 0.59% |
$22.2K - $24.6K
|
18.2K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
803+ 7.78% |
$166K - $184K
|
11.1K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
5+ 0.35% |
$1.04K - $1.15K
|
1.45K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
133+ 4.58% |
$27.6K - $30.6K
|
3.04K
$611K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-590- 19.57% |
$122K - $136K
|
2.43K
$487K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 1.17% |
$3.32K - $3.68K
|
1.35K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.13K+ 13.3% |
$235K - $260K
|
9.65K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-13- 0.18% |
$2.69K - $2.99K
|
7.08K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-203- 19.94% |
$42.1K - $46.6K
|
815
$164K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
8+ 0.56% |
$1.66K - $1.84K
|
1.44K
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6New |
$1.24K - $1.38K
|
6
$1.21K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-51- 1.24% |
$10.6K - $11.7K
|
4.07K
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
173+ 15.77% |
$35.9K - $39.7K
|
1.27K
$255K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
832+ 7.86% |
$172K - $191K
|
11.4K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
33+ 0.02% |
$6.84K - $7.58K
|
186K
$37.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-163- 2.81% |
$33.8K - $37.4K
|
5.63K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
585+ 3.43% |
$121K - $134K
|
17.6K
$3.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-100- 5.21% |
$20.7K - $23K
|
1.82K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-358- 0.76% |
$74.2K - $82.2K
|
46.8K
$9.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-21- 2.49% |
$4.35K - $4.82K
|
824
$166K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.98K- 51.43% |
$1.86M - $2.06M
|
8.48K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
143+ 8.25% |
$29.6K - $32.9K
|
1.88K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 0.57% |
$207 - $230
|
175
$35.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
86+ 1.24% |
$17.8K - $19.8K
|
7.03K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
22.5K+ 12.8% |
$4.67M - $5.18M
|
199K
$39.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
549+ 13.64% |
$114K - $126K
|
4.57K
$919K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-19- 0.29% |
$3.94K - $4.37K
|
6.6K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.15K+ 36.54% |
$1.48M - $1.64M
|
26.7K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
1.2K+ 9.02% |
$249K - $276K
|
14.5K
$2.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06KNew |
$219K - $243K
|
1.06K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
362+ 7.57% |
$75K - $83.2K
|
5.14K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-535- 19.48% |
$111K - $123K
|
2.21K
$445K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-148K- 57.04% |
$30.6M - $33.9M
|
111K
$22.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
358+ 10.85% |
$74.2K - $82.2K
|
3.66K
$735K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.06KNew |
$219K - $243K
|
1.06K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6- 0.21% |
$1.24K - $1.38K
|
2.84K
$570K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-82.4K- 7.49% |
$17.1M - $18.9M
|
1.02M
$205M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.16K+ 14.97% |
$655K - $726K
|
24.3K
$4.87M
|
|