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 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 87.71% |
$393K - $436K
|
4.06K
$817K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 0.23% |
$1.04K - $1.15K
|
2.2K
$441K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$207 - $230
|
2.03K
$409K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
20.1KNew |
$4.17M - $4.62M
|
20.1K
$4.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
30+ 15.23% |
$6.22K - $6.89K
|
227
$45.6K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
398+ 23.73% |
$82.5K - $91.4K
|
2.08K
$417K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.6K+ 52.41% |
$746K - $827K
|
10.5K
$2.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
730+ 54.15% |
$151K - $168K
|
2.08K
$418K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$415 - $459
|
3.38K
$679K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 20.0% |
$3.11K - $3.45K
|
60
$12.1K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7+ 0.23% |
$1.45K - $1.61K
|
3.06K
$615K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.14K+ 7.98% |
$236K - $262K
|
15.4K
$3.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-275- 6.83% |
$57K - $63.2K
|
3.75K
$754K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$415 - $459
|
2
$402
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-132- 1.56% |
$27.4K - $30.3K
|
8.31K
$1.67M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.1% |
$207 - $230
|
1.02K
$205K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-323- 0.36% |
$67K - $74.2K
|
88.9K
$17.9M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
155K+ 95.1% |
$23.4M - $33M
|
319K
$64M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
164K+ 5.64% |
$24.6M - $34.8M
|
3.06M
$616M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
25+ 21.74% |
$3.76K - $5.32K
|
140
$28.1K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.89K- 24.23% |
$585K - $827K
|
12.2K
$2.44M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.07KNew |
$160K - $227K
|
1.07K
$214K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-116- 7.97% |
$17.5K - $24.7K
|
1.34K
$269K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.46KNew |
$220K - $311K
|
1.46K
$294K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.15K+ 293.85% |
$173K - $244K
|
1.54K
$309K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3+ 75.0% |
$452 - $638
|
7
$1.41K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-362- 2.88% |
$54.5K - $77K
|
12.2K
$2.45M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
322New |
$48.5K - $68.5K
|
322
$64.7K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.59K+ 8.7% |
$541K - $764K
|
44.9K
$9.02M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-176- 2.07% |
$26.5K - $37.4K
|
8.33K
$1.67M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18New |
$2.71K - $3.83K
|
18
$3.62K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.71KNew |
$257K - $363K
|
1.71K
$343K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
38+ 2.32% |
$5.72K - $8.08K
|
1.67K
$336K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
157+ 75.85% |
$23.6K - $33.4K
|
364
$73.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$3.76K - $5.32K
|
25
$5.03K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
500+ 625.0% |
$75.3K - $106K
|
580
$117K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
44.1KNew |
$6.65M - $9.39M
|
44.1K
$8.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9New |
$1.36K - $1.91K
|
9
$1.81K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
26.2KNew |
$3.94M - $5.57M
|
26.2K
$5.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
397+ 19850.0% |
$59.8K - $84.5K
|
399
$80.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.17KNew |
$327K - $462K
|
2.17K
$436K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
35+ 1.87% |
$5.27K - $7.45K
|
1.9K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
14.3K+ 33.04% |
$2.15M - $3.03M
|
57.4K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
137New |
$20.6K - $29.1K
|
137
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.01K+ 101.96% |
$454K - $641K
|
5.97K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
93New |
$14K - $19.8K
|
93
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10KNew |
$1.51M - $2.14M
|
10K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
683 Capital Management, LLC
New York, NY |
SELL
|
PUT |
-50K- 40.0% |
$7.53M - $10.6M
|
75K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
40.2KNew |
$6.05M - $8.55M
|
40.2K
$8.08M
|
|