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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$685 - $909
|
8
$1.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-59- 0.56% |
$5.05K - $6.71K
|
10.5K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 59.88% |
$25.7K - $34.1K
|
201
$39.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
90New |
$7.71K - $10.2K
|
90
$17.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-832- 26.78% |
$71.2K - $94.6K
|
2.28K
$447K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$171 - $227
|
2
$393
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
19KNew |
$1.63M - $2.16M
|
19K
$3.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15.3K- 94.29% |
$1.31M - $1.74M
|
926
$182K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.61K- 8.22% |
$138K - $183K
|
18K
$3.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54+ 180.0% |
$4.62K - $6.14K
|
84
$16.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.25KNew |
$192K - $255K
|
2.25K
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.03K+ 47.82% |
$88.4K - $117K
|
3.19K
$627K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.19KNew |
$445K - $590K
|
5.19K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-38- 97.44% |
$3.25K - $4.32K
|
1
$197
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.6KNew |
$1.08M - $1.43M
|
12.6K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-310- 65.26% |
$26.5K - $35.2K
|
165
$32.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
5KNew |
$428K - $568K
|
5K
$983K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 2.75% |
$856 - $1.14K
|
353
$69.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5.09K+ 27.89% |
$436K - $579K
|
23.4K
$4.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
6.21KNew |
$532K - $706K
|
6.21K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
10KNew |
$856K - $1.14M
|
10K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3.09K- 56.15% |
$265K - $351K
|
2.41K
$474K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-13.3K- 4.06% |
$1.13M - $1.51M
|
313K
$61.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Exane Asset Management
|
BUY
|
- |
2.37KNew |
$203K - $269K
|
2.37K
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-295- 90.49% |
$25.3K - $33.5K
|
31
$6.09K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
6.9KNew |
$591K - $785K
|
6.9K
$1.36M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.31KNew |
$477K - $647K
|
5.31K
$1.04M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.27KClosed |
$563K - $764K
|
0
$0
|
|
|
Dec 06, 2023
Q1 2023
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$3.59M - $4.87M
|
40K
$7.86M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.71KNew |
$781K - $1.06M
|
8.71K
$1.71M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
24New |
$2.15K - $2.92K
|
24
$4.72K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-250- 24.02% |
$22.4K - $30.5K
|
791
$155K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
381+ 18.75% |
$34.2K - $46.4K
|
2.41K
$474K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
139+ 0.66% |
$12.5K - $16.9K
|
21.3K
$4.18M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
179+ 8.78% |
$16.1K - $21.8K
|
2.22K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.19K+ 744.86% |
$734K - $997K
|
9.29K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
75KNew |
$6.73M - $9.14M
|
75K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15- 12.82% |
$1.35K - $1.83K
|
102
$20K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$206K - $280K
|
2.3K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
200KNew |
$18M - $24.4M
|
200K
$39.4M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
54K+ 18.06% |
$4.85M - $6.58M
|
353K
$69.4M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.8K- 41.13% |
$251K - $341K
|
4K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
8.2KNew |
$736K - $999K
|
8.2K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
59+ 2.21% |
$5.29K - $7.19K
|
2.73K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.64K+ 44.12% |
$147K - $200K
|
5.37K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
10KNew |
$897K - $1.22M
|
10K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.8K- 64.23% |
$700K - $950K
|
4.34K
$854K
|
|
|
May 12, 2023
Q1 2023
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
4K+ 36.36% |
$359K - $487K
|
15K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.9K - $14.9K
|
122
$24K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-105- 14.29% |
$9.42K - $12.8K
|
630
$124K
|
|