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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
54New |
$7.84K - $10.4K
|
54
$10.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
503+ 31.94% |
$73K - $96.6K
|
2.08K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.77K+ 5.15% |
$402K - $532K
|
56.6K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.16% |
$7.26K - $9.6K
|
31.4K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
11.7KNew |
$1.7M - $2.24M
|
11.7K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 53.37% |
$207K - $273K
|
4.09K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$726 - $960
|
5
$996
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 1.07% |
$174K - $230K
|
111K
$22.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
22.2K+ 53.35% |
$3.22M - $4.26M
|
63.8K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.25K+ 12.4% |
$617K - $816K
|
38.5K
$7.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
97+ 2.65% |
$14.1K - $18.6K
|
3.76K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-118- 3.84% |
$17.1K - $22.7K
|
2.95K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 15.32% |
$427K - $565K
|
22.2K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-56- 2.9% |
$8.13K - $10.8K
|
1.87K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.02KNew |
$729K - $965K
|
5.02K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.2K+ 0.71% |
$2.79M - $3.69M
|
2.71M
$539M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
806+ 55.86% |
$117K - $155K
|
2.25K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
65+ 4.0% |
$9.44K - $12.5K
|
1.69K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-105- 6.24% |
$15.2K - $20.2K
|
1.58K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-29- 1.81% |
$4.21K - $5.57K
|
1.58K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-32.7K- 16.28% |
$4.75M - $6.28M
|
168K
$33.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
94+ 1.97% |
$13.6K - $18K
|
4.87K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
33New |
$4.79K - $6.34K
|
33
$6.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-15.1K- 6.4% |
$2.2M - $2.9M
|
221K
$44.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.42K- 2.67% |
$497K - $657K
|
125K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.41K+ 5.88% |
$350K - $463K
|
43.5K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
329+ 0.3% |
$47.8K - $63.2K
|
110K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-13- 0.39% |
$1.89K - $2.5K
|
3.33K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-453K- 99.44% |
$65.8M - $87M
|
2.56K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.14KNew |
$165K - $219K
|
1.14K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 3.08% |
$290 - $384
|
67
$13.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-461- 3.93% |
$66.9K - $88.5K
|
11.3K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.18K- 10.9% |
$316K - $418K
|
17.8K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
645KNew |
$93.7M - $124M
|
645K
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34+ 1.84% |
$4.94K - $6.53K
|
1.88K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.67KNew |
$533K - $705K
|
3.67K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 0.64% |
$4.94K - $6.53K
|
5.33K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-554- 28.04% |
$80.4K - $106K
|
1.42K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 2.59% |
$5.37K - $7.1K
|
1.47K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
141+ 8.79% |
$20.5K - $27.1K
|
1.75K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.43K- 16.99% |
$208K - $275K
|
7K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-6K- 4.02% |
$871K - $1.15M
|
143K
$28.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
25+ 0.36% |
$3.63K - $4.8K
|
6.88K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11K+ 7.5% |
$161K - $213K
|
15.9K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.55KNew |
$515K - $681K
|
3.55K
$707K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.5K+ 639.66% |
$2.97M - $3.93M
|
23.7K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-625- 11.3% |
$90.7K - $120K
|
4.91K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
148+ 0.88% |
$21.5K - $28.4K
|
17K
$3.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.9K+ 1.98% |
$421K - $557K
|
150K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.84K- 9.4% |
$412K - $545K
|
27.3K
$5.45M
|