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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200+ 12.5% |
$20.4K - $28.4K
|
1.8K
$354K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-779- 77.9% |
$79.5K - $111K
|
221
$43.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-56- 8.71% |
$5.72K - $7.94K
|
587
$115K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.43K- 35.62% |
$146K - $203K
|
2.59K
$508K
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.31KClosed |
$236K - $328K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
11.1K+ 45.0% |
$1.14M - $1.58M
|
35.9K
$7.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.21K- 28.4% |
$226K - $314K
|
5.58K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-505- 8.75% |
$51.6K - $71.6K
|
5.27K
$1.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
16New |
$1.63K - $2.27K
|
16
$3.14K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-508Closed |
$51.9K - $72.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-13.9KClosed |
$1.42M - $1.98M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-717- 36.41% |
$73.2K - $102K
|
1.25K
$246K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-8.23KClosed |
$840K - $1.17M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-135- 53.78% |
$13.8K - $19.1K
|
116
$22.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 8.25% |
$40.8K - $56.7K
|
4.45K
$874K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.57KClosed |
$161K - $223K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-10.9KClosed |
$1.11M - $1.55M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-366- 1.88% |
$37.4K - $51.9K
|
19.1K
$3.76M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.48KClosed |
$253K - $351K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-6.57KClosed |
$670K - $931K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-170- 4.28% |
$17.4K - $24.1K
|
3.81K
$748K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
354+ 19.79% |
$36.1K - $50.2K
|
2.14K
$421K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.02K- 34.4% |
$104K - $145K
|
1.94K
$382K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.79KClosed |
$183K - $254K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-27.1KClosed |
$2.77M - $3.84M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-238Closed |
$24.3K - $33.8K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.61KClosed |
$164K - $228K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-75- 2.33% |
$7.66K - $10.6K
|
3.15K
$618K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
39New |
$3.98K - $5.53K
|
39
$7.67K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 75.0% |
$15.3K - $21.3K
|
50
$9.83K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.92KClosed |
$196K - $272K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
154New |
$15.7K - $21.8K
|
154
$30.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
39New |
$3.98K - $5.53K
|
39
$7.67K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1- 20.0% |
$102 - $142
|
4
$786
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8Closed |
$817 - $1.13K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-18.5KClosed |
$1.88M - $2.62M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.77KClosed |
$385K - $535K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-444Closed |
$45.3K - $63K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-184KClosed |
$18.7M - $26M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.14KClosed |
$219K - $304K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-1.88KClosed |
$192K - $267K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
19+ 1.14% |
$1.94K - $2.7K
|
1.68K
$331K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3Closed |
$306 - $426
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 12, 2025
Q1 2022
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
123+ 50.62% |
$15.4K - $19.8K
|
366
$71.9K
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-24.9K- 66.67% |
$3.1M - $4.01M
|
12.4K
$2.44M
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-69Closed |
$8.61K - $11.1K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$12.5K - $16.1K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-16KClosed |
$2M - $2.58M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-160Closed |
$20K - $25.8K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10New |
$1.25K - $1.61K
|
10
$1.97K
|
|