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 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.21KNew |
$936K - $1.32M
|
6.21K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
32+ 139.13% |
$4.82K - $6.81K
|
55
$11.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
101+ 439.13% |
$15.2K - $21.5K
|
124
$24.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
107+ 232.61% |
$16.1K - $22.8K
|
153
$30.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.18KNew |
$177K - $251K
|
1.18K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
958New |
$144K - $204K
|
958
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.11KNew |
$167K - $237K
|
1.11K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.34KNew |
$1.11M - $1.56M
|
7.34K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.73KNew |
$863K - $1.22M
|
5.73K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.14KNew |
$171K - $241K
|
1.14K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$366K - $517K
|
2.43K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$195K - $276K
|
1.3K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
5New |
$753 - $1.06K
|
5
$1.01K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$3.01K - $4.26K
|
20
$4.02K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
112New |
$16.9K - $23.8K
|
112
$22.5K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
152New |
$22.9K - $32.3K
|
152
$30.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.94KNew |
$443K - $626K
|
2.94K
$592K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$153K - $217K
|
1.02K
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
9.78K+ 155.8% |
$1.47M - $2.08M
|
16.1K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
203+ 4.56% |
$30.6K - $43.2K
|
4.65K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
957New |
$144K - $204K
|
957
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.72KNew |
$258K - $365K
|
1.72K
$345K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-306- 12.07% |
$46.1K - $65.1K
|
2.23K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.04KNew |
$156K - $221K
|
1.04K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 31.28% |
$8.43K - $11.9K
|
123
$24.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
111New |
$16.7K - $23.6K
|
111
$22.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.14K+ 1320.93% |
$171K - $242K
|
1.22K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-3.27K- 84.23% |
$492K - $696K
|
612
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.4KNew |
$211K - $299K
|
1.4K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
713+ 61.62% |
$107K - $152K
|
1.87K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11New |
$1.66K - $2.34K
|
11
$2.21K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
692+ 20.26% |
$104K - $147K
|
4.11K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62+ 103.33% |
$9.34K - $13.2K
|
122
$24.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.27KNew |
$192K - $271K
|
1.27K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
222+ 1305.88% |
$33.4K - $47.2K
|
239
$48K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
132New |
$19.9K - $28.1K
|
132
$26.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
485+ 9.38% |
$73K - $103K
|
5.66K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.02KNew |
$153K - $216K
|
1.02K
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
957New |
$144K - $204K
|
957
$192K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9New |
$1.36K - $1.91K
|
9
$1.81K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
1.16KNew |
$174K - $246K
|
1.16K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.55K+ 58.41% |
$534K - $755K
|
9.62K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.02KNew |
$154K - $217K
|
1.02K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.49KNew |
$225K - $318K
|
1.49K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.08KNew |
$162K - $229K
|
1.08K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 48.61% |
$5.27K - $7.45K
|
107
$21.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-25- 0.48% |
$3.76K - $5.32K
|
5.17K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.15KNew |
$174K - $246K
|
1.15K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.29KNew |
$344K - $486K
|
2.29K
$460K
|
|