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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
429+ 15.19% |
$53.6K - $63.9K
|
3.25K
$654K
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-2.5K- 41.67% |
$312K - $372K
|
3.5K
$704K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
385New |
$48.1K - $57.3K
|
385
$77.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.65KNew |
$331K - $395K
|
2.65K
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
21New |
$2.62K - $3.13K
|
21
$4.22K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-29- 11.24% |
$3.62K - $4.32K
|
229
$46K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 74.0% |
$4.62K - $5.51K
|
13
$2.61K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-40- 44.94% |
$5K - $5.96K
|
49
$9.85K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-11.8K- 97.92% |
$1.48M - $1.76M
|
251
$50.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-57.1K- 99.83% |
$7.13M - $8.5M
|
100
$20.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-370- 31.62% |
$46.2K - $55.1K
|
800
$161K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.86% |
$26.1K - $31.1K
|
11.4K
$2.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
22New |
$2.75K - $3.28K
|
22
$4.42K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-373- 15.77% |
$46.6K - $55.5K
|
1.99K
$401K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2025
Q4 2023
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-2.08KClosed |
$185K - $275K
|
0
$0
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200New |
$17.8K - $26.4K
|
200
$40.2K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
19New |
$1.69K - $2.51K
|
19
$3.82K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
17New |
$1.51K - $2.24K
|
17
$3.42K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
600New |
$53.4K - $79.2K
|
600
$121K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$1.25K - $1.85K
|
14
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
30.5K+ 17.8% |
$2.71M - $4.02M
|
202K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
PUT |
25KNew |
$2.22M - $3.3M
|
25K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
102K+ 3.99% |
$9.04M - $13.4M
|
2.65M
$532M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
8.5KNew |
$756K - $1.12M
|
8.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-102- 38.2% |
$9.07K - $13.5K
|
165
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
445KNew |
$39.6M - $58.7M
|
445K
$89.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
PUT |
1.09MNew |
$96.6M - $143M
|
1.09M
$218M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
1.7K+ 34.0% |
$151K - $224K
|
6.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
17.1KNew |
$1.52M - $2.26M
|
17.1K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34New |
$3.02K - $4.49K
|
34
$6.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
9.85KNew |
$877K - $1.3M
|
9.85K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$4.27K - $6.34K
|
48
$9.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20New |
$1.78K - $2.64K
|
20
$4.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
24.9KNew |
$2.22M - $3.29M
|
24.9K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$343K - $509K
|
3.85K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $287K
|
2.18K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-186KClosed |
$16.6M - $24.6M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
1.53KNew |
$136K - $203K
|
1.53K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91New |
$8.1K - $12K
|
91
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
600KNew |
$53.4M - $79.2M
|
600K
$121M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
3.06K+ 17.34% |
$272K - $404K
|
20.7K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
148+ 13.69% |
$13.2K - $19.5K
|
1.23K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-2.46K- 39.06% |
$219K - $325K
|
3.84K
$771K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.82KNew |
$162K - $240K
|
1.82K
$365K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62+ 137.78% |
$5.52K - $8.19K
|
107
$21.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
2.86K+ 41.28% |
$254K - $377K
|
9.78K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-234- 9.85% |
$20.8K - $30.9K
|
2.14K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$125K - $185K
|
1.4K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-14.9K- 43.34% |
$1.33M - $1.97M
|
19.5K
$3.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.41KNew |
$214K - $318K
|
2.41K
$484K
|
|