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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.26KNew |
$183K - $242K
|
1.26K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.48K+ 23.74% |
$361K - $477K
|
12.9K
$2.58M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
270+ 8.38% |
$39.2K - $51.8K
|
3.49K
$696K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$235K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
127+ 5.56% |
$18.4K - $24.4K
|
2.41K
$480K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-97- 4.34% |
$14.1K - $18.6K
|
2.14K
$426K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
270New |
$39.2K - $51.8K
|
270
$53.8K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 23.08% |
$436 - $576
|
16
$3.19K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
138+ 3.19% |
$20K - $26.5K
|
4.46K
$889K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-172- 2.98% |
$25K - $33K
|
5.6K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-89- 5.24% |
$12.9K - $17.1K
|
1.61K
$320K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.6K+ 61.87% |
$233K - $308K
|
4.19K
$836K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
52New |
$7.55K - $9.98K
|
52
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
18.7K+ 47.75% |
$2.72M - $3.6M
|
58K
$11.6M
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-96- 49.48% |
$13.9K - $18.4K
|
98
$19.5K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-42- 1.07% |
$6.1K - $8.06K
|
3.89K
$776K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
91New |
$13.2K - $17.5K
|
91
$18.1K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$3.2M - $4.23M
|
22.1K
$4.39M
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.5K- 3.65% |
$1.23M - $1.63M
|
225K
$44.7M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
104+ 5.7% |
$15.1K - $20K
|
1.93K
$384K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-34- 0.36% |
$4.94K - $6.53K
|
9.54K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 4.65% |
$145K - $192K
|
20.5K
$4.09M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-590- 2.44% |
$85.7K - $113K
|
23.6K
$4.7M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 3.25% |
$8.13K - $10.8K
|
1.78K
$354K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-338- 3.65% |
$49.1K - $64.9K
|
8.93K
$1.78M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 4.13% |
$8.57K - $11.3K
|
1.49K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.06K- 3.67% |
$444K - $588K
|
80.4K
$16M
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.84K- 14.35% |
$267K - $353K
|
11K
$2.19M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 6.0% |
$436 - $576
|
53
$10.6K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
33+ 9.4% |
$4.79K - $6.34K
|
384
$76.5K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-15.1K- 37.73% |
$2.2M - $2.91M
|
25K
$4.98M
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.16KNew |
$168K - $222K
|
1.16K
$231K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
46+ 9.89% |
$6.68K - $8.83K
|
511
$102K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
222+ 3.0% |
$32.2K - $42.6K
|
7.62K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
34+ 2.22% |
$4.94K - $6.53K
|
1.57K
$312K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-2.32K- 14.84% |
$336K - $445K
|
13.3K
$2.65M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-728- 4.47% |
$106K - $140K
|
15.6K
$3.1M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.19KNew |
$173K - $229K
|
1.19K
$238K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
54+ 3.93% |
$7.84K - $10.4K
|
1.43K
$285K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-404- 6.29% |
$58.7K - $77.6K
|
6.02K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-57- 38.51% |
$8.28K - $10.9K
|
91
$18.1K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.01K+ 4.54% |
$291K - $385K
|
46.2K
$9.2M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.44K- 0.51% |
$645K - $853K
|
867K
$173M
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-213- 14.7% |
$30.9K - $40.9K
|
1.24K
$246K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.28% |
$871 - $1.15K
|
2.17K
$432K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
590New |
$85.7K - $113K
|
590
$118K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-33- 1.16% |
$4.79K - $6.34K
|
2.81K
$560K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.72KNew |
$540K - $714K
|
3.72K
$741K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.02KNew |
$439K - $581K
|
3.02K
$603K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-758- 23.78% |
$110K - $146K
|
2.43K
$484K
|