Latest Institutional Purchases of Capital One Financial Corp (COF)
This list provides information on the latest institutional transactions involving Capital One Financial Corp (COF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.24KNew |
$179K - $237K
|
1.24K
$246K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.23KNew |
$179K - $237K
|
1.23K
$246K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
1.23KNew |
$179K - $237K
|
1.23K
$246K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.23KNew |
$178K - $236K
|
1.23K
$245K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.22K+ 1.98% |
$178K - $235K
|
63.1K
$12.6M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.21KNew |
$176K - $232K
|
1.21K
$241K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.21KNew |
$175K - $232K
|
1.21K
$240K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.2KNew |
$175K - $231K
|
1.2K
$240K
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.2KNew |
$174K - $231K
|
1.2K
$239K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.2KNew |
$174K - $230K
|
1.2K
$239K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
1.2KNew |
$174K - $230K
|
1.2K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.19KNew |
$173K - $229K
|
1.19K
$238K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.19KNew |
$172K - $228K
|
1.19K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.18K+ 5.57% |
$172K - $227K
|
22.4K
$4.47M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$235K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$233K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.16KNew |
$169K - $223K
|
1.16K
$231K
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.16KNew |
$168K - $222K
|
1.16K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$228K
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.14KNew |
$165K - $219K
|
1.14K
$227K
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.14KNew |
$165K - $218K
|
1.14K
$227K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 18.05% |
$165K - $218K
|
7.42K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.12KNew |
$163K - $215K
|
1.12K
$224K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11K+ 7.5% |
$161K - $213K
|
15.9K
$3.17M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 39.24% |
$161K - $213K
|
3.94K
$784K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 16.91% |
$156K - $206K
|
7.43K
$1.48M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 19.63% |
$154K - $203K
|
6.45K
$1.29M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.05KNew |
$152K - $201K
|
1.05K
$209K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
1K+ 6.17% |
$145K - $192K
|
17.2K
$3.43M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
996+ 48.12% |
$145K - $191K
|
3.07K
$611K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
981+ 5.56% |
$142K - $188K
|
18.6K
$3.71M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
964+ 18.78% |
$140K - $185K
|
6.1K
$1.22M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
953+ 16.23% |
$138K - $183K
|
6.82K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
870+ 3.48% |
$126K - $167K
|
25.9K
$5.16M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
870+ 16.24% |
$126K - $167K
|
6.23K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
860+ 10.88% |
$125K - $165K
|
8.77K
$1.75M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
848+ 14.69% |
$123K - $163K
|
6.62K
$1.32M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
822+ 0.54% |
$119K - $158K
|
154K
$30.8M
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
806+ 55.86% |
$117K - $155K
|
2.25K
$448K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 66.67% |
$116K - $154K
|
2K
$399K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
772+ 3676.19% |
$112K - $148K
|
793
$158K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
765+ 28.81% |
$111K - $147K
|
3.42K
$682K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
764+ 5.55% |
$111K - $147K
|
14.5K
$2.9M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
758+ 3.3% |
$110K - $146K
|
23.8K
$4.74M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
757New |
$110K - $145K
|
757
$151K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$149K
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
746+ 1.72% |
$108K - $143K
|
44K
$8.77M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
737+ 1.83% |
$107K - $142K
|
41K
$8.17M
|