Purchases and Sales Made in Q4 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2024. The information is specifically focused on institutions that hold shares of CAPITAL ONE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.18KNew |
$171K - $226K
|
1.18K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.17K+ 13.33% |
$170K - $225K
|
9.97K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.17KNew |
$170K - $225K
|
1.17K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.16KNew |
$169K - $223K
|
1.16K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.16KNew |
$168K - $222K
|
1.16K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.15KNew |
$167K - $221K
|
1.15K
$206K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.15KNew |
$167K - $220K
|
1.15K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$166K - $219K
|
1.14K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.14KNew |
$165K - $219K
|
1.14K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.14KNew |
$165K - $218K
|
1.14K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 18.05% |
$165K - $218K
|
7.42K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.12KNew |
$163K - $215K
|
1.12K
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 39.24% |
$161K - $213K
|
3.94K
$706K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11K+ 7.5% |
$161K - $213K
|
15.9K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 16.91% |
$156K - $206K
|
7.43K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.06K+ 19.63% |
$154K - $203K
|
6.45K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.05KNew |
$152K - $202K
|
1.05K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.05KNew |
$152K - $201K
|
1.05K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
996+ 48.12% |
$145K - $191K
|
3.07K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
981+ 5.56% |
$142K - $188K
|
18.6K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
964+ 18.78% |
$140K - $185K
|
6.1K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
963+ 49.38% |
$140K - $185K
|
2.91K
$522K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
953+ 16.23% |
$138K - $183K
|
6.82K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
929+ 51.47% |
$135K - $178K
|
2.73K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
904+ 0.39% |
$131K - $174K
|
231K
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
870+ 3.48% |
$126K - $167K
|
25.9K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
870+ 16.24% |
$126K - $167K
|
6.23K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
869+ 33.28% |
$126K - $167K
|
3.48K
$624K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
860+ 10.88% |
$125K - $165K
|
8.77K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
858+ 5.51% |
$125K - $165K
|
16.4K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
848+ 14.69% |
$123K - $163K
|
6.62K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
822+ 0.54% |
$119K - $158K
|
154K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
806+ 55.86% |
$117K - $155K
|
2.25K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800+ 66.67% |
$116K - $154K
|
2K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
793+ 3.43% |
$115K - $152K
|
23.9K
$4.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
772+ 3676.19% |
$112K - $148K
|
793
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
765+ 28.81% |
$111K - $147K
|
3.42K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
764+ 5.55% |
$111K - $147K
|
14.5K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
758+ 3.3% |
$110K - $146K
|
23.8K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
757New |
$110K - $145K
|
757
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
748New |
$109K - $144K
|
748
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
746+ 1.72% |
$108K - $143K
|
44K
$7.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
737+ 1.83% |
$107K - $142K
|
41K
$7.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
717+ 14.66% |
$104K - $138K
|
5.61K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
681+ 12.13% |
$98.9K - $131K
|
6.3K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
665+ 6.15% |
$96.6K - $128K
|
11.5K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
644+ 18.3% |
$93.5K - $124K
|
4.16K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
632+ 55.0% |
$91.8K - $121K
|
1.78K
$319K
|