Purchases and Sales Made in Q1 2022 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
50+ 2.04% |
$6.24K - $8.07K
|
2.5K
$465K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
50+ 2.04% |
$6.24K - $8.07K
|
2.5K
$465K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
47New |
$5.87K - $7.58K
|
47
$8.74K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
46+ 1.01% |
$5.74K - $7.42K
|
4.59K
$855K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
46+ 2.34% |
$5.74K - $7.42K
|
2.01K
$375K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
45+ 0.32% |
$5.62K - $7.26K
|
14K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
45+ 1.22% |
$5.62K - $7.26K
|
3.73K
$693K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
43New |
$5.37K - $6.94K
|
43
$8K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
42+ 1.68% |
$5.24K - $6.78K
|
2.54K
$473K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 2.19% |
$5.12K - $6.62K
|
1.91K
$355K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
40New |
$4.99K - $6.45K
|
40
$7.44K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
35+ 0.13% |
$4.37K - $5.65K
|
26.2K
$4.88M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
29+ 0.27% |
$3.62K - $4.68K
|
10.8K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
29+ 0.67% |
$3.62K - $4.68K
|
4.39K
$817K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$3.37K - $4.36K
|
27
$5.02K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27+ 43.55% |
$3.37K - $4.36K
|
89
$16.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
25+ 0.13% |
$3.12K - $4.03K
|
19.5K
$3.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25New |
$3.12K - $4.03K
|
25
$4.65K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 6.87% |
$3.12K - $4.03K
|
389
$72.4K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
24+ 0.8% |
$3K - $3.87K
|
3.04K
$565K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
23+ 0.03% |
$2.87K - $3.71K
|
66.1K
$12.3M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21+ 0.57% |
$2.62K - $3.39K
|
3.72K
$692K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
BUY
|
- |
20+ 0.54% |
$2.5K - $3.23K
|
3.74K
$696K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 0.07% |
$2.5K - $3.23K
|
30.2K
$5.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
18+ 225.0% |
$2.25K - $2.9K
|
26
$4.84K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
17+ 13.49% |
$2.12K - $2.74K
|
143
$26.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 0.66% |
$2K - $2.58K
|
2.43K
$452K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.57% |
$2K - $2.58K
|
2.8K
$521K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 21.13% |
$1.87K - $2.42K
|
86
$16K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
15+ 0.4% |
$1.87K - $2.42K
|
3.81K
$708K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.79% |
$1.87K - $2.42K
|
1.91K
$354K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.41% |
$1.87K - $2.42K
|
3.7K
$689K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13+ 17.33% |
$1.62K - $2.1K
|
88
$16.4K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.26% |
$1.5K - $1.94K
|
4.62K
$859K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
11+ 0.15% |
$1.37K - $1.78K
|
7.43K
$1.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
10New |
$1.25K - $1.61K
|
10
$1.86K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10New |
$1.25K - $1.61K
|
10
$1.86K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8New |
$998 - $1.29K
|
8
$1.49K
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
8+ 0.08% |
$998 - $1.29K
|
10.3K
$1.92M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7+ 1.63% |
$874 - $1.13K
|
436
$81.1K
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
7+ 0.38% |
$874 - $1.13K
|
1.84K
$343K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6+ 0.1% |
$749 - $968
|
5.87K
$1.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 5.32% |
$624 - $807
|
99
$18.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$624 - $807
|
5
$930
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5+ 0.29% |
$624 - $807
|
1.7K
$317K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$499 - $645
|
4
$744
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 11.43% |
$499 - $645
|
39
$7.26K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$499 - $645
|
4
$744
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 17.65% |
$374 - $484
|
20
$3.72K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$250 - $323
|
2.26K
$421K
|