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 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$125 - $161
|
5.65K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.33% |
$125 - $161
|
306
$56.5K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 0.21% |
$125 - $161
|
469
$86.6K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.5% |
$125 - $161
|
201
$37.1K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-2- 0.08% |
$250 - $323
|
2.41K
$445K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2- 2.5% |
$250 - $323
|
78
$14.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-3- 0.18% |
$374 - $484
|
1.65K
$305K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-3- 50.0% |
$374 - $484
|
3
$554
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 4.05% |
$374 - $484
|
71
$13.1K
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 5.45% |
$374 - $484
|
52
$9.61K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.15% |
$374 - $484
|
1.98K
$366K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-5- 0.19% |
$624 - $807
|
2.58K
$476K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 0.99% |
$624 - $807
|
501
$92.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-6- 0.09% |
$749 - $968
|
6.86K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 5.88% |
$998 - $1.29K
|
128
$23.6K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-8- 0.43% |
$998 - $1.29K
|
1.86K
$344K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-8Closed |
$998 - $1.29K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 8.08% |
$998 - $1.29K
|
91
$16.8K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 3.09% |
$1.12K - $1.45K
|
282
$52.1K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.58% |
$1.12K - $1.45K
|
1.55K
$286K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 14.29% |
$1.5K - $1.94K
|
72
$13.3K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-12- 9.09% |
$1.5K - $1.94K
|
120
$22.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.62K - $2.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-14Closed |
$1.75K - $2.26K
|
0
$0
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-14- 77.78% |
$1.75K - $2.26K
|
4
$739
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14Closed |
$1.75K - $2.26K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 12.17% |
$1.75K - $2.26K
|
101
$18.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-23- 1.05% |
$2.87K - $3.71K
|
2.17K
$400K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-24- 0.64% |
$3K - $3.87K
|
3.74K
$690K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-24- 0.27% |
$3K - $3.87K
|
8.82K
$1.63M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-25- 3.14% |
$3.12K - $4.03K
|
772
$143K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 0.93% |
$3.12K - $4.03K
|
2.67K
$493K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-25Closed |
$3.12K - $4.03K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$3.12K - $4.03K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 0.83% |
$3.24K - $4.2K
|
3.09K
$571K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-26- 1.59% |
$3.24K - $4.2K
|
1.61K
$298K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-26- 40.0% |
$3.24K - $4.2K
|
39
$7.21K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-28Closed |
$3.49K - $4.52K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30- 0.78% |
$3.74K - $4.84K
|
3.82K
$706K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-31- 0.59% |
$3.87K - $5K
|
5.18K
$957K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 34.83% |
$3.87K - $5K
|
58
$10.7K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 78.57% |
$4.12K - $5.33K
|
9
$1.66K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-33Closed |
$4.12K - $5.33K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34- 0.24% |
$4.24K - $5.49K
|
14.1K
$2.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-35- 1.7% |
$4.37K - $5.65K
|
2.03K
$375K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-35- 0.08% |
$4.37K - $5.65K
|
42.3K
$7.81M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-35- 5.56% |
$4.37K - $5.65K
|
594
$110K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-36- 6.1% |
$4.49K - $5.81K
|
554
$102K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-36- 1.23% |
$4.49K - $5.81K
|
2.89K
$534K
|