Purchases and Sales Made in Q1 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-850- 6.16% |
$76.3K - $104K
|
12.9K
$2.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-900- 22.56% |
$80.7K - $110K
|
3.09K
$558K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-916- 0.82% |
$82.2K - $112K
|
111K
$20M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-920- 8.64% |
$82.5K - $112K
|
9.73K
$1.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-941- 1.71% |
$84.4K - $115K
|
54.2K
$9.77M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-966- 43.61% |
$86.7K - $118K
|
1.25K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1K- 4.49% |
$89.7K - $122K
|
21.3K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.04K- 26.7% |
$93.3K - $127K
|
2.86K
$515K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.04K- 13.35% |
$93.7K - $127K
|
6.78K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.06K- 12.86% |
$95.1K - $129K
|
7.18K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.15K- 5.08% |
$103K - $139K
|
21.4K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.2K- 23.08% |
$108K - $146K
|
4K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.21K- 3.16% |
$108K - $147K
|
37.1K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.21K- 8.72% |
$109K - $148K
|
12.7K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.22K- 2.17% |
$109K - $148K
|
54.9K
$9.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.22K- 1.93% |
$109K - $148K
|
61.8K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.23K- 16.41% |
$110K - $150K
|
6.26K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.27K- 11.5% |
$114K - $155K
|
9.79K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.27K- 1.28% |
$114K - $155K
|
98.4K
$17.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.33K- 2.86% |
$119K - $162K
|
45.2K
$8.15M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.36K- 2.11% |
$122K - $166K
|
63.1K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 0.87% |
$126K - $171K
|
161K
$29M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.41K- 6.71% |
$126K - $172K
|
19.6K
$3.53M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.41K- 0.63% |
$127K - $172K
|
223K
$40.2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.43K- 99.93% |
$128K - $174K
|
1
$180
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 6.21% |
$134K - $182K
|
22.6K
$4.08M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.53K- 4.04% |
$137K - $186K
|
36.4K
$6.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 28.4% |
$141K - $192K
|
3.97K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.58K- 9.99% |
$142K - $192K
|
14.2K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.58K- 3.52% |
$142K - $193K
|
43.4K
$7.84M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.62K- 16.7% |
$145K - $197K
|
8.06K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.63K- 1.05% |
$146K - $198K
|
153K
$27.5M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.64K- 9.64% |
$147K - $199K
|
15.3K
$2.77M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.65K- 1.65% |
$148K - $201K
|
98.1K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.7K- 34.67% |
$152K - $207K
|
3.2K
$577K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.74K- 69.95% |
$156K - $212K
|
747
$135K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.76K- 39.01% |
$158K - $215K
|
2.76K
$497K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.77K- 8.53% |
$159K - $216K
|
19K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.81K- 33.66% |
$162K - $220K
|
3.56K
$642K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.84K- 7.8% |
$165K - $224K
|
21.7K
$3.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.87K- 19.83% |
$168K - $228K
|
7.58K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.95K- 2.26% |
$175K - $238K
|
84.5K
$15.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.98K- 11.79% |
$178K - $242K
|
14.8K
$2.68M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.99K- 28.18% |
$178K - $242K
|
5.07K
$914K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.04K- 19.74% |
$183K - $248K
|
8.28K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 15.67% |
$183K - $248K
|
11K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.07K- 8.8% |
$185K - $252K
|
21.4K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.07K- 5.33% |
$186K - $252K
|
36.8K
$6.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 3.17% |
$186K - $253K
|
63.4K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-2.15K- 1.36% |
$193K - $262K
|
156K
$28.1M
|