Purchases and Sales Made in Q1 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
76+ 2.76% |
$9.49K - $11.3K
|
2.83K
$517K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75+ 0.46% |
$9.37K - $11.2K
|
16.4K
$2.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
75+ 2.36% |
$9.37K - $11.2K
|
3.26K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$9.37K - $11.2K
|
75
$13.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
75+ 11.66% |
$9.37K - $11.2K
|
718
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
71+ 4.15% |
$8.87K - $10.6K
|
1.78K
$326K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
70New |
$8.74K - $10.4K
|
70
$12.8K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
70+ 777.78% |
$8.74K - $10.4K
|
79
$14.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 4.13% |
$8.37K - $9.98K
|
1.69K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65+ 722.22% |
$8.12K - $9.68K
|
74
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64New |
$7.99K - $9.53K
|
64
$11.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
64+ 19.22% |
$7.99K - $9.53K
|
397
$72.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 11.17% |
$7.75K - $9.23K
|
617
$113K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
62+ 0.64% |
$7.75K - $9.23K
|
9.77K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59+ 57.84% |
$7.37K - $8.78K
|
161
$29.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
58+ 16.11% |
$7.25K - $8.64K
|
418
$76.4K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
58New |
$7.25K - $8.64K
|
58
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.2% |
$7.12K - $8.49K
|
4.79K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53+ 170.97% |
$6.62K - $7.89K
|
84
$15.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51+ 2.68% |
$6.37K - $7.59K
|
1.96K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
51+ 2.94% |
$6.37K - $7.59K
|
1.79K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
50+ 0.12% |
$6.25K - $7.44K
|
40.9K
$7.47M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50+ 84.75% |
$6.25K - $7.44K
|
109
$19.9K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
48+ 2.23% |
$6K - $7.15K
|
2.2K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
46+ 2.84% |
$5.75K - $6.85K
|
1.67K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.39% |
$5.37K - $6.4K
|
10.9K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
42+ 0.37% |
$5.25K - $6.25K
|
11.5K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39+ 150.0% |
$4.87K - $5.81K
|
65
$11.9K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
36+ 1.84% |
$4.5K - $5.36K
|
1.99K
$364K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 0.27% |
$4.5K - $5.36K
|
13.1K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
36+ 0.34% |
$4.5K - $5.36K
|
10.7K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$4.37K - $5.21K
|
35
$6.4K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 10.23% |
$4.37K - $5.21K
|
377
$68.9K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34+ 1.86% |
$4.25K - $5.06K
|
1.86K
$340K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$4.12K - $4.91K
|
33
$6.03K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.47% |
$4K - $4.76K
|
2.21K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 1.48% |
$4K - $4.76K
|
2.2K
$402K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
30+ 1.31% |
$3.75K - $4.47K
|
2.32K
$425K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.11% |
$3.75K - $4.47K
|
2.72K
$498K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29New |
$3.62K - $4.32K
|
29
$5.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
29+ 1.81% |
$3.62K - $4.32K
|
1.63K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 8.58% |
$3.62K - $4.32K
|
367
$67.1K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 0.16% |
$3.5K - $4.17K
|
17.5K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28+ 0.95% |
$3.5K - $4.17K
|
2.98K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28+ 1.48% |
$3.5K - $4.17K
|
1.92K
$350K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
27+ 0.46% |
$3.37K - $4.02K
|
5.96K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 1.14% |
$3.25K - $3.87K
|
2.3K
$420K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25New |
$3.12K - $3.72K
|
25
$4.57K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
25+ 1.61% |
$3.12K - $3.72K
|
1.58K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
23+ 0.59% |
$2.87K - $3.42K
|
3.9K
$713K
|