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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$250 - $298
|
7.06K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$250 - $298
|
4
$744
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3- 0.02% |
$375 - $447
|
17.8K
$3.32M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 0.57% |
$625 - $744
|
874
$163K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-6- 0.2% |
$750 - $893
|
3.06K
$569K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-6- 0.13% |
$750 - $893
|
4.49K
$835K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 3.75% |
$750 - $893
|
154
$28.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.06% |
$750 - $893
|
9.76K
$1.82M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-6- 3.77% |
$750 - $893
|
153
$28.5K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-8- -0.0% |
$999 - $1.19K
|
169K
$31.4M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-10- 0.91% |
$1.25K - $1.49K
|
1.08K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.31% |
$1.25K - $1.49K
|
3.18K
$591K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 13.1% |
$1.37K - $1.64K
|
73
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12- 0.4% |
$1.5K - $1.79K
|
2.97K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-12- 0.54% |
$1.5K - $1.79K
|
2.2K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-12- 0.74% |
$1.5K - $1.79K
|
1.6K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 1.93% |
$1.5K - $1.79K
|
609
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 22.41% |
$1.62K - $1.94K
|
45
$8.37K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-13- 0.38% |
$1.62K - $1.94K
|
3.38K
$630K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14- 0.28% |
$1.75K - $2.08K
|
4.99K
$929K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 87.5% |
$1.75K - $2.08K
|
2
$372
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 31.82% |
$1.75K - $2.08K
|
30
$5.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 5.26% |
$1.75K - $2.08K
|
252
$46.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 13.1% |
$2.37K - $2.83K
|
126
$23.4K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-19- 10.22% |
$2.37K - $2.83K
|
167
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.97% |
$2.62K - $3.13K
|
2.13K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-22- 1.68% |
$2.75K - $3.28K
|
1.29K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 0.51% |
$2.87K - $3.42K
|
4.52K
$840K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-24- 1.2% |
$3K - $3.57K
|
1.98K
$368K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-24- 1.39% |
$3K - $3.57K
|
1.7K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.68% |
$3.12K - $3.72K
|
3.68K
$684K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.37% |
$3.12K - $3.72K
|
1.03K
$191K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-29- 11.24% |
$3.62K - $4.32K
|
229
$42.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-29- 1.19% |
$3.62K - $4.32K
|
2.4K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 2.1% |
$4K - $4.76K
|
1.5K
$278K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-32- 0.55% |
$4K - $4.76K
|
5.8K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.61% |
$4.37K - $5.21K
|
5.71K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-36- 1.32% |
$4.5K - $5.36K
|
2.7K
$502K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 74.0% |
$4.62K - $5.51K
|
13
$2.42K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-38- 4.38% |
$4.75K - $5.66K
|
830
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-40- 44.94% |
$5K - $5.96K
|
49
$9.12K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-42- 0.7% |
$5.25K - $6.25K
|
5.96K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-43- 0.26% |
$5.37K - $6.4K
|
16.5K
$3.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-43- 2.78% |
$5.37K - $6.4K
|
1.5K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44- 16.3% |
$5.5K - $6.55K
|
226
$42K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 17.05% |
$5.62K - $6.7K
|
219
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-45- 0.38% |
$5.62K - $6.7K
|
11.7K
$2.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-46- 0.71% |
$5.75K - $6.85K
|
6.47K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-48- 0.88% |
$6K - $7.15K
|
5.4K
$1M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-48- 0.63% |
$6K - $7.15K
|
7.6K
$1.41M
|