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 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-165- 38.64% |
$20.6K - $24.6K
|
262
$48.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-168- 0.54% |
$21K - $25K
|
30.7K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-170- 70.83% |
$21.2K - $25.3K
|
70
$12.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-171- 1.54% |
$21.4K - $25.5K
|
10.9K
$2.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-175- 1.87% |
$21.9K - $26.1K
|
9.16K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-178- 1.4% |
$22.2K - $26.5K
|
12.5K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-182- 4.09% |
$22.7K - $27.1K
|
4.27K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-193- 4.56% |
$24.1K - $28.7K
|
4.04K
$746K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-198- 1.99% |
$24.7K - $29.5K
|
9.78K
$1.81M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-204- 0.64% |
$25.5K - $30.4K
|
31.9K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-206- 1.53% |
$25.7K - $30.7K
|
13.3K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-215- 3.24% |
$26.9K - $32K
|
6.43K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-218- 3.53% |
$27.2K - $32.5K
|
5.95K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-226- 5.87% |
$28.2K - $33.6K
|
3.63K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-233- 8.44% |
$29.1K - $34.7K
|
2.53K
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-234- 6.91% |
$29.2K - $34.8K
|
3.15K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-237- 3.09% |
$29.6K - $35.3K
|
7.43K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-245- 0.92% |
$30.6K - $36.5K
|
26.4K
$4.87M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-248- 8.23% |
$31K - $36.9K
|
2.76K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-249- 10.77% |
$31.1K - $37.1K
|
2.06K
$381K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-255- 7.79% |
$31.9K - $38K
|
3.02K
$558K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-269- 0.31% |
$33.6K - $40.1K
|
85.4K
$15.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-270- 5.31% |
$33.7K - $40.2K
|
4.82K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-272- 13.28% |
$34K - $40.5K
|
1.78K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-274- 4.66% |
$34.2K - $40.8K
|
5.6K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-275- 2.24% |
$34.4K - $40.9K
|
12K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-283- 13.5% |
$35.4K - $42.1K
|
1.81K
$335K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-295- 8.65% |
$36.9K - $43.9K
|
3.12K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-299- 28.1% |
$37.4K - $44.5K
|
765
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-299- 2.62% |
$37.4K - $44.5K
|
11.1K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-303- 41.28% |
$37.9K - $45.1K
|
431
$79.6K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-304- 11.07% |
$38K - $45.3K
|
2.44K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-313- 39.08% |
$39.1K - $46.6K
|
488
$90.2K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-314- 3.28% |
$39.2K - $46.8K
|
9.25K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-318- 16.96% |
$39.7K - $47.3K
|
1.56K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-323- 2.78% |
$40.3K - $48.1K
|
11.3K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-328- 11.98% |
$41K - $48.8K
|
2.41K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-328- 13.32% |
$41K - $48.8K
|
2.13K
$394K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-341- 10.8% |
$42.6K - $50.8K
|
2.82K
$520K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-349- 1.4% |
$43.6K - $52K
|
24.5K
$4.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-364- 2.96% |
$45.5K - $54.2K
|
11.9K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-366- 12.13% |
$45.7K - $54.5K
|
2.65K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-370- 31.62% |
$46.2K - $55.1K
|
800
$148K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-373- 15.77% |
$46.6K - $55.5K
|
1.99K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-391- 4.72% |
$48.8K - $58.2K
|
7.89K
$1.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-393- 1.42% |
$49.1K - $58.5K
|
27.3K
$5.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-400- 3.26% |
$50K - $59.6K
|
11.9K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-404- 0.37% |
$50.5K - $60.2K
|
107K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-406- 3.13% |
$50.7K - $60.4K
|
12.6K
$2.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-407- 4.21% |
$50.8K - $60.6K
|
9.25K
$1.71M
|