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 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.34KNew |
$293K - $349K
|
2.34K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 3.93% |
$292K - $348K
|
61.8K
$12.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.34KNew |
$292K - $348K
|
2.34K
$469K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.29K+ 7.75% |
$286K - $341K
|
31.8K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.29KNew |
$285K - $340K
|
2.29K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.24K+ 6.97% |
$280K - $333K
|
34.4K
$6.89M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.21K+ 26.22% |
$276K - $329K
|
10.6K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.21K+ 30.81% |
$276K - $329K
|
9.37K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.17KNew |
$272K - $324K
|
2.17K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.15KNew |
$268K - $319K
|
2.15K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.12KNew |
$265K - $316K
|
2.12K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$263K - $313K
|
2.1K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2.08KNew |
$260K - $310K
|
2.08K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.04KNew |
$255K - $304K
|
2.04K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
2.03K+ 1.36% |
$254K - $303K
|
152K
$30.5M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2.02K+ 1.6% |
$252K - $301K
|
128K
$25.7M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
2KNew |
$250K - $298K
|
2K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.97K+ 74.66% |
$247K - $294K
|
4.62K
$926K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.97K+ 1.84% |
$246K - $294K
|
109K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.94K+ 29.2% |
$242K - $289K
|
8.58K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.91KNew |
$238K - $284K
|
1.91K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.9K+ 87.92% |
$237K - $283K
|
4.06K
$814K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.89KNew |
$236K - $281K
|
1.89K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.86KNew |
$232K - $276K
|
1.86K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 0.2% |
$232K - $276K
|
908K
$182M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.81K+ 42.55% |
$226K - $270K
|
6.07K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.81KNew |
$226K - $269K
|
1.81K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.79KNew |
$223K - $266K
|
1.79K
$359K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.75K+ 15.05% |
$218K - $260K
|
13.4K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.75K+ 0.83% |
$218K - $260K
|
213K
$42.7M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.74KNew |
$218K - $260K
|
1.74K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.73KNew |
$216K - $258K
|
1.73K
$347K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.71KNew |
$213K - $254K
|
1.71K
$342K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.7K+ 3.87% |
$212K - $253K
|
45.6K
$9.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.67KNew |
$209K - $249K
|
1.67K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.67KNew |
$208K - $248K
|
1.67K
$334K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.66KNew |
$207K - $246K
|
1.66K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.64KNew |
$204K - $243K
|
1.64K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 9.37% |
$203K - $242K
|
19K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.61KNew |
$201K - $239K
|
1.61K
$322K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.6KNew |
$200K - $239K
|
1.6K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.6K+ 3.07% |
$200K - $238K
|
53.6K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.6KNew |
$199K - $238K
|
1.6K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.59K+ 10.51% |
$199K - $237K
|
16.7K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$196K - $234K
|
1.57K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.57KNew |
$196K - $234K
|
1.57K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
1.56K+ 9.84% |
$195K - $232K
|
17.4K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.54KNew |
$193K - $230K
|
1.54K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 54.39% |
$193K - $230K
|
4.38K
$878K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.54KNew |
$193K - $230K
|
1.54K
$309K
|