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 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
190+ 4.89% |
$23.7K - $28.3K
|
4.07K
$758K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
190+ 7.71% |
$23.7K - $28.3K
|
2.66K
$494K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
177+ 8.41% |
$22.1K - $26.4K
|
2.28K
$424K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
176+ 6.84% |
$22K - $26.2K
|
2.75K
$511K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
173+ 0.85% |
$21.6K - $25.8K
|
20.5K
$3.82M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
171+ 4.23% |
$21.4K - $25.5K
|
4.21K
$784K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
170New |
$21.2K - $25.3K
|
170
$31.6K
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
167+ 3.94% |
$20.9K - $24.9K
|
4.4K
$819K
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
166+ 3.02% |
$20.7K - $24.7K
|
5.67K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
165+ 2.81% |
$20.6K - $24.6K
|
6.04K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
165+ 2.26% |
$20.6K - $24.6K
|
7.48K
$1.39M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
161+ 4.11% |
$20.1K - $24K
|
4.08K
$759K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
160+ 7.69% |
$20K - $23.8K
|
2.24K
$417K
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
159+ 1.91% |
$19.9K - $23.7K
|
8.48K
$1.58M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155+ 2.26% |
$19.4K - $23.1K
|
7.01K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
154+ 81.05% |
$19.2K - $22.9K
|
344
$64K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
147+ 1.81% |
$18.4K - $21.9K
|
8.26K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
147+ 9.56% |
$18.4K - $21.9K
|
1.68K
$313K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
146+ 4.75% |
$18.2K - $21.7K
|
3.22K
$599K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
136+ 6.9% |
$17K - $20.2K
|
2.11K
$392K
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
136New |
$17K - $20.2K
|
136
$25.3K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
132+ 1.33% |
$16.5K - $19.7K
|
10K
$1.86M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 2.06% |
$16.1K - $19.2K
|
6.38K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
129+ 3.44% |
$16.1K - $19.2K
|
3.88K
$721K
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
129+ 0.44% |
$16.1K - $19.2K
|
29.5K
$5.49M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
127New |
$15.9K - $18.9K
|
127
$23.6K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 6.75% |
$15.7K - $18.8K
|
1.99K
$371K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
125New |
$15.6K - $18.6K
|
125
$23.3K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
125+ 6.74% |
$15.6K - $18.6K
|
1.98K
$368K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
125+ 1.24% |
$15.6K - $18.6K
|
10.2K
$1.9M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
124+ 0.12% |
$15.5K - $18.5K
|
107K
$20M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123+ 1.26% |
$15.4K - $18.3K
|
9.85K
$1.83M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117+ 2.31% |
$14.6K - $17.4K
|
5.18K
$964K
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
117+ 3.61% |
$14.6K - $17.4K
|
3.36K
$625K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 150.65% |
$14.5K - $17.3K
|
193
$35.9K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
113+ 1.86% |
$14.1K - $16.8K
|
6.18K
$1.15M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
112+ 4.42% |
$14K - $16.7K
|
2.65K
$492K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 1.62% |
$13.4K - $15.9K
|
6.73K
$1.25M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 5.59% |
$13.4K - $15.9K
|
2.02K
$376K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 4.12% |
$13.2K - $15.8K
|
2.68K
$498K
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
100+ 0.58% |
$12.5K - $14.9K
|
17.3K
$3.22M
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.21% |
$12.5K - $14.9K
|
47.6K
$8.85M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
96New |
$12K - $14.3K
|
96
$17.9K
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
91+ 0.46% |
$11.4K - $13.5K
|
19.8K
$3.68M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
80+ 1.62% |
$9.99K - $11.9K
|
5.02K
$935K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
78+ 25.41% |
$9.74K - $11.6K
|
385
$71.6K
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
76+ 2.76% |
$9.49K - $11.3K
|
2.83K
$526K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
75+ 0.46% |
$9.37K - $11.2K
|
16.4K
$3.04M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$9.37K - $11.2K
|
75
$14K
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
75+ 2.36% |
$9.37K - $11.2K
|
3.26K
$606K
|