Purchases and Sales Made in Q2 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-52- 9.65% |
$4.45K - $5.91K
|
487
$90.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 3.14% |
$4.45K - $5.91K
|
1.61K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-57- 36.77% |
$4.88K - $6.48K
|
98
$18.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-58- 0.45% |
$4.97K - $6.59K
|
12.7K
$2.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
SELL
|
- |
-58- 2.39% |
$4.97K - $6.59K
|
2.37K
$440K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-59- 0.56% |
$5.05K - $6.71K
|
10.5K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-61- 1.01% |
$5.22K - $6.93K
|
5.99K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-62- 0.75% |
$5.31K - $7.05K
|
8.21K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-67- 94.37% |
$5.74K - $7.61K
|
4
$744
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 7.86% |
$5.82K - $7.73K
|
797
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-71- 1.57% |
$6.08K - $8.07K
|
4.46K
$829K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-75- 3.23% |
$6.42K - $8.52K
|
2.25K
$418K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-75- 2.07% |
$6.42K - $8.52K
|
3.54K
$659K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 1.97% |
$6.42K - $8.52K
|
3.73K
$694K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-75- 25.0% |
$6.42K - $8.52K
|
225
$41.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-76- 1.78% |
$6.51K - $8.64K
|
4.18K
$778K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-82- 1.14% |
$7.02K - $9.32K
|
7.13K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-90- 2.44% |
$7.71K - $10.2K
|
3.6K
$670K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 4.68% |
$8.82K - $11.7K
|
2.1K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-110- 1.67% |
$9.42K - $12.5K
|
6.48K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-117- 1.77% |
$10K - $13.3K
|
6.48K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-118- 4.35% |
$10.1K - $13.4K
|
2.6K
$483K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-119- 0.83% |
$10.2K - $13.5K
|
14.2K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-128- 2.9% |
$11K - $14.5K
|
4.28K
$796K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-133- 4.13% |
$11.4K - $15.1K
|
3.09K
$574K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-133- 23.92% |
$11.4K - $15.1K
|
423
$78.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-139- 5.19% |
$11.9K - $15.8K
|
2.54K
$473K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-146- 0.34% |
$12.5K - $16.6K
|
42.4K
$7.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-158- 2.52% |
$13.5K - $18K
|
6.1K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-160- 0.91% |
$13.7K - $18.2K
|
17.3K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-168- 1.22% |
$14.4K - $19.1K
|
13.6K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 93.48% |
$14.7K - $19.5K
|
12
$2.23K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-173- 8.02% |
$14.8K - $19.7K
|
1.98K
$369K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-188- 0.43% |
$16.1K - $21.4K
|
43.5K
$8.09M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-189- 4.58% |
$16.2K - $21.5K
|
3.94K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-190- 17.58% |
$16.3K - $21.6K
|
891
$166K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-194- 40.08% |
$16.6K - $22K
|
290
$54K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-194- 8.33% |
$16.6K - $22K
|
2.13K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-195- 4.13% |
$16.7K - $22.2K
|
4.53K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 20.75% |
$17.1K - $22.7K
|
764
$142K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-201- 37.57% |
$17.2K - $22.8K
|
334
$62.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-201- 5.65% |
$17.2K - $22.8K
|
3.36K
$624K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-203- 17.73% |
$17.4K - $23.1K
|
942
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-210- 2.98% |
$18K - $23.9K
|
6.84K
$1.27M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-221- 8.31% |
$18.9K - $25.1K
|
2.44K
$454K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-221- 8.03% |
$18.9K - $25.1K
|
2.53K
$471K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-227- 17.34% |
$19.4K - $25.8K
|
1.08K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 0.18% |
$19.5K - $25.9K
|
124K
$23.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-230- 4.05% |
$19.7K - $26.1K
|
5.45K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-239- 0.4% |
$20.5K - $27.2K
|
59.7K
$11.1M
|