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 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-529- 15.29% |
$45.3K - $60.1K
|
2.93K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-529- 15.29% |
$45.3K - $60.1K
|
2.93K
$545K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-531- 33.63% |
$45.5K - $60.3K
|
1.05K
$195K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-532Closed |
$45.6K - $60.5K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-560- 19.61% |
$48K - $63.6K
|
2.3K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-562- 5.09% |
$48.1K - $63.9K
|
10.5K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-562- 7.49% |
$48.1K - $63.9K
|
6.94K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-577- 87.82% |
$49.4K - $65.6K
|
80
$14.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-590- 4.64% |
$50.5K - $67.1K
|
12.1K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-591- 1.04% |
$50.6K - $67.2K
|
56.1K
$10.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-612- 11.03% |
$52.4K - $69.6K
|
4.94K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-615- 1.42% |
$52.7K - $69.9K
|
42.8K
$7.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-615- 2.87% |
$52.7K - $69.9K
|
20.8K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-627- 2.93% |
$53.7K - $71.3K
|
20.8K
$3.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-637- 22.52% |
$54.5K - $72.4K
|
2.19K
$408K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-642- 0.54% |
$55K - $73K
|
118K
$22M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-643- 14.17% |
$55.1K - $73.1K
|
3.9K
$725K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-645- 3.96% |
$55.2K - $73.3K
|
15.6K
$2.91M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-694Closed |
$59.4K - $78.9K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-702- 2.75% |
$60.1K - $79.8K
|
24.9K
$4.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-710- 1.72% |
$60.8K - $80.7K
|
40.6K
$7.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-723- 2.57% |
$61.9K - $82.2K
|
27.5K
$5.11M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-731- 14.28% |
$62.6K - $83.1K
|
4.39K
$816K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-750- 1.37% |
$64.2K - $85.2K
|
54.2K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-751- 15.94% |
$64.3K - $85.4K
|
3.96K
$737K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-754- 78.46% |
$64.6K - $85.7K
|
207
$38.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-758- 2.67% |
$64.9K - $86.1K
|
27.6K
$5.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-778- 4.39% |
$66.6K - $88.4K
|
16.9K
$3.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-794- 7.96% |
$68K - $90.2K
|
9.19K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-823- 5.86% |
$70.5K - $93.5K
|
13.2K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-831- 12.07% |
$71.2K - $94.4K
|
6.06K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-832- 26.78% |
$71.2K - $94.6K
|
2.28K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-846- 1.32% |
$72.4K - $96.1K
|
63.4K
$11.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-856- 1.83% |
$73.3K - $97.3K
|
46K
$8.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-870- 1.56% |
$74.5K - $98.9K
|
54.9K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-900- 9.25% |
$77.1K - $102K
|
8.83K
$1.64M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-958Closed |
$82K - $109K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-964- 32.33% |
$82.5K - $110K
|
2.02K
$375K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.05K- 1.72% |
$90K - $119K
|
59.9K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.07K- 9.47% |
$91.7K - $122K
|
10.2K
$1.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.1K- 4.83% |
$94.4K - $125K
|
21.7K
$4.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.18K- 3.9% |
$101K - $134K
|
28.9K
$5.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18K- 3.21% |
$101K - $134K
|
35.6K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.19K- 8.35% |
$102K - $135K
|
13K
$2.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 4.84% |
$103K - $136K
|
23.6K
$4.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.2K- 8.69% |
$103K - $137K
|
12.6K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.21K- 9.45% |
$104K - $138K
|
11.6K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.23K- 16.96% |
$106K - $140K
|
6.04K
$1.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.29K- 61.45% |
$110K - $146K
|
808
$150K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.32K- 4.94% |
$113K - $150K
|
25.4K
$4.72M
|