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 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.2K+ 30.68% |
$189K - $250K
|
9.38K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.14KNew |
$183K - $243K
|
2.14K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.14KNew |
$183K - $243K
|
2.14K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 17.24% |
$182K - $241K
|
14.4K
$2.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.1K+ 25.21% |
$180K - $239K
|
10.4K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.07KNew |
$178K - $236K
|
2.07K
$386K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.06KNew |
$176K - $234K
|
2.06K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.05KNew |
$175K - $233K
|
2.05K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.04K+ 49.15% |
$175K - $232K
|
6.2K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.03KNew |
$174K - $231K
|
2.03K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.03K+ 10.15% |
$174K - $230K
|
22K
$4.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
2.02KNew |
$173K - $230K
|
2.02K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.02KNew |
$173K - $230K
|
2.02K
$376K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.02KNew |
$173K - $229K
|
2.02K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2KNew |
$171K - $227K
|
2K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2KNew |
$171K - $227K
|
2K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
2KNew |
$171K - $227K
|
2K
$372K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2KNew |
$171K - $227K
|
2K
$372K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.96KNew |
$168K - $223K
|
1.96K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.96KNew |
$168K - $222K
|
1.96K
$364K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.95KNew |
$167K - $221K
|
1.95K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.95K+ 3.01% |
$167K - $221K
|
66.6K
$12.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.95KNew |
$167K - $221K
|
1.95K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.94K+ 10.21% |
$166K - $220K
|
20.9K
$3.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.93KNew |
$165K - $219K
|
1.93K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.9KNew |
$163K - $216K
|
1.9K
$353K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1.9KNew |
$162K - $215K
|
1.9K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.89K+ 17.59% |
$162K - $215K
|
12.6K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.87KNew |
$160K - $213K
|
1.87K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.87KNew |
$160K - $213K
|
1.87K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.86K+ 30.28% |
$159K - $212K
|
8.01K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Palmer Knight CO
|
BUY
|
- |
1.86K+ 3.84% |
$159K - $211K
|
50.2K
$9.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 18.41% |
$158K - $210K
|
11.9K
$2.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.83KNew |
$157K - $208K
|
1.83K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.81K+ 77.74% |
$155K - $206K
|
4.15K
$771K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.75K+ 2.77% |
$149K - $198K
|
64.8K
$12.1M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.75K+ 2.77% |
$149K - $198K
|
64.8K
$12.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.72K+ 50.0% |
$147K - $195K
|
5.16K
$960K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.7K+ 11.72% |
$146K - $193K
|
16.2K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.66K+ 15.7% |
$142K - $189K
|
12.2K
$2.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.63K+ 2.39% |
$140K - $186K
|
70K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.6K+ 59.26% |
$137K - $182K
|
4.3K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
1.6K+ 3.01% |
$137K - $182K
|
54.8K
$10.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.57K+ 39.53% |
$134K - $178K
|
5.52K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.52K+ 22.37% |
$130K - $172K
|
8.29K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.49K+ 10.64% |
$128K - $169K
|
15.5K
$2.88M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.47KNew |
$126K - $167K
|
1.47K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.4K+ 10.05% |
$120K - $159K
|
15.3K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.27K+ 42.11% |
$108K - $144K
|
4.28K
$796K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.24K+ 0.88% |
$106K - $141K
|
143K
$26.6M
|