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 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
500+ 12.5% |
$42.8K - $56.8K
|
4.5K
$837K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
488New |
$41.8K - $55.5K
|
488
$90.8K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
488+ 0.71% |
$41.8K - $55.5K
|
68.8K
$12.8M
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
478+ 7.44% |
$40.9K - $54.3K
|
6.9K
$1.28M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
475New |
$40.7K - $54K
|
475
$88.4K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
475+ 4.05% |
$40.7K - $54K
|
12.2K
$2.27M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
460+ 6.6% |
$39.4K - $52.3K
|
7.43K
$1.38M
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
456+ 7.66% |
$39K - $51.8K
|
6.41K
$1.19M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
455+ 3.35% |
$39K - $51.7K
|
14.1K
$2.61M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
444+ 4.16% |
$38K - $50.5K
|
11.1K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
442+ 0.83% |
$37.8K - $50.2K
|
53.7K
$10M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
430+ 13.92% |
$36.8K - $48.9K
|
3.52K
$655K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
426+ 1.48% |
$36.5K - $48.4K
|
29.1K
$5.42M
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
415+ 27.57% |
$35.5K - $47.2K
|
1.92K
$357K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
412+ 10.38% |
$35.3K - $46.8K
|
4.38K
$815K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
401+ 16.49% |
$34.3K - $45.6K
|
2.83K
$527K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
397+ 1.58% |
$34K - $45.1K
|
25.5K
$4.74M
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
387+ 0.19% |
$33.1K - $44K
|
206K
$38.3M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
383+ 9.61% |
$32.8K - $43.5K
|
4.37K
$813K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
379+ 6.28% |
$32.5K - $43.1K
|
6.42K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
371New |
$31.8K - $42.2K
|
371
$69K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
368+ 7.62% |
$31.5K - $41.8K
|
5.2K
$967K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
364+ 6.44% |
$31.2K - $41.4K
|
6.02K
$1.12M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
362+ 3.89% |
$31K - $41.1K
|
9.67K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
356+ 27.6% |
$30.5K - $40.5K
|
1.65K
$306K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
354+ 0.65% |
$30.3K - $40.2K
|
54.9K
$10.2M
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
350+ 3.94% |
$30K - $39.8K
|
9.24K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
347+ 7.51% |
$29.7K - $39.4K
|
4.97K
$925K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
344+ 3.75% |
$29.5K - $39.1K
|
9.52K
$1.77M
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
344+ 5.25% |
$29.5K - $39.1K
|
6.9K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 8.78% |
$28.3K - $37.6K
|
4.1K
$763K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
330+ 2.62% |
$28.3K - $37.5K
|
12.9K
$2.4M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 24.66% |
$26.4K - $35K
|
1.56K
$290K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
308+ 24.66% |
$26.4K - $35K
|
1.56K
$290K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
304+ 8.48% |
$26K - $34.5K
|
3.89K
$724K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
299+ 5.48% |
$25.6K - $34K
|
5.75K
$1.07M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
283+ 10.95% |
$24.2K - $32.2K
|
2.87K
$533K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
283New |
$24.2K - $32.2K
|
283
$52.7K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
278+ 0.62% |
$23.8K - $31.6K
|
45.2K
$8.41M
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
277+ 2.1% |
$23.7K - $31.5K
|
13.4K
$2.5M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
273+ 1.1% |
$23.4K - $31K
|
25.1K
$4.67M
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
269+ 6.14% |
$23K - $30.6K
|
4.65K
$865K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
267+ 0.7% |
$22.9K - $30.3K
|
38.2K
$7.1M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
254+ 1.63% |
$21.8K - $28.9K
|
15.8K
$2.94M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
253+ 2.7% |
$21.7K - $28.8K
|
9.64K
$1.79M
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
246+ 3.26% |
$21.1K - $28K
|
7.79K
$1.45M
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
218+ 47.39% |
$18.7K - $24.8K
|
678
$126K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
216+ 6.09% |
$18.5K - $24.5K
|
3.76K
$700K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
211+ 1.22% |
$18.1K - $24K
|
17.5K
$3.25M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
210+ 223.4% |
$18K - $23.9K
|
304
$56.6K
|