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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
53+ 0.14% |
$4.54K - $6.02K
|
38.7K
$7.21M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
53New |
$4.54K - $6.02K
|
53
$9.86K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
53+ 2.46% |
$4.54K - $6.02K
|
2.21K
$411K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 76.92% |
$4.28K - $5.68K
|
115
$21.4K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
50+ 87.72% |
$4.28K - $5.68K
|
107
$19.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 5.65% |
$3.85K - $5.11K
|
841
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
44New |
$3.77K - $5K
|
44
$8.19K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
43+ 0.44% |
$3.68K - $4.89K
|
9.84K
$1.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
43+ 55.84% |
$3.68K - $4.89K
|
120
$22.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
42+ 0.98% |
$3.6K - $4.77K
|
4.31K
$801K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 1.89% |
$3.51K - $4.66K
|
2.21K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41+ 341.67% |
$3.51K - $4.66K
|
53
$9.86K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
40+ 0.34% |
$3.43K - $4.55K
|
11.7K
$2.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
34+ 1.12% |
$2.91K - $3.86K
|
3.07K
$572K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 1.31% |
$2.91K - $3.86K
|
2.63K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
33+ 0.93% |
$2.83K - $3.75K
|
3.6K
$669K
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
32+ 0.48% |
$2.74K - $3.64K
|
6.72K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 1400.0% |
$2.4K - $3.18K
|
30
$5.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27+ 12.56% |
$2.31K - $3.07K
|
242
$45K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 43.55% |
$2.31K - $3.07K
|
89
$16.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
26New |
$2.23K - $2.95K
|
26
$4.84K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
23+ 9.54% |
$1.97K - $2.61K
|
264
$49.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 2.2% |
$1.97K - $2.61K
|
1.07K
$199K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23+ 0.59% |
$1.97K - $2.61K
|
3.91K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.62% |
$1.88K - $2.5K
|
3.6K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.62% |
$1.71K - $2.27K
|
3.23K
$601K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
20+ 0.37% |
$1.71K - $2.27K
|
5.38K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
18+ 16.51% |
$1.54K - $2.05K
|
127
$23.6K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18+ 3.6% |
$1.54K - $2.05K
|
518
$96.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15+ 0.3% |
$1.28K - $1.7K
|
5.04K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14+ 14.89% |
$1.2K - $1.59K
|
108
$20.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.22% |
$1.11K - $1.48K
|
5.87K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 57.14% |
$1.03K - $1.36K
|
33
$6.14K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12+ 1.3% |
$1.03K - $1.36K
|
933
$174K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 40.0% |
$1.03K - $1.36K
|
42
$7.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
10+ 0.15% |
$856 - $1.14K
|
6.71K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
10+ 0.2% |
$856 - $1.14K
|
5.04K
$938K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 52.63% |
$856 - $1.14K
|
29
$5.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$685 - $909
|
8
$1.49K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$599 - $796
|
7
$1.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 6.6% |
$599 - $796
|
113
$21K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
7+ 0.19% |
$599 - $796
|
3.78K
$702K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 13.64% |
$514 - $682
|
50
$9.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 2.61% |
$514 - $682
|
236
$43.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.2% |
$514 - $682
|
3.06K
$568K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.24% |
$428 - $568
|
2.13K
$395K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$257 - $341
|
2.15K
$401K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3+ 0.02% |
$257 - $341
|
13.1K
$2.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.57% |
$257 - $341
|
528
$98.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.17% |
$257 - $341
|
1.79K
$333K
|