Purchases and Sales Made in Q2 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 2024. 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 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
30+ 1.08% |
$4.01K - $4.47K
|
2.82K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 3.61% |
$3.74K - $4.17K
|
804
$150K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27+ 1.38% |
$3.61K - $4.02K
|
1.98K
$369K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
27+ 1.54% |
$3.61K - $4.02K
|
1.78K
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26+ 1.51% |
$3.48K - $3.87K
|
1.75K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 39.06% |
$3.34K - $3.72K
|
89
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
25+ 0.54% |
$3.34K - $3.72K
|
4.64K
$864K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25+ 0.16% |
$3.34K - $3.72K
|
15.8K
$2.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
24+ 3.34% |
$3.21K - $3.57K
|
742
$138K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
24+ 0.58% |
$3.21K - $3.57K
|
4.16K
$774K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
23+ 0.72% |
$3.08K - $3.42K
|
3.22K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
23+ 0.14% |
$3.08K - $3.42K
|
16.8K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
22+ 14.38% |
$2.94K - $3.28K
|
175
$32.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
20+ 0.3% |
$2.67K - $2.98K
|
6.74K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20+ 5.19% |
$2.67K - $2.98K
|
405
$75.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$2.54K - $2.83K
|
19
$3.53K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19+ 1.22% |
$2.54K - $2.83K
|
1.58K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
19+ 1.15% |
$2.54K - $2.83K
|
1.67K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19New |
$2.54K - $2.83K
|
19
$3.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 76.0% |
$2.54K - $2.83K
|
44
$8.19K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19+ 1.0% |
$2.54K - $2.83K
|
1.93K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 22.62% |
$2.54K - $2.83K
|
103
$19.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18+ 1.06% |
$2.41K - $2.68K
|
1.72K
$320K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.68% |
$2.41K - $2.68K
|
2.67K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
18+ 0.38% |
$2.41K - $2.68K
|
4.73K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17+ 0.96% |
$2.27K - $2.53K
|
1.78K
$332K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16+ 0.61% |
$2.14K - $2.38K
|
2.63K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 47.06% |
$2.14K - $2.38K
|
50
$9.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 13.76% |
$2.01K - $2.23K
|
124
$23.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$1.87K - $2.08K
|
14
$2.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 20.59% |
$1.87K - $2.08K
|
82
$15.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13+ 0.31% |
$1.74K - $1.94K
|
4.21K
$784K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 2.13% |
$1.74K - $1.94K
|
622
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.58% |
$1.74K - $1.94K
|
2.24K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12+ 0.55% |
$1.6K - $1.79K
|
2.21K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 1.13% |
$1.6K - $1.79K
|
1.08K
$200K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
11+ 47.83% |
$1.47K - $1.64K
|
34
$6.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10+ 0.34% |
$1.34K - $1.49K
|
2.94K
$548K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10New |
$1.34K - $1.49K
|
10
$1.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9+ 0.44% |
$1.2K - $1.34K
|
2.05K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 0.42% |
$1.2K - $1.34K
|
2.15K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
8+ 114.29% |
$1.07K - $1.19K
|
15
$2.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
8+ 0.29% |
$1.07K - $1.19K
|
2.78K
$517K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.48% |
$936 - $1.04K
|
1.47K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.31% |
$936 - $1.04K
|
2.29K
$426K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 37.5% |
$802 - $893
|
22
$4.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.26% |
$802 - $893
|
2.3K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.37% |
$802 - $893
|
1.62K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6+ 0.04% |
$802 - $893
|
14.2K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 3.11% |
$802 - $893
|
199
$37K
|