Purchases and Sales Made in Q3 2022 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
141+ 0.48% |
$2.69K - $16.2K
|
29.5K
$5.5M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
136New |
$2.59K - $15.6K
|
136
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
134+ 6.66% |
$2.56K - $15.4K
|
2.15K
$399K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
134+ 0.41% |
$2.56K - $15.4K
|
33.2K
$6.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
131+ 4.84% |
$2.5K - $15K
|
2.84K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128+ 3.75% |
$2.44K - $14.7K
|
3.54K
$659K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
120+ 3.79% |
$2.29K - $13.8K
|
3.29K
$611K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
117+ 0.54% |
$2.23K - $13.4K
|
21.9K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
113New |
$2.16K - $13K
|
113
$21K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
110New |
$2.1K - $12.6K
|
110
$20.5K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
109+ 1.43% |
$2.08K - $12.5K
|
7.76K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
105+ 3.05% |
$2K - $12K
|
3.55K
$661K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
101+ 0.33% |
$1.93K - $11.6K
|
30.3K
$5.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
98+ 3.47% |
$1.87K - $11.2K
|
2.92K
$543K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
92+ 1.41% |
$1.76K - $10.6K
|
6.6K
$1.23M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 2.91% |
$1.72K - $10.3K
|
3.19K
$593K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
87+ 1.48% |
$1.66K - $9.98K
|
5.96K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71+ 10.63% |
$1.35K - $8.15K
|
739
$137K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 1166.67% |
$1.34K - $8.03K
|
76
$14.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
63+ 1.19% |
$1.2K - $7.23K
|
5.36K
$996K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
60+ 11.43% |
$1.14K - $6.89K
|
585
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
60+ 0.79% |
$1.14K - $6.89K
|
7.7K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58+ 1.42% |
$1.11K - $6.66K
|
4.15K
$773K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57+ 5.03% |
$1.09K - $6.54K
|
1.19K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
56New |
$1.07K - $6.43K
|
56
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
54+ 3.47% |
$1.03K - $6.2K
|
1.61K
$300K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
54+ 2.22% |
$1.03K - $6.2K
|
2.49K
$462K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
52New |
$992 - $5.97K
|
52
$9.67K
|
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
50+ 10.75% |
$954 - $5.74K
|
515
$95.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
50+ 45.05% |
$954 - $5.74K
|
161
$30K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50+ 2.63% |
$954 - $5.74K
|
1.95K
$363K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 1.73% |
$935 - $5.62K
|
2.89K
$537K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
48+ 38.4% |
$916 - $5.51K
|
173
$32.2K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
45+ 0.74% |
$859 - $5.16K
|
6.13K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
44+ 2.79% |
$840 - $5.05K
|
1.62K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
44+ 0.37% |
$840 - $5.05K
|
12K
$2.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
41+ 9.09% |
$782 - $4.71K
|
492
$91.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
39+ 1.04% |
$744 - $4.48K
|
3.8K
$706K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
34+ 0.24% |
$649 - $3.9K
|
14.3K
$2.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
34+ 1.38% |
$649 - $3.9K
|
2.5K
$465K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
33New |
$630 - $3.79K
|
33
$6.14K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 800.0% |
$611 - $3.67K
|
36
$6.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
30+ 100.0% |
$572 - $3.44K
|
60
$11.2K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28+ 1.24% |
$534 - $3.21K
|
2.29K
$426K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
28+ 0.79% |
$534 - $3.21K
|
3.59K
$668K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27+ 0.41% |
$515 - $3.1K
|
6.57K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
26+ 0.37% |
$496 - $2.98K
|
6.98K
$1.3M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 41.94% |
$496 - $2.98K
|
88
$16.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
24New |
$458 - $2.75K
|
24
$4.47K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
24+ 70.59% |
$458 - $2.75K
|
58
$10.8K
|