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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
23+ 0.51% |
$439 - $2.64K
|
4.56K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
22+ 0.21% |
$420 - $2.52K
|
10.3K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
22New |
$420 - $2.52K
|
22
$4.09K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
21+ 0.55% |
$401 - $2.41K
|
3.84K
$715K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
20+ 0.83% |
$382 - $2.3K
|
2.44K
$453K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
20+ 0.14% |
$382 - $2.3K
|
14.3K
$2.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
19+ 0.19% |
$363 - $2.18K
|
10.1K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18+ 0.41% |
$343 - $2.07K
|
4.39K
$816K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
17+ 0.7% |
$324 - $1.95K
|
2.44K
$454K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 75.0% |
$286 - $1.72K
|
35
$6.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 187.5% |
$286 - $1.72K
|
23
$4.28K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
14+ 0.66% |
$267 - $1.61K
|
2.13K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14+ 0.75% |
$267 - $1.61K
|
1.89K
$351K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
12+ 8.82% |
$229 - $1.38K
|
148
$27.5K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
11New |
$210 - $1.26K
|
11
$2.05K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
7+ 0.28% |
$134 - $803
|
2.49K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.17% |
$134 - $803
|
4.18K
$777K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$114 - $689
|
4.25K
$791K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6New |
$114 - $689
|
6
$1.12K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.63% |
$114 - $689
|
953
$177K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 3.3% |
$114 - $689
|
188
$35K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
5+ 0.16% |
$95.4 - $574
|
3.04K
$565K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5New |
$95.4 - $574
|
5
$930
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.39% |
$95.4 - $574
|
1.3K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.04% |
$76.3 - $459
|
10.3K
$1.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 30.77% |
$76.3 - $459
|
17
$3.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
4+ 0.18% |
$76.3 - $459
|
2.24K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$57.2 - $344
|
2.14K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
3+ 0.03% |
$57.2 - $344
|
8.75K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3New |
$57.2 - $344
|
3
$558
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$38.2 - $230
|
11.7K
$2.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.33% |
$19.1 - $115
|
308
$57.3K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.79% |
$19.1 - $115
|
125
$23.3K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 4.23% |
$57.2 - $344
|
68
$12.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.16% |
$76.3 - $459
|
2.44K
$454K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$76.3 - $459
|
1.16K
$216K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.16% |
$76.3 - $459
|
2.44K
$454K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 0.85% |
$95.4 - $574
|
585
$109K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-5- 0.11% |
$95.4 - $574
|
4.54K
$845K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-7- 0.14% |
$134 - $803
|
4.96K
$923K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 7.29% |
$134 - $803
|
89
$16.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-9- 0.14% |
$172 - $1.03K
|
6.5K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 20.93% |
$172 - $1.03K
|
34
$6.33K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-10- 58.82% |
$191 - $1.15K
|
7
$1.3K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 58.82% |
$191 - $1.15K
|
7
$1.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 3.68% |
$191 - $1.15K
|
262
$48.7K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-11- 0.41% |
$210 - $1.26K
|
2.65K
$494K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 0.35% |
$229 - $1.38K
|
3.37K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-12- 0.44% |
$229 - $1.38K
|
2.7K
$502K
|