Purchases and Sales Made in Q3 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
368+ 1.24% |
$35.1K - $43.4K
|
30K
$6.01M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
363+ 100.83% |
$34.7K - $42.8K
|
723
$145K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
360+ 10.26% |
$34.4K - $42.5K
|
3.87K
$776K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
360+ 4.56% |
$34.4K - $42.5K
|
8.25K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
351+ 11.98% |
$33.5K - $41.4K
|
3.28K
$658K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
351+ 11.98% |
$33.5K - $41.4K
|
3.28K
$658K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
350+ 2.21% |
$33.4K - $41.3K
|
16.2K
$3.24M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
344+ 1.25% |
$32.8K - $40.6K
|
27.8K
$5.58M
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
330+ 5.95% |
$31.5K - $38.9K
|
5.88K
$1.18M
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
328+ 17.98% |
$31.3K - $38.7K
|
2.15K
$432K
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
323+ 6.95% |
$30.8K - $38.1K
|
4.97K
$997K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
292+ 3.93% |
$27.9K - $34.4K
|
7.72K
$1.55M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
284+ 4.58% |
$27.1K - $33.5K
|
6.48K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
281+ 8.69% |
$26.8K - $33.1K
|
3.51K
$705K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
276+ 4.92% |
$26.4K - $32.6K
|
5.89K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
260+ 0.78% |
$24.8K - $30.7K
|
33.5K
$6.72M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
243New |
$23.2K - $28.7K
|
243
$48.7K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
242+ 8.54% |
$23.1K - $28.5K
|
3.08K
$617K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
225+ 8.66% |
$21.5K - $26.5K
|
2.82K
$566K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
225+ 7.34% |
$21.5K - $26.5K
|
3.29K
$660K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
222+ 0.64% |
$21.2K - $26.2K
|
34.7K
$6.96M
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
220+ 11.46% |
$21K - $26K
|
2.14K
$429K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
216+ 8.0% |
$20.6K - $25.5K
|
2.92K
$585K
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 0.31% |
$19.1K - $23.6K
|
65.3K
$13.1M
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
200New |
$19.1K - $23.6K
|
200
$40.1K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
197+ 8.99% |
$18.8K - $23.2K
|
2.39K
$479K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
193+ 0.93% |
$18.4K - $22.8K
|
21K
$4.21M
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
188+ 6.1% |
$18K - $22.2K
|
3.27K
$656K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
183+ 0.55% |
$17.5K - $21.6K
|
33.6K
$6.74M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
183+ 1.98% |
$17.5K - $21.6K
|
9.42K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
180New |
$17.2K - $21.2K
|
180
$36.1K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
179+ 0.22% |
$17.1K - $21.1K
|
82K
$16.4M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
177+ 1.86% |
$16.9K - $20.9K
|
9.7K
$1.95M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 1.21% |
$16.7K - $20.6K
|
14.6K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
174+ 1.0% |
$16.6K - $20.5K
|
17.5K
$3.51M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
173+ 11.74% |
$16.5K - $20.4K
|
1.65K
$330K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
170+ 8.42% |
$16.2K - $20.1K
|
2.19K
$439K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
166New |
$15.9K - $19.6K
|
166
$33.3K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
165+ 0.57% |
$15.8K - $19.5K
|
29.2K
$5.85M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
157+ 66.53% |
$15K - $18.5K
|
393
$78.8K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
155+ 6.87% |
$14.8K - $18.3K
|
2.41K
$483K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
152+ 53.71% |
$14.5K - $17.9K
|
435
$87.2K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
152+ 2.37% |
$14.5K - $17.9K
|
6.57K
$1.32M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
142+ 4.8% |
$13.6K - $16.8K
|
3.1K
$622K
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
140+ 4.55% |
$13.4K - $16.5K
|
3.22K
$645K
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
136New |
$13K - $16K
|
136
$27.3K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
133+ 6.54% |
$12.7K - $15.7K
|
2.17K
$434K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$12.6K - $15.6K
|
132
$26.5K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
131+ 0.75% |
$12.5K - $15.5K
|
17.6K
$3.53M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
130+ 6.27% |
$12.4K - $15.3K
|
2.2K
$442K
|