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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
117+ 0.21% |
$11.2K - $13.8K
|
56.7K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
107+ 4.03% |
$10.2K - $12.6K
|
2.76K
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
106New |
$10.1K - $12.5K
|
106
$21.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
104+ 1.3% |
$9.93K - $12.3K
|
8.11K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
103+ 0.38% |
$9.84K - $12.1K
|
27.6K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.15% |
$9.55K - $11.8K
|
65.2K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
94+ 0.63% |
$8.98K - $11.1K
|
15.1K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93+ 10.44% |
$8.88K - $11K
|
984
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
88+ 15.22% |
$8.4K - $10.4K
|
666
$134K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
85+ 0.26% |
$8.12K - $10K
|
32.4K
$6.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
83+ 1.15% |
$7.93K - $9.79K
|
7.32K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
81+ 3.1% |
$7.73K - $9.55K
|
2.7K
$540K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 12.54% |
$7.73K - $9.55K
|
727
$146K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
76+ 0.74% |
$7.26K - $8.96K
|
10.3K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
69+ 0.7% |
$6.59K - $8.14K
|
9.91K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68+ 4.91% |
$6.49K - $8.02K
|
1.45K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
BUY
|
- |
67+ 0.13% |
$6.4K - $7.9K
|
50.3K
$10.1M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
58+ 0.95% |
$5.54K - $6.84K
|
6.15K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
56+ 9.98% |
$5.35K - $6.61K
|
617
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
55+ 84.62% |
$5.25K - $6.49K
|
120
$24.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
53+ 0.39% |
$5.06K - $6.25K
|
13.5K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
51+ 0.66% |
$4.87K - $6.02K
|
7.84K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
51New |
$4.87K - $6.02K
|
51
$10.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
50+ 1.91% |
$4.77K - $5.9K
|
2.67K
$535K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49+ 140.0% |
$4.68K - $5.78K
|
84
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
48+ 0.58% |
$4.58K - $5.66K
|
8.26K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 2.44% |
$3.63K - $4.48K
|
1.6K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
32New |
$3.06K - $3.77K
|
32
$6.42K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
32+ 0.41% |
$3.06K - $3.77K
|
7.82K
$1.57M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.86K - $3.54K
|
30
$6.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$2.86K - $3.54K
|
30
$6.02K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
30+ 0.23% |
$2.86K - $3.54K
|
13.3K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 3.51% |
$2.67K - $3.3K
|
825
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
28New |
$2.67K - $3.3K
|
28
$5.62K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
28New |
$2.67K - $3.3K
|
28
$5.62K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.3% |
$2.39K - $2.95K
|
607
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.66% |
$2.39K - $2.95K
|
3.82K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24New |
$2.29K - $2.83K
|
24
$4.81K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24+ 0.69% |
$2.29K - $2.83K
|
3.48K
$699K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
24+ 0.34% |
$2.29K - $2.83K
|
7.16K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
23+ 0.92% |
$2.2K - $2.71K
|
2.53K
$508K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
23+ 0.29% |
$2.2K - $2.71K
|
7.96K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 19.13% |
$2.1K - $2.6K
|
137
$27.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
22+ 0.56% |
$2.1K - $2.6K
|
3.93K
$789K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16New |
$1.53K - $1.89K
|
16
$3.21K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15+ 0.58% |
$1.43K - $1.77K
|
2.59K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 6.22% |
$1.34K - $1.65K
|
239
$47.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
13+ 0.3% |
$1.24K - $1.53K
|
4.39K
$881K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 8.85% |
$955 - $1.18K
|
123
$24.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 0.55% |
$859 - $1.06K
|
1.66K
$332K
|