Purchases and Sales Made in Q3 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
92+ 0.19% |
$12.1K - $14.1K
|
49.2K
$9.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
89+ 0.53% |
$11.7K - $13.6K
|
16.8K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
87New |
$11.4K - $13.3K
|
87
$16.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
86+ 204.76% |
$11.3K - $13.2K
|
128
$23.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
85New |
$11.2K - $13K
|
85
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
85+ 34.55% |
$11.2K - $13K
|
331
$61.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
84+ 2.98% |
$11K - $12.9K
|
2.9K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
84+ 4.79% |
$11K - $12.9K
|
1.84K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
84+ 5.02% |
$11K - $12.9K
|
1.76K
$327K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
83+ 4.05% |
$10.9K - $12.7K
|
2.13K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
82+ 4.44% |
$10.8K - $12.6K
|
1.93K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
82+ 1.53% |
$10.8K - $12.6K
|
5.44K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
82+ 5.32% |
$10.8K - $12.6K
|
1.62K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
81New |
$10.6K - $12.4K
|
81
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
79+ 1.84% |
$10.4K - $12.1K
|
4.36K
$812K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
78+ 12.54% |
$10.3K - $11.9K
|
700
$130K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
77+ 20.75% |
$10.1K - $11.8K
|
448
$83.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
77+ 9.25% |
$10.1K - $11.8K
|
909
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
76New |
$9.99K - $11.6K
|
76
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
76New |
$9.99K - $11.6K
|
76
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
75+ 1.16% |
$9.86K - $11.5K
|
6.51K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
71+ 2.06% |
$9.33K - $10.9K
|
3.52K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 0.75% |
$9.33K - $10.9K
|
9.58K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
70+ 0.58% |
$9.2K - $10.7K
|
12.2K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
66+ 3.85% |
$8.67K - $10.1K
|
1.78K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65New |
$8.54K - $9.95K
|
65
$12.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
65+ 2.43% |
$8.54K - $9.95K
|
2.74K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
62+ 0.49% |
$8.15K - $9.49K
|
12.6K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60+ 1.94% |
$7.89K - $9.18K
|
3.16K
$587K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
56+ 0.19% |
$7.36K - $8.57K
|
28.9K
$5.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 50.45% |
$7.36K - $8.57K
|
167
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
55New |
$7.23K - $8.42K
|
55
$10.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
53New |
$6.97K - $8.11K
|
53
$9.86K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
52+ 3.59% |
$6.83K - $7.96K
|
1.5K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
50+ 1.34% |
$6.57K - $7.65K
|
3.78K
$703K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 24.63% |
$6.57K - $7.65K
|
253
$47.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
46+ 0.41% |
$6.05K - $7.04K
|
11.2K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45+ 2.01% |
$5.91K - $6.89K
|
2.28K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
44+ 1.04% |
$5.78K - $6.73K
|
4.28K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 2.44% |
$5.65K - $6.58K
|
1.8K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42+ 0.52% |
$5.52K - $6.43K
|
8.07K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
41+ 1.69% |
$5.39K - $6.28K
|
2.46K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
41+ 0.44% |
$5.39K - $6.28K
|
9.27K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 20.1% |
$5.26K - $6.12K
|
239
$44.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 2.43% |
$5.26K - $6.12K
|
1.68K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.26% |
$5.13K - $5.97K
|
14.9K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.43% |
$4.99K - $5.82K
|
8.86K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
37+ 1.61% |
$4.86K - $5.66K
|
2.33K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
37+ 2.05% |
$4.86K - $5.66K
|
1.84K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
36+ 0.44% |
$4.73K - $5.51K
|
8.3K
$1.54M
|