Purchases and Sales Made in Q4 2022 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
14New |
$1.23K - $1.63K
|
14
$2.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
14+ 0.66% |
$1.23K - $1.63K
|
2.14K
$398K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13+ 0.57% |
$1.14K - $1.51K
|
2.3K
$429K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10New |
$878 - $1.16K
|
10
$1.86K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
8+ 0.29% |
$703 - $930
|
2.73K
$508K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$703 - $930
|
8
$1.49K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8+ 0.06% |
$703 - $930
|
13.1K
$2.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 0.32% |
$703 - $930
|
2.51K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7New |
$615 - $814
|
7
$1.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.05% |
$527 - $698
|
10.9K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.2% |
$527 - $698
|
3.04K
$566K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.52% |
$439 - $581
|
958
$178K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$439 - $581
|
5
$930
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$351 - $465
|
4
$744
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.19% |
$351 - $465
|
2.15K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$351 - $465
|
4
$744
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4+ 0.04% |
$351 - $465
|
10.2K
$1.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
2New |
$176 - $233
|
2
$372
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.85% |
$87.8 - $116
|
27
$5.02K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.41% |
$87.8 - $116
|
246
$45.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.32% |
$87.8 - $116
|
309
$57.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
1+ 0.01% |
$87.8 - $116
|
13.4K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$87.8 - $116
|
2.67K
$496K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 2.04% |
$87.8 - $116
|
48
$8.93K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$87.8 - $116
|
31.9K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3- 0.05% |
$264 - $349
|
6.29K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 1.37% |
$351 - $465
|
288
$53.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 4.17% |
$351 - $465
|
92
$17.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 5.62% |
$439 - $581
|
84
$15.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$439 - $581
|
16.9K
$3.14M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-7- 0.23% |
$615 - $814
|
3.05K
$567K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$615 - $814
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-8- 72.73% |
$703 - $930
|
3
$558
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 11.76% |
$703 - $930
|
60
$11.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 15.0% |
$791 - $1.05K
|
51
$9.49K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-10- 0.2% |
$878 - $1.16K
|
5.01K
$931K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.26% |
$878 - $1.16K
|
3.78K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.38% |
$966 - $1.28K
|
2.89K
$537K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.44% |
$966 - $1.28K
|
2.49K
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 14.77% |
$1.14K - $1.51K
|
75
$14K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 5.36% |
$1.23K - $1.63K
|
247
$46K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-16- 0.37% |
$1.41K - $1.86K
|
4.34K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16- 0.51% |
$1.41K - $1.86K
|
3.12K
$580K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-19- 0.1% |
$1.67K - $2.21K
|
19.6K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20- 0.2% |
$1.76K - $2.33K
|
10.2K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-22- 0.71% |
$1.93K - $2.56K
|
3.09K
$575K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-23- 0.31% |
$2.02K - $2.67K
|
7.49K
$1.39M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 29.55% |
$2.28K - $3.02K
|
62
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-29- 0.9% |
$2.55K - $3.37K
|
3.2K
$596K
|