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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.5K+ 11.35% |
$132K - $174K
|
14.7K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.49K+ 68.08% |
$131K - $174K
|
3.69K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 43.3% |
$125K - $166K
|
4.73K
$879K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.42KNew |
$124K - $164K
|
1.42K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.41K+ 12.5% |
$124K - $164K
|
12.7K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.39K+ 2.61% |
$122K - $161K
|
54.5K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.29K+ 10.83% |
$113K - $149K
|
13.2K
$2.45M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.28KNew |
$113K - $149K
|
1.28K
$239K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.27K+ 1.29% |
$112K - $148K
|
99.7K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.25K+ 3.17% |
$110K - $146K
|
40.8K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.23KNew |
$108K - $143K
|
1.23K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.17K+ 12.25% |
$103K - $136K
|
10.7K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.14K+ 24.91% |
$99.9K - $132K
|
5.7K
$1.06M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13KNew |
$99K - $131K
|
1.13K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.11K+ 2.04% |
$97.9K - $130K
|
55.6K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 45.11% |
$97.3K - $129K
|
3.56K
$663K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.1KNew |
$96.5K - $128K
|
1.1K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1KNew |
$96.4K - $128K
|
1.1K
$204K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.06K+ 3.97% |
$93K - $123K
|
27.7K
$5.16M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.06K+ 24.5% |
$92.8K - $123K
|
5.37K
$999K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.05K+ 30.38% |
$92.5K - $122K
|
4.52K
$841K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.03K+ 10.01% |
$90.7K - $120K
|
11.4K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.03KNew |
$90.5K - $120K
|
1.03K
$192K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.03K+ 32.67% |
$90.4K - $120K
|
4.18K
$778K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.02K+ 3.85% |
$89.2K - $118K
|
27.4K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.02K+ 9.12% |
$89.2K - $118K
|
12.1K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1K+ 6.55% |
$87.9K - $116K
|
16.3K
$3.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
968+ 32.66% |
$85K - $113K
|
3.93K
$732K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
960+ 35.71% |
$84.3K - $112K
|
3.65K
$679K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
948+ 1.06% |
$83.3K - $110K
|
90.5K
$16.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
946+ 72.16% |
$83.1K - $110K
|
2.26K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
918New |
$80.6K - $107K
|
918
$171K
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
899+ 5.78% |
$79K - $105K
|
16.5K
$3.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
887+ 15.45% |
$77.9K - $103K
|
6.63K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
845New |
$74.2K - $98.2K
|
845
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
825New |
$72.5K - $95.9K
|
825
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
769+ 26.89% |
$67.5K - $89.4K
|
3.63K
$675K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
768+ 23.84% |
$67.5K - $89.3K
|
3.99K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
735New |
$64.6K - $85.4K
|
735
$137K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
709+ 6.72% |
$62.3K - $82.4K
|
11.3K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
707New |
$62.1K - $82.2K
|
707
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
696+ 2.73% |
$61.1K - $80.9K
|
26.2K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
670+ 31.22% |
$58.9K - $77.9K
|
2.82K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
656+ 18.51% |
$57.6K - $76.3K
|
4.2K
$781K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
656New |
$57.6K - $76.3K
|
656
$122K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
625+ 5.22% |
$54.9K - $72.7K
|
12.6K
$2.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
610+ 2.05% |
$53.6K - $70.9K
|
30.4K
$5.65M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.5% |
$52.7K - $69.8K
|
120K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
599+ 2.56% |
$52.6K - $69.6K
|
24K
$4.46M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
595New |
$52.3K - $69.2K
|
595
$111K
|