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 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
273+ 0.61% |
$24K - $31.7K
|
45.2K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
269+ 3.72% |
$23.6K - $31.3K
|
7.49K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
258+ 7.66% |
$22.7K - $30K
|
3.62K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
258+ 7.66% |
$22.7K - $30K
|
3.62K
$655K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
243New |
$21.3K - $28.2K
|
243
$43.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
241+ 8.15% |
$21.2K - $28K
|
3.2K
$578K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
231+ 1.86% |
$20.3K - $26.9K
|
12.6K
$2.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
217+ 8.73% |
$19.1K - $25.2K
|
2.7K
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
213+ 0.72% |
$18.7K - $24.8K
|
29.7K
$5.36M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
200+ 4.03% |
$17.6K - $23.3K
|
5.16K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
191+ 0.65% |
$16.8K - $22.2K
|
29.7K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
190+ 1.08% |
$16.7K - $22.1K
|
17.7K
$3.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
190+ 2.02% |
$16.7K - $22.1K
|
9.59K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
190+ 4.4% |
$16.7K - $22.1K
|
4.51K
$815K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
188+ 4.46% |
$16.5K - $21.9K
|
4.41K
$797K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
187+ 5.84% |
$16.4K - $21.7K
|
3.39K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
185+ 8.04% |
$16.3K - $21.5K
|
2.49K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
185+ 10.31% |
$16.3K - $21.5K
|
1.98K
$358K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
178+ 3.74% |
$15.6K - $20.7K
|
4.94K
$893K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
177+ 0.62% |
$15.5K - $20.6K
|
28.6K
$5.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
171+ 1.22% |
$15K - $19.9K
|
14.2K
$2.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
169New |
$14.8K - $19.6K
|
169
$30.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
168New |
$14.8K - $19.5K
|
168
$30.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
168+ 0.59% |
$14.8K - $19.5K
|
28.7K
$5.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
160+ 1.28% |
$14.1K - $18.6K
|
12.6K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
158+ 6.97% |
$13.9K - $18.4K
|
2.42K
$438K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
156New |
$13.7K - $18.1K
|
156
$28.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
156+ 0.3% |
$13.7K - $18.1K
|
52.1K
$9.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
155+ 2.67% |
$13.6K - $18K
|
5.95K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
138New |
$12.1K - $16K
|
138
$25K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
137+ 2.33% |
$12K - $15.9K
|
6.02K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
132+ 0.44% |
$11.6K - $15.3K
|
30.2K
$5.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
130+ 11.25% |
$11.4K - $15.1K
|
1.29K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
126+ 1.15% |
$11.1K - $14.6K
|
11.1K
$2M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
125+ 1.9% |
$11K - $14.5K
|
6.7K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
117New |
$10.3K - $13.6K
|
117
$21.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
116+ 9.16% |
$10.2K - $13.5K
|
1.38K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
115+ 216.98% |
$10.1K - $13.4K
|
168
$30.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
113+ 4.17% |
$9.93K - $13.1K
|
2.82K
$511K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
110+ 111.11% |
$9.66K - $12.8K
|
209
$37.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
103+ 3.42% |
$9.05K - $12K
|
3.12K
$564K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
102+ 0.75% |
$8.96K - $11.9K
|
13.7K
$2.48M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$8.78K - $11.6K
|
100
$18.1K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 15.75% |
$8.78K - $11.6K
|
735
$133K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.41% |
$8.78K - $11.6K
|
24.7K
$4.47M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$8.78K - $11.6K
|
100
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 1.64% |
$8.52K - $11.3K
|
6.01K
$1.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
97New |
$8.52K - $11.3K
|
97
$17.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
93New |
$8.17K - $10.8K
|
93
$16.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
86+ 2.5% |
$7.55K - $10K
|
3.52K
$637K
|