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 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
73+ 0.16% |
$6.41K - $8.49K
|
44.7K
$8.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72New |
$6.32K - $8.37K
|
72
$13.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
71+ 4.37% |
$6.24K - $8.25K
|
1.69K
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69+ 0.25% |
$6.06K - $8.02K
|
27.5K
$5.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
68+ 309.09% |
$5.97K - $7.91K
|
90
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
65+ 1.43% |
$5.71K - $7.56K
|
4.61K
$857K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.05% |
$5.71K - $7.56K
|
143K
$26.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
64+ 2.92% |
$5.62K - $7.44K
|
2.26K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
64New |
$5.62K - $7.44K
|
64
$11.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
64+ 2.75% |
$5.62K - $7.44K
|
2.39K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
61+ 2.51% |
$5.36K - $7.09K
|
2.5K
$464K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
60New |
$5.27K - $6.98K
|
60
$11.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
60+ 1.62% |
$5.27K - $6.98K
|
3.76K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
58+ 0.79% |
$5.09K - $6.74K
|
7.39K
$1.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
58+ 2.37% |
$5.09K - $6.74K
|
2.51K
$466K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
57New |
$5.01K - $6.63K
|
57
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57+ 7.71% |
$5.01K - $6.63K
|
796
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
55+ 0.94% |
$4.83K - $6.39K
|
5.91K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
54+ 0.48% |
$4.74K - $6.28K
|
11.2K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 1.1% |
$4.66K - $6.16K
|
4.89K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
53+ 0.45% |
$4.66K - $6.16K
|
11.9K
$2.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
53+ 2.13% |
$4.66K - $6.16K
|
2.54K
$472K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
51+ 82.26% |
$4.48K - $5.93K
|
113
$21K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
50+ 7.76% |
$4.39K - $5.81K
|
694
$129K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
49New |
$4.3K - $5.7K
|
49
$9.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
47+ 138.24% |
$4.13K - $5.46K
|
81
$15.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
46+ 11.03% |
$4.04K - $5.35K
|
463
$86.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 2.61% |
$3.69K - $4.88K
|
1.65K
$308K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
39New |
$3.43K - $4.53K
|
39
$7.26K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 3800.0% |
$3.34K - $4.42K
|
39
$7.26K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
37+ 4.48% |
$3.25K - $4.3K
|
863
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
36New |
$3.16K - $4.19K
|
36
$6.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
34+ 0.68% |
$2.99K - $3.95K
|
5.07K
$943K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
32+ 0.06% |
$2.81K - $3.72K
|
57.3K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31+ 8.86% |
$2.72K - $3.6K
|
381
$70.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31+ 134.78% |
$2.72K - $3.6K
|
54
$10K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 41.18% |
$2.46K - $3.26K
|
96
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25+ 0.68% |
$2.2K - $2.91K
|
3.69K
$687K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
23+ 0.6% |
$2.02K - $2.67K
|
3.87K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
22+ 0.15% |
$1.93K - $2.56K
|
14.3K
$2.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21+ 16.8% |
$1.84K - $2.44K
|
146
$27.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20New |
$1.76K - $2.33K
|
20
$3.72K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 6.05% |
$1.67K - $2.21K
|
333
$62K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.53K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.53K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.53K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$3.53K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 44.44% |
$1.41K - $1.86K
|
52
$9.67K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.05% |
$1.32K - $1.74K
|
30.3K
$5.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.13% |
$1.32K - $1.74K
|
11.8K
$2.19M
|