Purchases and Sales Made in Q4 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-250- 0.6% |
$36.3K - $48K
|
41.6K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-253- 14.02% |
$36.7K - $48.6K
|
1.55K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-255- 16.56% |
$37K - $49K
|
1.29K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-258- 8.16% |
$37.5K - $49.5K
|
2.9K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-264- 2.94% |
$38.3K - $50.7K
|
8.71K
$1.77M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-264- 14.93% |
$38.3K - $50.7K
|
1.5K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 13.63% |
$40.7K - $53.8K
|
1.77K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-283- 2.81% |
$41.1K - $54.3K
|
9.81K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-284- 7.14% |
$41.2K - $54.5K
|
3.69K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-286- 4.15% |
$41.5K - $54.9K
|
6.6K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-290- 8.76% |
$42.1K - $55.7K
|
3.02K
$614K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-327- 3.22% |
$47.5K - $62.8K
|
9.83K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-333- 17.39% |
$48.3K - $63.9K
|
1.58K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-336- 11.31% |
$48.8K - $64.5K
|
2.64K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-338- 3.65% |
$49.1K - $64.9K
|
8.93K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-360- 4.57% |
$52.3K - $69.1K
|
7.51K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-361- 1.36% |
$52.4K - $69.3K
|
26.2K
$5.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-363- 9.75% |
$52.7K - $69.7K
|
3.36K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-386- 14.71% |
$56K - $74.1K
|
2.24K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-397- 0.69% |
$57.6K - $76.2K
|
56.9K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-404- 6.29% |
$58.7K - $77.6K
|
6.02K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-425- 30.91% |
$61.7K - $81.6K
|
950
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-457- 0.51% |
$66.4K - $87.7K
|
89K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-458- 7.25% |
$66.5K - $87.9K
|
5.86K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-461- 3.93% |
$66.9K - $88.5K
|
11.3K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-470- 22.07% |
$68.2K - $90.2K
|
1.66K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-497- 6.16% |
$72.2K - $95.4K
|
7.58K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-500- 1.32% |
$72.6K - $96K
|
37.5K
$7.62M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.67% |
$72.6K - $96K
|
18.2K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-510- 0.25% |
$74K - $97.9K
|
204K
$41.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-542- 9.82% |
$78.7K - $104K
|
4.98K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-552- 19.92% |
$80.1K - $106K
|
2.22K
$451K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-554- 28.04% |
$80.4K - $106K
|
1.42K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-565- 11.14% |
$82K - $108K
|
4.51K
$916K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-565- 0.68% |
$82K - $108K
|
82.6K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-577- 2.63% |
$83.8K - $111K
|
21.4K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-590- 2.44% |
$85.7K - $113K
|
23.6K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-592- 5.58% |
$86K - $114K
|
10K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-615- 2.91% |
$89.3K - $118K
|
20.5K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-619- 5.53% |
$89.9K - $119K
|
10.6K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-625- 11.3% |
$90.7K - $120K
|
4.91K
$997K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-626- 3.49% |
$90.9K - $120K
|
17.3K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-630- 13.37% |
$91.5K - $121K
|
4.08K
$829K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-630- 80.77% |
$91.5K - $121K
|
150
$30.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-645- 5.62% |
$93.6K - $124K
|
10.8K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-682- 1.31% |
$99K - $131K
|
51.5K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-691- 1.4% |
$100K - $133K
|
48.5K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-722- 16.64% |
$105K - $139K
|
3.62K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-728- 4.47% |
$106K - $140K
|
15.6K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-730- 30.29% |
$106K - $140K
|
1.68K
$341K
|