Purchases and Sales Made in Q1 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-78- 2.22% |
$7K - $9.5K
|
3.44K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-82- 0.82% |
$7.36K - $9.99K
|
9.87K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-83- 2.05% |
$7.45K - $10.1K
|
3.96K
$774K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-83- 0.59% |
$7.45K - $10.1K
|
13.9K
$2.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-84- 1.82% |
$7.54K - $10.2K
|
4.52K
$884K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-86- 0.14% |
$7.72K - $10.5K
|
59.9K
$11.7M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-87- 30.74% |
$7.8K - $10.6K
|
196
$38.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-90- 0.77% |
$8.07K - $11K
|
11.7K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-90- 0.63% |
$8.07K - $11K
|
14.2K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-90- 29.51% |
$8.07K - $11K
|
215
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-95- 29.32% |
$8.52K - $11.6K
|
229
$44.8K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 3.65% |
$8.79K - $11.9K
|
2.58K
$506K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-100Closed |
$8.97K - $12.2K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-100- 1.7% |
$8.97K - $12.2K
|
5.77K
$1.13M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 13.61% |
$8.97K - $12.2K
|
635
$124K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 1.68% |
$8.97K - $12.2K
|
5.86K
$1.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100- 47.85% |
$8.97K - $12.2K
|
109
$21.3K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-103- 2.16% |
$9.24K - $12.5K
|
4.66K
$912K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-105- 14.29% |
$9.42K - $12.8K
|
630
$123K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-109- 44.13% |
$9.78K - $13.3K
|
138
$27K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-110- 4.03% |
$9.87K - $13.4K
|
2.62K
$512K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-116- 3.72% |
$10.4K - $14.1K
|
3K
$587K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-123- 22.69% |
$11K - $15K
|
419
$82K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-123- 2.0% |
$11K - $15K
|
6.04K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-130- 0.15% |
$11.7K - $15.8K
|
88.7K
$17.4M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 10.83% |
$12.5K - $16.9K
|
1.15K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 3.22% |
$12.7K - $17.3K
|
4.26K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-153- 1.43% |
$13.7K - $18.6K
|
10.6K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-159- 3.39% |
$14.3K - $19.4K
|
4.53K
$886K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-161- 7.13% |
$14.4K - $19.6K
|
2.1K
$410K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-161- 3.12% |
$14.4K - $19.6K
|
5K
$978K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-161- 3.05% |
$14.4K - $19.6K
|
5.12K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-163- 4.15% |
$14.6K - $19.9K
|
3.77K
$737K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-163- 2.59% |
$14.6K - $19.9K
|
6.13K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-165- 4.55% |
$14.8K - $20.1K
|
3.46K
$677K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-165- 1.45% |
$14.8K - $20.1K
|
11.2K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-165- 4.55% |
$14.8K - $20.1K
|
3.46K
$677K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-167- 5.78% |
$15K - $20.3K
|
2.72K
$532K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-178- 3.88% |
$16K - $21.7K
|
4.41K
$863K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-178- 4.83% |
$16K - $21.7K
|
3.51K
$686K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-185- 5.07% |
$16.6K - $22.5K
|
3.46K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-187- 1.36% |
$16.8K - $22.8K
|
13.6K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-190- 7.69% |
$17K - $23.1K
|
2.28K
$446K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-196- 6.34% |
$17.6K - $23.9K
|
2.89K
$566K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 5.09% |
$17.9K - $24.4K
|
3.73K
$729K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-217- 1.82% |
$19.5K - $26.4K
|
11.7K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-219- 2.16% |
$19.6K - $26.7K
|
9.91K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-220- 6.1% |
$19.7K - $26.8K
|
3.39K
$662K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-229- 8.11% |
$20.5K - $27.9K
|
2.59K
$507K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-239- 73.99% |
$21.4K - $29.1K
|
84
$16.4K
|