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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.64K+ 44.12% |
$147K - $200K
|
5.37K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.63K+ 4.5% |
$147K - $199K
|
37.9K
$7.09M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.62K+ 1.46% |
$145K - $197K
|
112K
$21M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.61K+ 73.4% |
$144K - $196K
|
3.8K
$711K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.56K+ 49.63% |
$140K - $190K
|
4.71K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.51K+ 28.33% |
$136K - $184K
|
6.86K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.49K+ 10.05% |
$133K - $181K
|
16.3K
$3.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 4.61% |
$132K - $179K
|
33.3K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.46K+ 20814.29% |
$131K - $177K
|
1.46K
$274K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
1.44KNew |
$129K - $175K
|
1.44K
$269K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.43K+ 39.43% |
$128K - $174K
|
5.06K
$947K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.43K+ 142800.0% |
$128K - $174K
|
1.43K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 8.34% |
$126K - $171K
|
18.3K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.37K+ 13.24% |
$123K - $167K
|
11.7K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.36K+ 4.92% |
$122K - $166K
|
29.1K
$5.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 36.6% |
$122K - $165K
|
5.07K
$948K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 29.24% |
$114K - $154K
|
5.6K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.25K+ 11.28% |
$112K - $152K
|
12.3K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 0.16% |
$111K - $151K
|
787K
$147M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.2K+ 53.57% |
$108K - $146K
|
3.44K
$643K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.2K+ 12.63% |
$107K - $146K
|
10.7K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
1.19K+ 2.16% |
$107K - $145K
|
56.2K
$10.5M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.18K+ 20.76% |
$106K - $144K
|
6.89K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.15K+ 40.47% |
$103K - $140K
|
3.99K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 21.0% |
$103K - $139K
|
6.59K
$1.23M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 13.8% |
$102K - $139K
|
9.42K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 11.29% |
$97.2K - $132K
|
10.7K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
1.08KNew |
$96.9K - $132K
|
1.08K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.08K+ 3.95% |
$96.6K - $131K
|
28.3K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.07K+ 1.92% |
$95.8K - $130K
|
56.7K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1K+ 2.35% |
$90K - $122K
|
43.7K
$8.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
1K+ 15.33% |
$89.9K - $122K
|
7.54K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
991+ 27.81% |
$88.9K - $121K
|
4.56K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
965+ 19.14% |
$86.6K - $118K
|
6.01K
$1.12M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
958New |
$85.9K - $117K
|
958
$179K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
926New |
$83.1K - $113K
|
926
$173K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
919+ 11.03% |
$82.4K - $112K
|
9.25K
$1.73M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
902+ 5.65% |
$80.9K - $110K
|
16.9K
$3.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
902+ 1804.0% |
$80.9K - $110K
|
952
$178K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
900+ 0.75% |
$80.7K - $110K
|
121K
$22.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
888+ 11.1% |
$79.7K - $108K
|
8.89K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
885+ 1.42% |
$79.4K - $108K
|
63.1K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
869+ 25.63% |
$78K - $106K
|
4.26K
$797K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
837+ 12.55% |
$75.1K - $102K
|
7.5K
$1.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
801+ 4.56% |
$71.9K - $97.6K
|
18.4K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
800+ 14.55% |
$71.8K - $97.5K
|
6.3K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
790+ 12.5% |
$70.9K - $96.2K
|
7.11K
$1.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
775+ 3.52% |
$69.5K - $94.4K
|
22.8K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
769+ 4.66% |
$69K - $93.7K
|
17.3K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
766+ 10.21% |
$68.7K - $93.3K
|
8.27K
$1.55M
|