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 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
765+ 2.57% |
$68.6K - $93.2K
|
30.5K
$5.7M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
754New |
$67.6K - $91.9K
|
754
$141K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
750+ 12.88% |
$67.3K - $91.4K
|
6.57K
$1.23M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
743+ 18.02% |
$66.7K - $90.5K
|
4.87K
$910K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
740+ 96.73% |
$66.4K - $90.1K
|
1.51K
$282K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
721+ 18.26% |
$64.7K - $87.8K
|
4.67K
$873K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
705+ 4.98% |
$63.2K - $85.9K
|
14.9K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
701+ 19.74% |
$62.9K - $85.4K
|
4.25K
$795K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
698+ 28.4% |
$62.6K - $85K
|
3.16K
$590K
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
698New |
$62.6K - $85K
|
698
$131K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
694+ 4.73% |
$62.3K - $84.5K
|
15.4K
$2.87M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
665+ 0.73% |
$59.7K - $81K
|
91.2K
$17.1M
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
657New |
$58.9K - $80K
|
657
$123K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
649+ 5.2% |
$58.2K - $79.1K
|
13.1K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
645+ 9.73% |
$57.9K - $78.6K
|
7.27K
$1.36M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
616+ 19.91% |
$55.3K - $75K
|
3.71K
$694K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
609+ 5.22% |
$54.6K - $74.2K
|
12.3K
$2.3M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
600+ 8.78% |
$53.8K - $73.1K
|
7.44K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
590+ 2.86% |
$52.9K - $71.9K
|
21.2K
$3.97M
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
589+ 1.99% |
$52.8K - $71.8K
|
30.1K
$5.64M
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
572+ 4.54% |
$51.3K - $69.7K
|
13.2K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
550+ 7.44% |
$49.3K - $67K
|
7.94K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
544+ 65.46% |
$48.8K - $66.3K
|
1.38K
$257K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
529+ 8.78% |
$47.5K - $64.4K
|
6.55K
$1.23M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
523+ 8.71% |
$46.9K - $63.7K
|
6.53K
$1.22M
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
518+ 7.47% |
$46.5K - $63.1K
|
7.46K
$1.39M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
516+ 34.72% |
$46.3K - $62.9K
|
2K
$374K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
508+ 20.26% |
$45.6K - $61.9K
|
3.02K
$564K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
489+ 11.4% |
$43.9K - $59.6K
|
4.78K
$894K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
486New |
$43.6K - $59.2K
|
486
$90.9K
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
475+ 0.55% |
$42.6K - $57.9K
|
86.3K
$16.1M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
465+ 775.0% |
$41.7K - $56.6K
|
525
$98.2K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
458+ 98.92% |
$41.1K - $55.8K
|
921
$172K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
455+ 40.48% |
$40.8K - $55.4K
|
1.58K
$295K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
450+ 3.42% |
$40.4K - $54.8K
|
13.6K
$2.54M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
444+ 9.0% |
$39.8K - $54.1K
|
5.38K
$1.01M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
434+ 0.93% |
$38.9K - $52.9K
|
46.9K
$8.77M
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
421+ 10.02% |
$37.8K - $51.3K
|
4.62K
$865K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
420+ 7.46% |
$37.7K - $51.2K
|
6.05K
$1.13M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
412+ 0.7% |
$37K - $50.2K
|
59.4K
$11.1M
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
400New |
$35.9K - $48.7K
|
400
$74.8K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
399+ 23.14% |
$35.8K - $48.6K
|
2.12K
$397K
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
392+ 2.92% |
$35.2K - $47.8K
|
13.8K
$2.58M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
389+ 0.47% |
$34.9K - $47.4K
|
82.9K
$15.5M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 12.13% |
$34.8K - $47.3K
|
3.59K
$671K
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
383+ 3.17% |
$34.4K - $46.7K
|
12.5K
$2.33M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
381+ 18.75% |
$34.2K - $46.4K
|
2.41K
$451K
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
374+ 1.65% |
$33.6K - $45.6K
|
23K
$4.3M
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
366New |
$32.8K - $44.6K
|
366
$68.5K
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
360+ 8.61% |
$32.3K - $43.9K
|
4.54K
$849K
|