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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
359+ 6.46% |
$32.2K - $43.7K
|
5.92K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
354+ 25.02% |
$31.8K - $43.1K
|
1.77K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
354+ 25.6% |
$31.8K - $43.1K
|
1.74K
$325K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
346+ 3.07% |
$31K - $42.1K
|
11.6K
$2.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
344+ 6.13% |
$30.9K - $41.9K
|
5.95K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
332+ 7.07% |
$29.8K - $40.4K
|
5.03K
$941K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
327+ 43.37% |
$29.3K - $39.8K
|
1.08K
$202K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
326New |
$29.2K - $39.7K
|
326
$61K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
320+ 0.86% |
$28.7K - $39K
|
37.6K
$7.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
319+ 1.83% |
$28.6K - $38.9K
|
17.7K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
318+ 0.21% |
$28.5K - $38.7K
|
151K
$28.2M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
317+ 13.54% |
$28.4K - $38.6K
|
2.66K
$497K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 149.25% |
$26.9K - $36.5K
|
501
$93.7K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.44% |
$26.9K - $36.5K
|
67.9K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
292+ 49.16% |
$26.2K - $35.6K
|
886
$166K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
292+ 5.76% |
$26.2K - $35.6K
|
5.36K
$1M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
278+ 43.44% |
$24.9K - $33.9K
|
918
$172K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
268+ 0.27% |
$24K - $32.6K
|
99.7K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
267+ 9.06% |
$24K - $32.5K
|
3.22K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
261+ 3.1% |
$23.4K - $31.8K
|
8.69K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
260+ 0.24% |
$23.3K - $31.7K
|
111K
$20.7M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
258+ 10.42% |
$23.1K - $31.4K
|
2.74K
$512K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
250+ 31.61% |
$22.4K - $30.5K
|
1.04K
$195K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
242+ 0.54% |
$21.7K - $29.5K
|
44.9K
$8.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
240+ 3.46% |
$21.5K - $29.2K
|
7.18K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239+ 4.05% |
$21.4K - $29.1K
|
6.15K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
230New |
$20.6K - $28K
|
230
$43K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
201+ 0.77% |
$18K - $24.5K
|
26.4K
$4.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
194+ 19.21% |
$17.4K - $23.6K
|
1.2K
$225K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
188+ 4.54% |
$16.9K - $22.9K
|
4.33K
$809K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
186+ 5.72% |
$16.7K - $22.7K
|
3.44K
$643K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
184New |
$16.5K - $22.4K
|
184
$34.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
183+ 9.25% |
$16.4K - $22.3K
|
2.16K
$404K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
180+ 0.57% |
$16.1K - $21.9K
|
31.5K
$5.89M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
180New |
$16.1K - $21.9K
|
180
$33.7K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
179+ 8.78% |
$16.1K - $21.8K
|
2.22K
$415K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
175New |
$15.7K - $21.3K
|
175
$32.7K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
171+ 26.59% |
$15.3K - $20.8K
|
814
$152K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
165+ 122.22% |
$14.8K - $20.1K
|
300
$56.1K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
159+ 3.86% |
$14.3K - $19.4K
|
4.28K
$801K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$14.2K - $19.2K
|
158
$29.6K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
158+ 0.03% |
$14.2K - $19.2K
|
586K
$110M
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
156+ 0.54% |
$14K - $19K
|
28.9K
$5.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
152New |
$13.6K - $18.5K
|
152
$28.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
150+ 73.53% |
$13.5K - $18.3K
|
354
$66.2K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
143+ 1.04% |
$12.8K - $17.4K
|
13.8K
$2.59M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
139+ 0.66% |
$12.5K - $16.9K
|
21.3K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
130+ 0.02% |
$11.7K - $15.8K
|
791K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
129+ 1.05% |
$11.6K - $15.7K
|
12.4K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
127+ 75.6% |
$11.4K - $15.5K
|
295
$55.2K
|