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 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
122+ 0.53% |
$10.9K - $14.9K
|
23.2K
$4.33M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
122New |
$10.9K - $14.9K
|
122
$22.8K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
122+ 10.83% |
$10.9K - $14.9K
|
1.25K
$234K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
120+ 0.19% |
$10.8K - $14.6K
|
64.6K
$12.1M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
113+ 0.34% |
$10.1K - $13.8K
|
32.9K
$6.15M
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
113+ 6.82% |
$10.1K - $13.8K
|
1.77K
$331K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
108+ 2.45% |
$9.69K - $13.2K
|
4.52K
$846K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
105New |
$9.42K - $12.8K
|
105
$19.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$8.97K - $12.2K
|
100
$18.7K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.4% |
$8.97K - $12.2K
|
24.8K
$4.64M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
100New |
$8.97K - $12.2K
|
100
$18.7K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
97+ 3.11% |
$8.7K - $11.8K
|
3.21K
$601K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
94New |
$8.43K - $11.5K
|
94
$17.6K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
94New |
$8.43K - $11.5K
|
94
$17.6K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
91+ 142.19% |
$8.16K - $11.1K
|
155
$29K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
91+ 5.37% |
$8.16K - $11.1K
|
1.79K
$334K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
90+ 0.0% |
$8.07K - $11K
|
31.6M
$5.9B
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
90+ 3.89% |
$8.07K - $11K
|
2.4K
$449K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
88+ 0.95% |
$7.89K - $10.7K
|
9.3K
$1.74M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
88New |
$7.89K - $10.7K
|
88
$16.5K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85New |
$7.63K - $10.4K
|
85
$15.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
74+ 2.4% |
$6.64K - $9.01K
|
3.16K
$590K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
73New |
$6.55K - $8.89K
|
73
$13.7K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
72+ 2.47% |
$6.46K - $8.77K
|
2.98K
$558K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71New |
$6.37K - $8.65K
|
71
$13.3K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69+ 8.67% |
$6.19K - $8.41K
|
865
$162K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
64+ 1.34% |
$5.74K - $7.8K
|
4.85K
$908K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$5.56K - $7.55K
|
62
$11.6K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
61+ 6.35% |
$5.47K - $7.43K
|
1.02K
$191K
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
59+ 1.37% |
$5.29K - $7.19K
|
4.38K
$819K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
59+ 2.21% |
$5.29K - $7.19K
|
2.73K
$510K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58+ 4.71% |
$5.2K - $7.07K
|
1.29K
$241K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
57+ 0.79% |
$5.11K - $6.94K
|
7.26K
$1.36M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
54+ 1800.0% |
$4.84K - $6.58K
|
57
$10.7K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
53+ 28.19% |
$4.75K - $6.46K
|
241
$45.1K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
52New |
$4.66K - $6.33K
|
52
$9.73K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 0.67% |
$4.58K - $6.21K
|
7.71K
$1.44M
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
50+ 1.63% |
$4.49K - $6.09K
|
3.12K
$584K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
49+ 0.44% |
$4.4K - $5.97K
|
11.3K
$2.11M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
45+ 1.98% |
$4.04K - $5.48K
|
2.32K
$434K
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
45+ 1.01% |
$4.04K - $5.48K
|
4.5K
$841K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
41New |
$3.68K - $4.99K
|
41
$7.67K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
40+ 0.6% |
$3.59K - $4.87K
|
6.7K
$1.25M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
40+ 148.15% |
$3.59K - $4.87K
|
67
$12.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39+ 0.39% |
$3.5K - $4.75K
|
9.98K
$1.87M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
38+ 7.34% |
$3.41K - $4.63K
|
556
$104K
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
34+ 0.45% |
$3.05K - $4.14K
|
7.61K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 7.43% |
$2.96K - $4.02K
|
477
$89.2K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
32+ 3.79% |
$2.87K - $3.9K
|
877
$164K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
32+ 0.06% |
$2.87K - $3.9K
|
54.6K
$10.2M
|