Purchases and Sales Made in Q1 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$9.37K - $11.2K
|
75
$15.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
71+ 4.15% |
$8.87K - $10.6K
|
1.78K
$368K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
70New |
$8.74K - $10.4K
|
70
$14.5K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
70+ 777.78% |
$8.74K - $10.4K
|
79
$16.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 4.13% |
$8.37K - $9.98K
|
1.69K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65+ 722.22% |
$8.12K - $9.68K
|
74
$15.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
64+ 19.22% |
$7.99K - $9.53K
|
397
$82K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64New |
$7.99K - $9.53K
|
64
$13.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 11.17% |
$7.75K - $9.23K
|
617
$127K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
62+ 0.64% |
$7.75K - $9.23K
|
9.77K
$2.02M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59+ 57.84% |
$7.37K - $8.78K
|
161
$33.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
58+ 16.11% |
$7.25K - $8.64K
|
418
$86.4K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
58New |
$7.25K - $8.64K
|
58
$12K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 1.2% |
$7.12K - $8.49K
|
4.79K
$990K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53+ 170.97% |
$6.62K - $7.89K
|
84
$17.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51+ 2.68% |
$6.37K - $7.59K
|
1.96K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
51+ 2.94% |
$6.37K - $7.59K
|
1.79K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
50+ 84.75% |
$6.25K - $7.44K
|
109
$22.5K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
50+ 0.12% |
$6.25K - $7.44K
|
40.9K
$8.44M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
48+ 2.23% |
$6K - $7.15K
|
2.2K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
46+ 2.84% |
$5.75K - $6.85K
|
1.67K
$344K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.39% |
$5.37K - $6.4K
|
10.9K
$2.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
42+ 0.37% |
$5.25K - $6.25K
|
11.5K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
39+ 150.0% |
$4.87K - $5.81K
|
65
$13.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 0.27% |
$4.5K - $5.36K
|
13.1K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
36+ 1.84% |
$4.5K - $5.36K
|
1.99K
$412K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
36+ 0.34% |
$4.5K - $5.36K
|
10.7K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
35New |
$4.37K - $5.21K
|
35
$7.23K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 10.23% |
$4.37K - $5.21K
|
377
$77.9K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34+ 1.86% |
$4.25K - $5.06K
|
1.86K
$385K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
33New |
$4.12K - $4.91K
|
33
$6.82K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 1.48% |
$4K - $4.76K
|
2.2K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 1.47% |
$4K - $4.76K
|
2.21K
$457K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
30+ 1.31% |
$3.75K - $4.47K
|
2.32K
$480K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
30+ 1.11% |
$3.75K - $4.47K
|
2.72K
$563K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29+ 8.58% |
$3.62K - $4.32K
|
367
$75.8K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
29New |
$3.62K - $4.32K
|
29
$5.99K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
29+ 1.81% |
$3.62K - $4.32K
|
1.63K
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28+ 0.95% |
$3.5K - $4.17K
|
2.98K
$616K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28+ 1.48% |
$3.5K - $4.17K
|
1.92K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28+ 0.16% |
$3.5K - $4.17K
|
17.5K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
27+ 0.46% |
$3.37K - $4.02K
|
5.96K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 1.14% |
$3.25K - $3.87K
|
2.3K
$475K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
25+ 1.61% |
$3.12K - $3.72K
|
1.58K
$326K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
25New |
$3.12K - $3.72K
|
25
$5.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
23+ 0.03% |
$2.87K - $3.42K
|
84K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
23+ 0.59% |
$2.87K - $3.42K
|
3.9K
$807K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
22New |
$2.75K - $3.28K
|
22
$4.55K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 4.77% |
$2.75K - $3.28K
|
483
$99.8K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22New |
$2.75K - $3.28K
|
22
$4.55K
|