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 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-48- 0.63% |
$6K - $7.15K
|
7.6K
$1.57M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-50- 16.39% |
$6.25K - $7.44K
|
255
$52.7K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-53- 3.06% |
$6.62K - $7.89K
|
1.68K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-55- 45.83% |
$6.87K - $8.19K
|
65
$13.4K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 1.9% |
$7.5K - $8.93K
|
3.1K
$641K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-62- 1.69% |
$7.75K - $9.23K
|
3.62K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-62- 3.36% |
$7.75K - $9.23K
|
1.78K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-63- 1.93% |
$7.87K - $9.38K
|
3.21K
$663K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-68- 1.91% |
$8.49K - $10.1K
|
3.5K
$723K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-75- 2.19% |
$9.37K - $11.2K
|
3.36K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.83% |
$9.37K - $11.2K
|
8.96K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-79- 1.93% |
$9.87K - $11.8K
|
4.01K
$828K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 3.5% |
$10.2K - $12.2K
|
2.26K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-82- 4.26% |
$10.2K - $12.2K
|
1.85K
$381K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-83- 2.14% |
$10.4K - $12.4K
|
3.8K
$785K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-85- 3.32% |
$10.6K - $12.7K
|
2.48K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-88- 2.63% |
$11K - $13.1K
|
3.26K
$673K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-89- 0.46% |
$11.1K - $13.3K
|
19.3K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-90- 3.78% |
$11.2K - $13.4K
|
2.29K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90- 7.46% |
$11.2K - $13.4K
|
1.12K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-92- 1.04% |
$11.5K - $13.7K
|
8.76K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-94- 3.89% |
$11.7K - $14K
|
2.32K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-94- 0.74% |
$11.7K - $14K
|
12.6K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-96- 4.17% |
$12K - $14.3K
|
2.21K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 5.38% |
$12.5K - $14.9K
|
1.76K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.15% |
$12.5K - $14.9K
|
65.7K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 2.44% |
$12.5K - $14.9K
|
4.01K
$828K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 1.92% |
$12.5K - $14.9K
|
5.11K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-100- 0.53% |
$12.5K - $14.9K
|
18.7K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-100- 0.59% |
$12.5K - $14.9K
|
16.8K
$3.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-101- 0.74% |
$12.6K - $15K
|
13.5K
$2.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-101- 14.9% |
$12.6K - $15K
|
577
$119K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-104- 9.09% |
$13K - $15.5K
|
1.04K
$215K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 3.12% |
$13.2K - $15.8K
|
3.3K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-111- 0.69% |
$13.9K - $16.5K
|
15.9K
$3.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 0.78% |
$14.1K - $16.8K
|
14.4K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-118- 2.79% |
$14.7K - $17.6K
|
4.12K
$850K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-120- 7.69% |
$15K - $17.9K
|
1.44K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-120- 6.87% |
$15K - $17.9K
|
1.63K
$336K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-120- 3.73% |
$15K - $17.9K
|
3.1K
$640K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-122- 35.47% |
$15.2K - $18.2K
|
222
$45.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-123- 15.51% |
$15.4K - $18.3K
|
670
$138K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-129- 8.25% |
$16.1K - $19.2K
|
1.43K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-135- 0.16% |
$16.9K - $20.1K
|
83.4K
$17.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-138- 5.55% |
$17.2K - $20.5K
|
2.35K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-142- 4.01% |
$17.7K - $21.1K
|
3.4K
$702K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-149- 2.56% |
$18.6K - $22.2K
|
5.66K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-150- 8.38% |
$18.7K - $22.3K
|
1.64K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-160- 1.03% |
$20K - $23.8K
|
15.3K
$3.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-160- 0.41% |
$20K - $23.8K
|
39.1K
$8.07M
|