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 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 74.0% |
$4.62K - $5.51K
|
13
$2.82K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-38- 4.38% |
$4.75K - $5.66K
|
830
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-40- 44.94% |
$5K - $5.96K
|
49
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-42- 0.7% |
$5.25K - $6.25K
|
5.96K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-43- 2.78% |
$5.37K - $6.4K
|
1.5K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-43- 0.26% |
$5.37K - $6.4K
|
16.5K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-44- 16.3% |
$5.5K - $6.55K
|
226
$49K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-45- 0.38% |
$5.62K - $6.7K
|
11.7K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 17.05% |
$5.62K - $6.7K
|
219
$47.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-46- 0.71% |
$5.75K - $6.85K
|
6.47K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-48- 0.63% |
$6K - $7.15K
|
7.6K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-48- 0.88% |
$6K - $7.15K
|
5.4K
$1.17M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-50- 16.39% |
$6.25K - $7.44K
|
255
$55.3K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-53- 3.06% |
$6.62K - $7.89K
|
1.68K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-55- 45.83% |
$6.87K - $8.19K
|
65
$14.1K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 1.9% |
$7.5K - $8.93K
|
3.1K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-62- 3.36% |
$7.75K - $9.23K
|
1.78K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-62- 1.69% |
$7.75K - $9.23K
|
3.62K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-63- 1.93% |
$7.87K - $9.38K
|
3.21K
$695K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-68- 1.91% |
$8.49K - $10.1K
|
3.5K
$758K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.83% |
$9.37K - $11.2K
|
8.96K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-75- 2.19% |
$9.37K - $11.2K
|
3.36K
$727K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-79- 1.93% |
$9.87K - $11.8K
|
4.01K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-82- 3.5% |
$10.2K - $12.2K
|
2.26K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-82- 4.26% |
$10.2K - $12.2K
|
1.85K
$400K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-83- 2.14% |
$10.4K - $12.4K
|
3.8K
$823K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-85- 3.32% |
$10.6K - $12.7K
|
2.48K
$537K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-88- 2.63% |
$11K - $13.1K
|
3.26K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-89- 0.46% |
$11.1K - $13.3K
|
19.3K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-90- 3.78% |
$11.2K - $13.4K
|
2.29K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-90- 7.46% |
$11.2K - $13.4K
|
1.12K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-92- 1.04% |
$11.5K - $13.7K
|
8.76K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-94- 0.74% |
$11.7K - $14K
|
12.6K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-94- 3.89% |
$11.7K - $14K
|
2.32K
$503K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-96- 4.17% |
$12K - $14.3K
|
2.21K
$478K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-100- 0.53% |
$12.5K - $14.9K
|
18.7K
$4.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-100- 5.38% |
$12.5K - $14.9K
|
1.76K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 2.44% |
$12.5K - $14.9K
|
4.01K
$868K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 1.92% |
$12.5K - $14.9K
|
5.11K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.15% |
$12.5K - $14.9K
|
65.7K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-100- 0.59% |
$12.5K - $14.9K
|
16.8K
$3.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-101- 14.9% |
$12.6K - $15K
|
577
$125K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-101- 0.74% |
$12.6K - $15K
|
13.5K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-104- 9.09% |
$13K - $15.5K
|
1.04K
$225K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-106- 3.12% |
$13.2K - $15.8K
|
3.3K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-111- 0.69% |
$13.9K - $16.5K
|
15.9K
$3.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 0.78% |
$14.1K - $16.8K
|
14.4K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-118- 2.79% |
$14.7K - $17.6K
|
4.12K
$892K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-120- 6.87% |
$15K - $17.9K
|
1.63K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-120- 7.69% |
$15K - $17.9K
|
1.44K
$312K
|