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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
225+ 2.96% |
$28.1K - $33.5K
|
7.81K
$1.69M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
219New |
$27.4K - $32.6K
|
219
$47.5K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
210+ 30.88% |
$26.2K - $31.3K
|
890
$193K
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
210+ 4.21% |
$26.2K - $31.3K
|
5.2K
$1.13M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.86% |
$26.1K - $31.1K
|
11.4K
$2.48M
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
208+ 5.79% |
$26K - $31K
|
3.8K
$823K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
201+ 2.39% |
$25.1K - $29.9K
|
8.62K
$1.87M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
197+ 8.34% |
$24.6K - $29.3K
|
2.56K
$555K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
194+ 5.3% |
$24.2K - $28.9K
|
3.85K
$835K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
190+ 7.71% |
$23.7K - $28.3K
|
2.66K
$575K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
190+ 4.89% |
$23.7K - $28.3K
|
4.07K
$883K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
177+ 8.41% |
$22.1K - $26.4K
|
2.28K
$494K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
176+ 6.84% |
$22K - $26.2K
|
2.75K
$596K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
173+ 0.85% |
$21.6K - $25.8K
|
20.5K
$4.45M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
171+ 4.23% |
$21.4K - $25.5K
|
4.21K
$913K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
170New |
$21.2K - $25.3K
|
170
$36.8K
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
167+ 3.94% |
$20.9K - $24.9K
|
4.4K
$954K
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
166+ 3.02% |
$20.7K - $24.7K
|
5.67K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
165+ 2.81% |
$20.6K - $24.6K
|
6.04K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
165+ 2.26% |
$20.6K - $24.6K
|
7.48K
$1.62M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
161+ 4.11% |
$20.1K - $24K
|
4.08K
$884K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
160+ 7.69% |
$20K - $23.8K
|
2.24K
$486K
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
159+ 1.91% |
$19.9K - $23.7K
|
8.48K
$1.84M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155+ 2.26% |
$19.4K - $23.1K
|
7.01K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
154+ 81.05% |
$19.2K - $22.9K
|
344
$74.6K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
147+ 1.81% |
$18.4K - $21.9K
|
8.26K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
147+ 9.56% |
$18.4K - $21.9K
|
1.68K
$365K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
146+ 4.75% |
$18.2K - $21.7K
|
3.22K
$698K
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
136New |
$17K - $20.2K
|
136
$29.5K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
136+ 6.9% |
$17K - $20.2K
|
2.11K
$457K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
132+ 1.33% |
$16.5K - $19.7K
|
10K
$2.17M
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
129+ 3.44% |
$16.1K - $19.2K
|
3.88K
$840K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
129+ 2.06% |
$16.1K - $19.2K
|
6.38K
$1.38M
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
129+ 0.44% |
$16.1K - $19.2K
|
29.5K
$6.39M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
127New |
$15.9K - $18.9K
|
127
$27.5K
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
126+ 6.75% |
$15.7K - $18.8K
|
1.99K
$432K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
125+ 1.24% |
$15.6K - $18.6K
|
10.2K
$2.21M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
125+ 6.74% |
$15.6K - $18.6K
|
1.98K
$429K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
125New |
$15.6K - $18.6K
|
125
$27.1K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
124+ 0.12% |
$15.5K - $18.5K
|
107K
$23.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123+ 1.26% |
$15.4K - $18.3K
|
9.85K
$2.14M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
117+ 2.31% |
$14.6K - $17.4K
|
5.18K
$1.12M
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
117+ 3.61% |
$14.6K - $17.4K
|
3.36K
$728K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 150.65% |
$14.5K - $17.3K
|
193
$41.8K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
113+ 1.86% |
$14.1K - $16.8K
|
6.18K
$1.34M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
112+ 4.42% |
$14K - $16.7K
|
2.65K
$573K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
107+ 5.59% |
$13.4K - $15.9K
|
2.02K
$438K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 1.62% |
$13.4K - $15.9K
|
6.73K
$1.46M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 4.12% |
$13.2K - $15.8K
|
2.68K
$580K
|
|
May 13, 2024
Q1 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
100+ 0.21% |
$12.5K - $14.9K
|
47.6K
$10.3M
|