Purchases and Sales Made in Q2 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$257 - $341
|
921
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$257 - $341
|
2.15K
$351K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2New |
$171 - $227
|
2
$326
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.81% |
$171 - $227
|
249
$40.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.02% |
$85.6 - $114
|
4.71K
$768K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.3% |
$85.6 - $114
|
330
$53.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.32% |
$85.6 - $114
|
312
$50.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1- -0.0% |
$85.6 - $114
|
30.3K
$4.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.11% |
$257 - $341
|
2.7K
$440K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4- 0.01% |
$343 - $455
|
61.1K
$9.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 16.67% |
$428 - $568
|
25
$4.08K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5- 0.15% |
$428 - $568
|
3.35K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 8.47% |
$428 - $568
|
54
$8.81K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.26% |
$514 - $682
|
2.33K
$380K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-8- 0.23% |
$685 - $909
|
3.43K
$560K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-8- 0.09% |
$685 - $909
|
9.24K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-8- 0.23% |
$685 - $909
|
3.43K
$560K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-8- 0.23% |
$685 - $909
|
3.46K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8- 0.17% |
$685 - $909
|
4.77K
$778K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-9- 0.11% |
$771 - $1.02K
|
8.03K
$1.31M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-9- 0.09% |
$771 - $1.02K
|
9.9K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10- 2.75% |
$856 - $1.14K
|
353
$57.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 0.11% |
$942 - $1.25K
|
9.9K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-11- 0.52% |
$942 - $1.25K
|
2.12K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-12- 0.17% |
$1.03K - $1.36K
|
6.9K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 5.58% |
$1.03K - $1.36K
|
203
$33.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-12- 0.02% |
$1.03K - $1.36K
|
61.8K
$10.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 8.7% |
$1.03K - $1.36K
|
126
$20.6K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 87.5% |
$1.2K - $1.59K
|
2
$326
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-16- 26.23% |
$1.37K - $1.82K
|
45
$7.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-17- 73.91% |
$1.46K - $1.93K
|
6
$979
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 31.34% |
$1.8K - $2.39K
|
46
$7.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-21- 14.38% |
$1.8K - $2.39K
|
125
$20.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-22- 0.22% |
$1.88K - $2.5K
|
10.1K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 75.76% |
$2.14K - $2.84K
|
8
$1.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26- 1.03% |
$2.23K - $2.95K
|
2.51K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-28- 0.31% |
$2.4K - $3.18K
|
9.03K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 1.41% |
$2.57K - $3.41K
|
2.1K
$343K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-31- 27.93% |
$2.65K - $3.52K
|
80
$13K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 2.39% |
$2.91K - $3.86K
|
1.39K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 3.62% |
$3.17K - $4.21K
|
984
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-37- 20.56% |
$3.17K - $4.21K
|
143
$23.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-38- 97.44% |
$3.25K - $4.32K
|
1
$163
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-40- 1.73% |
$3.43K - $4.55K
|
2.28K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 7.18% |
$3.85K - $5.11K
|
582
$94.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-45- 1.99% |
$3.85K - $5.11K
|
2.21K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-47- 1.5% |
$4.02K - $5.34K
|
3.08K
$503K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 28.57% |
$4.28K - $5.68K
|
125
$20.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-52- 3.14% |
$4.45K - $5.91K
|
1.61K
$262K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-52- 9.65% |
$4.45K - $5.91K
|
487
$79.4K
|