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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
203+ 3.77% |
$17.4K - $23.1K
|
5.58K
$1.01M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
194+ 8.05% |
$16.6K - $22K
|
2.6K
$471K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
190New |
$16.3K - $21.6K
|
190
$34.3K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
188+ 6.02% |
$16.1K - $21.4K
|
3.31K
$598K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
185+ 7.93% |
$15.8K - $21K
|
2.52K
$455K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
181New |
$15.5K - $20.6K
|
181
$32.7K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
179+ 3.03% |
$15.3K - $20.3K
|
6.1K
$1.1M
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
177+ 2.32% |
$15.2K - $20.1K
|
7.79K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
172+ 6.32% |
$14.7K - $19.5K
|
2.89K
$523K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
170+ 5.87% |
$14.6K - $19.3K
|
3.06K
$554K
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
169+ 0.59% |
$14.5K - $19.2K
|
29K
$5.24M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
166+ 2.53% |
$14.2K - $18.9K
|
6.74K
$1.22M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
157New |
$13.4K - $17.8K
|
157
$28.4K
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
150New |
$12.8K - $17K
|
150
$27.1K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
147+ 8.31% |
$12.6K - $16.7K
|
1.92K
$346K
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
144+ 0.97% |
$12.3K - $16.4K
|
15K
$2.71M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 16.95% |
$11.8K - $15.7K
|
952
$172K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
138+ 1.02% |
$11.8K - $15.7K
|
13.7K
$2.48M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
138New |
$11.8K - $15.7K
|
138
$24.9K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 2.59% |
$11.6K - $15.3K
|
5.35K
$966K
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
124+ 0.21% |
$10.6K - $14.1K
|
59.5K
$10.8M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
122+ 5.72% |
$10.4K - $13.9K
|
2.26K
$407K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
119+ 3.21% |
$10.2K - $13.5K
|
3.83K
$692K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
119+ 4.45% |
$10.2K - $13.5K
|
2.79K
$505K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
118+ 5.17% |
$10.1K - $13.4K
|
2.4K
$434K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
113New |
$9.68K - $12.8K
|
113
$20.4K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
112+ 0.91% |
$9.59K - $12.7K
|
12.4K
$2.25M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
109+ 198.18% |
$9.33K - $12.4K
|
164
$29.6K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
103+ 4.1% |
$8.82K - $11.7K
|
2.61K
$472K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
100+ 13.44% |
$8.56K - $11.4K
|
844
$153K
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
100+ 3.77% |
$8.56K - $11.4K
|
2.75K
$497K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
94+ 2.98% |
$8.05K - $10.7K
|
3.25K
$587K
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
90+ 2.85% |
$7.71K - $10.2K
|
3.25K
$587K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
90New |
$7.71K - $10.2K
|
90
$16.3K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
83+ 23.45% |
$7.11K - $9.43K
|
437
$79K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
82+ 14.54% |
$7.02K - $9.32K
|
646
$117K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 23.56% |
$6.68K - $8.86K
|
409
$73.9K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
70+ 2.03% |
$5.99K - $7.96K
|
3.51K
$634K
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.01% |
$5.99K - $7.96K
|
2.39K
$433K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
69+ 1.59% |
$5.91K - $7.84K
|
4.4K
$794K
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
63+ 2.93% |
$5.39K - $7.16K
|
2.21K
$400K
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
63+ 1.69% |
$5.39K - $7.16K
|
3.79K
$685K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
61+ 0.04% |
$5.22K - $6.93K
|
161K
$29.1M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
60+ 0.4% |
$5.14K - $6.82K
|
15K
$2.71M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
60New |
$5.14K - $6.82K
|
60
$10.8K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
59+ 0.79% |
$5.05K - $6.71K
|
7.51K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.48% |
$4.88K - $6.48K
|
12K
$2.18M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
54+ 1.59% |
$4.62K - $6.14K
|
3.46K
$625K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54+ 180.0% |
$4.62K - $6.14K
|
84
$15.2K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
54+ 0.48% |
$4.62K - $6.14K
|
11.4K
$2.05M
|