Purchases and Sales Made in Q2 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
102+ 3.13% |
$13.6K - $15.2K
|
3.36K
$600K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 396.0% |
$13.2K - $14.7K
|
124
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
99+ 0.67% |
$13.2K - $14.7K
|
14.9K
$2.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
98+ 2.33% |
$13.1K - $14.6K
|
4.31K
$770K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92+ 5.42% |
$12.3K - $13.7K
|
1.79K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
91+ 2.25% |
$12.2K - $13.5K
|
4.13K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
90+ 0.75% |
$12K - $13.4K
|
12.2K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
89+ 10.34% |
$11.9K - $13.2K
|
950
$170K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
86+ 4.76% |
$11.5K - $12.8K
|
1.89K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
85+ 0.83% |
$11.4K - $12.7K
|
10.3K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
83+ 2.18% |
$11.1K - $12.4K
|
3.88K
$694K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
83+ 2.18% |
$11.1K - $12.4K
|
3.88K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
81+ 3.83% |
$10.8K - $12.1K
|
2.2K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80+ 1.29% |
$10.7K - $11.9K
|
6.26K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
80+ 1.2% |
$10.7K - $11.9K
|
6.76K
$1.21M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
79+ 3.56% |
$10.6K - $11.8K
|
2.3K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
76+ 1.96% |
$10.2K - $11.3K
|
3.95K
$706K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
75+ 4.78% |
$10K - $11.2K
|
1.64K
$294K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
70+ 4.16% |
$9.36K - $10.4K
|
1.75K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
68+ 2.03% |
$9.09K - $10.1K
|
3.42K
$611K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 0.75% |
$8.96K - $9.97K
|
9.02K
$1.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
66+ 146.67% |
$8.82K - $9.83K
|
111
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
65+ 1.59% |
$8.69K - $9.68K
|
4.14K
$740K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60+ 0.1% |
$8.02K - $8.93K
|
60.2K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
60+ 2.01% |
$8.02K - $8.93K
|
3.04K
$543K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
53+ 378.57% |
$7.09K - $7.89K
|
67
$12K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 182.76% |
$7.09K - $7.89K
|
82
$14.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
53New |
$7.09K - $7.89K
|
53
$9.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
53+ 1.53% |
$7.09K - $7.89K
|
3.51K
$627K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
52+ 3.63% |
$6.95K - $7.74K
|
1.49K
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51+ 1.29% |
$6.82K - $7.59K
|
4.02K
$717K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
51+ 2.25% |
$6.82K - $7.59K
|
2.32K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 7.94% |
$6.55K - $7.29K
|
666
$119K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
48+ 1.36% |
$6.42K - $7.15K
|
3.58K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 61.84% |
$6.28K - $7K
|
123
$22K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
45New |
$6.02K - $6.7K
|
45
$8.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 58.57% |
$5.48K - $6.1K
|
111
$19.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
40+ 2.79% |
$5.35K - $5.95K
|
1.47K
$263K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
38+ 2.09% |
$5.08K - $5.66K
|
1.86K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38+ 1.03% |
$5.08K - $5.66K
|
3.72K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 2.19% |
$4.95K - $5.51K
|
1.73K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
36+ 1.55% |
$4.81K - $5.36K
|
2.36K
$422K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
35+ 0.82% |
$4.68K - $5.21K
|
4.3K
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 20.36% |
$4.55K - $5.06K
|
201
$35.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
34+ 58.62% |
$4.55K - $5.06K
|
92
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
33+ 7.66% |
$4.41K - $4.91K
|
464
$82.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
32+ 1.0% |
$4.28K - $4.76K
|
3.24K
$579K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 1.45% |
$4.28K - $4.76K
|
2.24K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
30+ 0.38% |
$4.01K - $4.47K
|
7.84K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
30+ 0.98% |
$4.01K - $4.47K
|
3.09K
$552K
|