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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.19% |
$1.34K - $1.49K
|
5.19K
$928K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12Closed |
$1.6K - $1.79K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12- 0.45% |
$1.6K - $1.79K
|
2.66K
$476K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-13- 0.66% |
$1.74K - $1.94K
|
1.96K
$350K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-16- 0.9% |
$2.14K - $2.38K
|
1.77K
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-19- 0.66% |
$2.54K - $2.83K
|
2.84K
$508K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-19- 1.14% |
$2.54K - $2.83K
|
1.65K
$295K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 0.27% |
$2.67K - $2.98K
|
7.41K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-20- 1.1% |
$2.67K - $2.98K
|
1.8K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-21- 0.93% |
$2.81K - $3.13K
|
2.24K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-21- 1.29% |
$2.81K - $3.13K
|
1.61K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-22- 0.24% |
$2.94K - $3.28K
|
9.23K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-22- 0.66% |
$2.94K - $3.28K
|
3.33K
$595K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-23- 0.59% |
$3.08K - $3.42K
|
3.89K
$694K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-23- 0.94% |
$3.08K - $3.42K
|
2.42K
$432K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 0.12% |
$3.08K - $3.42K
|
19K
$3.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-24- 1.5% |
$3.21K - $3.57K
|
1.57K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-24- 0.44% |
$3.21K - $3.57K
|
5.38K
$960K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-24- 0.32% |
$3.21K - $3.57K
|
7.58K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.92% |
$3.34K - $3.72K
|
2.7K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-25- 1.79% |
$3.34K - $3.72K
|
1.37K
$245K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-25- 1.63% |
$3.34K - $3.72K
|
1.51K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.48% |
$3.88K - $4.32K
|
6.01K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-29- 1.45% |
$3.88K - $4.32K
|
1.97K
$351K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-29- 0.45% |
$3.88K - $4.32K
|
6.44K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 12.1% |
$4.01K - $4.47K
|
218
$38.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-31- 0.28% |
$4.14K - $4.61K
|
10.9K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-33- 2.19% |
$4.41K - $4.91K
|
1.47K
$263K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 0.85% |
$4.55K - $5.06K
|
3.97K
$709K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38- 0.73% |
$5.08K - $5.66K
|
5.14K
$918K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-39- 43.82% |
$5.21K - $5.81K
|
50
$8.93K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-39- 17.26% |
$5.21K - $5.81K
|
187
$33.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-41- 2.5% |
$5.48K - $6.1K
|
1.6K
$285K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 4.86% |
$5.48K - $6.1K
|
802
$143K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-41- 2.52% |
$5.48K - $6.1K
|
1.59K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-45- 5.13% |
$6.02K - $6.7K
|
832
$149K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-47- 0.79% |
$6.28K - $7K
|
5.9K
$1.05M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-48- 3.09% |
$6.42K - $7.15K
|
1.5K
$269K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-48- 0.37% |
$6.42K - $7.15K
|
13.1K
$2.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-50- 83.33% |
$6.68K - $7.44K
|
10
$1.79K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-51- 2.99% |
$6.82K - $7.59K
|
1.66K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-51- 0.88% |
$6.82K - $7.59K
|
5.75K
$1.03M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-62- 0.94% |
$8.29K - $9.23K
|
6.56K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-64- 0.81% |
$8.56K - $9.53K
|
7.83K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-65- 1.83% |
$8.69K - $9.68K
|
3.48K
$622K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-68- 26.67% |
$9.09K - $10.1K
|
187
$33.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-69- 0.42% |
$9.23K - $10.3K
|
16.5K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-69- 0.48% |
$9.23K - $10.3K
|
14.3K
$2.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-70- 3.48% |
$9.36K - $10.4K
|
1.94K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-72- 1.13% |
$9.63K - $10.7K
|
6.31K
$1.13M
|