Purchases and Sales Made in Q3 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 2.44% |
$5.65K - $6.58K
|
1.8K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42+ 0.52% |
$5.52K - $6.43K
|
8.07K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
41+ 0.44% |
$5.39K - $6.28K
|
9.27K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
41+ 1.69% |
$5.39K - $6.28K
|
2.46K
$533K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 20.1% |
$5.26K - $6.12K
|
239
$51.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 2.43% |
$5.26K - $6.12K
|
1.68K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.26% |
$5.13K - $5.97K
|
14.9K
$3.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.43% |
$4.99K - $5.82K
|
8.86K
$1.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
37+ 1.61% |
$4.86K - $5.66K
|
2.33K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
37+ 2.05% |
$4.86K - $5.66K
|
1.84K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
36+ 0.44% |
$4.73K - $5.51K
|
8.3K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 0.67% |
$4.6K - $5.36K
|
5.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 1.59% |
$4.6K - $5.36K
|
2.23K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
33+ 0.42% |
$4.34K - $5.05K
|
7.86K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
33+ 0.33% |
$4.34K - $5.05K
|
10K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
31+ 1.88% |
$4.07K - $4.74K
|
1.68K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31+ 0.35% |
$4.07K - $4.74K
|
8.8K
$1.91M
|
|
|
Apr 28, 2025
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
30+ 1.18% |
$3.94K - $4.59K
|
2.57K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
29New |
$3.81K - $4.44K
|
29
$6.29K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
29+ 1.84% |
$3.81K - $4.44K
|
1.61K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
26+ 0.99% |
$3.42K - $3.98K
|
2.66K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.56% |
$3.42K - $3.98K
|
1.7K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.99% |
$3.42K - $3.98K
|
2.66K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
25+ 1.43% |
$3.29K - $3.83K
|
1.77K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.27% |
$3.29K - $3.83K
|
1.99K
$431K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25New |
$3.29K - $3.83K
|
25
$5.42K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 3.8% |
$3.15K - $3.67K
|
655
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$3.02K - $3.52K
|
23
$4.98K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 10.41% |
$3.02K - $3.52K
|
244
$52.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
22New |
$2.89K - $3.37K
|
22
$4.77K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
21+ 1.45% |
$2.76K - $3.21K
|
1.47K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.18% |
$2.76K - $3.21K
|
1.81K
$391K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
18+ 0.38% |
$2.37K - $2.75K
|
4.75K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.75% |
$2.37K - $2.75K
|
2.41K
$522K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18+ 0.84% |
$2.37K - $2.75K
|
2.16K
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16New |
$2.1K - $2.45K
|
16
$3.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 4.73% |
$2.1K - $2.45K
|
354
$76.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16+ 0.36% |
$2.1K - $2.45K
|
4.42K
$958K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 14.85% |
$1.97K - $2.3K
|
116
$25.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.45% |
$1.84K - $2.14K
|
3.11K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.44% |
$1.71K - $1.99K
|
2.96K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12+ 0.54% |
$1.58K - $1.84K
|
2.22K
$481K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.97% |
$1.58K - $1.84K
|
213
$46.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.45K - $1.68K
|
11
$2.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$1.31K - $1.53K
|
10
$2.17K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10+ 4.95% |
$1.31K - $1.53K
|
212
$45.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$1.31K - $1.53K
|
10
$2.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$1.31K - $1.53K
|
6.32K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.45% |
$1.31K - $1.53K
|
2.25K
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.46% |
$1.18K - $1.38K
|
1.97K
$427K
|