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 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 1.59% |
$4.6K - $5.36K
|
2.23K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 0.67% |
$4.6K - $5.36K
|
5.3K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
33+ 0.33% |
$4.34K - $5.05K
|
10K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
33+ 0.42% |
$4.34K - $5.05K
|
7.86K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31+ 0.35% |
$4.07K - $4.74K
|
8.8K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
31+ 1.88% |
$4.07K - $4.74K
|
1.68K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
29New |
$3.81K - $4.44K
|
29
$5.55K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
29+ 1.84% |
$3.81K - $4.44K
|
1.61K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.99% |
$3.42K - $3.98K
|
2.66K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
26+ 0.99% |
$3.42K - $3.98K
|
2.66K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
26+ 1.56% |
$3.42K - $3.98K
|
1.7K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
25+ 1.43% |
$3.29K - $3.83K
|
1.77K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
25+ 1.27% |
$3.29K - $3.83K
|
1.99K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 3.8% |
$3.15K - $3.67K
|
655
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$3.02K - $3.52K
|
23
$4.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 10.41% |
$3.02K - $3.52K
|
244
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
22New |
$2.89K - $3.37K
|
22
$4.21K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 1.18% |
$2.76K - $3.21K
|
1.81K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
21+ 1.45% |
$2.76K - $3.21K
|
1.47K
$281K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18+ 0.75% |
$2.37K - $2.75K
|
2.41K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
18+ 0.84% |
$2.37K - $2.75K
|
2.16K
$414K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
18+ 0.38% |
$2.37K - $2.75K
|
4.75K
$909K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 4.73% |
$2.1K - $2.45K
|
354
$67.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
16New |
$2.1K - $2.45K
|
16
$3.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16+ 0.36% |
$2.1K - $2.45K
|
4.42K
$846K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 14.85% |
$1.97K - $2.3K
|
116
$22.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
14+ 0.45% |
$1.84K - $2.14K
|
3.11K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.44% |
$1.71K - $1.99K
|
2.96K
$567K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12+ 0.54% |
$1.58K - $1.84K
|
2.22K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 5.97% |
$1.58K - $1.84K
|
213
$40.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$1.45K - $1.68K
|
11
$2.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10New |
$1.31K - $1.53K
|
10
$1.91K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10+ 4.95% |
$1.31K - $1.53K
|
212
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10+ 0.45% |
$1.31K - $1.53K
|
2.25K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$1.31K - $1.53K
|
6.32K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10New |
$1.31K - $1.53K
|
10
$1.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.18K - $1.38K
|
29.2K
$5.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
9+ 0.46% |
$1.18K - $1.38K
|
1.97K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9+ 0.24% |
$1.18K - $1.38K
|
3.72K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 26.47% |
$1.18K - $1.38K
|
43
$8.23K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.39% |
$1.05K - $1.22K
|
2.06K
$394K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8+ 0.08% |
$1.05K - $1.22K
|
10.4K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6New |
$789 - $918
|
6
$1.15K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.38% |
$789 - $918
|
1.6K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 0.24% |
$789 - $918
|
2.54K
$487K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 62.5% |
$657 - $765
|
13
$2.49K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 4.1% |
$657 - $765
|
127
$24.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5+ 8.33% |
$657 - $765
|
65
$12.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.12% |
$657 - $765
|
4.13K
$790K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5+ 0.32% |
$657 - $765
|
1.58K
$303K
|