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
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-291- 3.5% |
$38.2K - $44.5K
|
8.03K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-296- 9.06% |
$38.9K - $45.3K
|
2.97K
$569K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-305- 17.9% |
$40.1K - $46.7K
|
1.4K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-305- 2.83% |
$40.1K - $46.7K
|
10.5K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-312- 4.77% |
$41K - $47.8K
|
6.23K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-324- 1.35% |
$42.6K - $49.6K
|
23.7K
$4.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-338- 3.64% |
$44.4K - $51.7K
|
8.94K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-348- 14.75% |
$45.7K - $53.3K
|
2.01K
$385K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-350- 15.44% |
$46K - $53.6K
|
1.92K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-360- 22.29% |
$47.3K - $55.1K
|
1.26K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-365- 5.43% |
$48K - $55.9K
|
6.36K
$1.22M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-366- 3.43% |
$48.1K - $56K
|
10.3K
$1.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-370- 0.43% |
$48.6K - $56.6K
|
85K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-380- 5.86% |
$49.9K - $58.2K
|
6.1K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-382- 3.22% |
$50.2K - $58.5K
|
11.5K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-400- 16.33% |
$52.6K - $61.2K
|
2.05K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-400- 20.1% |
$52.6K - $61.2K
|
1.59K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-405- 2.19% |
$53.2K - $62K
|
18.1K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-409- 5.8% |
$53.8K - $62.6K
|
6.65K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-410- 2.95% |
$53.9K - $62.8K
|
13.5K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-425- 4.44% |
$55.9K - $65K
|
9.15K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-442- 12.33% |
$58.1K - $67.6K
|
3.14K
$602K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-446- 22.29% |
$58.6K - $68.3K
|
1.56K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-448- 90.32% |
$58.9K - $68.6K
|
48
$9.19K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-465- 26.12% |
$61.1K - $71.2K
|
1.32K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-475- 15.8% |
$62.4K - $72.7K
|
2.53K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-483- 2.91% |
$63.5K - $73.9K
|
16.1K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-491- 19.29% |
$64.5K - $75.1K
|
2.05K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-499- 3.76% |
$65.6K - $76.4K
|
12.8K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.6% |
$65.7K - $76.5K
|
18.7K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 8.33% |
$65.7K - $76.5K
|
5.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-503- 0.6% |
$66.1K - $77K
|
83.5K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-505- 0.67% |
$66.4K - $77.3K
|
75.3K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-518- 16.66% |
$68.1K - $79.3K
|
2.59K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-525- 1.1% |
$69K - $80.4K
|
47.1K
$9.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-531- 0.59% |
$69.8K - $81.3K
|
89.5K
$17.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-535- 15.92% |
$70.3K - $81.9K
|
2.83K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-546- 2.19% |
$71.8K - $83.6K
|
24.4K
$4.68M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-560- 2.23% |
$73.6K - $85.7K
|
24.5K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-565- 7.8% |
$74.3K - $86.5K
|
6.68K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-569- 1.05% |
$74.8K - $87.1K
|
53.8K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-591- 2.03% |
$77.7K - $90.5K
|
28.6K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-596- 15.34% |
$78.3K - $91.2K
|
3.29K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-600- 7.88% |
$78.9K - $91.8K
|
7.01K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-612- 15.91% |
$80.4K - $93.7K
|
3.24K
$619K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-627- 10.14% |
$82.4K - $96K
|
5.56K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-633- 16.14% |
$83.2K - $96.9K
|
3.29K
$630K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-647- 15.35% |
$85K - $99K
|
3.57K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-660- 6.06% |
$86.7K - $101K
|
10.2K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-687- 9.07% |
$90.3K - $105K
|
6.89K
$1.32M
|