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
|
Hosking Partners LLP
|
SELL
|
- |
-223- 0.08% |
$29.3K - $34.1K
|
290K
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 10.48% |
$29.4K - $34.3K
|
1.91K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-228- 1.82% |
$30K - $34.9K
|
12.3K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-233- 0.43% |
$30.6K - $35.7K
|
53.8K
$11.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-235- 1.96% |
$30.9K - $36K
|
11.7K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-246- 4.48% |
$32.3K - $37.7K
|
5.24K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-255- 3.69% |
$33.5K - $39K
|
6.65K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-258- 3.17% |
$33.9K - $39.5K
|
7.87K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-264- 7.38% |
$34.7K - $40.4K
|
3.31K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-265- 1.23% |
$34.8K - $40.6K
|
21.2K
$4.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-266- 9.14% |
$35K - $40.7K
|
2.64K
$573K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-266- 16.09% |
$35K - $40.7K
|
1.39K
$301K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-271- 12.08% |
$35.6K - $41.5K
|
1.97K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-272- 1.36% |
$35.7K - $41.6K
|
19.8K
$4.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-278- 7.34% |
$36.5K - $42.5K
|
3.51K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-278- 6.26% |
$36.5K - $42.5K
|
4.16K
$902K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-283- 1.16% |
$37.2K - $43.3K
|
24.2K
$5.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-285- 3.08% |
$37.5K - $43.6K
|
8.98K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-291- 3.5% |
$38.2K - $44.5K
|
8.03K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-296- 9.06% |
$38.9K - $45.3K
|
2.97K
$644K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-305- 17.9% |
$40.1K - $46.7K
|
1.4K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-305- 2.83% |
$40.1K - $46.7K
|
10.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-312- 4.77% |
$41K - $47.8K
|
6.23K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-324- 1.35% |
$42.6K - $49.6K
|
23.7K
$5.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-338- 3.64% |
$44.4K - $51.7K
|
8.94K
$1.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-348- 14.75% |
$45.7K - $53.3K
|
2.01K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-350- 15.44% |
$46K - $53.6K
|
1.92K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-360- 22.29% |
$47.3K - $55.1K
|
1.26K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-365- 5.43% |
$48K - $55.9K
|
6.36K
$1.38M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-366- 3.43% |
$48.1K - $56K
|
10.3K
$2.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-370- 0.43% |
$48.6K - $56.6K
|
85K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-380- 5.86% |
$49.9K - $58.2K
|
6.1K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-382- 3.22% |
$50.2K - $58.5K
|
11.5K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-400- 16.33% |
$52.6K - $61.2K
|
2.05K
$444K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-400- 20.1% |
$52.6K - $61.2K
|
1.59K
$345K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-403- 9.81% |
$53K - $61.7K
|
3.71K
$803K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-405- 2.19% |
$53.2K - $62K
|
18.1K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-409- 5.8% |
$53.8K - $62.6K
|
6.65K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-410- 2.95% |
$53.9K - $62.8K
|
13.5K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-425- 4.44% |
$55.9K - $65K
|
9.15K
$1.98M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-431- 19.03% |
$56.6K - $66K
|
1.83K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-442- 12.33% |
$58.1K - $67.6K
|
3.14K
$681K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-446- 22.29% |
$58.6K - $68.3K
|
1.56K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-448- 90.32% |
$58.9K - $68.6K
|
48
$10.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-465- 26.12% |
$61.1K - $71.2K
|
1.32K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-475- 15.8% |
$62.4K - $72.7K
|
2.53K
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-483- 2.91% |
$63.5K - $73.9K
|
16.1K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-491- 19.29% |
$64.5K - $75.1K
|
2.05K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-499- 3.76% |
$65.6K - $76.4K
|
12.8K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 8.33% |
$65.7K - $76.5K
|
5.5K
$1.19M
|