Purchases and Sales Made in Q4 2021 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
115New |
$15.9K - $19.9K
|
115
$23.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
114+ 3.13% |
$15.8K - $19.8K
|
3.76K
$760K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
113+ 0.4% |
$15.6K - $19.6K
|
28.1K
$5.69M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
113New |
$15.6K - $19.6K
|
113
$22.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
112+ 0.85% |
$15.5K - $19.4K
|
13.3K
$2.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
107+ 0.38% |
$14.8K - $18.5K
|
28.3K
$5.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
104+ 5.51% |
$14.4K - $18K
|
1.99K
$403K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
104+ 6.57% |
$14.4K - $18K
|
1.69K
$341K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
102+ 0.13% |
$14.1K - $17.7K
|
80.2K
$16.2M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 2.72% |
$14.1K - $17.7K
|
3.86K
$780K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
101+ 1.54% |
$14K - $17.5K
|
6.64K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.8K - $17.3K
|
100
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
100New |
$13.8K - $17.3K
|
100
$20.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.66% |
$13.7K - $17.2K
|
15.1K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
96+ 10.28% |
$13.3K - $16.6K
|
1.03K
$208K
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
95+ 1.5% |
$13.1K - $16.5K
|
6.41K
$1.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
86+ 1.27% |
$11.9K - $14.9K
|
6.86K
$1.39M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
83New |
$11.5K - $14.4K
|
83
$16.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
80+ 43.24% |
$11.1K - $13.9K
|
265
$53.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75New |
$10.4K - $13K
|
75
$15.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
70New |
$9.68K - $12.1K
|
70
$14.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
65+ 1.5% |
$8.99K - $11.3K
|
4.39K
$887K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
63+ 0.65% |
$8.72K - $10.9K
|
9.69K
$1.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
63+ 0.61% |
$8.72K - $10.9K
|
10.3K
$2.09M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62New |
$8.58K - $10.7K
|
62
$12.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
60New |
$8.3K - $10.4K
|
60
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
59New |
$8.16K - $10.2K
|
59
$11.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
58+ 0.19% |
$8.02K - $10K
|
30.2K
$6.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
56+ 2.04% |
$7.75K - $9.7K
|
2.8K
$566K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55+ 1.94% |
$7.61K - $9.53K
|
2.89K
$585K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
54+ 22.88% |
$7.47K - $9.36K
|
290
$58.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52+ 1.9% |
$7.19K - $9.01K
|
2.79K
$563K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
50+ 3.2% |
$6.92K - $8.66K
|
1.61K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 33.33% |
$6.92K - $8.66K
|
200
$40.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
50+ 2.45% |
$6.92K - $8.66K
|
2.09K
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49+ 0.77% |
$6.78K - $8.49K
|
6.44K
$1.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
48+ 2.04% |
$6.64K - $8.32K
|
2.4K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
48+ 0.51% |
$6.64K - $8.32K
|
9.4K
$1.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
43+ 0.22% |
$5.95K - $7.45K
|
19.5K
$3.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 2.41% |
$5.81K - $7.28K
|
1.79K
$361K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
42+ 1.14% |
$5.81K - $7.28K
|
3.72K
$752K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
40+ 1.65% |
$5.53K - $6.93K
|
2.47K
$499K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
39New |
$5.4K - $6.76K
|
39
$7.88K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
39+ 10.83% |
$5.4K - $6.76K
|
399
$80.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
37New |
$5.12K - $6.41K
|
37
$7.48K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
37+ 0.19% |
$5.12K - $6.41K
|
19.5K
$3.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
36+ 1.21% |
$4.98K - $6.24K
|
3K
$607K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 32.73% |
$4.98K - $6.24K
|
146
$29.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
35New |
$4.84K - $6.06K
|
35
$7.08K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
33+ 0.71% |
$4.57K - $5.72K
|
4.69K
$948K
|