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 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
31+ 2.02% |
$4.29K - $5.37K
|
1.56K
$292K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
30+ 0.07% |
$4.15K - $5.2K
|
42K
$7.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 0.27% |
$4.15K - $5.2K
|
11.3K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
30+ 0.82% |
$4.15K - $5.2K
|
3.69K
$690K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 4.9% |
$4.01K - $5.02K
|
621
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29+ 1.58% |
$4.01K - $5.02K
|
1.87K
$349K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
28+ 1.1% |
$3.87K - $4.85K
|
2.58K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
26+ 35.62% |
$3.6K - $4.5K
|
99
$18.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
25New |
$3.46K - $4.33K
|
25
$4.68K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
25New |
$3.46K - $4.33K
|
25
$4.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.23% |
$3.32K - $4.16K
|
10.4K
$1.95M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 0.39% |
$3.18K - $3.98K
|
5.96K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.35% |
$3.04K - $3.81K
|
6.35K
$1.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.31% |
$3.04K - $3.81K
|
7.18K
$1.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
21+ 0.1% |
$2.91K - $3.64K
|
21.3K
$3.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
21+ 0.43% |
$2.91K - $3.64K
|
4.86K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21+ 0.91% |
$2.91K - $3.64K
|
2.33K
$435K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
18+ 0.13% |
$2.49K - $3.12K
|
13.4K
$2.51M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 15.79% |
$2.49K - $3.12K
|
132
$24.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
17New |
$2.35K - $2.95K
|
17
$3.18K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.21% |
$2.21K - $2.77K
|
7.73K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14New |
$1.94K - $2.43K
|
14
$2.62K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14New |
$1.94K - $2.43K
|
14
$2.62K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$1.94K - $2.43K
|
14
$2.62K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.8K - $2.25K
|
13
$2.43K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
13New |
$1.8K - $2.25K
|
13
$2.43K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 17.11% |
$1.8K - $2.25K
|
89
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.38K - $1.73K
|
10
$1.87K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9+ 0.64% |
$1.25K - $1.56K
|
1.41K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 12.33% |
$1.25K - $1.56K
|
82
$15.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$1.11K - $1.39K
|
8
$1.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7+ 0.03% |
$968 - $1.21K
|
26.1K
$4.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
7+ 0.32% |
$968 - $1.21K
|
2.17K
$406K
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
6+ 0.33% |
$830 - $1.04K
|
1.84K
$344K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
6New |
$830 - $1.04K
|
6
$1.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.36% |
$830 - $1.04K
|
1.69K
$316K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5+ 0.3% |
$692 - $866
|
1.7K
$317K
|
|
|
Jan 26, 2022
Q4 2021
|
Palmer Knight CO
|
BUY
|
- |
5+ 0.01% |
$692 - $866
|
64.3K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 50.0% |
$553 - $693
|
12
$2.24K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3New |
$415 - $520
|
3
$561
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$415 - $520
|
2.26K
$423K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$415 - $520
|
4.27K
$799K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
3+ 0.15% |
$415 - $520
|
2K
$375K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$277 - $347
|
5.65K
$1.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.09% |
$277 - $347
|
2.23K
$417K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.02% |
$277 - $347
|
9.63K
$1.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.83% |
$277 - $347
|
242
$45.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 0.69% |
$277 - $347
|
291
$54.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.05% |
$277 - $347
|
4.39K
$820K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.43% |
$138 - $173
|
234
$43.8K
|