Purchases and Sales Made in Q4 2022 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2022. 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 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19New |
$1.67K - $2.21K
|
19
$4.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 44.44% |
$1.41K - $1.86K
|
52
$11.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.05% |
$1.32K - $1.74K
|
30.3K
$6.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.13% |
$1.32K - $1.74K
|
11.8K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
14+ 0.66% |
$1.23K - $1.63K
|
2.14K
$472K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
14New |
$1.23K - $1.63K
|
14
$3.09K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13+ 0.57% |
$1.14K - $1.51K
|
2.3K
$509K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
10New |
$878 - $1.16K
|
10
$2.21K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8New |
$703 - $930
|
8
$1.77K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8+ 0.06% |
$703 - $930
|
13.1K
$2.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 0.32% |
$703 - $930
|
2.51K
$554K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
8+ 0.29% |
$703 - $930
|
2.73K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7New |
$615 - $814
|
7
$1.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
6+ 0.2% |
$527 - $698
|
3.04K
$672K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6+ 0.05% |
$527 - $698
|
10.9K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$439 - $581
|
5
$1.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.52% |
$439 - $581
|
958
$212K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4+ 0.04% |
$351 - $465
|
10.2K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$351 - $465
|
4
$883
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4New |
$351 - $465
|
4
$883
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.19% |
$351 - $465
|
2.15K
$474K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
2New |
$176 - $233
|
2
$442
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$87.8 - $116
|
2.67K
$589K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.32% |
$87.8 - $116
|
309
$68.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.41% |
$87.8 - $116
|
246
$54.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
1+ 0.01% |
$87.8 - $116
|
13.4K
$2.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.85% |
$87.8 - $116
|
27
$5.96K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 2.04% |
$87.8 - $116
|
48
$10.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$87.8 - $116
|
31.9K
$7.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-3- 0.05% |
$264 - $349
|
6.29K
$1.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 4.17% |
$351 - $465
|
92
$20.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 1.37% |
$351 - $465
|
288
$63.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$439 - $581
|
16.9K
$3.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 5.62% |
$439 - $581
|
84
$18.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$615 - $814
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-7- 0.23% |
$615 - $814
|
3.05K
$673K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 11.76% |
$703 - $930
|
60
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-8- 72.73% |
$703 - $930
|
3
$663
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 15.0% |
$791 - $1.05K
|
51
$11.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.26% |
$878 - $1.16K
|
3.78K
$834K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-10- 0.2% |
$878 - $1.16K
|
5.01K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.38% |
$966 - $1.28K
|
2.89K
$638K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.44% |
$966 - $1.28K
|
2.49K
$550K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 14.77% |
$1.14K - $1.51K
|
75
$16.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 5.36% |
$1.23K - $1.63K
|
247
$54.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16- 0.51% |
$1.41K - $1.86K
|
3.12K
$688K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-16- 0.37% |
$1.41K - $1.86K
|
4.34K
$959K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-19- 0.1% |
$1.67K - $2.21K
|
19.6K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-20- 0.2% |
$1.76K - $2.33K
|
10.2K
$2.24M
|