Purchases and Sales Made in Q4 2023 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2023. 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 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
71+ 0.08% |
$6.32K - $9.37K
|
90.3K
$16.2M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
70New |
$6.23K - $9.24K
|
70
$12.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
69+ 10.38% |
$6.14K - $9.11K
|
734
$132K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
69+ 9.53% |
$6.14K - $9.11K
|
793
$142K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
67+ 1.6% |
$5.96K - $8.85K
|
4.26K
$763K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
65+ 31.71% |
$5.78K - $8.58K
|
270
$48.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62+ 7.52% |
$5.52K - $8.19K
|
887
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
62+ 137.78% |
$5.52K - $8.19K
|
107
$19.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 871.43% |
$5.43K - $8.05K
|
68
$12.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 1.93% |
$5.34K - $7.92K
|
3.16K
$567K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$5.25K - $7.79K
|
59
$10.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 200.0% |
$4.63K - $6.87K
|
78
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
50+ 1.12% |
$4.45K - $6.6K
|
4.51K
$808K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
50New |
$4.45K - $6.6K
|
50
$8.97K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 128.21% |
$4.45K - $6.6K
|
89
$16K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 128.21% |
$4.45K - $6.6K
|
89
$16K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
48+ 42.86% |
$4.27K - $6.34K
|
160
$28.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
48+ 0.24% |
$4.27K - $6.34K
|
19.7K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
48New |
$4.27K - $6.34K
|
48
$8.61K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
46New |
$4.09K - $6.07K
|
46
$8.25K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 148.39% |
$4.09K - $6.07K
|
77
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
45+ 0.39% |
$4K - $5.94K
|
11.7K
$2.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43+ 4.08% |
$3.83K - $5.68K
|
1.1K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
41New |
$3.65K - $5.41K
|
41
$7.35K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
40+ 81.63% |
$3.56K - $5.28K
|
89
$16K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
37New |
$3.29K - $4.88K
|
37
$6.63K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
35+ 0.33% |
$3.11K - $4.62K
|
10.6K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
35+ 23.18% |
$3.11K - $4.62K
|
186
$33.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 27.2% |
$3.02K - $4.49K
|
159
$28.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
34+ 0.05% |
$3.02K - $4.49K
|
66.7K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
34New |
$3.02K - $4.49K
|
34
$6.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
33+ 49.25% |
$2.94K - $4.36K
|
100
$17.9K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 0.06% |
$2.85K - $4.22K
|
56.7K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32+ 2.14% |
$2.85K - $4.22K
|
1.53K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31+ 0.84% |
$2.76K - $4.09K
|
3.7K
$664K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31New |
$2.76K - $4.09K
|
31
$5.56K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31+ 1.33% |
$2.76K - $4.09K
|
2.36K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$2.67K - $3.96K
|
30
$5.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30+ 214.29% |
$2.67K - $3.96K
|
44
$7.89K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
30New |
$2.67K - $3.96K
|
30
$5.38K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
25New |
$2.22K - $3.3K
|
25
$4.48K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
25New |
$2.22K - $3.3K
|
25
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
25+ 0.74% |
$2.22K - $3.3K
|
3.4K
$610K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$2.14K - $3.17K
|
24
$4.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
23New |
$2.05K - $3.04K
|
23
$4.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
22+ 0.16% |
$1.96K - $2.9K
|
13.5K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
21+ 0.99% |
$1.87K - $2.77K
|
2.15K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
20New |
$1.78K - $2.64K
|
20
$3.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
19+ 271.43% |
$1.69K - $2.51K
|
26
$4.66K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
19New |
$1.69K - $2.51K
|
19
$3.41K
|