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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-134- 6.27% |
$11.9K - $17.7K
|
2K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-136- 5.64% |
$12.1K - $18K
|
2.27K
$425K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 10.75% |
$13.3K - $19.8K
|
1.25K
$233K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-150- 2.02% |
$13.3K - $19.8K
|
7.27K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-150- 1.76% |
$13.3K - $19.8K
|
8.35K
$1.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-154- 21.18% |
$13.7K - $20.3K
|
573
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-156- 25.28% |
$13.9K - $20.6K
|
461
$86.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-159- 4.76% |
$14.1K - $21K
|
3.18K
$595K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-160- 0.97% |
$14.2K - $21.1K
|
16.3K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-164- 1.23% |
$14.6K - $21.7K
|
13.1K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-178- 20.94% |
$15.8K - $23.5K
|
672
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-180- 0.59% |
$16K - $23.8K
|
30.1K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-182- 0.23% |
$16.2K - $24K
|
78.6K
$14.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-190- 5.96% |
$16.9K - $25.1K
|
3K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-196- 2.17% |
$17.4K - $25.9K
|
8.85K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-197- 1.3% |
$17.5K - $26K
|
14.9K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-198- 1.41% |
$17.6K - $26.1K
|
13.9K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-200- 5.84% |
$17.8K - $26.4K
|
3.23K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 1.79% |
$17.8K - $26.4K
|
11K
$2.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-200- 1.71% |
$17.8K - $26.4K
|
11.5K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-209- 3.78% |
$18.6K - $27.6K
|
5.33K
$996K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-215- 0.33% |
$19.1K - $28.4K
|
64.5K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-215- 0.33% |
$19.1K - $28.4K
|
64.5K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-220- 4.71% |
$19.6K - $29K
|
4.45K
$832K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-223- 3.68% |
$19.8K - $29.4K
|
5.83K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-225- 2.02% |
$20K - $29.7K
|
10.9K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-227- 2.16% |
$20.2K - $30K
|
10.3K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-228- 9.19% |
$20.3K - $30.1K
|
2.25K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-234- 9.85% |
$20.8K - $30.9K
|
2.14K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-251- 8.16% |
$22.3K - $33.1K
|
2.82K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-255- 0.95% |
$22.7K - $33.7K
|
26.6K
$4.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-256- 4.14% |
$22.8K - $33.8K
|
5.93K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-261- 9.34% |
$23.2K - $34.5K
|
2.53K
$474K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-267- 9.9% |
$23.8K - $35.2K
|
2.43K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-271- 5.42% |
$24.1K - $35.8K
|
4.73K
$884K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-274- 12.73% |
$24.4K - $36.2K
|
1.88K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-275- 8.76% |
$24.5K - $36.3K
|
2.86K
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-277- 0.69% |
$24.6K - $36.6K
|
39.8K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-279- 1.77% |
$24.8K - $36.8K
|
15.5K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-287- 2.57% |
$25.5K - $37.9K
|
10.9K
$2.04M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-289- 29.82% |
$25.7K - $38.2K
|
680
$127K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-289- 4.7% |
$25.7K - $38.2K
|
5.86K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-290- 17.15% |
$25.8K - $38.3K
|
1.4K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-296- 6.54% |
$26.3K - $39.1K
|
4.23K
$792K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-299- 1.15% |
$26.6K - $39.5K
|
25.7K
$4.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-300- 6.48% |
$26.7K - $39.6K
|
4.33K
$810K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-300- 2.84% |
$26.7K - $39.6K
|
10.3K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-310- 0.65% |
$27.6K - $40.9K
|
47.5K
$8.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-311- 4.64% |
$27.7K - $41.1K
|
6.39K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-327- 12.39% |
$29.1K - $43.2K
|
2.31K
$432K
|