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 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-311- 4.64% |
$27.7K - $41.1K
|
6.39K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-327- 8.68% |
$29.1K - $43.2K
|
3.44K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-327- 12.39% |
$29.1K - $43.2K
|
2.31K
$467K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-340- 5.94% |
$30.2K - $44.9K
|
5.38K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-353- 14.71% |
$31.4K - $46.6K
|
2.05K
$414K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-355- 3.09% |
$31.6K - $46.9K
|
11.1K
$2.25M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-356- 2.84% |
$31.7K - $47K
|
12.2K
$2.46M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-357- 15.06% |
$31.8K - $47.1K
|
2.01K
$407K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-363- 50.21% |
$32.3K - $47.9K
|
360
$72.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-363- 50.21% |
$32.3K - $47.9K
|
360
$72.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-370- 87.47% |
$32.9K - $48.8K
|
53
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-371- 24.73% |
$33K - $49K
|
1.13K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-391- 13.62% |
$34.8K - $51.6K
|
2.48K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-392- 3.06% |
$34.9K - $51.8K
|
12.4K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-407- 5.27% |
$36.2K - $53.7K
|
7.32K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-408- 20.98% |
$36.3K - $53.9K
|
1.54K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-412- 2.65% |
$36.7K - $54.4K
|
15.1K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-427- 15.84% |
$38K - $56.4K
|
2.27K
$458K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-431- 8.88% |
$38.3K - $56.9K
|
4.42K
$894K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-439- 13.72% |
$39.1K - $58K
|
2.76K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-447- 25.48% |
$39.8K - $59K
|
1.31K
$264K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-449- 12.06% |
$39.9K - $59.3K
|
3.27K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-464- 2.27% |
$41.3K - $61.3K
|
20K
$4.04M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-469- 26.74% |
$41.7K - $61.9K
|
1.29K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-483- 2.28% |
$43K - $63.8K
|
20.7K
$4.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-485- 3.8% |
$43.2K - $64K
|
12.3K
$2.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-489- 6.66% |
$43.5K - $64.6K
|
6.86K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-498- 21.61% |
$44.3K - $65.7K
|
1.81K
$365K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-500- 26.67% |
$44.5K - $66K
|
1.38K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-525- 13.57% |
$46.7K - $69.3K
|
3.35K
$676K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-526- 0.9% |
$46.8K - $69.4K
|
58.2K
$11.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-528- 2.73% |
$47K - $69.7K
|
18.8K
$3.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-529- 13.11% |
$47.1K - $69.8K
|
3.51K
$709K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-540- 12.29% |
$48K - $71.3K
|
3.85K
$779K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-553- 25.1% |
$49.2K - $73K
|
1.65K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-564- 5.95% |
$50.2K - $74.5K
|
8.92K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-566- 2.11% |
$50.4K - $74.7K
|
26.3K
$5.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-570- 32.08% |
$50.7K - $75.3K
|
1.21K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-587- 26.28% |
$52.2K - $77.5K
|
1.65K
$333K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-595- 15.86% |
$52.9K - $78.6K
|
3.16K
$638K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 2.54% |
$53.4K - $79.2K
|
23K
$4.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-604- 4.12% |
$53.7K - $79.7K
|
14K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-623- 6.89% |
$55.4K - $82.2K
|
8.42K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-625- 1.45% |
$55.6K - $82.5K
|
42.4K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-637- 19.41% |
$56.7K - $84.1K
|
2.64K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-651- 21.49% |
$57.9K - $85.9K
|
2.38K
$481K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-664- 25.75% |
$59.1K - $87.7K
|
1.92K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-666- 4.67% |
$59.3K - $87.9K
|
13.6K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-666- 16.24% |
$59.3K - $87.9K
|
3.44K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-685- 20.01% |
$60.9K - $90.4K
|
2.74K
$554K
|