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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
5.67K+ 6.74% |
$504K - $748K
|
89.7K
$18.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.59KNew |
$497K - $738K
|
5.59K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
5.59K+ 93.6% |
$497K - $738K
|
11.6K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.56K+ 264.95% |
$495K - $735K
|
7.66K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.49K+ 204.44% |
$488K - $724K
|
8.17K
$1.65M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.45KNew |
$484K - $719K
|
5.45K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
BUY
|
- |
5.42K+ 32.31% |
$482K - $716K
|
22.2K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 5.36% |
$479K - $711K
|
106K
$21.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.31K+ 3.38% |
$472K - $701K
|
162K
$32.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.77KNew |
$424K - $629K
|
4.77K
$963K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
4.74KNew |
$422K - $626K
|
4.74K
$959K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.72K+ 1.78% |
$420K - $624K
|
271K
$54.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.69K+ 3.02% |
$417K - $619K
|
160K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
4.66K+ 41.63% |
$414K - $615K
|
15.8K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.44K+ 61.78% |
$395K - $586K
|
11.6K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.43K+ 123.37% |
$394K - $585K
|
8.02K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
4.4K+ 3.26% |
$392K - $581K
|
139K
$28.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
4.25KNew |
$378K - $560K
|
4.25K
$858K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.15K+ 16.73% |
$369K - $548K
|
29K
$5.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.13KNew |
$367K - $545K
|
4.13K
$834K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.03K+ 0.96% |
$358K - $532K
|
423K
$85.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.98KNew |
$354K - $526K
|
3.98K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$343K - $509K
|
3.85K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.83K+ 55.81% |
$340K - $505K
|
10.7K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3.78K+ 4.43% |
$336K - $499K
|
89.2K
$18M
|
|
|
Feb 05, 2024
Q4 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
3.72KNew |
$331K - $491K
|
3.72K
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.67KNew |
$326K - $484K
|
3.67K
$741K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.61K+ 1.74% |
$321K - $477K
|
211K
$42.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.59KNew |
$319K - $474K
|
3.59K
$726K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.57KNew |
$317K - $471K
|
3.57K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.53K+ 51.42% |
$314K - $465K
|
10.4K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3.5K+ 116733.33% |
$312K - $462K
|
3.51K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.43K+ 18.61% |
$305K - $453K
|
21.9K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.42K+ 2.25% |
$304K - $451K
|
155K
$31.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.42KNew |
$304K - $451K
|
3.42K
$690K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.39KNew |
$301K - $447K
|
3.39K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.37K+ 11.86% |
$300K - $445K
|
31.8K
$6.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.24K+ 35.74% |
$288K - $427K
|
12.3K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
3.23K+ 38.46% |
$287K - $426K
|
11.6K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.13K+ 47.63% |
$278K - $413K
|
9.7K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
3.06K+ 17.34% |
$272K - $404K
|
20.7K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.02KNew |
$268K - $398K
|
3.02K
$610K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.98KNew |
$265K - $394K
|
2.98K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.95K+ 88.72% |
$262K - $389K
|
6.27K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.93K+ 10.01% |
$260K - $386K
|
32.1K
$6.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.88K+ 44.02% |
$256K - $380K
|
9.42K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.88K+ 28.01% |
$256K - $380K
|
13.1K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.86K+ 14.45% |
$254K - $378K
|
22.7K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
2.86K+ 41.28% |
$254K - $377K
|
9.78K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.77K+ 3.82% |
$246K - $365K
|
75.2K
$15.2M
|