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 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.75KNew |
$245K - $363K
|
2.75K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.74K+ 15.54% |
$244K - $362K
|
20.4K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.71K+ 4.81% |
$241K - $358K
|
59.1K
$12M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.7KNew |
$240K - $356K
|
2.7K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.69K+ 73.2% |
$239K - $354K
|
6.35K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.68K+ 8.49% |
$239K - $354K
|
34.3K
$6.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.63KNew |
$234K - $347K
|
2.63K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.61K+ 1.97% |
$232K - $345K
|
135K
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.6KNew |
$231K - $343K
|
2.6K
$525K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.51K+ 16.75% |
$223K - $331K
|
17.5K
$3.54M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.49KNew |
$221K - $328K
|
2.49K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.48K+ 41.77% |
$221K - $328K
|
8.42K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.46KNew |
$219K - $325K
|
2.46K
$498K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.42KNew |
$215K - $319K
|
2.42K
$489K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
2.41KNew |
$214K - $318K
|
2.41K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.41K+ 489.43% |
$214K - $318K
|
2.9K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.35KNew |
$209K - $310K
|
2.35K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.35K+ 33.93% |
$209K - $310K
|
9.26K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.34K+ 18.1% |
$208K - $309K
|
15.3K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.31KNew |
$206K - $305K
|
2.31K
$467K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.27KNew |
$202K - $299K
|
2.27K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.25KNew |
$201K - $298K
|
2.25K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.25K+ 2.76% |
$200K - $297K
|
83.5K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.24K+ 40.72% |
$200K - $296K
|
7.75K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.21KNew |
$197K - $292K
|
2.21K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.21KNew |
$197K - $292K
|
2.21K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.2K+ 5.26% |
$195K - $290K
|
43.9K
$8.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 110.62% |
$195K - $289K
|
4.16K
$842K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.18K+ 29.12% |
$194K - $288K
|
9.66K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $287K
|
2.18K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$192K - $284K
|
2.15K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.15K+ 80.53% |
$191K - $283K
|
4.81K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.14KNew |
$190K - $282K
|
2.14K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.13K+ 2.02% |
$189K - $281K
|
107K
$21.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.12KNew |
$189K - $280K
|
2.12K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.12KNew |
$188K - $279K
|
2.12K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
2.11KNew |
$187K - $278K
|
2.11K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.1KNew |
$186K - $277K
|
2.1K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.08KNew |
$185K - $275K
|
2.08K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.08KNew |
$185K - $275K
|
2.08K
$420K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.07K+ 45.25% |
$184K - $273K
|
6.64K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.07K+ 77.38% |
$184K - $273K
|
4.74K
$957K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.06KNew |
$183K - $272K
|
2.06K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.05KNew |
$182K - $270K
|
2.05K
$414K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.03K+ 3.74% |
$180K - $268K
|
56.2K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.03KNew |
$180K - $267K
|
2.03K
$409K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.02KNew |
$180K - $266K
|
2.02K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2KNew |
$178K - $264K
|
2K
$405K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2KNew |
$178K - $264K
|
2K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.99KNew |
$177K - $263K
|
1.99K
$403K
|