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 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
839+ 20.13% |
$74.6K - $111K
|
5.01K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
811+ 0.59% |
$72.2K - $107K
|
137K
$27.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
808+ 13.72% |
$71.9K - $107K
|
6.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
802New |
$71.4K - $106K
|
802
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
801+ 1.11% |
$71.3K - $106K
|
72.8K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
782+ 8.74% |
$69.6K - $103K
|
9.73K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
778+ 7.27% |
$69.2K - $103K
|
11.5K
$2.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
764+ 9.26% |
$68K - $101K
|
9.02K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
763+ 28.26% |
$67.9K - $101K
|
3.46K
$700K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
730+ 5.31% |
$64.9K - $96.4K
|
14.5K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
729+ 2.26% |
$64.9K - $96.2K
|
33K
$6.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
716+ 23.61% |
$63.7K - $94.5K
|
3.75K
$758K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
675New |
$60.1K - $89.1K
|
675
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
660+ 4.0% |
$58.7K - $87.1K
|
17.2K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
651+ 30.87% |
$57.9K - $85.9K
|
2.76K
$558K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
638+ 6.02% |
$56.8K - $84.2K
|
11.2K
$2.27M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
635New |
$56.5K - $83.8K
|
635
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
634+ 15.46% |
$56.4K - $83.7K
|
4.73K
$957K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
621New |
$55.3K - $82K
|
621
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
620+ 38.87% |
$55.2K - $81.9K
|
2.22K
$448K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
605+ 9.76% |
$53.8K - $79.9K
|
6.8K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.92% |
$53.4K - $79.2K
|
65.8K
$13.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
600New |
$53.4K - $79.2K
|
600
$121K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
553New |
$49.2K - $73K
|
553
$112K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
552+ 1.91% |
$49.1K - $72.9K
|
29.5K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
542+ 0.62% |
$48.2K - $71.6K
|
88.4K
$17.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
542+ 1.0% |
$48.2K - $71.6K
|
54.7K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
538+ 19.82% |
$47.9K - $71K
|
3.25K
$657K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
528+ 0.01% |
$47K - $69.7K
|
9.54M
$1.93B
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
520+ 4.75% |
$46.3K - $68.7K
|
11.5K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
508+ 16.61% |
$45.2K - $67.1K
|
3.57K
$721K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
501+ 4.49% |
$44.6K - $66.1K
|
11.6K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 9.09% |
$44.5K - $66K
|
6K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
497+ 8.46% |
$44.2K - $65.6K
|
6.37K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
493+ 1.7% |
$43.9K - $65.1K
|
29.5K
$5.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
481+ 6.14% |
$42.8K - $63.5K
|
8.32K
$1.68M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
473+ 8.97% |
$42.1K - $62.4K
|
5.75K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
469+ 5.68% |
$41.7K - $61.9K
|
8.73K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
463+ 27.98% |
$41.2K - $61.1K
|
2.12K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
456+ 1.87% |
$40.6K - $60.2K
|
24.9K
$5.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
451+ 7.05% |
$40.1K - $59.5K
|
6.85K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
448+ 3.37% |
$39.9K - $59.1K
|
13.8K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
444+ 925.0% |
$39.5K - $58.6K
|
492
$99.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
441+ 13.7% |
$39.2K - $58.2K
|
3.66K
$740K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
440+ 1.09% |
$39.1K - $58.1K
|
40.8K
$8.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
436+ 4.7% |
$38.8K - $57.6K
|
9.7K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
432+ 7.66% |
$38.4K - $57K
|
6.07K
$1.23M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
419+ 13966.67% |
$37.3K - $55.3K
|
422
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
416+ 8.84% |
$37K - $54.9K
|
5.12K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
390+ 4.06% |
$34.7K - $51.5K
|
9.99K
$2.02M
|