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
|
Edge Rock Capital LLC
|
BUY
|
- |
378New |
$33.6K - $49.9K
|
378
$70.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
376+ 6.83% |
$33.5K - $49.6K
|
5.88K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
374+ 5.59% |
$33.3K - $49.4K
|
7.06K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366+ 4.22% |
$32.6K - $48.3K
|
9.03K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
359+ 2.05% |
$31.9K - $47.4K
|
17.9K
$3.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
357New |
$31.8K - $47.1K
|
357
$66.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
339+ 2.66% |
$30.2K - $44.8K
|
13.1K
$2.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
332+ 41.4% |
$29.5K - $43.8K
|
1.13K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
325+ 4.84% |
$28.9K - $42.9K
|
7.03K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
325+ 15.19% |
$28.9K - $42.9K
|
2.47K
$461K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
317+ 9.64% |
$28.2K - $41.9K
|
3.61K
$675K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
313+ 6.35% |
$27.8K - $41.3K
|
5.24K
$981K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
307New |
$27.3K - $40.5K
|
307
$57.4K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
305New |
$27.1K - $40.3K
|
305
$57.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
304+ 13.42% |
$27K - $40.1K
|
2.57K
$481K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
302+ 32.06% |
$26.9K - $39.9K
|
1.24K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$26.7K - $39.6K
|
300
$56.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
296+ 2.51% |
$26.3K - $39.1K
|
12.1K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
289+ 0.1% |
$25.7K - $38.2K
|
279K
$52.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
279+ 2.94% |
$24.8K - $36.8K
|
9.77K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
277+ 7.49% |
$24.6K - $36.6K
|
3.98K
$744K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
275+ 50.27% |
$24.5K - $36.3K
|
822
$154K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
273+ 2.81% |
$24.3K - $36K
|
9.97K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
272+ 0.46% |
$24.2K - $35.9K
|
59.6K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
258+ 2.1% |
$23K - $34.1K
|
12.6K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
251+ 251.0% |
$22.3K - $33.1K
|
351
$65.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
243+ 270.0% |
$21.6K - $32.1K
|
333
$62.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
240New |
$21.4K - $31.7K
|
240
$44.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
228+ 4.44% |
$20.3K - $30.1K
|
5.36K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
225+ 2.33% |
$20K - $29.7K
|
9.89K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
222+ 38.34% |
$19.8K - $29.3K
|
801
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
218+ 726.67% |
$19.4K - $28.8K
|
248
$46.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
218+ 726.67% |
$19.4K - $28.8K
|
248
$46.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
215New |
$19.1K - $28.4K
|
215
$40.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
207New |
$18.4K - $27.3K
|
207
$38.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200New |
$17.8K - $26.4K
|
200
$37.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
199+ 1658.33% |
$17.7K - $26.3K
|
211
$39.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
197+ 7.76% |
$17.5K - $26K
|
2.74K
$512K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
195+ 2.72% |
$17.3K - $25.7K
|
7.35K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194+ 8.29% |
$17.3K - $25.6K
|
2.53K
$474K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
190+ 4.82% |
$16.9K - $25.1K
|
4.14K
$774K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
190+ 8.68% |
$16.9K - $25.1K
|
2.38K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
190New |
$16.9K - $25.1K
|
190
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
181New |
$16.1K - $23.9K
|
181
$33.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
179+ 20.23% |
$15.9K - $23.6K
|
1.06K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
178+ 6.45% |
$15.8K - $23.5K
|
2.94K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
177+ 2.39% |
$15.7K - $23.4K
|
7.59K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
169+ 2.61% |
$15K - $22.3K
|
6.65K
$1.24M
|