Purchases and Sales Made in Q4 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q4 2024. 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, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-89- 5.24% |
$12.9K - $17.1K
|
1.61K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-91- 28.17% |
$13.2K - $17.5K
|
232
$47.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-96- 49.48% |
$13.9K - $18.4K
|
98
$20K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-97- 4.34% |
$14.1K - $18.6K
|
2.14K
$436K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 8.03% |
$14.5K - $19.2K
|
1.15K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-105- 5.32% |
$15.2K - $20.2K
|
1.87K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-108- 1.94% |
$15.7K - $20.7K
|
5.47K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-119- 0.92% |
$17.3K - $22.8K
|
12.8K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-125- 4.35% |
$18.1K - $24K
|
2.75K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-130- 1.97% |
$18.9K - $25K
|
6.46K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-133- 2.39% |
$19.3K - $25.5K
|
5.42K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 1.84% |
$19.6K - $25.9K
|
7.19K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-140- 7.06% |
$20.3K - $26.9K
|
1.84K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-142- 3.45% |
$20.6K - $27.3K
|
3.98K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-148- 5.69% |
$21.5K - $28.4K
|
2.45K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-159- 1.45% |
$23.1K - $30.5K
|
10.8K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-159- 3.71% |
$23.1K - $30.5K
|
4.12K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-160- 18.18% |
$23.2K - $30.7K
|
720
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-171- 1.09% |
$24.8K - $32.8K
|
15.6K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-172- 2.98% |
$25K - $33K
|
5.6K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-181- 8.74% |
$26.3K - $34.8K
|
1.89K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-187- 7.44% |
$27.2K - $35.9K
|
2.33K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.89% |
$27.3K - $36.1K
|
21K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-190- 3.24% |
$27.6K - $36.5K
|
5.67K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-192- 1.42% |
$27.9K - $36.9K
|
13.3K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-197- 8.89% |
$28.6K - $37.8K
|
2.02K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-200- 11.76% |
$29K - $38.4K
|
1.5K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 5.62% |
$29K - $38.4K
|
3.36K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-200- 4.05% |
$29K - $38.4K
|
4.74K
$965K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-200- 3.14% |
$29K - $38.4K
|
6.18K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-213- 14.7% |
$30.9K - $40.9K
|
1.24K
$252K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-225- 3.98% |
$32.7K - $43.2K
|
5.43K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-242- 1.55% |
$35.1K - $46.5K
|
15.4K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-245- 0.62% |
$35.6K - $47K
|
39.1K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-250- 0.6% |
$36.3K - $48K
|
41.6K
$8.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-264- 14.93% |
$38.3K - $50.7K
|
1.5K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-264- 2.94% |
$38.3K - $50.7K
|
8.71K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-280- 13.63% |
$40.7K - $53.8K
|
1.77K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-283- 2.81% |
$41.1K - $54.3K
|
9.81K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-286- 4.15% |
$41.5K - $54.9K
|
6.6K
$1.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-290- 8.76% |
$42.1K - $55.7K
|
3.02K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-327- 3.22% |
$47.5K - $62.8K
|
9.83K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-333- 17.39% |
$48.3K - $63.9K
|
1.58K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-336- 11.31% |
$48.8K - $64.5K
|
2.64K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-338- 3.65% |
$49.1K - $64.9K
|
8.93K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-360- 4.57% |
$52.3K - $69.1K
|
7.51K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-386- 14.71% |
$56K - $74.1K
|
2.24K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-397- 0.69% |
$57.6K - $76.2K
|
56.9K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-404- 6.29% |
$58.7K - $77.6K
|
6.02K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-425- 30.91% |
$61.7K - $81.6K
|
950
$194K
|