Purchases and Sales Made in Q3 2024 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-114- 55.61% |
$15K - $17.4K
|
91
$17.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-116- 4.4% |
$15.2K - $17.8K
|
2.52K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-122- 4.64% |
$16K - $18.7K
|
2.51K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-122- 1.27% |
$16K - $18.7K
|
9.49K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-123- 4.67% |
$16.2K - $18.8K
|
2.51K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-125- 3.53% |
$16.4K - $19.1K
|
3.42K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-127- 6.11% |
$16.7K - $19.4K
|
1.95K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-129- 1.13% |
$17K - $19.7K
|
11.3K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-135- 14.21% |
$17.7K - $20.7K
|
815
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-136- 0.56% |
$17.9K - $20.8K
|
24.2K
$4.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-136- 3.91% |
$17.9K - $20.8K
|
3.34K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-138- 4.11% |
$18.1K - $21.1K
|
3.22K
$633K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-139- 31.24% |
$18.3K - $21.3K
|
306
$60.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-142- 0.43% |
$18.7K - $21.7K
|
32.7K
$6.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-145- 3.62% |
$19.1K - $22.2K
|
3.86K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-145- 8.22% |
$19.1K - $22.2K
|
1.62K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-145- 2.21% |
$19.1K - $22.2K
|
6.42K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-150- 4.97% |
$19.7K - $23K
|
2.87K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-153- 3.81% |
$20.1K - $23.4K
|
3.87K
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-156- 2.06% |
$20.5K - $23.9K
|
7.42K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-159- 3.72% |
$20.9K - $24.3K
|
4.12K
$809K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-160- 15.38% |
$21K - $24.5K
|
880
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-163- 0.81% |
$21.4K - $24.9K
|
20K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-165- 1.08% |
$21.7K - $25.3K
|
15.1K
$2.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-168- 11.0% |
$22.1K - $25.7K
|
1.36K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-168- 2.37% |
$22.1K - $25.7K
|
6.93K
$1.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-175- 9.01% |
$23K - $26.8K
|
1.77K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 1.99% |
$24.2K - $28.2K
|
9.06K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-192- 1.01% |
$25.2K - $29.4K
|
18.8K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-195- 0.33% |
$25.6K - $29.8K
|
59.1K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-195- 7.22% |
$25.6K - $29.8K
|
2.5K
$492K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-196- 1.53% |
$25.8K - $30K
|
12.6K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-200- 1.44% |
$26.3K - $30.6K
|
13.7K
$2.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-212- 3.87% |
$27.9K - $32.4K
|
5.26K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Hosking Partners LLP
|
SELL
|
- |
-223- 0.08% |
$29.3K - $34.1K
|
290K
$57M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-224- 10.48% |
$29.4K - $34.3K
|
1.91K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-228- 1.82% |
$30K - $34.9K
|
12.3K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-233- 0.43% |
$30.6K - $35.7K
|
53.8K
$10.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-235- 1.96% |
$30.9K - $36K
|
11.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-246- 4.48% |
$32.3K - $37.7K
|
5.24K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-255- 3.69% |
$33.5K - $39K
|
6.65K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-258- 3.17% |
$33.9K - $39.5K
|
7.87K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-264- 7.38% |
$34.7K - $40.4K
|
3.31K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-265- 1.23% |
$34.8K - $40.6K
|
21.2K
$4.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-266- 9.14% |
$35K - $40.7K
|
2.64K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-266- 16.09% |
$35K - $40.7K
|
1.39K
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-271- 12.08% |
$35.6K - $41.5K
|
1.97K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-272- 1.36% |
$35.7K - $41.6K
|
19.8K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-278- 6.26% |
$36.5K - $42.5K
|
4.16K
$818K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-278- 7.34% |
$36.5K - $42.5K
|
3.51K
$690K
|