Purchases and Sales Made in Q2 2022 in Capital One Financial Corp (COF)
This table provides information about the institutional ownership of Capital One Financial Corp (COF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
58+ 1.55% |
$5.92K - $8.23K
|
3.79K
$686K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
52+ 31.33% |
$5.31K - $7.38K
|
218
$39.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
50+ 1.11% |
$5.11K - $7.09K
|
4.55K
$822K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
50+ 0.19% |
$5.11K - $7.09K
|
26.3K
$4.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
46+ 1.05% |
$4.7K - $6.53K
|
4.44K
$802K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
45+ 1.69% |
$4.59K - $6.38K
|
2.71K
$490K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
44New |
$4.49K - $6.24K
|
44
$7.96K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 110.26% |
$4.39K - $6.1K
|
82
$14.8K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
41+ 1.14% |
$4.19K - $5.82K
|
3.64K
$658K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
39New |
$3.98K - $5.53K
|
39
$7.05K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
39New |
$3.98K - $5.53K
|
39
$7.05K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
39+ 7.78% |
$3.98K - $5.53K
|
540
$97.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
38+ 65.52% |
$3.88K - $5.39K
|
96
$17.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
37+ 0.57% |
$3.78K - $5.25K
|
6.55K
$1.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
37+ 3.06% |
$3.78K - $5.25K
|
1.25K
$226K
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
35+ 0.94% |
$3.57K - $4.96K
|
3.78K
$683K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 1.65% |
$3.57K - $4.96K
|
2.16K
$390K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
34New |
$3.47K - $4.82K
|
34
$6.15K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
33New |
$3.37K - $4.68K
|
33
$5.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
33+ 3.0% |
$3.37K - $4.68K
|
1.13K
$205K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
32+ 0.08% |
$3.27K - $4.54K
|
39.7K
$7.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
32+ 0.68% |
$3.27K - $4.54K
|
4.77K
$862K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
31+ 1.35% |
$3.17K - $4.4K
|
2.33K
$421K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
29+ 0.38% |
$2.96K - $4.11K
|
7.66K
$1.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
28+ 0.74% |
$2.86K - $3.97K
|
3.83K
$693K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27+ 0.83% |
$2.76K - $3.83K
|
3.27K
$592K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27+ 0.83% |
$2.76K - $3.83K
|
3.27K
$592K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26+ 1.28% |
$2.65K - $3.69K
|
2.06K
$373K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
26+ 0.15% |
$2.65K - $3.69K
|
17.9K
$3.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
25+ 1.24% |
$2.55K - $3.55K
|
2.04K
$369K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
24+ 0.4% |
$2.45K - $3.4K
|
6.07K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
23+ 0.53% |
$2.35K - $3.26K
|
4.38K
$792K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
22+ 1.41% |
$2.25K - $3.12K
|
1.58K
$286K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 29.33% |
$2.25K - $3.12K
|
97
$17.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
22+ 0.16% |
$2.25K - $3.12K
|
14.2K
$2.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21+ 0.08% |
$2.14K - $2.98K
|
27.8K
$5.04M
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.04K - $2.84K
|
20
$3.62K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
19+ 1.14% |
$1.94K - $2.7K
|
1.68K
$304K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19+ 24.36% |
$1.94K - $2.7K
|
97
$17.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
18+ 0.47% |
$1.84K - $2.55K
|
3.82K
$691K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.48% |
$1.74K - $2.41K
|
3.58K
$648K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
17New |
$1.74K - $2.41K
|
17
$3.07K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.74K - $2.41K
|
17
$3.07K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
16New |
$1.63K - $2.27K
|
16
$2.89K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 3.44% |
$1.53K - $2.13K
|
451
$81.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.06% |
$1.43K - $1.99K
|
23.9K
$4.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
14+ 0.28% |
$1.43K - $1.99K
|
5.05K
$912K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14New |
$1.43K - $1.99K
|
14
$2.53K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12+ 0.61% |
$1.23K - $1.7K
|
1.97K
$356K
|
|
|
Feb 07, 2023
Q2 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
12+ 0.57% |
$1.23K - $1.7K
|
2.11K
$382K
|