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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
176+ 3.1% |
$15.7K - $23.2K
|
5.85K
$1.05M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
175+ 11.58% |
$15.6K - $23.1K
|
1.69K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
169+ 2.61% |
$15K - $22.3K
|
6.65K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
168+ 4.14% |
$14.9K - $22.2K
|
4.23K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
164+ 4.78% |
$14.6K - $21.7K
|
3.6K
$645K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
163+ 0.56% |
$14.5K - $21.5K
|
29.4K
$5.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
160New |
$14.2K - $21.1K
|
160
$28.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
160+ 6.7% |
$14.2K - $21.1K
|
2.55K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
160+ 5.73% |
$14.2K - $21.1K
|
2.95K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
159+ 4.23% |
$14.1K - $21K
|
3.92K
$702K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
158+ 5.42% |
$14.1K - $20.9K
|
3.07K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
158New |
$14.1K - $20.9K
|
158
$28.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
155+ 1.03% |
$13.8K - $20.5K
|
15.2K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
152New |
$13.5K - $20.1K
|
152
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
148+ 13.69% |
$13.2K - $19.5K
|
1.23K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
140+ 1.49% |
$12.5K - $18.5K
|
9.56K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
139+ 109.45% |
$12.4K - $18.4K
|
266
$47.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
138New |
$12.3K - $18.2K
|
138
$24.7K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
136New |
$12.1K - $18K
|
136
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
125+ 1.03% |
$11.1K - $16.5K
|
12.3K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
124+ 1.91% |
$11K - $16.4K
|
6.62K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
123+ 0.65% |
$10.9K - $16.2K
|
19.1K
$3.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
116+ 0.42% |
$10.3K - $15.3K
|
27.7K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
115+ 3.61% |
$10.2K - $15.2K
|
3.3K
$592K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
114+ 3.33% |
$10.1K - $15.1K
|
3.54K
$634K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
114New |
$10.1K - $15.1K
|
114
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
109New |
$9.7K - $14.4K
|
109
$19.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
106+ 0.79% |
$9.43K - $14K
|
13.5K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
105+ 43.93% |
$9.34K - $13.9K
|
344
$61.7K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
105+ 4.22% |
$9.34K - $13.9K
|
2.59K
$465K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
102New |
$9.07K - $13.5K
|
102
$18.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
100+ 4.04% |
$8.9K - $13.2K
|
2.57K
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
100+ 1.68% |
$8.9K - $13.2K
|
6.07K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
99+ 0.36% |
$8.81K - $13.1K
|
27.5K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
97+ 3.47% |
$8.63K - $12.8K
|
2.89K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
94+ 0.91% |
$8.36K - $12.4K
|
10.4K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
93+ 4.48% |
$8.27K - $12.3K
|
2.17K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
91New |
$8.1K - $12K
|
91
$16.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
90+ 4.08% |
$8.01K - $11.9K
|
2.29K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
85+ 4.9% |
$7.56K - $11.2K
|
1.82K
$326K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
85+ 4.9% |
$7.56K - $11.2K
|
1.82K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
85+ 3.12% |
$7.56K - $11.2K
|
2.81K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
84New |
$7.47K - $11.1K
|
84
$15.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
81+ 0.13% |
$7.21K - $10.7K
|
63K
$11.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
80+ 2.02% |
$7.12K - $10.6K
|
4.04K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
80+ 3.56% |
$7.12K - $10.6K
|
2.33K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 41.88% |
$7.12K - $10.6K
|
271
$48.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75New |
$6.67K - $9.9K
|
75
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
73New |
$6.49K - $9.64K
|
73
$13.1K
|