Purchases and Sales Made in Q3 2021 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 2021. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
498New |
$196K - $233K
|
498
$495K
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
495New |
$195K - $232K
|
495
$492K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
494New |
$195K - $231K
|
494
$491K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
494New |
$195K - $231K
|
494
$491K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
493New |
$195K - $231K
|
493
$490K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
491New |
$194K - $230K
|
491
$488K
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
490New |
$193K - $229K
|
490
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
490New |
$193K - $229K
|
490
$487K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
488+ 5.15% |
$193K - $228K
|
9.96K
$9.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
487+ 0.78% |
$192K - $228K
|
62.9K
$62.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
487New |
$192K - $228K
|
487
$484K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
485New |
$191K - $227K
|
485
$482K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
484New |
$191K - $226K
|
484
$481K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
484New |
$191K - $226K
|
484
$481K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
482+ 5.27% |
$190K - $225K
|
9.64K
$9.58M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
480New |
$189K - $225K
|
480
$477K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
479New |
$189K - $224K
|
479
$476K
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
478New |
$189K - $224K
|
478
$475K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
478+ 0.13% |
$189K - $224K
|
383K
$381M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
476+ 350.0% |
$188K - $223K
|
612
$609K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
474New |
$187K - $222K
|
474
$471K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
473New |
$187K - $221K
|
473
$470K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
470+ 0.96% |
$185K - $220K
|
49.6K
$49.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
469+ 80.58% |
$185K - $219K
|
1.05K
$1.05M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
467+ 16.2% |
$184K - $218K
|
3.35K
$3.33M
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
466New |
$184K - $218K
|
466
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
466+ 5.67% |
$184K - $218K
|
8.68K
$8.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
466New |
$184K - $218K
|
466
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
465New |
$183K - $218K
|
465
$463K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
464+ 10.14% |
$183K - $217K
|
5.04K
$5.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
462New |
$182K - $216K
|
462
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
462New |
$182K - $216K
|
462
$460K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
460+ 26.73% |
$181K - $215K
|
2.18K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
458+ 37.6% |
$181K - $214K
|
1.68K
$1.67M
|
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
456New |
$180K - $213K
|
456
$454K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
455New |
$180K - $213K
|
455
$453K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
455New |
$180K - $213K
|
455
$453K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
453New |
$179K - $212K
|
453
$451K
|
|
|
Oct 13, 2021
Q3 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
451+ 11.49% |
$178K - $211K
|
4.38K
$4.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
450+ 0.46% |
$178K - $210K
|
98K
$97.5M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
450New |
$178K - $210K
|
450
$448K
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
BUY
|
- |
449+ 58.46% |
$177K - $210K
|
1.22K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
448New |
$177K - $210K
|
448
$446K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
443+ 14.44% |
$175K - $207K
|
3.51K
$3.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
442+ 7.05% |
$174K - $207K
|
6.71K
$6.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
437New |
$172K - $204K
|
437
$435K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
435+ 13.25% |
$172K - $203K
|
3.72K
$3.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
435+ 23.74% |
$172K - $203K
|
2.27K
$2.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
430+ 19.77% |
$170K - $201K
|
2.61K
$2.59M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
429+ 2257.89% |
$169K - $201K
|
448
$446K
|