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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
234+ 1.27% |
$92.3K - $109K
|
18.7K
$18.3M
|
|
Oct 26, 2021
Q3 2021
|
Nat West Group PLC
|
BUY
|
- |
233+ 1.84% |
$91.9K - $109K
|
12.9K
$12.6M
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
232+ 9.01% |
$91.5K - $109K
|
2.81K
$2.76M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
232+ 11.57% |
$91.5K - $109K
|
2.24K
$2.2M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
231+ 3.28% |
$91.1K - $108K
|
7.28K
$7.15M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
229+ 24.41% |
$90.3K - $107K
|
1.17K
$1.15M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
228+ 3.35% |
$90K - $107K
|
7.03K
$6.91M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
225+ 6.77% |
$88.8K - $105K
|
3.55K
$3.48M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
225+ 3.78% |
$88.8K - $105K
|
6.17K
$6.06M
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
225+ 27.37% |
$88.8K - $105K
|
1.05K
$1.03M
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
224+ 294.74% |
$88.4K - $105K
|
300
$295K
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
222+ 1.33% |
$87.6K - $104K
|
16.9K
$16.6M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
222+ 11.68% |
$87.6K - $104K
|
2.12K
$2.08M
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
222+ 1.47% |
$87.6K - $104K
|
15.4K
$15.1M
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
216+ 0.61% |
$85.2K - $101K
|
35.6K
$35M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
216+ 9.69% |
$85.2K - $101K
|
2.45K
$2.4M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
216+ 13.81% |
$85.2K - $101K
|
1.78K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
216+ 17.13% |
$85.2K - $101K
|
1.48K
$1.45M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
215+ 9.53% |
$84.8K - $101K
|
2.47K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
214+ 8.43% |
$84.4K - $100K
|
2.75K
$2.7M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
213+ 8.15% |
$84K - $99.6K
|
2.83K
$2.78M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
213+ 8.15% |
$84K - $99.6K
|
2.83K
$2.78M
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
210+ 28.89% |
$82.9K - $98.2K
|
937
$920K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
209New |
$82.5K - $97.8K
|
209
$205K
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
209+ 2.45% |
$82.5K - $97.8K
|
8.74K
$8.58M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
209+ 8.25% |
$82.5K - $97.8K
|
2.74K
$2.69M
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
208+ 1.0% |
$82.1K - $97.3K
|
21K
$20.6M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
206+ 17.3% |
$81.3K - $96.4K
|
1.4K
$1.37M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
205+ 10.49% |
$80.9K - $95.9K
|
2.16K
$2.12M
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
204+ 10.17% |
$80.5K - $95.4K
|
2.21K
$2.17M
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
202+ 39.45% |
$79.7K - $94.5K
|
714
$701K
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 3.1% |
$78.9K - $93.6K
|
6.66K
$6.54M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
199New |
$78.5K - $93.1K
|
199
$195K
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
195+ 1.1% |
$76.9K - $91.2K
|
18K
$17.7M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
194+ 5.59% |
$76.5K - $90.7K
|
3.67K
$3.6M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
193+ 127.81% |
$76.1K - $90.3K
|
344
$338K
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
192+ 0.52% |
$75.7K - $89.8K
|
37.2K
$36.5M
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
190+ 3.75% |
$75K - $88.9K
|
5.25K
$5.16M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190+ 4.35% |
$75K - $88.9K
|
4.56K
$4.48M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
190+ 9.14% |
$75K - $88.9K
|
2.27K
$2.23M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
189+ 8.67% |
$74.6K - $88.4K
|
2.37K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
189+ 6.22% |
$74.6K - $88.4K
|
3.23K
$3.17M
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
189+ 3.9% |
$74.6K - $88.4K
|
5.03K
$4.94M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
189+ 2.24% |
$74.6K - $88.4K
|
8.62K
$8.46M
|
|
Nov 12, 2021
Q3 2021
|
Capco Asset Management, LLC
|
BUY
|
- |
187+ 49.21% |
$73.8K - $87.5K
|
567
$557K
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
187+ 9.39% |
$73.8K - $87.5K
|
2.18K
$2.14M
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
186+ 11.01% |
$73.4K - $87K
|
1.88K
$1.84M
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
185+ 4.14% |
$73K - $86.5K
|
4.65K
$4.57M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
185+ 18.5% |
$73K - $86.5K
|
1.19K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
178+ 6.41% |
$70.2K - $83.3K
|
2.95K
$2.9M
|