Purchases and Sales Made in Q3 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 2023. 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 14, 2023 Q3 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
700
+ 35.28%
$368K - $398K
2.68K $2.53M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
697
+ 37.31%
$366K - $396K
2.57K $2.42M
Nov 14, 2023 Q3 2023
Partners Capital Investment Group, LLP

Boston, MA
BUY
 -
691
+ 145.17%
$363K - $393K
1.17K $1.1M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
688
+ 3.62%
$361K - $391K
19.7K $18.6M
Oct 12, 2023 Q3 2023
Bath Savings Trust CO

BUY
 -
686
+ 3.63%
$360K - $390K
19.6K $18.4M
Oct 11, 2023 Q3 2023
Atlas Financial Advisors, Inc.

BUY
 -
678
New
$356K - $386K
678 $638K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
677
+ 5.61%
$355K - $385K
12.7K $12M
Nov 07, 2023 Q3 2023
Zevin Asset Management LLC

BUY
 -
677
+ 2.19%
$355K - $385K
31.6K $29.8M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
676
+ 11.88%
$355K - $384K
6.37K $6M
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
670
+ 3.57%
$352K - $381K
19.4K $18.3M
Nov 08, 2023 Q3 2023
Financial Security Advisor, Inc.

Virginia Beach, VA
BUY
 -
667
New
$350K - $379K
667 $628K
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
666
New
$350K - $379K
666 $627K
Nov 14, 2023 Q3 2023
Steginsky Capital LLC

BUY
 -
665
+ 0.46%
$349K - $378K
145K $137M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
660
+ 4.98%
$347K - $375K
13.9K $13.1M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
652
+ 29.94%
$342K - $371K
2.83K $2.66M
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
650
+ 4.85%
$341K - $370K
14.1K $13.2M
Nov 01, 2023 Q3 2023
Congress Asset Management CO

BUY
 -
648
+ 0.23%
$340K - $368K
286K $269M
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
647
+ 41.61%
$340K - $368K
2.2K $2.07M
Oct 10, 2023 Q3 2023
Paragon Capital Management LTD

BUY
 -
639
New
$336K - $363K
639 $602K
Oct 13, 2023 Q3 2023
Strategic Advisors LLC

BUY
 -
625
+ 16.35%
$328K - $355K
4.45K $4.19M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
622
+ 1.32%
$327K - $354K
47.8K $45M
Oct 31, 2023 Q3 2023
Abbrea Capital, LLC

BUY
 -
622
+ 2.01%
$327K - $354K
31.6K $29.7M
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
614
+ 62.02%
$322K - $349K
1.6K $1.51M
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
612
+ 1.17%
$321K - $348K
53.1K $50M
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
609
+ 11.58%
$320K - $346K
5.87K $5.53M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
608
+ 17.3%
$319K - $346K
4.12K $3.88M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
602
+ 44.07%
$316K - $342K
1.97K $1.85M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
601
+ 8.62%
$316K - $342K
7.57K $7.13M
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
600
+ 54.6%
$315K - $341K
1.7K $1.6M
Nov 09, 2023 Q3 2023
Andra Ap Fonden

Goteborg, V7
BUY
 -
600
+ 3.37%
$315K - $341K
18.4K $17.3M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
598
New
$314K - $340K
598 $563K
Nov 14, 2023 Q3 2023
Elo Mutual Pension Insurance CO

BUY
 -
595
+ 1.63%
$312K - $338K
37.1K $34.9M
Oct 17, 2023 Q3 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
593
+ 1.8%
$311K - $337K
33.5K $31.5M
Nov 06, 2023 Q3 2023
Capital Wealth Planning, LLC

BUY
 -
591
New
$310K - $336K
591 $556K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
587
+ 8.22%
$308K - $334K
7.73K $7.28M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
585
+ 4.24%
$307K - $333K
14.4K $13.5M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
580
+ 4.65%
$305K - $330K
13K $12.3M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
578
+ 12.72%
$303K - $329K
5.12K $4.82M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
577
+ 118.0%
$303K - $328K
1.07K $1M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
576
+ 25.97%
$302K - $328K
2.79K $2.63M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
569
+ 26.27%
$299K - $324K
2.74K $2.58M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
567
+ 7.97%
$298K - $322K
7.68K $7.23M
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
567
+ 84.38%
$298K - $322K
1.24K $1.17M
Nov 07, 2023 Q3 2023
Adell Harriman & Carpenter Inc

BUY
 -
564
+ 1.66%
$296K - $321K
34.5K $32.5M
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
564
+ 9.77%
$296K - $321K
6.34K $5.97M
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
555
+ 6.34%
$291K - $316K
9.31K $8.77M
Oct 12, 2023 Q3 2023
Capital City Trust CO

BUY
 -
553
New
$290K - $314K
553 $521K
Oct 25, 2023 Q3 2023
Ocean Capital Management, LLC

BUY
 -
553
+ 1.02%
$290K - $314K
54.7K $51.5M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
552
+ 9.66%
$290K - $314K
6.26K $5.9M

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