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 06, 2023 Q3 2023
Forefront Wealth Management Inc.

BUY
 -
548
+ 11.52%
$288K - $312K
5.31K $5M
Oct 11, 2023 Q3 2023
Close Asset Management LTD

BUY
 -
546
+ 43.75%
$287K - $310K
1.79K $1.69M
Nov 13, 2023 Q3 2023
Meeder Asset Management Inc

BUY
 -
544
+ 77.94%
$286K - $309K
1.24K $1.17M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
543
+ 22.76%
$285K - $309K
2.93K $2.76M
Oct 16, 2023 Q3 2023
Cardinal Capital Management

BUY
 -
539
+ 2.54%
$283K - $306K
21.8K $20.5M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
539
+ 8.82%
$283K - $306K
6.65K $6.26M
Jul 12, 2024 Q3 2023
Cardinal Capital Management

BUY
 -
539
+ 2.54%
$283K - $306K
21.8K $20.5M
Nov 14, 2023 Q3 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
538
+ 16.83%
$282K - $306K
3.74K $3.52M
Oct 20, 2023 Q3 2023
Wendell David Associates Inc

BUY
 -
531
+ 3.1%
$279K - $302K
17.6K $16.6M
Nov 13, 2023 Q3 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
530
+ 9.29%
$278K - $301K
6.23K $5.87M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
527
+ 4.12%
$277K - $300K
13.3K $12.5M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
522
New
$274K - $297K
522 $492K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
517
+ 7.37%
$271K - $294K
7.53K $7.09M
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
515
New
$270K - $293K
515 $485K
Oct 31, 2023 Q3 2023
Iron Financial, LLC

BUY
 -
512
New
$269K - $291K
512 $482K
Nov 01, 2023 Q3 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
505
+ 5.2%
$265K - $287K
10.2K $9.62M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
505
New
$265K - $287K
505 $476K
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
502
+ 7.11%
$264K - $285K
7.56K $7.12M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
502
+ 7.7%
$264K - $285K
7.02K $6.61M
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
501
+ 92.95%
$263K - $285K
1.04K $979K
Nov 16, 2023 Q3 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
500
New
$263K - $284K
500 $471K
Nov 02, 2023 Q3 2023
Beck Bode, LLC

BUY
 -
496
+ 3.81%
$260K - $282K
13.5K $12.7M
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
492
+ 24.96%
$258K - $280K
2.46K $2.32M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
489
+ 39.15%
$257K - $278K
1.74K $1.64M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
485
New
$255K - $276K
485 $457K
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
484
New
$254K - $275K
484 $456K
Nov 13, 2023 Q3 2023
Strategic Advocates LLC

Logan, UT
BUY
 -
483
New
$254K - $275K
483 $455K
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

BUY
 -
482
+ 4.6%
$253K - $274K
11K $10.3M
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
482
+ 146.95%
$253K - $274K
810 $763K
Oct 23, 2023 Q3 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
481
New
$253K - $274K
481 $453K
Oct 20, 2023 Q3 2023
Bremer Bank National Association

BUY
 -
477
+ 6.54%
$250K - $271K
7.78K $7.32M
Nov 02, 2023 Q3 2023
Novare Capital Management LLC

BUY
 -
476
+ 16.04%
$250K - $271K
3.44K $3.24M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
474
New
$249K - $270K
474 $446K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
473
+ 1.86%
$248K - $269K
25.9K $24.4M
Nov 01, 2023 Q3 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
472
New
$248K - $268K
472 $444K
Nov 13, 2023 Q3 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
472
+ 1.93%
$248K - $268K
25K $23.5M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
472
+ 0.44%
$248K - $268K
109K $103M
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
469
+ 22.03%
$246K - $267K
2.6K $2.45M
Nov 13, 2023 Q3 2023
Goelzer Investment Management, Inc.

BUY
 -
469
+ 3.9%
$246K - $267K
12.5K $11.8M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
466
+ 3.62%
$245K - $265K
13.3K $12.5M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
464
New
$244K - $264K
464 $437K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
461
+ 65.95%
$242K - $262K
1.16K $1.09M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
458
+ 29.92%
$240K - $260K
1.99K $1.87M
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
458
New
$240K - $260K
458 $431K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
455
+ 19.96%
$239K - $259K
2.74K $2.58M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
455
+ 50.5%
$239K - $259K
1.36K $1.28M
Nov 13, 2023 Q3 2023
Qtron Investments LLC

Boston, MA
BUY
 -
455
+ 10.34%
$239K - $259K
4.86K $4.57M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
452
+ 1.68%
$237K - $257K
27.4K $25.8M
Nov 09, 2023 Q3 2023
Rs Crum Inc.

BUY
 -
451
New
$237K - $256K
451 $425K

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