Purchases and Sales Made in Q4 2021 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.16K+ 9.07% |
$512K - $660K
|
14K
$14.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
1.16K+ 81.53% |
$511K - $659K
|
2.59K
$2.71M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.16K+ 48.65% |
$509K - $656K
|
3.53K
$3.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.15K+ 19.66% |
$506K - $653K
|
7K
$7.34M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.14KNew |
$503K - $649K
|
1.14K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.14KNew |
$503K - $648K
|
1.14K
$1.2M
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.14KNew |
$502K - $647K
|
1.14K
$1.2M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.13KNew |
$496K - $640K
|
1.13K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 3.84% |
$493K - $636K
|
30.3K
$31.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.12K+ 37.69% |
$492K - $634K
|
4.08K
$4.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.11K+ 273.83% |
$488K - $630K
|
1.51K
$1.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.1K+ 18350.0% |
$485K - $625K
|
1.11K
$1.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.1KNew |
$483K - $623K
|
1.1K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.09KNew |
$480K - $619K
|
1.09K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
BUY
|
- |
1.09K+ 7.23% |
$479K - $618K
|
16.1K
$16.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.09K+ 18.6% |
$479K - $618K
|
6.94K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.09KNew |
$479K - $618K
|
1.09K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.08K+ 0.24% |
$477K - $615K
|
444K
$466M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.07KNew |
$469K - $605K
|
1.07K
$1.12M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.06KNew |
$467K - $603K
|
1.06K
$1.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.05KNew |
$464K - $598K
|
1.05K
$1.11M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.05KNew |
$460K - $593K
|
1.05K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.04K+ 59.0% |
$459K - $592K
|
2.81K
$2.94M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.04K+ 5.0% |
$458K - $590K
|
21.8K
$22.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.03KNew |
$452K - $584K
|
1.03K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.01K+ 5.72% |
$445K - $575K
|
18.7K
$19.6M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$444K - $572K
|
1.01K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
1KNew |
$440K - $568K
|
1K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1KNew |
$440K - $568K
|
1K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
999New |
$440K - $567K
|
999
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
995+ 4.04% |
$438K - $565K
|
25.6K
$26.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
987New |
$434K - $560K
|
987
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
985New |
$434K - $559K
|
985
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
982New |
$432K - $558K
|
982
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
972+ 19.84% |
$428K - $552K
|
5.87K
$6.16M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
971+ 8.08% |
$427K - $551K
|
13K
$13.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
970+ 52.15% |
$427K - $551K
|
2.83K
$2.97M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
967New |
$426K - $549K
|
967
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
BUY
|
- |
957+ 168.78% |
$421K - $543K
|
1.52K
$1.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
955New |
$420K - $542K
|
955
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
955+ 7.13% |
$420K - $542K
|
14.3K
$15M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
945+ 5.6% |
$416K - $537K
|
17.8K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
945+ 11.42% |
$416K - $537K
|
9.22K
$9.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
944+ 11.42% |
$415K - $536K
|
9.21K
$9.66M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
944+ 8.25% |
$415K - $536K
|
12.4K
$13M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
933New |
$411K - $530K
|
933
$978K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
930+ 0.6% |
$409K - $528K
|
157K
$164M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
930+ 11.04% |
$409K - $528K
|
9.35K
$9.81M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
930+ 0.6% |
$409K - $528K
|
157K
$164M
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
929+ 0.06% |
$409K - $527K
|
1.63M
$1.71B
|