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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
924New |
$407K - $525K
|
924
$913K
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
922+ 1.95% |
$406K - $523K
|
48.2K
$47.7M
|
|
Feb 14, 2022
Q4 2021
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
909New |
$400K - $516K
|
909
$898K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
903New |
$397K - $513K
|
903
$893K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
900New |
$396K - $511K
|
900
$890K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
898+ 14.95% |
$395K - $510K
|
6.9K
$6.82M
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
898+ 107.29% |
$395K - $510K
|
1.74K
$1.71M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
897+ 9.29% |
$395K - $509K
|
10.6K
$10.4M
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
892New |
$393K - $506K
|
892
$882K
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
891New |
$392K - $506K
|
891
$881K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
891New |
$392K - $506K
|
891
$881K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
880+ 15.82% |
$387K - $500K
|
6.44K
$6.37M
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
880+ 4.22% |
$387K - $500K
|
21.7K
$21.5M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
878+ 3.39% |
$386K - $499K
|
26.8K
$26.5M
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
874+ 14.05% |
$385K - $496K
|
7.1K
$7.01M
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
870New |
$383K - $494K
|
870
$860K
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
868New |
$382K - $493K
|
868
$858K
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
867+ 4.84% |
$382K - $492K
|
18.8K
$18.6M
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
864New |
$380K - $491K
|
864
$854K
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
863+ 2.85% |
$380K - $490K
|
31.2K
$30.8M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
860+ 21.94% |
$379K - $488K
|
4.78K
$4.72M
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
856New |
$377K - $486K
|
856
$846K
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
854+ 34.6% |
$376K - $485K
|
3.32K
$3.28M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
852+ 68.27% |
$375K - $484K
|
2.1K
$2.08M
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
852+ 47.87% |
$375K - $484K
|
2.63K
$2.6M
|
|
Feb 11, 2022
Q4 2021
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
842+ 15.69% |
$371K - $478K
|
6.21K
$6.14M
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
837+ 47.42% |
$368K - $475K
|
2.6K
$2.57M
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
835+ 46.73% |
$368K - $474K
|
2.62K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
834+ 115.99% |
$367K - $474K
|
1.55K
$1.53M
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
832+ 21.02% |
$366K - $472K
|
4.79K
$4.74M
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
830New |
$365K - $471K
|
830
$820K
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
820+ 0.42% |
$361K - $466K
|
194K
$192M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
819+ 4.62% |
$360K - $465K
|
18.6K
$18.3M
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
814+ 18.6% |
$358K - $462K
|
5.19K
$5.13M
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
805+ 8.61% |
$354K - $457K
|
10.2K
$10M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
804New |
$354K - $456K
|
804
$795K
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 1.59% |
$352K - $454K
|
51.2K
$50.6M
|
|
Feb 09, 2022
Q4 2021
|
Udine Wealth Management, Inc.
|
BUY
|
- |
800New |
$352K - $454K
|
800
$791K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
781+ 11.51% |
$344K - $443K
|
7.57K
$7.48M
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
775New |
$341K - $440K
|
775
$766K
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
765New |
$337K - $434K
|
765
$756K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
764+ 13.87% |
$336K - $434K
|
6.27K
$6.2M
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
760+ 36.21% |
$335K - $432K
|
2.86K
$2.83M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
759New |
$334K - $431K
|
759
$750K
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
756New |
$333K - $429K
|
756
$747K
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
754New |
$332K - $428K
|
754
$745K
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
752New |
$331K - $427K
|
752
$743K
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
750+ 15.82% |
$330K - $426K
|
5.49K
$5.43M
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
747+ 2.22% |
$329K - $424K
|
34.4K
$34M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
743+ 52.1% |
$327K - $422K
|
2.17K
$2.14M
|