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 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
634+ 96.35% |
$279K - $360K
|
1.29K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
629New |
$277K - $357K
|
629
$622K
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
627+ 1.45% |
$276K - $356K
|
44K
$43.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
626New |
$276K - $355K
|
626
$619K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
626+ 27.37% |
$276K - $355K
|
2.91K
$2.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
625+ 62.5% |
$275K - $355K
|
1.63K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
624New |
$275K - $354K
|
624
$617K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
624+ 7.19% |
$275K - $354K
|
9.3K
$9.19M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
623New |
$274K - $354K
|
623
$616K
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
623+ 19.92% |
$274K - $354K
|
3.75K
$3.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
620New |
$273K - $352K
|
620
$613K
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
620+ 12.4% |
$273K - $352K
|
5.62K
$5.55M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
615New |
$271K - $349K
|
615
$608K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
614New |
$270K - $349K
|
614
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
614New |
$270K - $349K
|
614
$607K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
612+ 8.41% |
$269K - $347K
|
7.89K
$7.8M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
611+ 12.46% |
$269K - $347K
|
5.51K
$5.45M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
600New |
$264K - $341K
|
600
$593K
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
600New |
$264K - $341K
|
600
$593K
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
600+ 6.68% |
$264K - $341K
|
9.58K
$9.47M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
597+ 56.21% |
$263K - $339K
|
1.66K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
595New |
$262K - $338K
|
595
$588K
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
592+ 12.38% |
$261K - $336K
|
5.37K
$5.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
587+ 6.94% |
$258K - $333K
|
9.05K
$8.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
583+ 1.98% |
$257K - $331K
|
30K
$29.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
580New |
$255K - $329K
|
580
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
572New |
$252K - $325K
|
572
$565K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
566+ 2.13% |
$249K - $321K
|
27.1K
$26.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
560+ 16.33% |
$246K - $318K
|
3.99K
$3.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
558New |
$246K - $317K
|
558
$552K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
557New |
$245K - $316K
|
557
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
557New |
$245K - $316K
|
557
$551K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
556New |
$245K - $316K
|
556
$550K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
551New |
$243K - $313K
|
551
$545K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
550+ 0.63% |
$242K - $312K
|
88.3K
$87.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
550New |
$242K - $312K
|
550
$544K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
548+ 29.57% |
$241K - $311K
|
2.4K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
548+ 1.38% |
$241K - $311K
|
40.2K
$39.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
BUY
|
- |
545+ 2.25% |
$240K - $309K
|
24.8K
$24.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
542+ 2.35% |
$239K - $308K
|
23.6K
$23.3M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
541New |
$238K - $307K
|
541
$535K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
539New |
$237K - $306K
|
539
$533K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
536New |
$236K - $304K
|
536
$530K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
535+ 3.27% |
$235K - $304K
|
16.9K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
532New |
$234K - $302K
|
532
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
532New |
$234K - $302K
|
532
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
530+ 5.39% |
$233K - $301K
|
10.4K
$10.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
529New |
$233K - $300K
|
529
$523K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
528New |
$232K - $300K
|
528
$522K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
528+ 39.7% |
$232K - $300K
|
1.86K
$1.84M
|