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
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
448New |
$197K - $254K
|
448
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
448+ 18.47% |
$197K - $254K
|
2.87K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
447New |
$197K - $254K
|
447
$444K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
446New |
$196K - $253K
|
446
$443K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
446+ 21.29% |
$196K - $253K
|
2.54K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
442New |
$195K - $251K
|
442
$439K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
441+ 22.18% |
$194K - $250K
|
2.43K
$2.41M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
439New |
$193K - $249K
|
439
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
439+ 6.51% |
$193K - $249K
|
7.19K
$7.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
438New |
$193K - $249K
|
438
$435K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
437New |
$192K - $248K
|
437
$434K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
432New |
$190K - $245K
|
432
$429K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
432New |
$190K - $245K
|
432
$429K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
431New |
$190K - $245K
|
431
$428K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
427New |
$188K - $242K
|
427
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
426New |
$187K - $242K
|
426
$423K
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
425New |
$187K - $241K
|
425
$422K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
425+ 9.65% |
$187K - $241K
|
4.83K
$4.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
425New |
$187K - $241K
|
425
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
425New |
$187K - $241K
|
425
$422K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
422+ 417.82% |
$186K - $240K
|
523
$520K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
420New |
$185K - $238K
|
420
$417K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
420+ 6.11% |
$185K - $238K
|
7.3K
$7.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
420New |
$185K - $238K
|
420
$417K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 4.86% |
$185K - $238K
|
9.06K
$9M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
418New |
$184K - $237K
|
418
$415K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
418New |
$184K - $237K
|
418
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
417New |
$184K - $237K
|
417
$414K
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
415New |
$183K - $236K
|
415
$412K
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
415New |
$183K - $236K
|
415
$412K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
415+ 23.07% |
$183K - $236K
|
2.21K
$2.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
415+ 45.31% |
$183K - $236K
|
1.33K
$1.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
414+ 1.78% |
$182K - $235K
|
23.6K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
414New |
$182K - $235K
|
414
$411K
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
413New |
$182K - $234K
|
413
$410K
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
413New |
$182K - $234K
|
413
$410K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
412New |
$181K - $234K
|
412
$409K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
412+ 1.3% |
$181K - $234K
|
32.1K
$31.9M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
412+ 0.12% |
$181K - $234K
|
358K
$355M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
411New |
$181K - $233K
|
411
$408K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
410+ 8.79% |
$180K - $233K
|
5.08K
$5.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
410New |
$180K - $233K
|
410
$407K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
410New |
$180K - $233K
|
410
$407K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
408+ 3.21% |
$180K - $232K
|
13.1K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
408+ 10.85% |
$180K - $232K
|
4.17K
$4.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
408New |
$180K - $232K
|
408
$405K
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
407New |
$179K - $231K
|
407
$404K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
406New |
$179K - $231K
|
406
$403K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
404+ 1.94% |
$178K - $229K
|
21.2K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
404New |
$178K - $229K
|
404
$401K
|