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 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
401+ 2.15% |
$176K - $228K
|
19.1K
$19M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
401+ 66.28% |
$176K - $228K
|
1.01K
$999K
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
400New |
$176K - $227K
|
400
$397K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
400+ 40000.0% |
$176K - $227K
|
401
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
398New |
$175K - $226K
|
398
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
398New |
$175K - $226K
|
398
$395K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
396+ 16.45% |
$174K - $225K
|
2.8K
$2.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
396New |
$174K - $225K
|
396
$393K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
395New |
$174K - $224K
|
395
$392K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
395New |
$174K - $224K
|
395
$392K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
392New |
$173K - $223K
|
392
$389K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
392+ 8.57% |
$173K - $223K
|
4.96K
$4.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
391New |
$172K - $222K
|
391
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
390New |
$172K - $221K
|
390
$387K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
390+ 219.1% |
$172K - $221K
|
568
$564K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
390+ 81.25% |
$172K - $221K
|
870
$864K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
389New |
$171K - $221K
|
389
$386K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
389New |
$171K - $221K
|
389
$386K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
389New |
$171K - $221K
|
389
$386K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
388New |
$171K - $220K
|
388
$385K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
388New |
$171K - $220K
|
388
$385K
|
|
|
Jan 28, 2022
Q4 2021
|
Reik & Co., LLC
|
BUY
|
- |
387New |
$170K - $220K
|
387
$384K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
386+ 5.27% |
$170K - $219K
|
7.71K
$7.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
385New |
$169K - $219K
|
385
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
385New |
$169K - $219K
|
385
$382K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
384+ 13.4% |
$169K - $218K
|
3.25K
$3.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
384New |
$169K - $218K
|
384
$381K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
383New |
$169K - $217K
|
383
$380K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
382New |
$168K - $217K
|
382
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
382New |
$168K - $217K
|
382
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
381+ 1.93% |
$168K - $216K
|
20.2K
$20M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
381New |
$168K - $216K
|
381
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Perkins Capital Management Inc
|
BUY
|
- |
380New |
$167K - $216K
|
380
$377K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
380New |
$167K - $216K
|
380
$377K
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
378New |
$166K - $215K
|
378
$376K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
378New |
$166K - $215K
|
378
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
377+ 14.19% |
$166K - $214K
|
3.03K
$3.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
376New |
$165K - $213K
|
376
$374K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
376New |
$165K - $213K
|
376
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
376New |
$165K - $213K
|
376
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
375New |
$165K - $213K
|
375
$373K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
375New |
$165K - $213K
|
375
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
372+ 8.01% |
$164K - $211K
|
5.02K
$4.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
371New |
$163K - $211K
|
371
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
370New |
$163K - $210K
|
370
$368K
|