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 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
369New |
$162K - $210K
|
369
$367K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
369New |
$162K - $210K
|
369
$367K
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
368+ 1.83% |
$162K - $209K
|
20.5K
$20.4M
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
367New |
$162K - $208K
|
367
$365K
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
367New |
$162K - $208K
|
367
$365K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
366+ 23.97% |
$161K - $208K
|
1.89K
$1.88M
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
365New |
$161K - $207K
|
365
$363K
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
365New |
$161K - $207K
|
365
$363K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
364+ 52.15% |
$160K - $207K
|
1.06K
$1.06M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
363New |
$160K - $206K
|
363
$361K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
362+ 2.74% |
$159K - $206K
|
13.6K
$13.5M
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
361New |
$159K - $205K
|
361
$359K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
360New |
$158K - $204K
|
360
$358K
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
359New |
$158K - $204K
|
359
$357K
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
359New |
$158K - $204K
|
359
$357K
|
|
Feb 04, 2022
Q4 2021
|
Titan Capital Management, LLC
|
BUY
|
- |
358New |
$158K - $203K
|
358
$356K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
357New |
$157K - $203K
|
357
$355K
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
357+ 43.97% |
$157K - $203K
|
1.17K
$1.16M
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
356New |
$157K - $202K
|
356
$354K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
356+ 12.42% |
$157K - $202K
|
3.22K
$3.2M
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
356New |
$157K - $202K
|
356
$354K
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
355New |
$156K - $202K
|
355
$353K
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
354New |
$156K - $201K
|
354
$352K
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
352New |
$155K - $200K
|
352
$350K
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
351+ 18.74% |
$154K - $199K
|
2.22K
$2.21M
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
349+ 1.13% |
$154K - $198K
|
31.1K
$31M
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
345+ 39.07% |
$152K - $196K
|
1.23K
$1.22M
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
342+ 1.15% |
$151K - $194K
|
30.2K
$30M
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
341+ 18.52% |
$150K - $194K
|
2.18K
$2.17M
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
341+ 56.64% |
$150K - $194K
|
943
$938K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
339+ 5.05% |
$149K - $192K
|
7.05K
$7.02M
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
338+ 1.16% |
$149K - $192K
|
29.5K
$29.3M
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
335New |
$147K - $190K
|
335
$333K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
334+ 1.26% |
$147K - $190K
|
26.9K
$26.8M
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
332New |
$146K - $188K
|
332
$330K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
326+ 0.56% |
$143K - $185K
|
58.3K
$58M
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
325+ 1.57% |
$143K - $185K
|
21K
$20.9M
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
324New |
$143K - $184K
|
324
$322K
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
324+ 154.29% |
$143K - $184K
|
534
$531K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
322+ 94.43% |
$142K - $183K
|
663
$659K
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
320+ 12.6% |
$141K - $182K
|
2.86K
$2.84M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
318+ 9.52% |
$140K - $181K
|
3.66K
$3.64M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
314+ 26.25% |
$138K - $178K
|
1.51K
$1.5M
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
312+ 2.94% |
$137K - $177K
|
10.9K
$10.9M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
311+ 2.1% |
$137K - $177K
|
15.1K
$15.1M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
311+ 12.75% |
$137K - $177K
|
2.75K
$2.74M
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
310+ 175.14% |
$136K - $176K
|
487
$484K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
309+ 6.47% |
$136K - $175K
|
5.09K
$5.06M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
305+ 4.36% |
$134K - $173K
|
7.3K
$7.26M
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
302+ 72.77% |
$133K - $171K
|
717
$713K
|