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 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
112+ 18.79% |
$49.3K - $63.6K
|
708
$704K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
112+ 34.25% |
$49.3K - $63.6K
|
439
$437K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
112+ 8.08% |
$49.3K - $63.6K
|
1.5K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
111+ 3.12% |
$48.9K - $63K
|
3.67K
$3.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
111New |
$48.9K - $63K
|
111
$110K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
111+ 2.3% |
$48.9K - $63K
|
4.93K
$4.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
110+ 1.04% |
$48.4K - $62.5K
|
10.6K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
110+ 8.02% |
$48.4K - $62.5K
|
1.48K
$1.47M
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
109+ 1.03% |
$48K - $61.9K
|
10.7K
$10.6M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
109New |
$48K - $61.9K
|
109
$108K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
109+ 38.93% |
$48K - $61.9K
|
389
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
108+ 3.52% |
$47.5K - $61.3K
|
3.18K
$3.16M
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
107+ 11.85% |
$47.1K - $60.8K
|
1.01K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
107New |
$47.1K - $60.8K
|
107
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
107+ 17.63% |
$47.1K - $60.8K
|
714
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
106+ 6.92% |
$46.7K - $60.2K
|
1.64K
$1.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
105+ 11.84% |
$46.2K - $59.6K
|
992
$987K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
103+ 5.13% |
$45.3K - $58.5K
|
2.11K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
103+ 9.53% |
$45.3K - $58.5K
|
1.18K
$1.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
102+ 7.46% |
$44.9K - $57.9K
|
1.47K
$1.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
BUY
|
- |
100+ 1.85% |
$44K - $56.8K
|
5.52K
$5.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
100New |
$44K - $56.8K
|
100
$99.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 4.61% |
$44K - $56.8K
|
2.27K
$2.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
100+ 7.75% |
$44K - $56.8K
|
1.39K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
100+ 3.0% |
$44K - $56.8K
|
3.44K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
100+ 63.69% |
$44K - $56.8K
|
257
$256K
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
99+ 10.82% |
$43.6K - $56.2K
|
1.01K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
98+ 14.61% |
$43.1K - $55.6K
|
769
$765K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
97+ 6.98% |
$42.7K - $55.1K
|
1.49K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
97+ 4.58% |
$42.7K - $55.1K
|
2.22K
$2.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
97+ 45.33% |
$42.7K - $55.1K
|
311
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Sitrin Capital Management LLC
|
BUY
|
- |
96+ 0.51% |
$42.3K - $54.5K
|
18.9K
$18.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
95+ 12.5% |
$41.8K - $53.9K
|
855
$850K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
94+ 9.54% |
$41.4K - $53.4K
|
1.08K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
93+ 6.18% |
$40.9K - $52.8K
|
1.6K
$1.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
93+ 1.69% |
$40.9K - $52.8K
|
5.6K
$5.57M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
93New |
$40.9K - $52.8K
|
93
$92.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
92+ 7.71% |
$40.5K - $52.2K
|
1.29K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
92+ 3.54% |
$40.5K - $52.2K
|
2.69K
$2.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
91+ 2.27% |
$40.1K - $51.7K
|
4.11K
$4.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
91+ 0.65% |
$40.1K - $51.7K
|
14.1K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
90+ 0.71% |
$39.6K - $51.1K
|
12.7K
$12.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
88+ 7.19% |
$38.7K - $50K
|
1.31K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
88+ 1.23% |
$38.7K - $50K
|
7.24K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
88+ 1.43% |
$38.7K - $50K
|
6.22K
$6.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
88+ 9.58% |
$38.7K - $50K
|
1.01K
$1M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87+ 7.02% |
$38.3K - $49.4K
|
1.33K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
86+ 16.14% |
$37.9K - $48.8K
|
619
$616K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 2.51% |
$37.9K - $48.8K
|
3.52K
$3.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
86+ 2.08% |
$37.9K - $48.8K
|
4.23K
$4.21M
|