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 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85+ 4.06% |
$37.4K - $48.3K
|
2.18K
$2.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
84+ 9.76% |
$37K - $47.7K
|
945
$940K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
83+ 0.59% |
$36.5K - $47.1K
|
14.3K
$14.2M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
83New |
$36.5K - $47.1K
|
83
$82.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
82+ 15.77% |
$36.1K - $46.6K
|
602
$599K
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
82+ 11.39% |
$36.1K - $46.6K
|
802
$798K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
81+ 1.05% |
$35.7K - $46K
|
7.83K
$7.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
81+ 9.06% |
$35.7K - $46K
|
975
$970K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
80+ 2.47% |
$35.2K - $45.4K
|
3.31K
$3.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
80+ 4.62% |
$35.2K - $45.4K
|
1.81K
$1.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
79+ 15.96% |
$34.8K - $44.9K
|
574
$571K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
79+ 5.24% |
$34.8K - $44.9K
|
1.59K
$1.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
78+ 1.89% |
$34.3K - $44.3K
|
4.2K
$4.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
78+ 0.65% |
$34.3K - $44.3K
|
12.1K
$12.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
77+ 9.61% |
$33.9K - $43.7K
|
878
$873K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
77+ 2.19% |
$33.9K - $43.7K
|
3.59K
$3.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
77+ 0.87% |
$33.9K - $43.7K
|
8.88K
$8.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
77+ 2.98% |
$33.9K - $43.7K
|
2.66K
$2.64M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
77+ 2.48% |
$33.9K - $43.7K
|
3.18K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
76+ 1.46% |
$33.5K - $43.2K
|
5.27K
$5.24M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
75+ 1.83% |
$33K - $42.6K
|
4.18K
$4.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
75New |
$33K - $42.6K
|
75
$74.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
74+ 6.81% |
$32.6K - $42K
|
1.16K
$1.15M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
74+ 2.01% |
$32.6K - $42K
|
3.75K
$3.73M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
73+ 6.85% |
$32.1K - $41.4K
|
1.14K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
73+ 6.49% |
$32.1K - $41.4K
|
1.2K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
73+ 1.9% |
$32.1K - $41.4K
|
3.91K
$3.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
73+ 16.04% |
$32.1K - $41.4K
|
528
$525K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
73+ 169.77% |
$32.1K - $41.4K
|
116
$115K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
73+ 10.07% |
$32.1K - $41.4K
|
798
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 1.14% |
$32.1K - $41.4K
|
6.49K
$6.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
72+ 17.02% |
$31.7K - $40.9K
|
495
$492K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
71New |
$31.2K - $40.3K
|
71
$70.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
71+ 4.81% |
$31.2K - $40.3K
|
1.55K
$1.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
71+ 9.35% |
$31.2K - $40.3K
|
830
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
71+ 2.7% |
$31.2K - $40.3K
|
2.7K
$2.68M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 4.46% |
$30.8K - $39.7K
|
1.64K
$1.63M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
70+ 4.91% |
$30.8K - $39.7K
|
1.5K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
70+ 15.59% |
$30.8K - $39.7K
|
519
$516K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
69+ 1.04% |
$30.4K - $39.2K
|
6.68K
$6.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
69+ 61.61% |
$30.4K - $39.2K
|
181
$180K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
69+ 1.15% |
$30.4K - $39.2K
|
6.06K
$6.03M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
69New |
$30.4K - $39.2K
|
69
$68.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
68+ 6.34% |
$29.9K - $38.6K
|
1.14K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
68+ 11.17% |
$29.9K - $38.6K
|
677
$673K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
68+ 1.12% |
$29.9K - $38.6K
|
6.16K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
65+ 0.34% |
$28.6K - $36.9K
|
19.1K
$19M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
64+ 6.82% |
$28.2K - $36.3K
|
1K
$997K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
64+ 1.67% |
$28.2K - $36.3K
|
3.9K
$3.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
63+ 1.56% |
$27.7K - $35.8K
|
4.09K
$4.07M
|