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 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
63+ 6.07% |
$27.7K - $35.8K
|
1.1K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
63+ 6.11% |
$27.7K - $35.8K
|
1.09K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
63+ 2.78% |
$27.7K - $35.8K
|
2.33K
$2.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
63+ 12.38% |
$27.7K - $35.8K
|
572
$569K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
62+ 1.41% |
$27.3K - $35.2K
|
4.46K
$4.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
62+ 4.44% |
$27.3K - $35.2K
|
1.46K
$1.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
61+ 3.73% |
$26.8K - $34.6K
|
1.7K
$1.69M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
60+ 1.34% |
$26.4K - $34.1K
|
4.55K
$4.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
60+ 0.97% |
$26.4K - $34.1K
|
6.23K
$6.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
59+ 1.55% |
$26K - $33.5K
|
3.86K
$3.84M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
59+ 4.37% |
$26K - $33.5K
|
1.41K
$1.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
59+ 1.28% |
$26K - $33.5K
|
4.66K
$4.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
58+ 0.22% |
$25.5K - $32.9K
|
26.7K
$26.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
58+ 0.72% |
$25.5K - $32.9K
|
8.15K
$8.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
58+ 3.01% |
$25.5K - $32.9K
|
1.99K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
58+ 0.1% |
$25.5K - $32.9K
|
55.5K
$55.2M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
58New |
$25.5K - $32.9K
|
58
$57.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
58+ 2.28% |
$25.5K - $32.9K
|
2.61K
$2.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
57+ 0.84% |
$25.1K - $32.4K
|
6.86K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
56+ 3.89% |
$24.6K - $31.8K
|
1.49K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56+ 1.65% |
$24.6K - $31.8K
|
3.45K
$3.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
54+ 5.22% |
$23.8K - $30.7K
|
1.09K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
54+ 10.82% |
$23.8K - $30.7K
|
553
$550K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
54+ 7.7% |
$23.8K - $30.7K
|
755
$751K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
54+ 2.88% |
$23.8K - $30.7K
|
1.93K
$1.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
53+ 0.1% |
$23.3K - $30.1K
|
50.9K
$50.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
53+ 7.76% |
$23.3K - $30.1K
|
736
$732K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
53+ 2.58% |
$23.3K - $30.1K
|
2.11K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 3.69% |
$23.3K - $30.1K
|
1.49K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
52+ 1.48% |
$22.9K - $29.5K
|
3.57K
$3.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
52+ 8.13% |
$22.9K - $29.5K
|
692
$688K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
52+ 0.68% |
$22.9K - $29.5K
|
7.75K
$7.71M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
52+ 0.63% |
$22.9K - $29.5K
|
8.36K
$8.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
51New |
$22.4K - $29K
|
51
$50.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
51+ 2.39% |
$22.4K - $29K
|
2.18K
$2.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
51+ 1.56% |
$22.4K - $29K
|
3.33K
$3.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
50+ 10.78% |
$22K - $28.4K
|
514
$511K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
50+ 0.4% |
$22K - $28.4K
|
12.5K
$12.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
50+ 2.78% |
$22K - $28.4K
|
1.85K
$1.84M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
50+ 4.0% |
$22K - $28.4K
|
1.3K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
50+ 3.16% |
$22K - $28.4K
|
1.63K
$1.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
50+ 0.78% |
$22K - $28.4K
|
6.46K
$6.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 10.0% |
$22K - $28.4K
|
550
$547K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
50+ 14.97% |
$22K - $28.4K
|
384
$382K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
49+ 4.93% |
$21.6K - $27.8K
|
1.04K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
49+ 1.78% |
$21.6K - $27.8K
|
2.81K
$2.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
49+ 0.63% |
$21.6K - $27.8K
|
7.83K
$7.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49+ 6.84% |
$21.6K - $27.8K
|
765
$761K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
49+ 1.93% |
$21.6K - $27.8K
|
2.59K
$2.58M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
48+ 3.35% |
$21.1K - $27.3K
|
1.48K
$1.47M
|