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
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
22+ 0.73% |
$9.68K - $12.5K
|
3.03K
$3.02M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 1.01% |
$9.68K - $12.5K
|
2.2K
$2.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
21+ 3.78% |
$9.24K - $11.9K
|
577
$574K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
21+ 0.99% |
$9.24K - $11.9K
|
2.15K
$2.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
21+ 2.91% |
$9.24K - $11.9K
|
743
$739K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
21+ 2.92% |
$9.24K - $11.9K
|
741
$737K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21+ 1.73% |
$9.24K - $11.9K
|
1.24K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21+ 0.97% |
$9.24K - $11.9K
|
2.18K
$2.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21New |
$9.24K - $11.9K
|
21
$20.9K
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
20+ 1.05% |
$8.8K - $11.4K
|
1.92K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
20+ 0.52% |
$8.8K - $11.4K
|
3.86K
$3.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.67% |
$8.8K - $11.4K
|
2.99K
$2.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
20+ 1.38% |
$8.8K - $11.4K
|
1.47K
$1.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 1.03% |
$8.8K - $11.4K
|
1.96K
$1.95M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20+ 2.25% |
$8.8K - $11.4K
|
909
$904K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
20+ 0.99% |
$8.8K - $11.4K
|
2.03K
$2.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.23% |
$8.36K - $10.8K
|
8.32K
$8.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
19+ 0.68% |
$8.36K - $10.8K
|
2.8K
$2.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19+ 3.01% |
$8.36K - $10.8K
|
650
$647K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
18+ 1.3% |
$7.92K - $10.2K
|
1.41K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
18+ 1.19% |
$7.92K - $10.2K
|
1.53K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
18+ 0.94% |
$7.92K - $10.2K
|
1.93K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18New |
$7.92K - $10.2K
|
18
$17.9K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
18+ 0.77% |
$7.92K - $10.2K
|
2.36K
$2.35M
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
17+ 3.61% |
$7.48K - $9.65K
|
488
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
17New |
$7.48K - $9.65K
|
17
$16.9K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17+ 0.56% |
$7.48K - $9.65K
|
3.08K
$3.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
17+ 2.62% |
$7.48K - $9.65K
|
666
$662K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
17+ 0.57% |
$7.48K - $9.65K
|
3K
$2.98M
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
BUY
|
- |
17+ 5.99% |
$7.48K - $9.65K
|
301
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
17+ 0.77% |
$7.48K - $9.65K
|
2.23K
$2.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
17+ 1.34% |
$7.48K - $9.65K
|
1.28K
$1.28M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
17+ 0.56% |
$7.48K - $9.65K
|
3.08K
$3.06M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.95% |
$7.04K - $9.08K
|
1.7K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
16+ 2.32% |
$7.04K - $9.08K
|
705
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
16New |
$7.04K - $9.08K
|
16
$15.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 39.02% |
$7.04K - $9.08K
|
57
$56.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
16+ 1.42% |
$7.04K - $9.08K
|
1.15K
$1.14M
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
15+ 2.17% |
$6.6K - $8.52K
|
706
$702K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15+ 2.67% |
$6.6K - $8.52K
|
577
$574K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$6.6K - $8.52K
|
15
$14.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
15+ 0.49% |
$6.6K - $8.52K
|
3.1K
$3.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 0.63% |
$6.6K - $8.52K
|
2.41K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
15+ 1.3% |
$6.6K - $8.52K
|
1.17K
$1.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.38% |
$6.6K - $8.52K
|
1.1K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
15+ 1.52% |
$6.6K - $8.52K
|
1.01K
$1M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 9.09% |
$6.6K - $8.52K
|
180
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
15+ 0.4% |
$6.6K - $8.52K
|
3.74K
$3.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 3.23% |
$6.16K - $7.95K
|
448
$446K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
14+ 2.22% |
$6.16K - $7.95K
|
644
$641K
|