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 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 4.56% |
$6.16K - $7.95K
|
321
$319K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.64% |
$6.16K - $7.95K
|
2.19K
$2.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
BUY
|
- |
13+ 2.35% |
$5.72K - $7.38K
|
566
$563K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
12+ 1.41% |
$5.28K - $6.81K
|
864
$859K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12New |
$5.28K - $6.81K
|
12
$11.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 52.17% |
$5.28K - $6.81K
|
35
$34.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.52% |
$5.28K - $6.81K
|
2.34K
$2.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 6.03% |
$5.28K - $6.81K
|
211
$210K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
12+ 0.74% |
$5.28K - $6.81K
|
1.64K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
12+ 0.5% |
$5.28K - $6.81K
|
2.44K
$2.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$4.84K - $6.25K
|
9.57K
$9.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11+ 0.32% |
$4.84K - $6.25K
|
3.48K
$3.46M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
11+ 0.55% |
$4.84K - $6.25K
|
2K
$1.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 2.33% |
$4.84K - $6.25K
|
484
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11+ 0.75% |
$4.84K - $6.25K
|
1.49K
$1.48M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
10+ 0.37% |
$4.4K - $5.68K
|
2.73K
$2.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 0.71% |
$4.4K - $5.68K
|
1.41K
$1.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10+ 1.78% |
$4.4K - $5.68K
|
573
$570K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10New |
$4.4K - $5.68K
|
10
$9.95K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10+ 6.25% |
$4.4K - $5.68K
|
170
$169K
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
10+ 2.04% |
$4.4K - $5.68K
|
501
$498K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 0.84% |
$4.4K - $5.68K
|
1.2K
$1.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 2.02% |
$4.4K - $5.68K
|
504
$501K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 1.51% |
$4.4K - $5.68K
|
673
$669K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.18% |
$4.4K - $5.68K
|
857
$852K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10+ 2.03% |
$4.4K - $5.68K
|
503
$500K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
10+ 0.84% |
$4.4K - $5.68K
|
1.21K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10+ 17.86% |
$4.4K - $5.68K
|
66
$65.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10+ 23.81% |
$4.4K - $5.68K
|
52
$51.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10New |
$4.4K - $5.68K
|
10
$9.95K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9+ 0.99% |
$3.96K - $5.11K
|
922
$917K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
9+ 1.85% |
$3.96K - $5.11K
|
495
$492K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
9+ 5.39% |
$3.96K - $5.11K
|
176
$175K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.77% |
$3.96K - $5.11K
|
1.18K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
9+ 1.17% |
$3.96K - $5.11K
|
775
$771K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
9+ 0.05% |
$3.96K - $5.11K
|
18K
$17.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9+ 1.36% |
$3.96K - $5.11K
|
673
$669K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9+ 1.05% |
$3.96K - $5.11K
|
868
$863K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 0.82% |
$3.52K - $4.54K
|
985
$980K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
8+ 0.17% |
$3.52K - $4.54K
|
4.78K
$4.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
8+ 0.55% |
$3.52K - $4.54K
|
1.45K
$1.45M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.94% |
$3.52K - $4.54K
|
860
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
8+ 0.28% |
$3.52K - $4.54K
|
2.83K
$2.81M
|
|
|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.03% |
$3.52K - $4.54K
|
29.9K
$29.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
7+ 1.2% |
$3.08K - $3.97K
|
591
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 2.66% |
$3.08K - $3.97K
|
270
$269K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
7+ 0.33% |
$3.08K - $3.97K
|
2.16K
$2.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
7+ 1.37% |
$3.08K - $3.97K
|
519
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$3.08K - $3.97K
|
2.47K
$2.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7+ 0.04% |
$3.08K - $3.97K
|
17.2K
$17.2M
|