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 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.3% |
$3.08K - $3.97K
|
2.34K
$2.33M
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7+ 1.43% |
$3.08K - $3.97K
|
495
$492K
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
7+ 1.05% |
$3.08K - $3.97K
|
672
$668K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 1.15% |
$3.08K - $3.97K
|
615
$612K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
6+ 0.05% |
$2.64K - $3.41K
|
11.3K
$11.2M
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
6+ 1.18% |
$2.64K - $3.41K
|
514
$511K
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
6+ 0.35% |
$2.64K - $3.41K
|
1.74K
$1.73M
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
6+ 0.04% |
$2.64K - $3.41K
|
13.5K
$13.4M
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
6+ 0.2% |
$2.64K - $3.41K
|
3.06K
$3.05M
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
6+ 4.29% |
$2.64K - $3.41K
|
146
$145K
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6+ 1.08% |
$2.64K - $3.41K
|
563
$560K
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.3% |
$2.64K - $3.41K
|
2.02K
$2M
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6New |
$2.64K - $3.41K
|
6
$5.97K
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6+ 0.01% |
$2.64K - $3.41K
|
78.7K
$78.3M
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
6+ 0.83% |
$2.64K - $3.41K
|
727
$723K
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
5+ 3.76% |
$2.2K - $2.84K
|
138
$137K
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
5+ 0.24% |
$2.2K - $2.84K
|
2.09K
$2.08M
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$2.2K - $2.84K
|
5
$4.97K
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.86% |
$1.76K - $2.27K
|
470
$468K
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4+ 0.02% |
$1.76K - $2.27K
|
17.2K
$17.1M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.05% |
$1.32K - $1.7K
|
5.57K
$5.54M
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.23% |
$1.32K - $1.7K
|
1.31K
$1.31M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.32K - $1.7K
|
1.74K
$1.73M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$1.32K - $1.7K
|
2.74K
$2.73M
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.13% |
$880 - $1.14K
|
1.49K
$1.48M
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2+ 0.26% |
$880 - $1.14K
|
760
$756K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.08% |
$880 - $1.14K
|
2.45K
$2.44M
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$880 - $1.14K
|
1.44K
$1.43M
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$880 - $1.14K
|
28.9K
$28.7M
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 11.11% |
$880 - $1.14K
|
20
$19.9K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.12% |
$880 - $1.14K
|
1.61K
$1.6M
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.15% |
$880 - $1.14K
|
1.36K
$1.35M
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2+ 0.04% |
$880 - $1.14K
|
5.05K
$5.02M
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$880 - $1.14K
|
2
$1.99K
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.22% |
$440 - $568
|
457
$455K
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.06% |
$440 - $568
|
1.58K
$1.57M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$440 - $568
|
815
$811K
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.18% |
$440 - $568
|
568
$565K
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1+ 0.22% |
$440 - $568
|
456
$454K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$440 - $568
|
957
$952K
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$440 - $568
|
1
$995
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.1% |
$440 - $568
|
970
$965K
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.22% |
$440 - $568
|
463
$461K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.06% |
$440 - $568
|
1.69K
$1.68M
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.09% |
$440 - $568
|
1.18K
$1.17M
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.07% |
$440 - $568
|
1.41K
$1.41M
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.08% |
$440 - $568
|
1.25K
$1.24M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.15% |
$440 - $568
|
666
$662K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.16% |
$440 - $568
|
633
$630K
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.08% |
$440 - $568
|
1.2K
$1.19M
|