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
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.93KNew |
$851K - $1.1M
|
1.93K
$1.92M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.91KNew |
$841K - $1.08M
|
1.91K
$1.9M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.89KNew |
$833K - $1.07M
|
1.89K
$1.88M
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.88K+ 7.33% |
$827K - $1.07M
|
27.5K
$27.3M
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.88KNew |
$826K - $1.07M
|
1.88K
$1.86M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.87K+ 6.58% |
$822K - $1.06M
|
30.3K
$30.1M
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.85KNew |
$816K - $1.05M
|
1.85K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.82K+ 149.55% |
$802K - $1.04M
|
3.04K
$3.02M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.81K+ 204.74% |
$798K - $1.03M
|
2.7K
$2.68M
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
1.8K+ 20.22% |
$792K - $1.02M
|
10.7K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.8K+ 1.32% |
$791K - $1.02M
|
138K
$137M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.8K+ 9.36% |
$790K - $1.02M
|
21K
$20.8M
|
|
Feb 11, 2022
Q4 2021
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.77KNew |
$780K - $1.01M
|
1.77K
$1.76M
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.76K+ 61.07% |
$775K - $999K
|
4.64K
$4.61M
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.76KNew |
$774K - $998K
|
1.76K
$1.75M
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.75K+ 23.79% |
$768K - $991K
|
9.08K
$9.02M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
1.73K+ 2.2% |
$760K - $981K
|
80.4K
$79.8M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.72K+ 4.76% |
$757K - $977K
|
37.9K
$37.6M
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.71KNew |
$754K - $972K
|
1.71K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Precept Management LLC
Dallas, TX |
BUY
|
- |
1.71K+ 171.0% |
$753K - $971K
|
2.71K
$2.69M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.71K+ 0.24% |
$753K - $971K
|
705K
$700M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.7K+ 7.05% |
$746K - $963K
|
25.7K
$25.6M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 15.02% |
$743K - $958K
|
12.9K
$12.8M
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.68K+ 41.51% |
$739K - $953K
|
5.72K
$5.69M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 11.39% |
$733K - $946K
|
16.3K
$16.2M
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.66KNew |
$731K - $943K
|
1.66K
$1.65M
|
|
Jan 24, 2022
Q4 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.65K+ 2.05% |
$728K - $939K
|
82.3K
$81.7M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.65KNew |
$724K - $934K
|
1.65K
$1.63M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.63K+ 19.16% |
$719K - $928K
|
10.2K
$10.1M
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
1.63KNew |
$719K - $927K
|
1.63K
$1.62M
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.63KNew |
$717K - $925K
|
1.63K
$1.62M
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$710K - $916K
|
1.61K
$1.6M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 55.43% |
$710K - $916K
|
4.52K
$4.49M
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.61KNew |
$708K - $913K
|
1.61K
$1.6M
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.6KNew |
$705K - $909K
|
1.6K
$1.59M
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.6K+ 30.35% |
$704K - $908K
|
6.87K
$6.83M
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.59K+ 17.49% |
$698K - $900K
|
10.7K
$10.6M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.58K+ 23.28% |
$696K - $898K
|
8.37K
$8.32M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1.57K+ 45.55% |
$690K - $890K
|
5.01K
$4.98M
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$687K - $886K
|
1.56K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.56K+ 3.77% |
$686K - $885K
|
42.9K
$42.6M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.55KNew |
$684K - $882K
|
1.55K
$1.54M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.55KNew |
$680K - $877K
|
1.55K
$1.53M
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.53K+ 217.47% |
$674K - $869K
|
2.24K
$2.22M
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.53K+ 8.49% |
$672K - $867K
|
19.5K
$19.4M
|
|
Feb 07, 2022
Q4 2021
|
Nat West Group PLC
|
BUY
|
- |
1.52K+ 11.78% |
$667K - $860K
|
14.4K
$14.3M
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.51K+ 285.8% |
$664K - $857K
|
2.04K
$2.02M
|
|
Feb 07, 2022
Q4 2021
|
Beck Bode, LLC
|
BUY
|
- |
1.51KNew |
$664K - $856K
|
1.51K
$1.5M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.5KNew |
$661K - $853K
|
1.5K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.5K+ 52.54% |
$660K - $852K
|
4.36K
$4.33M
|