Purchases and Sales Made in Q4 2023 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 2023. 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 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
134+ 3.47% |
$72.8K - $91.3K
|
3.99K
$3.74M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
133+ 1.76% |
$72.2K - $90.6K
|
7.67K
$7.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
133+ 5.17% |
$72.2K - $90.6K
|
2.71K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 31.07% |
$72.2K - $90.6K
|
561
$526K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 31.07% |
$72.2K - $90.6K
|
561
$526K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
131+ 0.92% |
$71.1K - $89.2K
|
14.3K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
131+ 10.48% |
$71.1K - $89.2K
|
1.38K
$1.29M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 5.41% |
$71.1K - $89.2K
|
2.55K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
130+ 1.74% |
$70.6K - $88.6K
|
7.59K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130+ 1.51% |
$70.6K - $88.6K
|
8.76K
$8.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
129+ 0.61% |
$70.1K - $87.9K
|
21.1K
$19.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
128+ 2.61% |
$69.5K - $87.2K
|
5.03K
$4.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
127+ 21.53% |
$69K - $86.5K
|
717
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
127+ 2.54% |
$69K - $86.5K
|
5.13K
$4.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125+ 27.17% |
$67.9K - $85.2K
|
585
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
125+ 11.79% |
$67.9K - $85.2K
|
1.19K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
123+ 1.52% |
$66.8K - $83.8K
|
8.22K
$7.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
122+ 4.85% |
$66.2K - $83.1K
|
2.64K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
122+ 10.45% |
$66.2K - $83.1K
|
1.29K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
122+ 1.02% |
$66.2K - $83.1K
|
12.1K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
122+ 16.94% |
$66.2K - $83.1K
|
842
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
121+ 0.73% |
$65.7K - $82.4K
|
16.8K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
121New |
$65.7K - $82.4K
|
121
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
119+ 2.79% |
$64.6K - $81.1K
|
4.38K
$4.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
119+ 1.28% |
$64.6K - $81.1K
|
9.39K
$8.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
119+ 3.99% |
$64.6K - $81.1K
|
3.1K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
119+ 3.08% |
$64.6K - $81.1K
|
3.99K
$3.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
118+ 1.97% |
$64.1K - $80.4K
|
6.09K
$5.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
118+ 0.84% |
$64.1K - $80.4K
|
14.1K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118+ 0.81% |
$64.1K - $80.4K
|
14.7K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
117+ 9.69% |
$63.5K - $79.7K
|
1.33K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
116+ 8.02% |
$63K - $79K
|
1.56K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116+ 8.83% |
$63K - $79K
|
1.43K
$1.34M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
115+ 59.28% |
$62.4K - $78.3K
|
309
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
115+ 0.54% |
$62.4K - $78.3K
|
21.4K
$20M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 7.12% |
$62.4K - $78.3K
|
1.73K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
114New |
$61.9K - $77.7K
|
114
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
113+ 2.57% |
$61.4K - $77K
|
4.51K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 2.3% |
$61.4K - $77K
|
5.03K
$4.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
112+ 28.57% |
$60.8K - $76.3K
|
504
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
110+ 2.0% |
$59.7K - $74.9K
|
5.62K
$5.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
109+ 3.23% |
$59.2K - $74.3K
|
3.48K
$3.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
109New |
$59.2K - $74.3K
|
109
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
109+ 5.79% |
$59.2K - $74.3K
|
1.99K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
109+ 11.0% |
$59.2K - $74.3K
|
1.1K
$1.03M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
109+ 2725.0% |
$59.2K - $74.3K
|
113
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
108+ 13.3% |
$58.6K - $73.6K
|
920
$862K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
106+ 5.68% |
$57.6K - $72.2K
|
1.97K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
106+ 23.3% |
$57.6K - $72.2K
|
561
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
106+ 7.92% |
$57.6K - $72.2K
|
1.45K
$1.35M
|