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 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
143New |
$77.7K - $97.4K
|
143
$136K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
142+ 36.41% |
$77.1K - $96.7K
|
532
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 1.92% |
$76K - $95.4K
|
7.43K
$7.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
138+ 11.14% |
$74.9K - $94K
|
1.38K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
137+ 5.14% |
$74.4K - $93.3K
|
2.8K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
136+ 8.85% |
$73.9K - $92.6K
|
1.67K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
136+ 52.92% |
$73.9K - $92.6K
|
393
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
135+ 30.27% |
$73.3K - $92K
|
581
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
135+ 14.52% |
$73.3K - $92K
|
1.07K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
135New |
$73.3K - $92K
|
135
$129K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
134+ 3.43% |
$72.8K - $91.3K
|
4.04K
$3.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
134+ 3.47% |
$72.8K - $91.3K
|
3.99K
$3.81M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
133+ 1.76% |
$72.2K - $90.6K
|
7.67K
$7.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
133+ 5.17% |
$72.2K - $90.6K
|
2.71K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 31.07% |
$72.2K - $90.6K
|
561
$535K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 31.07% |
$72.2K - $90.6K
|
561
$535K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
131+ 0.92% |
$71.1K - $89.2K
|
14.3K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
131+ 10.48% |
$71.1K - $89.2K
|
1.38K
$1.32M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
131+ 5.41% |
$71.1K - $89.2K
|
2.55K
$2.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
130+ 1.74% |
$70.6K - $88.6K
|
7.59K
$7.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130+ 1.51% |
$70.6K - $88.6K
|
8.76K
$8.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
129+ 0.61% |
$70.1K - $87.9K
|
21.1K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
128+ 2.61% |
$69.5K - $87.2K
|
5.03K
$4.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
127+ 21.53% |
$69K - $86.5K
|
717
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
127+ 2.54% |
$69K - $86.5K
|
5.13K
$4.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
125+ 27.17% |
$67.9K - $85.2K
|
585
$558K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
125+ 11.79% |
$67.9K - $85.2K
|
1.19K
$1.13M
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
125+ 30.49% |
$67.9K - $85.2K
|
535
$510K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
123+ 1.52% |
$66.8K - $83.8K
|
8.22K
$7.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
122+ 4.85% |
$66.2K - $83.1K
|
2.64K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
122+ 10.45% |
$66.2K - $83.1K
|
1.29K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
122+ 1.02% |
$66.2K - $83.1K
|
12.1K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
122+ 16.94% |
$66.2K - $83.1K
|
842
$803K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
121+ 0.73% |
$65.7K - $82.4K
|
16.8K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
121New |
$65.7K - $82.4K
|
121
$115K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
119+ 2.79% |
$64.6K - $81.1K
|
4.38K
$4.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
119+ 1.28% |
$64.6K - $81.1K
|
9.39K
$8.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
119+ 3.99% |
$64.6K - $81.1K
|
3.1K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
119+ 3.08% |
$64.6K - $81.1K
|
3.99K
$3.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
118+ 1.97% |
$64.1K - $80.4K
|
6.09K
$5.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
118+ 0.84% |
$64.1K - $80.4K
|
14.1K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118+ 0.81% |
$64.1K - $80.4K
|
14.7K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
117+ 9.69% |
$63.5K - $79.7K
|
1.33K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
116+ 8.02% |
$63K - $79K
|
1.56K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
116+ 8.83% |
$63K - $79K
|
1.43K
$1.36M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
115+ 59.28% |
$62.4K - $78.3K
|
309
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
115+ 0.54% |
$62.4K - $78.3K
|
21.4K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
115+ 7.12% |
$62.4K - $78.3K
|
1.73K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
114New |
$61.9K - $77.7K
|
114
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
113+ 2.57% |
$61.4K - $77K
|
4.51K
$4.3M
|