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 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
88+ 141.94% |
$47.8K - $59.9K
|
150
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
88+ 1.17% |
$47.8K - $59.9K
|
7.62K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
88+ 2.8% |
$47.8K - $59.9K
|
3.23K
$3.03M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 21.67% |
$47.8K - $59.9K
|
494
$463K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
87+ 7.34% |
$47.2K - $59.3K
|
1.27K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
87+ 0.72% |
$47.2K - $59.3K
|
12.1K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
87+ 4.62% |
$47.2K - $59.3K
|
1.97K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
87New |
$47.2K - $59.3K
|
87
$81.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
86+ 0.5% |
$46.7K - $58.6K
|
17.4K
$16.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
86+ 3.03% |
$46.7K - $58.6K
|
2.93K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
86+ 2.23% |
$46.7K - $58.6K
|
3.94K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
86+ 10.7% |
$46.7K - $58.6K
|
890
$834K
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
85+ 0.47% |
$46.2K - $57.9K
|
18.3K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
85+ 0.44% |
$46.2K - $57.9K
|
19.5K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
85+ 5.12% |
$46.2K - $57.9K
|
1.75K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
84+ 0.44% |
$45.6K - $57.2K
|
19.1K
$17.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
83+ 0.95% |
$45.1K - $56.5K
|
8.86K
$8.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
83+ 10.09% |
$45.1K - $56.5K
|
906
$849K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
83+ 8.12% |
$45.1K - $56.5K
|
1.11K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
82+ 0.66% |
$44.5K - $55.9K
|
12.5K
$11.7M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
82New |
$44.5K - $55.9K
|
82
$76.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
81+ 13.66% |
$44K - $55.2K
|
674
$631K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
81+ 0.76% |
$44K - $55.2K
|
10.7K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
81+ 2.98% |
$44K - $55.2K
|
2.8K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
81+ 6.35% |
$44K - $55.2K
|
1.36K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
81+ 16.23% |
$44K - $55.2K
|
580
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
81+ 5.14% |
$44K - $55.2K
|
1.66K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
80+ 0.43% |
$43.4K - $54.5K
|
18.7K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
80+ 6.93% |
$43.4K - $54.5K
|
1.23K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
79+ 0.67% |
$42.9K - $53.8K
|
11.8K
$11.1M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
79+ 21.01% |
$42.9K - $53.8K
|
455
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
79+ 4.69% |
$42.9K - $53.8K
|
1.76K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
78+ 11.13% |
$42.4K - $53.1K
|
779
$730K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
77+ 9.53% |
$41.8K - $52.5K
|
885
$829K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
76+ 47.2% |
$41.3K - $51.8K
|
237
$222K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
76+ 3.02% |
$41.3K - $51.8K
|
2.59K
$2.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
75+ 2.67% |
$40.7K - $51.1K
|
2.89K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
75+ 3.9% |
$40.7K - $51.1K
|
2K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
75+ 2.51% |
$40.7K - $51.1K
|
3.06K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
75+ 1.67% |
$40.7K - $51.1K
|
4.58K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
75+ 0.87% |
$40.7K - $51.1K
|
8.67K
$8.12M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
75+ 2.01% |
$40.7K - $51.1K
|
3.8K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
75+ 16.63% |
$40.7K - $51.1K
|
526
$493K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
74New |
$40.2K - $50.4K
|
74
$69.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
74+ 13.65% |
$40.2K - $50.4K
|
616
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
74+ 1.59% |
$40.2K - $50.4K
|
4.73K
$4.43M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
74+ 0.47% |
$40.2K - $50.4K
|
15.8K
$14.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
73+ 4.56% |
$39.6K - $49.7K
|
1.67K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
73+ 0.5% |
$39.6K - $49.7K
|
14.5K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
73+ 2.17% |
$39.6K - $49.7K
|
3.44K
$3.23M
|