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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
58+ 4.35% |
$31.5K - $39.5K
|
1.39K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
57+ 1.68% |
$31K - $38.8K
|
3.45K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
57+ 9.6% |
$31K - $38.8K
|
651
$610K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
57+ 23.08% |
$31K - $38.8K
|
304
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 1.12% |
$30.4K - $38.1K
|
5.04K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
55+ 1.9% |
$29.9K - $37.5K
|
2.94K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
55New |
$29.9K - $37.5K
|
55
$51.5K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
55+ 2.71% |
$29.9K - $37.5K
|
2.09K
$1.96M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
55+ 8.53% |
$29.9K - $37.5K
|
700
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 1.95% |
$29.3K - $36.8K
|
2.82K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54+ 0.77% |
$29.3K - $36.8K
|
7.02K
$6.58M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54+ 1.95% |
$29.3K - $36.8K
|
2.82K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
53+ 14.93% |
$28.8K - $36.1K
|
408
$382K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
53+ 11.67% |
$28.8K - $36.1K
|
507
$475K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
53+ 0.91% |
$28.8K - $36.1K
|
5.9K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53+ 13.42% |
$28.8K - $36.1K
|
448
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
52+ 7.94% |
$28.2K - $35.4K
|
707
$662K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
52+ 1.0% |
$28.2K - $35.4K
|
5.24K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
52+ 9.06% |
$28.2K - $35.4K
|
626
$587K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
52New |
$28.2K - $35.4K
|
52
$48.7K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
51+ 1.44% |
$27.7K - $34.7K
|
3.6K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
51+ 1.69% |
$27.7K - $34.7K
|
3.07K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
51+ 3.04% |
$27.7K - $34.7K
|
1.73K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
51+ 0.99% |
$27.7K - $34.7K
|
5.22K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 4.34% |
$27.7K - $34.7K
|
1.23K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
51+ 2.85% |
$27.7K - $34.7K
|
1.84K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
50+ 0.26% |
$27.2K - $34.1K
|
19.4K
$18.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
50+ 3.74% |
$27.2K - $34.1K
|
1.39K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 9.43% |
$27.2K - $34.1K
|
580
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
50+ 1.02% |
$27.2K - $34.1K
|
4.95K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
50+ 12.5% |
$27.2K - $34.1K
|
450
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
50+ 1.14% |
$27.2K - $34.1K
|
4.45K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
50+ 6.1% |
$27.2K - $34.1K
|
870
$815K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
50+ 4.38% |
$27.2K - $34.1K
|
1.19K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
49+ 5.93% |
$26.6K - $33.4K
|
876
$821K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49+ 17.07% |
$26.6K - $33.4K
|
336
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48+ 3.63% |
$26.1K - $32.7K
|
1.37K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
48+ 9.54% |
$26.1K - $32.7K
|
551
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
48+ 3.01% |
$26.1K - $32.7K
|
1.64K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
48+ 0.74% |
$26.1K - $32.7K
|
6.5K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
48+ 6.63% |
$26.1K - $32.7K
|
772
$723K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
47+ 10.38% |
$25.5K - $32K
|
500
$468K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
47+ 2.07% |
$25.5K - $32K
|
2.32K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
47+ 0.73% |
$25.5K - $32K
|
6.46K
$6.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
47New |
$25.5K - $32K
|
47
$44K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
47+ 0.96% |
$25.5K - $32K
|
4.96K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
46+ 1.57% |
$25K - $31.3K
|
2.98K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
46+ 16.67% |
$25K - $31.3K
|
322
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46+ 1.85% |
$25K - $31.3K
|
2.54K
$2.38M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
45+ 2.5% |
$24.4K - $30.7K
|
1.84K
$1.73M
|