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 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45+ 1.04% |
$24.4K - $30.7K
|
4.36K
$4.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
45+ 5.48% |
$24.4K - $30.7K
|
866
$811K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
45+ 2.26% |
$24.4K - $30.7K
|
2.03K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
45New |
$24.4K - $30.7K
|
45
$42.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
45+ 1.68% |
$24.4K - $30.7K
|
2.72K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 5.14% |
$24.4K - $30.7K
|
920
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 3.07% |
$24.4K - $30.7K
|
1.51K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
44+ 2.21% |
$23.9K - $30K
|
2.03K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
44+ 6.27% |
$23.9K - $30K
|
746
$699K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
44+ 3.5% |
$23.9K - $30K
|
1.3K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
44+ 3.07% |
$23.9K - $30K
|
1.48K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
43+ 0.97% |
$23.4K - $29.3K
|
4.49K
$4.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.43% |
$23.4K - $29.3K
|
9.97K
$9.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
43+ 3.62% |
$23.4K - $29.3K
|
1.23K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
43+ 14.43% |
$23.4K - $29.3K
|
341
$319K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
41+ 0.76% |
$22.3K - $27.9K
|
5.44K
$5.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
41+ 8.28% |
$22.3K - $27.9K
|
536
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
41+ 3.89% |
$22.3K - $27.9K
|
1.1K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
41+ 6.27% |
$22.3K - $27.9K
|
695
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
41+ 6.0% |
$22.3K - $27.9K
|
724
$678K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
40+ 6.84% |
$21.7K - $27.2K
|
625
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
40+ 0.13% |
$21.7K - $27.2K
|
31.4K
$29.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
40New |
$21.7K - $27.2K
|
40
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
40+ 11.11% |
$21.7K - $27.2K
|
400
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
39+ 1.45% |
$21.2K - $26.6K
|
2.73K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
39+ 1.67% |
$21.2K - $26.6K
|
2.37K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
39+ 0.78% |
$21.2K - $26.6K
|
5.06K
$4.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
38+ 1.93% |
$20.6K - $25.9K
|
2.01K
$1.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
38New |
$20.6K - $25.9K
|
38
$35.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 0.62% |
$20.6K - $25.9K
|
6.13K
$5.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
38+ 8.56% |
$20.6K - $25.9K
|
482
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
38+ 1.03% |
$20.6K - $25.9K
|
3.72K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38+ 6.35% |
$20.6K - $25.9K
|
636
$596K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
37+ 9.07% |
$20.1K - $25.2K
|
445
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
37+ 4.87% |
$20.1K - $25.2K
|
796
$746K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
36+ 1.02% |
$19.5K - $24.5K
|
3.56K
$3.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 2.28% |
$19.5K - $24.5K
|
1.62K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
35+ 2.39% |
$19K - $23.8K
|
1.5K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 1.57% |
$19K - $23.8K
|
2.26K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
35+ 7.92% |
$19K - $23.8K
|
477
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
35+ 4.52% |
$19K - $23.8K
|
810
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 0.74% |
$19K - $23.8K
|
4.76K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
35+ 0.58% |
$19K - $23.8K
|
6.02K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
35+ 1.24% |
$19K - $23.8K
|
2.87K
$2.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 8.54% |
$18.5K - $23.2K
|
432
$405K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
34+ 9.07% |
$18.5K - $23.2K
|
409
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
34+ 0.86% |
$18.5K - $23.2K
|
4K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
34+ 1.72% |
$18.5K - $23.2K
|
2.01K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
34+ 4.4% |
$18.5K - $23.2K
|
806
$755K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
34+ 0.84% |
$18.5K - $23.2K
|
4.06K
$3.8M
|