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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
48+ 3.63% |
$26.1K - $32.7K
|
1.37K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
48+ 9.54% |
$26.1K - $32.7K
|
551
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
48+ 3.01% |
$26.1K - $32.7K
|
1.64K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
48+ 0.74% |
$26.1K - $32.7K
|
6.5K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
48+ 6.63% |
$26.1K - $32.7K
|
772
$736K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
47+ 10.38% |
$25.5K - $32K
|
500
$477K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
47+ 2.07% |
$25.5K - $32K
|
2.32K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
47+ 0.73% |
$25.5K - $32K
|
6.46K
$6.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
47New |
$25.5K - $32K
|
47
$44.8K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
47+ 0.96% |
$25.5K - $32K
|
4.96K
$4.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
46+ 1.57% |
$25K - $31.3K
|
2.98K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
46+ 16.67% |
$25K - $31.3K
|
322
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
46+ 1.85% |
$25K - $31.3K
|
2.54K
$2.42M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
46+ 0.43% |
$25K - $31.3K
|
10.8K
$10.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
45+ 2.5% |
$24.4K - $30.7K
|
1.84K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
45+ 1.04% |
$24.4K - $30.7K
|
4.36K
$4.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
45+ 5.48% |
$24.4K - $30.7K
|
866
$826K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
45+ 2.26% |
$24.4K - $30.7K
|
2.03K
$1.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
45New |
$24.4K - $30.7K
|
45
$42.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
45+ 1.68% |
$24.4K - $30.7K
|
2.72K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
45+ 5.14% |
$24.4K - $30.7K
|
920
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 3.07% |
$24.4K - $30.7K
|
1.51K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
44+ 2.21% |
$23.9K - $30K
|
2.03K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
44+ 6.27% |
$23.9K - $30K
|
746
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
44+ 3.5% |
$23.9K - $30K
|
1.3K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
44+ 3.07% |
$23.9K - $30K
|
1.48K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
43+ 0.97% |
$23.4K - $29.3K
|
4.49K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
43+ 0.43% |
$23.4K - $29.3K
|
9.97K
$9.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
43+ 3.62% |
$23.4K - $29.3K
|
1.23K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
43+ 14.43% |
$23.4K - $29.3K
|
341
$325K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
41+ 0.76% |
$22.3K - $27.9K
|
5.44K
$5.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
41+ 8.28% |
$22.3K - $27.9K
|
536
$511K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
41+ 3.89% |
$22.3K - $27.9K
|
1.1K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
41+ 6.27% |
$22.3K - $27.9K
|
695
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
41+ 6.0% |
$22.3K - $27.9K
|
724
$691K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
40+ 6.84% |
$21.7K - $27.2K
|
625
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
40+ 0.13% |
$21.7K - $27.2K
|
31.4K
$29.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
40New |
$21.7K - $27.2K
|
40
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
40+ 11.11% |
$21.7K - $27.2K
|
400
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
39+ 1.45% |
$21.2K - $26.6K
|
2.73K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
39+ 1.67% |
$21.2K - $26.6K
|
2.37K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
39+ 0.78% |
$21.2K - $26.6K
|
5.06K
$4.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
38+ 1.93% |
$20.6K - $25.9K
|
2.01K
$1.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
38New |
$20.6K - $25.9K
|
38
$36.2K
|
|
|
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
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
38+ 8.56% |
$20.6K - $25.9K
|
482
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
38+ 1.03% |
$20.6K - $25.9K
|
3.72K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
38+ 6.35% |
$20.6K - $25.9K
|
636
$607K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
37+ 9.07% |
$20.1K - $25.2K
|
445
$424K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
37+ 4.87% |
$20.1K - $25.2K
|
796
$759K
|