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 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
36+ 1.02% |
$19.5K - $24.5K
|
3.56K
$3.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 2.28% |
$19.5K - $24.5K
|
1.62K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
35+ 2.39% |
$19K - $23.8K
|
1.5K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 1.57% |
$19K - $23.8K
|
2.26K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
35+ 7.92% |
$19K - $23.8K
|
477
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
35+ 4.52% |
$19K - $23.8K
|
810
$773K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 0.74% |
$19K - $23.8K
|
4.76K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
35+ 0.58% |
$19K - $23.8K
|
6.02K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
35+ 1.24% |
$19K - $23.8K
|
2.87K
$2.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
34+ 8.54% |
$18.5K - $23.2K
|
432
$412K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
34+ 9.07% |
$18.5K - $23.2K
|
409
$390K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
34+ 0.86% |
$18.5K - $23.2K
|
4K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
34+ 1.72% |
$18.5K - $23.2K
|
2.01K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
34+ 4.4% |
$18.5K - $23.2K
|
806
$769K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
34+ 0.84% |
$18.5K - $23.2K
|
4.06K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.3% |
$18.5K - $23.2K
|
2.64K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 340.0% |
$18.5K - $23.2K
|
44
$42K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34+ 2.09% |
$18.5K - $23.2K
|
1.66K
$1.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
33+ 0.22% |
$17.9K - $22.5K
|
15.4K
$14.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33+ 0.82% |
$17.9K - $22.5K
|
4.08K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 3.51% |
$17.4K - $21.8K
|
944
$900K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 4.95% |
$17.4K - $21.8K
|
679
$648K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
32+ 2.24% |
$17.4K - $21.8K
|
1.46K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 1.46% |
$17.4K - $21.8K
|
2.22K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
32New |
$17.4K - $21.8K
|
32
$30.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
31+ 1.09% |
$16.8K - $21.1K
|
2.87K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31+ 2.19% |
$16.8K - $21.1K
|
1.45K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
31+ 0.97% |
$16.8K - $21.1K
|
3.21K
$3.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
30+ 4.0% |
$16.3K - $20.4K
|
780
$744K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
30+ 5.91% |
$16.3K - $20.4K
|
538
$513K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
30+ 200.0% |
$16.3K - $20.4K
|
45
$42.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 2.37% |
$16.3K - $20.4K
|
1.29K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
30+ 3.39% |
$16.3K - $20.4K
|
916
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 4.62% |
$16.3K - $20.4K
|
679
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29+ 16.29% |
$15.7K - $19.8K
|
207
$197K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
29+ 0.64% |
$15.7K - $19.8K
|
4.59K
$4.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
29+ 7.49% |
$15.7K - $19.8K
|
416
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29New |
$15.7K - $19.8K
|
29
$27.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
29New |
$15.7K - $19.8K
|
29
$27.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
28+ 0.21% |
$15.2K - $19.1K
|
13.4K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
28+ 0.63% |
$15.2K - $19.1K
|
4.46K
$4.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 2.06% |
$15.2K - $19.1K
|
1.39K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
28+ 0.19% |
$15.2K - $19.1K
|
14.7K
$14.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
28+ 4.18% |
$15.2K - $19.1K
|
698
$666K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
28+ 5.05% |
$15.2K - $19.1K
|
582
$555K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27+ 5.15% |
$14.7K - $18.4K
|
551
$526K
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
27+ 5.53% |
$14.7K - $18.4K
|
515
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27New |
$14.7K - $18.4K
|
27
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
27+ 5.97% |
$14.7K - $18.4K
|
479
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$14.7K - $18.4K
|
27
$25.8K
|