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 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.3% |
$18.5K - $23.2K
|
2.64K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 340.0% |
$18.5K - $23.2K
|
44
$41.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
33+ 0.22% |
$17.9K - $22.5K
|
15.4K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33+ 0.82% |
$17.9K - $22.5K
|
4.08K
$3.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 3.51% |
$17.4K - $21.8K
|
944
$884K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 4.95% |
$17.4K - $21.8K
|
679
$636K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
32+ 2.24% |
$17.4K - $21.8K
|
1.46K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 1.46% |
$17.4K - $21.8K
|
2.22K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
32New |
$17.4K - $21.8K
|
32
$30K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
31+ 1.09% |
$16.8K - $21.1K
|
2.87K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31+ 2.19% |
$16.8K - $21.1K
|
1.45K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
31+ 0.97% |
$16.8K - $21.1K
|
3.21K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
30+ 4.0% |
$16.3K - $20.4K
|
780
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
30+ 5.91% |
$16.3K - $20.4K
|
538
$504K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
30+ 200.0% |
$16.3K - $20.4K
|
45
$42.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 2.37% |
$16.3K - $20.4K
|
1.29K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
30+ 3.39% |
$16.3K - $20.4K
|
916
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 4.62% |
$16.3K - $20.4K
|
679
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
29+ 16.29% |
$15.7K - $19.8K
|
207
$194K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
29+ 0.64% |
$15.7K - $19.8K
|
4.59K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
29+ 7.49% |
$15.7K - $19.8K
|
416
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29New |
$15.7K - $19.8K
|
29
$27.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
29New |
$15.7K - $19.8K
|
29
$27.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
BUY
|
- |
28+ 0.21% |
$15.2K - $19.1K
|
13.4K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
28+ 0.63% |
$15.2K - $19.1K
|
4.46K
$4.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
28+ 2.06% |
$15.2K - $19.1K
|
1.39K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
28+ 0.19% |
$15.2K - $19.1K
|
14.7K
$13.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27+ 5.15% |
$14.7K - $18.4K
|
551
$516K
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
27+ 5.53% |
$14.7K - $18.4K
|
515
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27New |
$14.7K - $18.4K
|
27
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
27+ 5.97% |
$14.7K - $18.4K
|
479
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
27New |
$14.7K - $18.4K
|
27
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.19% |
$14.7K - $18.4K
|
14K
$13.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27+ 0.31% |
$14.7K - $18.4K
|
8.64K
$8.1M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.22% |
$14.7K - $18.4K
|
12.4K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
26+ 4.18% |
$14.1K - $17.7K
|
648
$607K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26+ 4.57% |
$14.1K - $17.7K
|
595
$557K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
26+ 7.16% |
$14.1K - $17.7K
|
389
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
26+ 6.06% |
$14.1K - $17.7K
|
455
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 3.96% |
$13.6K - $17K
|
656
$615K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
25+ 1.21% |
$13.6K - $17K
|
2.09K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
25+ 2.03% |
$13.6K - $17K
|
1.26K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 0.11% |
$13.6K - $17K
|
23.3K
$21.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 0.77% |
$13.6K - $17K
|
3.29K
$3.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
25+ 4.97% |
$13.6K - $17K
|
528
$495K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25+ 3.63% |
$13.6K - $17K
|
714
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 2.56% |
$13.6K - $17K
|
1K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
25+ 3.59% |
$13.6K - $17K
|
722
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25+ 5.63% |
$13.6K - $17K
|
469
$439K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25+ 0.67% |
$13.6K - $17K
|
3.74K
$3.51M
|