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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
25New |
$13.6K - $17K
|
25
$23.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
24+ 1.77% |
$13K - $16.3K
|
1.38K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
24+ 0.47% |
$13K - $16.3K
|
5.18K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$13K - $16.3K
|
24
$22.5K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 2.45% |
$13K - $16.3K
|
1.01K
$942K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 3.79% |
$12.5K - $15.7K
|
630
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
23+ 0.04% |
$12.5K - $15.7K
|
54.6K
$51.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
23+ 5.96% |
$12.5K - $15.7K
|
409
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 0.39% |
$12.5K - $15.7K
|
5.86K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23New |
$12.5K - $15.7K
|
23
$21.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
23+ 3.21% |
$12.5K - $15.7K
|
740
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
23+ 0.82% |
$12.5K - $15.7K
|
2.84K
$2.66M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.69% |
$12.5K - $15.7K
|
427
$400K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 0.17% |
$11.9K - $15K
|
13.3K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$11.9K - $15K
|
8.37K
$7.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
22+ 2.9% |
$11.9K - $15K
|
781
$732K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
22+ 1.41% |
$11.9K - $15K
|
1.58K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$11.9K - $15K
|
22
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22+ 1.3% |
$11.9K - $15K
|
1.71K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 1.29% |
$11.4K - $14.3K
|
1.64K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
21+ 3.76% |
$11.4K - $14.3K
|
580
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
21+ 2.74% |
$11.4K - $14.3K
|
787
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
21+ 3.97% |
$11.4K - $14.3K
|
550
$515K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.26% |
$11.4K - $14.3K
|
8.25K
$7.73M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$11.4K - $14.3K
|
21
$19.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
20+ 2.99% |
$10.9K - $13.6K
|
689
$646K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
20+ 0.08% |
$10.9K - $13.6K
|
24.7K
$23.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
20+ 0.89% |
$10.9K - $13.6K
|
2.26K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
20+ 0.38% |
$10.9K - $13.6K
|
5.27K
$4.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 1.05% |
$10.9K - $13.6K
|
1.93K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.92% |
$10.9K - $13.6K
|
2.19K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 0.92% |
$10.9K - $13.6K
|
2.19K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
20+ 1.75% |
$10.9K - $13.6K
|
1.17K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20+ 2.05% |
$10.9K - $13.6K
|
996
$933K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
20+ 0.77% |
$10.9K - $13.6K
|
2.61K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20New |
$10.9K - $13.6K
|
20
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
20+ 3.86% |
$10.9K - $13.6K
|
538
$504K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.19% |
$10.9K - $13.6K
|
10.4K
$9.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
20+ 1.23% |
$10.9K - $13.6K
|
1.64K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
20+ 3.18% |
$10.9K - $13.6K
|
649
$608K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
20New |
$10.9K - $13.6K
|
20
$18.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
19+ 4.2% |
$10.3K - $12.9K
|
471
$441K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19+ 1.53% |
$10.3K - $12.9K
|
1.26K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
19+ 0.71% |
$10.3K - $12.9K
|
2.68K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
19+ 3.44% |
$10.3K - $12.9K
|
571
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
19+ 1.2% |
$10.3K - $12.9K
|
1.6K
$1.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19+ 2.92% |
$10.3K - $12.9K
|
670
$628K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
18+ 9.18% |
$9.77K - $12.3K
|
214
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
18+ 1.28% |
$9.77K - $12.3K
|
1.43K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
18+ 4.08% |
$9.77K - $12.3K
|
459
$430K
|