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 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.19% |
$14.7K - $18.4K
|
14K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27+ 0.31% |
$14.7K - $18.4K
|
8.64K
$8.24M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.22% |
$14.7K - $18.4K
|
12.4K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
26+ 4.18% |
$14.1K - $17.7K
|
648
$618K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26+ 4.57% |
$14.1K - $17.7K
|
595
$568K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
26+ 7.16% |
$14.1K - $17.7K
|
389
$371K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
26+ 6.06% |
$14.1K - $17.7K
|
455
$434K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 3.96% |
$13.6K - $17K
|
656
$626K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
25+ 1.21% |
$13.6K - $17K
|
2.09K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
25+ 2.03% |
$13.6K - $17K
|
1.26K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 0.11% |
$13.6K - $17K
|
23.3K
$22.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25+ 0.77% |
$13.6K - $17K
|
3.29K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
25+ 4.97% |
$13.6K - $17K
|
528
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25+ 3.63% |
$13.6K - $17K
|
714
$681K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 2.56% |
$13.6K - $17K
|
1K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
25+ 3.59% |
$13.6K - $17K
|
722
$689K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
25+ 5.63% |
$13.6K - $17K
|
469
$447K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25+ 0.67% |
$13.6K - $17K
|
3.74K
$3.57M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
25New |
$13.6K - $17K
|
25
$23.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
24+ 1.77% |
$13K - $16.3K
|
1.38K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
24+ 0.47% |
$13K - $16.3K
|
5.18K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
24New |
$13K - $16.3K
|
24
$22.9K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
24+ 2.45% |
$13K - $16.3K
|
1.01K
$959K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 3.79% |
$12.5K - $15.7K
|
630
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
23+ 0.04% |
$12.5K - $15.7K
|
54.6K
$52.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
23+ 5.96% |
$12.5K - $15.7K
|
409
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
23+ 0.39% |
$12.5K - $15.7K
|
5.86K
$5.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
23New |
$12.5K - $15.7K
|
23
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
23+ 3.21% |
$12.5K - $15.7K
|
740
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
23+ 0.82% |
$12.5K - $15.7K
|
2.84K
$2.71M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.69% |
$12.5K - $15.7K
|
427
$407K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 0.17% |
$11.9K - $15K
|
13.3K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$11.9K - $15K
|
8.37K
$7.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
22+ 2.9% |
$11.9K - $15K
|
781
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
22+ 1.41% |
$11.9K - $15K
|
1.58K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$11.9K - $15K
|
22
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
22+ 1.3% |
$11.9K - $15K
|
1.71K
$1.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 1.29% |
$11.4K - $14.3K
|
1.64K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
21+ 3.76% |
$11.4K - $14.3K
|
580
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
21+ 2.74% |
$11.4K - $14.3K
|
787
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
21+ 3.97% |
$11.4K - $14.3K
|
550
$525K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.26% |
$11.4K - $14.3K
|
8.25K
$7.87M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$11.4K - $14.3K
|
21
$20K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
20+ 2.99% |
$10.9K - $13.6K
|
689
$657K
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
20+ 0.08% |
$10.9K - $13.6K
|
24.7K
$23.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
20+ 0.89% |
$10.9K - $13.6K
|
2.26K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
20+ 0.38% |
$10.9K - $13.6K
|
5.27K
$5.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 1.05% |
$10.9K - $13.6K
|
1.93K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.92% |
$10.9K - $13.6K
|
2.19K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20+ 0.92% |
$10.9K - $13.6K
|
2.19K
$2.09M
|