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 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18+ 1.43% |
$9.77K - $12.3K
|
1.28K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
18+ 0.46% |
$9.77K - $12.3K
|
3.96K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
18+ 0.34% |
$9.77K - $12.3K
|
5.31K
$4.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17+ 1.26% |
$9.23K - $11.6K
|
1.37K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
17+ 1.07% |
$9.23K - $11.6K
|
1.6K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
17+ 0.3% |
$9.23K - $11.6K
|
5.68K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
17+ 2.0% |
$9.23K - $11.6K
|
868
$813K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
17New |
$9.23K - $11.6K
|
17
$15.9K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
17+ 1.52% |
$9.23K - $11.6K
|
1.13K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.81% |
$9.23K - $11.6K
|
2.1K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17+ 1.53% |
$9.23K - $11.6K
|
1.13K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 3.85% |
$9.23K - $11.6K
|
458
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
17+ 0.24% |
$9.23K - $11.6K
|
7.14K
$6.69M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16+ 0.5% |
$8.69K - $10.9K
|
3.21K
$3.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
16+ 1.25% |
$8.69K - $10.9K
|
1.29K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
16+ 1.38% |
$8.69K - $10.9K
|
1.18K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 2.83% |
$8.69K - $10.9K
|
582
$545K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16+ 0.31% |
$8.69K - $10.9K
|
5.12K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
16+ 80.0% |
$8.69K - $10.9K
|
36
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16+ 0.94% |
$8.69K - $10.9K
|
1.72K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 1.75% |
$8.15K - $10.2K
|
870
$815K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
15+ 0.49% |
$8.15K - $10.2K
|
3.1K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
15+ 0.97% |
$8.15K - $10.2K
|
1.56K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 0.55% |
$8.15K - $10.2K
|
2.74K
$2.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
15+ 0.63% |
$8.15K - $10.2K
|
2.38K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15New |
$8.15K - $10.2K
|
15
$14.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15+ 0.47% |
$8.15K - $10.2K
|
3.22K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.91% |
$8.15K - $10.2K
|
1.67K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
15+ 3.15% |
$8.15K - $10.2K
|
491
$460K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
14+ 1.78% |
$7.6K - $9.54K
|
801
$750K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
14+ 1.05% |
$7.6K - $9.54K
|
1.35K
$1.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 1.12% |
$7.6K - $9.54K
|
1.27K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14+ 2.1% |
$7.6K - $9.54K
|
681
$638K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14+ 77.78% |
$7.6K - $9.54K
|
32
$30K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.9% |
$7.6K - $9.54K
|
1.57K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14+ 1.92% |
$7.6K - $9.54K
|
742
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14+ 1.59% |
$7.6K - $9.54K
|
892
$836K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
13+ 0.44% |
$7.06K - $8.86K
|
2.99K
$2.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
13+ 0.76% |
$7.06K - $8.86K
|
1.72K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.98% |
$7.06K - $8.86K
|
1.34K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.26% |
$7.06K - $8.86K
|
5.1K
$4.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.23% |
$7.06K - $8.86K
|
5.58K
$5.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 1.08% |
$7.06K - $8.86K
|
1.21K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
13+ 2.49% |
$7.06K - $8.86K
|
536
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.93% |
$7.06K - $8.86K
|
457
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.57% |
$7.06K - $8.86K
|
2.28K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13+ 0.28% |
$7.06K - $8.86K
|
4.69K
$4.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 2.74% |
$6.52K - $8.17K
|
450
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12+ 0.65% |
$6.52K - $8.17K
|
1.85K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 1.01% |
$6.52K - $8.17K
|
1.2K
$1.12M
|