Purchases and Sales Made in Q4 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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 31, 2024 Q4 2023
Castle Wealth Management LLC

BUY
 -
20
+ 1.75%
$10.9K - $13.6K
1.17K $1.11M
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
20
+ 2.05%
$10.9K - $13.6K
996 $950K
Feb 06, 2024 Q4 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
20
+ 0.77%
$10.9K - $13.6K
2.61K $2.49M
Feb 07, 2024 Q4 2023
Access Investment Management LLC

Atlanta, GA
BUY
 -
20
New
$10.9K - $13.6K
20 $19.1K
Feb 07, 2024 Q4 2023
Edgemoor Investment Advisors, Inc.

BUY
 -
20
+ 3.86%
$10.9K - $13.6K
538 $513K
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
20
+ 0.19%
$10.9K - $13.6K
10.4K $9.93M
Feb 13, 2024 Q4 2023
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
20
+ 1.23%
$10.9K - $13.6K
1.64K $1.56M
Feb 14, 2024 Q4 2023
Concorde Asset Management, LLC

BUY
 -
20
+ 3.18%
$10.9K - $13.6K
649 $619K
Apr 24, 2024 Q4 2023
Fairway Wealth LLC

Independence, OH
BUY
 -
20
New
$10.9K - $13.6K
20 $19.1K
Jan 22, 2024 Q4 2023
Planning Center, Inc.

BUY
 -
19
+ 4.2%
$10.3K - $12.9K
471 $449K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

BUY
 -
19
+ 0.71%
$10.3K - $12.9K
2.68K $2.56M
Feb 05, 2024 Q4 2023
One Day In July LLC

BUY
 -
19
+ 3.44%
$10.3K - $12.9K
571 $545K
Feb 06, 2024 Q4 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
19
+ 1.2%
$10.3K - $12.9K
1.6K $1.53M
Feb 15, 2024 Q4 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
19
+ 2.92%
$10.3K - $12.9K
670 $639K
Jan 10, 2024 Q4 2023
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
18
+ 9.18%
$9.77K - $12.3K
214 $204K
Jan 22, 2024 Q4 2023
Sns Financial Group, LLC

BUY
 -
18
+ 1.28%
$9.77K - $12.3K
1.43K $1.36M
Jan 23, 2024 Q4 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
18
+ 4.08%
$9.77K - $12.3K
459 $438K
Jan 30, 2024 Q4 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
18
+ 1.43%
$9.77K - $12.3K
1.28K $1.22M
Feb 07, 2024 Q4 2023
Altman Advisors, Inc.

Chicago, IL
BUY
 -
18
+ 0.46%
$9.77K - $12.3K
3.96K $3.78M
Feb 12, 2024 Q4 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
18
+ 0.34%
$9.77K - $12.3K
5.31K $5.06M
Jan 10, 2024 Q4 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
17
+ 1.26%
$9.23K - $11.6K
1.37K $1.3M
Jan 12, 2024 Q4 2023
Global Strategic Investment Solutions, LLC

BUY
 -
17
+ 1.07%
$9.23K - $11.6K
1.6K $1.53M
Jan 18, 2024 Q4 2023
Parisi Gray Wealth Management

BUY
 -
17
+ 0.3%
$9.23K - $11.6K
5.68K $5.41M
Jan 24, 2024 Q4 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
17
+ 2.0%
$9.23K - $11.6K
868 $828K
Jan 31, 2024 Q4 2023
Naples Money Management LLC

Naples, FL
BUY
 -
17
New
$9.23K - $11.6K
17 $16.2K
Feb 06, 2024 Q4 2023
One Charles Private Wealth Services, LLC

BUY
 -
17
+ 1.52%
$9.23K - $11.6K
1.13K $1.08M
Feb 08, 2024 Q4 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
17
+ 0.81%
$9.23K - $11.6K
2.1K $2.01M
Feb 09, 2024 Q4 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
17
+ 1.53%
$9.23K - $11.6K
1.13K $1.08M
Feb 12, 2024 Q4 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
17
+ 3.85%
$9.23K - $11.6K
458 $437K
Feb 13, 2024 Q4 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
17
+ 0.24%
$9.23K - $11.6K
7.14K $6.81M
Jan 04, 2024 Q4 2023
Canandaigua National Bank & Trust CO

Canandaigua, NY
BUY
 -
16
+ 0.5%
$8.69K - $10.9K
3.21K $3.06M
Jan 11, 2024 Q4 2023
Advisory Resource Group

BUY
 -
16
+ 1.25%
$8.69K - $10.9K
1.29K $1.23M
Jan 22, 2024 Q4 2023
Veracity Capital LLC

BUY
 -
16
+ 1.38%
$8.69K - $10.9K
1.18K $1.12M
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
16
+ 2.83%
$8.69K - $10.9K
582 $555K
Jan 31, 2024 Q4 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
16
+ 0.31%
$8.69K - $10.9K
5.12K $4.89M
Feb 14, 2024 Q4 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
16
+ 80.0%
$8.69K - $10.9K
36 $34.3K
Feb 14, 2024 Q4 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
16
+ 0.94%
$8.69K - $10.9K
1.72K $1.64M
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
15
+ 1.75%
$8.15K - $10.2K
870 $830K
Jan 18, 2024 Q4 2023
First National Corp

BUY
 -
15
+ 0.49%
$8.15K - $10.2K
3.1K $2.96M
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
15
+ 0.97%
$8.15K - $10.2K
1.56K $1.49M
Jan 23, 2024 Q4 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
15
+ 0.55%
$8.15K - $10.2K
2.74K $2.61M
Jan 25, 2024 Q4 2023
Optas, LLC

BUY
 -
15
+ 0.63%
$8.15K - $10.2K
2.38K $2.27M
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
15
New
$8.15K - $10.2K
15 $14.3K
Feb 05, 2024 Q4 2023
Guyasuta Investment Advisors Inc

BUY
 -
15
+ 0.47%
$8.15K - $10.2K
3.22K $3.08M
Feb 06, 2024 Q4 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
15
+ 0.91%
$8.15K - $10.2K
1.67K $1.59M
Feb 12, 2024 Q4 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
15
+ 3.15%
$8.15K - $10.2K
491 $468K
Jan 05, 2024 Q4 2023
Boltwood Capital Management

BUY
 -
14
+ 1.78%
$7.6K - $9.54K
801 $764K
Jan 09, 2024 Q4 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
14
+ 1.05%
$7.6K - $9.54K
1.35K $1.29M
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

BUY
 -
14
+ 1.12%
$7.6K - $9.54K
1.27K $1.21M

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