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 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14+ 2.1% |
$7.6K - $9.54K
|
681
$650K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14+ 77.78% |
$7.6K - $9.54K
|
32
$30.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.9% |
$7.6K - $9.54K
|
1.57K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
14+ 1.92% |
$7.6K - $9.54K
|
742
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14+ 1.59% |
$7.6K - $9.54K
|
892
$851K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
13+ 0.44% |
$7.06K - $8.86K
|
2.99K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
13+ 0.76% |
$7.06K - $8.86K
|
1.72K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 0.98% |
$7.06K - $8.86K
|
1.34K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13+ 0.26% |
$7.06K - $8.86K
|
5.1K
$4.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.23% |
$7.06K - $8.86K
|
5.58K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 1.08% |
$7.06K - $8.86K
|
1.21K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
13+ 2.49% |
$7.06K - $8.86K
|
536
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.93% |
$7.06K - $8.86K
|
457
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.57% |
$7.06K - $8.86K
|
2.28K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13+ 0.28% |
$7.06K - $8.86K
|
4.69K
$4.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 2.74% |
$6.52K - $8.17K
|
450
$429K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12+ 0.65% |
$6.52K - $8.17K
|
1.85K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 1.01% |
$6.52K - $8.17K
|
1.2K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.07% |
$6.52K - $8.17K
|
18.3K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 2.47% |
$6.52K - $8.17K
|
497
$474K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
12+ 0.38% |
$6.52K - $8.17K
|
3.19K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 3.02% |
$6.52K - $8.17K
|
409
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 1.74% |
$6.52K - $8.17K
|
703
$671K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
11+ 0.24% |
$5.97K - $7.49K
|
4.63K
$4.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.13% |
$5.97K - $7.49K
|
8.58K
$8.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.59% |
$5.97K - $7.49K
|
1.87K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11+ 0.41% |
$5.97K - $7.49K
|
2.69K
$2.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
11+ 0.83% |
$5.97K - $7.49K
|
1.33K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.63% |
$5.97K - $7.49K
|
429
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
11+ 2.89% |
$5.97K - $7.49K
|
391
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
11New |
$5.97K - $7.49K
|
11
$10.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11+ 0.62% |
$5.97K - $7.49K
|
1.79K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11+ 1.22% |
$5.97K - $7.49K
|
911
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 55.0% |
$5.97K - $7.49K
|
31
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.38% |
$5.97K - $7.49K
|
2.92K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
11+ 0.52% |
$5.97K - $7.49K
|
2.11K
$2.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$5.97K - $7.49K
|
5.7K
$5.43M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 1.48% |
$5.97K - $7.49K
|
752
$717K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.59% |
$5.97K - $7.49K
|
1.87K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10+ 0.82% |
$5.43K - $6.81K
|
1.23K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
10+ 2.22% |
$5.43K - $6.81K
|
460
$439K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
10+ 2.0% |
$5.43K - $6.81K
|
510
$486K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10+ 0.24% |
$5.43K - $6.81K
|
4.22K
$4.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14.2K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.67% |
$5.43K - $6.81K
|
1.5K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
10+ 1.03% |
$5.43K - $6.81K
|
979
$934K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
10+ 0.74% |
$5.43K - $6.81K
|
1.36K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.74% |
$5.43K - $6.81K
|
1.36K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.09% |
$5.43K - $6.81K
|
926
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.17% |
$5.43K - $6.81K
|
5.97K
$5.69M
|