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 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 1.01% |
$6.52K - $8.17K
|
1.2K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.07% |
$6.52K - $8.17K
|
18.3K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 2.47% |
$6.52K - $8.17K
|
497
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
12+ 0.38% |
$6.52K - $8.17K
|
3.19K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 3.02% |
$6.52K - $8.17K
|
409
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 1.74% |
$6.52K - $8.17K
|
703
$661K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
11+ 0.24% |
$5.97K - $7.49K
|
4.63K
$4.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.13% |
$5.97K - $7.49K
|
8.58K
$8.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.59% |
$5.97K - $7.49K
|
1.87K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11+ 0.41% |
$5.97K - $7.49K
|
2.69K
$2.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
11+ 0.83% |
$5.97K - $7.49K
|
1.33K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
11+ 2.63% |
$5.97K - $7.49K
|
429
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
11+ 2.89% |
$5.97K - $7.49K
|
391
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
11New |
$5.97K - $7.49K
|
11
$10.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11+ 0.62% |
$5.97K - $7.49K
|
1.79K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11+ 1.22% |
$5.97K - $7.49K
|
911
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 55.0% |
$5.97K - $7.49K
|
31
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
11+ 0.38% |
$5.97K - $7.49K
|
2.92K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
11+ 0.52% |
$5.97K - $7.49K
|
2.11K
$1.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$5.97K - $7.49K
|
5.7K
$5.35M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11+ 1.48% |
$5.97K - $7.49K
|
752
$707K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11+ 0.59% |
$5.97K - $7.49K
|
1.87K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10+ 0.82% |
$5.43K - $6.81K
|
1.23K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
10+ 2.22% |
$5.43K - $6.81K
|
460
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
10+ 2.0% |
$5.43K - $6.81K
|
510
$479K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10+ 0.24% |
$5.43K - $6.81K
|
4.22K
$3.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14.2K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.67% |
$5.43K - $6.81K
|
1.5K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
BUY
|
- |
10+ 1.03% |
$5.43K - $6.81K
|
979
$920K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
10+ 0.74% |
$5.43K - $6.81K
|
1.36K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.74% |
$5.43K - $6.81K
|
1.36K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.09% |
$5.43K - $6.81K
|
926
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.17% |
$5.43K - $6.81K
|
5.97K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10+ 0.85% |
$5.43K - $6.81K
|
1.19K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
10New |
$5.43K - $6.81K
|
10
$9.4K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.29% |
$4.89K - $6.13K
|
3.12K
$2.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
9+ 0.17% |
$4.89K - $6.13K
|
5.46K
$5.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.79% |
$4.89K - $6.13K
|
513
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
9+ 2.28% |
$4.89K - $6.13K
|
403
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9+ 1.69% |
$4.89K - $6.13K
|
543
$510K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8+ 1.48% |
$4.34K - $5.45K
|
550
$517K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8+ 1.39% |
$4.34K - $5.45K
|
585
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.93% |
$4.34K - $5.45K
|
865
$813K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 2.4% |
$4.34K - $5.45K
|
342
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8+ 0.33% |
$4.34K - $5.45K
|
2.43K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.21% |
$4.34K - $5.45K
|
3.78K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 0.13% |
$4.34K - $5.45K
|
6.32K
$5.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.0% |
$4.34K - $5.45K
|
806
$757K
|