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
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10+ 0.85% |
$5.43K - $6.81K
|
1.19K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
10New |
$5.43K - $6.81K
|
10
$9.54K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10+ 0.07% |
$5.43K - $6.81K
|
14K
$13.4M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 0.29% |
$4.89K - $6.13K
|
3.12K
$2.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
9+ 0.17% |
$4.89K - $6.13K
|
5.46K
$5.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.79% |
$4.89K - $6.13K
|
513
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
9+ 2.28% |
$4.89K - $6.13K
|
403
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9+ 1.69% |
$4.89K - $6.13K
|
543
$518K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8+ 1.48% |
$4.34K - $5.45K
|
550
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
8+ 1.39% |
$4.34K - $5.45K
|
585
$558K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.93% |
$4.34K - $5.45K
|
865
$825K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 2.4% |
$4.34K - $5.45K
|
342
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8+ 0.33% |
$4.34K - $5.45K
|
2.43K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.21% |
$4.34K - $5.45K
|
3.78K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 0.13% |
$4.34K - $5.45K
|
6.32K
$6.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8+ 1.0% |
$4.34K - $5.45K
|
806
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
8+ 0.12% |
$4.34K - $5.45K
|
6.55K
$6.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.98% |
$3.8K - $4.77K
|
718
$685K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.16% |
$3.8K - $4.77K
|
4.26K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
7+ 0.19% |
$3.8K - $4.77K
|
3.73K
$3.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 1.3% |
$3.8K - $4.77K
|
546
$521K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 1.07% |
$3.8K - $4.77K
|
662
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7+ 0.64% |
$3.8K - $4.77K
|
1.1K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7+ 0.39% |
$3.8K - $4.77K
|
1.78K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.87% |
$3.8K - $4.77K
|
808
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 1.21% |
$3.8K - $4.77K
|
584
$557K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
7+ 0.04% |
$3.8K - $4.77K
|
18.4K
$17.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.83% |
$3.26K - $4.09K
|
726
$693K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6+ 0.71% |
$3.26K - $4.09K
|
856
$817K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.34% |
$3.26K - $4.09K
|
1.77K
$1.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 21.43% |
$3.26K - $4.09K
|
34
$32.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.35% |
$3.26K - $4.09K
|
1.71K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.44% |
$3.26K - $4.09K
|
1.36K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.09% |
$3.26K - $4.09K
|
6.48K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6+ 0.38% |
$3.26K - $4.09K
|
1.6K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6+ 0.63% |
$3.26K - $4.09K
|
964
$920K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 1.57% |
$3.26K - $4.09K
|
388
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
6+ 0.46% |
$3.26K - $4.09K
|
1.32K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$3.26K - $4.09K
|
6
$5.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.77% |
$3.26K - $4.09K
|
785
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.16% |
$3.26K - $4.09K
|
3.72K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 5.0% |
$3.26K - $4.09K
|
126
$120K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.22% |
$3.26K - $4.09K
|
497
$474K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5+ 0.22% |
$2.72K - $3.41K
|
2.23K
$2.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5+ 1.35% |
$2.72K - $3.41K
|
375
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.78% |
$2.72K - $3.41K
|
647
$617K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
5+ 1.08% |
$2.72K - $3.41K
|
468
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.38% |
$2.72K - $3.41K
|
1.31K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.27% |
$2.72K - $3.41K
|
1.84K
$1.76M
|