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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.98% |
$3.8K - $4.77K
|
718
$673K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.16% |
$3.8K - $4.77K
|
4.26K
$3.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
7+ 0.19% |
$3.8K - $4.77K
|
3.73K
$3.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 1.3% |
$3.8K - $4.77K
|
546
$512K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7+ 1.07% |
$3.8K - $4.77K
|
662
$620K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7+ 0.64% |
$3.8K - $4.77K
|
1.1K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7+ 0.39% |
$3.8K - $4.77K
|
1.78K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.87% |
$3.8K - $4.77K
|
808
$757K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 1.21% |
$3.8K - $4.77K
|
584
$547K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
7+ 0.04% |
$3.8K - $4.77K
|
18.4K
$17.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.83% |
$3.26K - $4.09K
|
726
$680K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6+ 0.71% |
$3.26K - $4.09K
|
856
$802K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.34% |
$3.26K - $4.09K
|
1.77K
$1.65M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 21.43% |
$3.26K - $4.09K
|
34
$31.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.35% |
$3.26K - $4.09K
|
1.71K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.44% |
$3.26K - $4.09K
|
1.36K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.09% |
$3.26K - $4.09K
|
6.48K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6+ 0.38% |
$3.26K - $4.09K
|
1.6K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6+ 0.63% |
$3.26K - $4.09K
|
964
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 1.57% |
$3.26K - $4.09K
|
388
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
6+ 0.46% |
$3.26K - $4.09K
|
1.32K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$3.26K - $4.09K
|
6
$5.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.77% |
$3.26K - $4.09K
|
785
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 0.16% |
$3.26K - $4.09K
|
3.72K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 5.0% |
$3.26K - $4.09K
|
126
$118K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.22% |
$3.26K - $4.09K
|
497
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
5+ 0.22% |
$2.72K - $3.41K
|
2.23K
$2.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5+ 1.35% |
$2.72K - $3.41K
|
375
$351K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.78% |
$2.72K - $3.41K
|
647
$606K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
5+ 1.08% |
$2.72K - $3.41K
|
468
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.38% |
$2.72K - $3.41K
|
1.31K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.27% |
$2.72K - $3.41K
|
1.84K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$2.72K - $3.41K
|
1.5K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5+ 1.13% |
$2.72K - $3.41K
|
449
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.6% |
$2.72K - $3.41K
|
845
$792K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$2.17K - $2.72K
|
2.97K
$2.78M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
4+ 1.1% |
$2.17K - $2.72K
|
368
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4+ 0.92% |
$2.17K - $2.72K
|
439
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 1.04% |
$2.17K - $2.72K
|
388
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4+ 0.17% |
$2.17K - $2.72K
|
2.34K
$2.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 5.88% |
$2.17K - $2.72K
|
72
$67.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4+ 0.45% |
$2.17K - $2.72K
|
899
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.39% |
$2.17K - $2.72K
|
1.03K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$2.17K - $2.72K
|
1.86K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4+ 0.12% |
$2.17K - $2.72K
|
3.22K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.52% |
$2.17K - $2.72K
|
776
$727K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$1.63K - $2.04K
|
1.05K
$985K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.63% |
$1.63K - $2.04K
|
478
$448K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.63K - $2.04K
|
1.5K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3+ 0.69% |
$1.63K - $2.04K
|
439
$411K
|