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 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$2.72K - $3.41K
|
1.5K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5+ 1.13% |
$2.72K - $3.41K
|
449
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.6% |
$2.72K - $3.41K
|
845
$806K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$2.17K - $2.72K
|
2.97K
$2.83M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
4+ 1.1% |
$2.17K - $2.72K
|
368
$351K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4+ 0.92% |
$2.17K - $2.72K
|
439
$419K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 1.04% |
$2.17K - $2.72K
|
388
$370K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4+ 0.17% |
$2.17K - $2.72K
|
2.34K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 5.88% |
$2.17K - $2.72K
|
72
$68.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4+ 0.45% |
$2.17K - $2.72K
|
899
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.39% |
$2.17K - $2.72K
|
1.03K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$2.17K - $2.72K
|
1.86K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
4+ 0.12% |
$2.17K - $2.72K
|
3.22K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.52% |
$2.17K - $2.72K
|
776
$740K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$1.63K - $2.04K
|
1.05K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.63% |
$1.63K - $2.04K
|
478
$456K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.63K - $2.04K
|
1.5K
$1.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3+ 0.69% |
$1.63K - $2.04K
|
439
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.17% |
$1.63K - $2.04K
|
1.78K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
3+ 0.15% |
$1.63K - $2.04K
|
2.07K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$1.63K - $2.04K
|
2.21K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.63K - $2.04K
|
1.77K
$1.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.31% |
$1.63K - $2.04K
|
973
$928K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3+ 150.0% |
$1.63K - $2.04K
|
5
$4.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.03% |
$1.63K - $2.04K
|
10.4K
$9.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
3+ 0.54% |
$1.63K - $2.04K
|
562
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.46% |
$1.63K - $2.04K
|
653
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3+ 0.07% |
$1.63K - $2.04K
|
4.43K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.66% |
$1.63K - $2.04K
|
461
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
3+ 0.24% |
$1.63K - $2.04K
|
1.27K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.24% |
$1.63K - $2.04K
|
1.26K
$1.2M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3+ 0.0% |
$1.63K - $2.04K
|
40.4M
$38.5B
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3+ 0.39% |
$1.63K - $2.04K
|
780
$744K
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.76% |
$1.63K - $2.04K
|
399
$381K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.35% |
$1.09K - $1.36K
|
569
$543K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.27% |
$1.09K - $1.36K
|
746
$712K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 0.12% |
$1.09K - $1.36K
|
1.7K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$1.09K - $1.36K
|
3.2K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$1.09K - $1.36K
|
12.7K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.52% |
$1.09K - $1.36K
|
385
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$1.09K - $1.36K
|
1.56K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
2+ 0.11% |
$1.09K - $1.36K
|
1.81K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.09K - $1.36K
|
7.7K
$7.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2+ 0.5% |
$1.09K - $1.36K
|
402
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.02% |
$1.09K - $1.36K
|
11.9K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2+ 0.53% |
$1.09K - $1.36K
|
382
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.4% |
$1.09K - $1.36K
|
503
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$1.09K - $1.36K
|
791
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2+ 0.3% |
$1.09K - $1.36K
|
672
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.68% |
$1.09K - $1.36K
|
121
$115K
|