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
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$543 - $681
|
3.95K
$3.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$543 - $681
|
2.47K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$543 - $681
|
517
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.26% |
$543 - $681
|
388
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1+ 0.19% |
$543 - $681
|
535
$501K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.1% |
$543 - $681
|
1.04K
$975K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.24% |
$543 - $681
|
424
$397K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1+ 0.09% |
$543 - $681
|
1.12K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.17% |
$543 - $681
|
574
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.13% |
$543 - $681
|
745
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.03% |
$543 - $681
|
3.07K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.27% |
$543 - $681
|
376
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$543 - $681
|
5.17K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.58% |
$543 - $681
|
174
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 5.0% |
$543 - $681
|
21
$19.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.13% |
$543 - $681
|
755
$707K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$543 - $681
|
6.92K
$6.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1- 0.03% |
$543 - $681
|
2.96K
$2.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.2% |
$543 - $681
|
493
$462K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1- 0.03% |
$543 - $681
|
3.1K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1- 0.02% |
$543 - $681
|
5.41K
$5.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1- 0.14% |
$543 - $681
|
710
$665K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1- 0.04% |
$543 - $681
|
2.63K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1- 0.08% |
$543 - $681
|
1.23K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.09% |
$543 - $681
|
1.1K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-1- 0.24% |
$543 - $681
|
414
$388K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.27% |
$543 - $681
|
366
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.06% |
$543 - $681
|
1.69K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1- 0.25% |
$543 - $681
|
403
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.04% |
$543 - $681
|
2.76K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1- 0.03% |
$543 - $681
|
3.84K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.04% |
$543 - $681
|
2.45K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1- 0.11% |
$543 - $681
|
898
$841K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.56% |
$1.09K - $1.36K
|
357
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.33% |
$1.09K - $1.36K
|
609
$571K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2- 0.42% |
$1.09K - $1.36K
|
469
$439K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2- 1.28% |
$1.09K - $1.36K
|
154
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$1.09K - $1.36K
|
9.43K
$8.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.16% |
$1.09K - $1.36K
|
1.23K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.06% |
$1.09K - $1.36K
|
3.52K
$3.3M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2Closed |
$1.09K - $1.36K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.12% |
$1.09K - $1.36K
|
1.64K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.92% |
$1.09K - $1.36K
|
216
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.05% |
$1.09K - $1.36K
|
4.31K
$4.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.21% |
$1.09K - $1.36K
|
929
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2- 0.35% |
$1.09K - $1.36K
|
569
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2- 0.15% |
$1.09K - $1.36K
|
1.33K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.43% |
$1.09K - $1.36K
|
467
$438K
|