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 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-24- 0.41% |
$13K - $16.3K
|
5.76K
$5.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-24- 1.55% |
$13K - $16.3K
|
1.53K
$1.44M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-24- 3.56% |
$13K - $16.3K
|
650
$611K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-24- 3.56% |
$13K - $16.3K
|
650
$611K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-25- 0.04% |
$13.6K - $17K
|
59.7K
$56.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-25- 3.51% |
$13.6K - $17K
|
688
$646K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-25- 1.62% |
$13.6K - $17K
|
1.52K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-25- 6.41% |
$13.6K - $17K
|
365
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-25- 0.53% |
$13.6K - $17K
|
4.73K
$4.44M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25- 6.14% |
$13.6K - $17K
|
382
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.84% |
$13.6K - $17K
|
2.94K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.29% |
$13.6K - $17K
|
8.58K
$8.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.97% |
$13.6K - $17K
|
2.55K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 1.35% |
$13.6K - $17K
|
1.83K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-25- 0.41% |
$13.6K - $17K
|
6.07K
$5.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 1.34% |
$13.6K - $17K
|
1.84K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-25- 1.59% |
$13.6K - $17K
|
1.54K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-25- 83.33% |
$13.6K - $17K
|
5
$4.7K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-25- 1.99% |
$13.6K - $17K
|
1.23K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-25- 0.4% |
$13.6K - $17K
|
6.19K
$5.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-25- 2.89% |
$13.6K - $17K
|
839
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-26- 5.64% |
$14.1K - $17.7K
|
435
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-26- 0.48% |
$14.1K - $17.7K
|
5.36K
$5.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-26- 0.64% |
$14.1K - $17.7K
|
4.06K
$3.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-26- 0.81% |
$14.1K - $17.7K
|
3.18K
$2.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-26- 1.53% |
$14.1K - $17.7K
|
1.67K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26- 4.98% |
$14.1K - $17.7K
|
496
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-26- 2.62% |
$14.1K - $17.7K
|
967
$909K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-27- 6.19% |
$14.7K - $18.4K
|
409
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-27- 1.81% |
$14.7K - $18.4K
|
1.47K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-27- 0.16% |
$14.7K - $18.4K
|
17.2K
$16.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-28- 2.83% |
$15.2K - $19.1K
|
962
$904K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-28- 22.22% |
$15.2K - $19.1K
|
98
$92.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-28- 3.93% |
$15.2K - $19.1K
|
684
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-28- 0.95% |
$15.2K - $19.1K
|
2.93K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-28- 5.48% |
$15.2K - $19.1K
|
483
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-29- 2.2% |
$15.7K - $19.8K
|
1.29K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-30- 6.11% |
$16.3K - $20.4K
|
461
$433K
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-30- 7.89% |
$16.3K - $20.4K
|
350
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-30- 3.17% |
$16.3K - $20.4K
|
915
$860K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-30- 7.09% |
$16.3K - $20.4K
|
393
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-30- 1.06% |
$16.3K - $20.4K
|
2.8K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 8.02% |
$16.3K - $20.4K
|
344
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-30- 0.33% |
$16.3K - $20.4K
|
8.99K
$8.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30- 0.58% |
$16.3K - $20.4K
|
5.17K
$4.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-31- 4.61% |
$16.8K - $21.1K
|
641
$602K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-31- 1.25% |
$16.8K - $21.1K
|
2.45K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-31- 1.24% |
$16.8K - $21.1K
|
2.47K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-31- 1.68% |
$16.8K - $21.1K
|
1.81K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-32- 2.51% |
$17.4K - $21.8K
|
1.25K
$1.17M
|