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 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-50- 2.55% |
$27.2K - $34.1K
|
1.91K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.76% |
$27.2K - $34.1K
|
6.54K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-50- 6.48% |
$27.2K - $34.1K
|
722
$689K
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-50- 0.32% |
$27.2K - $34.1K
|
15.7K
$15M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-51- 2.01% |
$27.7K - $34.7K
|
2.49K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-51- 1.31% |
$27.7K - $34.7K
|
3.85K
$3.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-52- 1.92% |
$28.2K - $35.4K
|
2.66K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-53- 1.33% |
$28.8K - $36.1K
|
3.92K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-53- 0.47% |
$28.8K - $36.1K
|
11.2K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-53- 1.59% |
$28.8K - $36.1K
|
3.28K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-53- 0.27% |
$28.8K - $36.1K
|
19.6K
$18.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-54- 5.57% |
$29.3K - $36.8K
|
916
$874K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-54- 2.05% |
$29.3K - $36.8K
|
2.58K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-54- 1.22% |
$29.3K - $36.8K
|
4.36K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-54- 8.36% |
$29.3K - $36.8K
|
592
$565K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-55- 1.09% |
$29.9K - $37.5K
|
4.98K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-55- 5.3% |
$29.9K - $37.5K
|
982
$937K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-56- 0.65% |
$30.4K - $38.1K
|
8.53K
$8.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-57- 3.01% |
$31K - $38.8K
|
1.84K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-57- 0.43% |
$31K - $38.8K
|
13.1K
$12.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-57- 4.53% |
$31K - $38.8K
|
1.2K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-57- 0.68% |
$31K - $38.8K
|
8.34K
$7.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-57- 14.21% |
$31K - $38.8K
|
344
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-58- 1.35% |
$31.5K - $39.5K
|
4.22K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-58- 1.82% |
$31.5K - $39.5K
|
3.13K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 0.48% |
$31.5K - $39.5K
|
12.1K
$11.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-59- 4.34% |
$32K - $40.2K
|
1.3K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-59- 5.09% |
$32K - $40.2K
|
1.1K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-59- 3.85% |
$32K - $40.2K
|
1.48K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-59- 12.5% |
$32K - $40.2K
|
413
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-59- 5.34% |
$32K - $40.2K
|
1.05K
$998K
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-59- 11.64% |
$32K - $40.2K
|
448
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-60- 2.49% |
$32.6K - $40.9K
|
2.35K
$2.24M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-60- 1.14% |
$32.6K - $40.9K
|
5.21K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-60- 0.46% |
$32.6K - $40.9K
|
13K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-60- 0.48% |
$32.6K - $40.9K
|
12.5K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-61- 3.83% |
$33.1K - $41.6K
|
1.53K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-61- 0.1% |
$33.1K - $41.6K
|
58.6K
$55.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-61- 15.25% |
$33.1K - $41.6K
|
339
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-61- 15.93% |
$33.1K - $41.6K
|
322
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-62- 0.19% |
$33.7K - $42.2K
|
33.2K
$31.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-62- 0.33% |
$33.7K - $42.2K
|
19K
$18.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-63- 6.42% |
$34.2K - $42.9K
|
918
$876K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-63- 3.06% |
$34.2K - $42.9K
|
2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-63- 0.46% |
$34.2K - $42.9K
|
13.6K
$13M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-63- 6.42% |
$34.2K - $42.9K
|
918
$876K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-64- 2.99% |
$34.8K - $43.6K
|
2.08K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-64- 6.53% |
$34.8K - $43.6K
|
916
$874K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-64- 11.33% |
$34.8K - $43.6K
|
501
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-64- 0.99% |
$34.8K - $43.6K
|
6.39K
$6.09M
|