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 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-83- 9.88% |
$45.1K - $56.5K
|
757
$722K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-83- 9.88% |
$45.1K - $56.5K
|
757
$722K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-84- 1.12% |
$45.6K - $57.2K
|
7.42K
$7.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-85- 13.98% |
$46.2K - $57.9K
|
523
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-85- 5.15% |
$46.2K - $57.9K
|
1.56K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-86- 1.11% |
$46.7K - $58.6K
|
7.68K
$7.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-87- 12.22% |
$47.2K - $59.3K
|
625
$596K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-87- 4.16% |
$47.2K - $59.3K
|
2.01K
$1.91M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-87- 1.94% |
$47.2K - $59.3K
|
4.4K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-88- 0.77% |
$47.8K - $59.9K
|
11.4K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-89- 2.18% |
$48.3K - $60.6K
|
4K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-89- 20.05% |
$48.3K - $60.6K
|
355
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-89- 13.73% |
$48.3K - $60.6K
|
559
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-90- 1.35% |
$48.9K - $61.3K
|
6.57K
$6.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-90- 52.94% |
$48.9K - $61.3K
|
80
$76.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-90- 3.84% |
$48.9K - $61.3K
|
2.26K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-91- 14.72% |
$49.4K - $62K
|
527
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-91- 1.89% |
$49.4K - $62K
|
4.73K
$4.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-91- 3.27% |
$49.4K - $62K
|
2.69K
$2.57M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-93- 0.66% |
$50.5K - $63.4K
|
14K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-93- 4.17% |
$50.5K - $63.4K
|
2.14K
$2.04M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-93- 2.4% |
$50.5K - $63.4K
|
3.77K
$3.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-94- 7.15% |
$51K - $64K
|
1.22K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-94- 5.11% |
$51K - $64K
|
1.74K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-95- 4.01% |
$51.6K - $64.7K
|
2.28K
$2.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-95- 1.36% |
$51.6K - $64.7K
|
6.89K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.28% |
$51.6K - $64.7K
|
4.07K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-95- 2.45% |
$51.6K - $64.7K
|
3.78K
$3.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-96- 1.97% |
$52.1K - $65.4K
|
4.79K
$4.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-96- 19.47% |
$52.1K - $65.4K
|
397
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-96- 4.34% |
$52.1K - $65.4K
|
2.12K
$2.02M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-96- 9.49% |
$52.1K - $65.4K
|
916
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-97- 1.74% |
$52.7K - $66.1K
|
5.47K
$5.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-98- 1.7% |
$53.2K - $66.8K
|
5.68K
$5.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-99- 1.34% |
$53.8K - $67.4K
|
7.28K
$6.94M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-100- 2.09% |
$54.3K - $68.1K
|
4.68K
$4.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 9.82% |
$54.3K - $68.1K
|
918
$876K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-100- 4.0% |
$54.3K - $68.1K
|
2.4K
$2.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-100- 2.78% |
$54.3K - $68.1K
|
3.5K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 5.59% |
$54.3K - $68.1K
|
1.69K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 11.11% |
$54.3K - $68.1K
|
800
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 2.45% |
$54.3K - $68.1K
|
3.98K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 4.39% |
$54.3K - $68.1K
|
2.18K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-100- 24.88% |
$54.3K - $68.1K
|
302
$288K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-101- 6.29% |
$54.8K - $68.8K
|
1.5K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-101- 0.8% |
$54.8K - $68.8K
|
12.4K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-102- 1.31% |
$55.4K - $69.5K
|
7.7K
$7.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-102- 5.18% |
$55.4K - $69.5K
|
1.87K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-102- 0.76% |
$55.4K - $69.5K
|
13.3K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-102- 5.4% |
$55.4K - $69.5K
|
1.79K
$1.7M
|