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 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.58KNew |
$860K - $1.08M
|
1.58K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 37.58% |
$858K - $1.08M
|
5.78K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.56K+ 4.22% |
$849K - $1.07M
|
38.7K
$35.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.56K+ 2.59% |
$848K - $1.06M
|
61.8K
$57.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.56KNew |
$847K - $1.06M
|
1.56K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$846K - $1.06M
|
1.56K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.56KNew |
$845K - $1.06M
|
1.56K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.55KNew |
$844K - $1.06M
|
1.55K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 8.29% |
$837K - $1.05M
|
20.1K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 32.61% |
$836K - $1.05M
|
6.26K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
1.53K+ 21.39% |
$831K - $1.04M
|
8.69K
$8.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.52KNew |
$824K - $1.03M
|
1.52K
$1.41M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.52K+ 100.4% |
$824K - $1.03M
|
3.03K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.5K+ 17.29% |
$816K - $1.02M
|
10.2K
$9.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.49K+ 336.43% |
$807K - $1.01M
|
1.93K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.49K+ 43.07% |
$807K - $1.01M
|
4.94K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.48K+ 4.76% |
$802K - $1.01M
|
32.5K
$30.1M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.47KNew |
$798K - $1M
|
1.47K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.43KNew |
$775K - $973K
|
1.43K
$1.33M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.42KNew |
$768K - $964K
|
1.42K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.41KNew |
$766K - $961K
|
1.41K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.4KNew |
$760K - $954K
|
1.4K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 0.73% |
$759K - $952K
|
194K
$180M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.4K+ 0.59% |
$758K - $951K
|
238K
$221M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.39K+ 4.58% |
$755K - $948K
|
31.7K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.38KNew |
$749K - $939K
|
1.38K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.38KNew |
$747K - $937K
|
1.38K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.36K+ 38.04% |
$739K - $926K
|
4.94K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.35K+ 3.91% |
$734K - $921K
|
35.9K
$33.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.35K+ 4.5% |
$733K - $919K
|
31.3K
$29M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.34K+ 7.04% |
$728K - $914K
|
20.4K
$18.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.34K+ 4.07% |
$728K - $913K
|
34.3K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.33K+ 37.34% |
$724K - $908K
|
4.9K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.32K+ 10.95% |
$715K - $897K
|
13.3K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.32K+ 150.06% |
$715K - $897K
|
2.19K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.31KNew |
$712K - $893K
|
1.31K
$1.22M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.3KNew |
$707K - $887K
|
1.3K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 18.33% |
$706K - $886K
|
8.4K
$7.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.3K+ 16.91% |
$703K - $882K
|
8.95K
$8.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$699K - $877K
|
1.29K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.28KNew |
$696K - $873K
|
1.28K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.27K+ 62.6% |
$692K - $868K
|
3.31K
$3.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.27KNew |
$691K - $867K
|
1.27K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.25K+ 6.9% |
$677K - $849K
|
19.3K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.24K+ 70.8% |
$676K - $847K
|
3K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.24K+ 11.12% |
$675K - $847K
|
12.4K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.24K+ 9.49% |
$673K - $844K
|
14.3K
$13.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.23KNew |
$670K - $841K
|
1.23K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 21.29% |
$668K - $838K
|
7.01K
$6.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.22KNew |
$664K - $832K
|
1.22K
$1.13M
|