Purchases and Sales Made in Q3 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 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
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
447
+ 24.2%
$235K - $254K
2.29K $2.46M
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
446
New
$234K - $254K
446 $478K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
445
New
$234K - $253K
445 $477K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
444
New
$233K - $252K
444 $476K
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
443
+ 54.56%
$233K - $252K
1.26K $1.35M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
441
New
$232K - $251K
441 $473K
Nov 08, 2023 Q3 2023
Tanager Wealth Management LLP

BUY
 -
436
New
$229K - $248K
436 $467K
Nov 09, 2023 Q3 2023
Tredje Ap Fonden

BUY
 -
436
+ 0.56%
$229K - $248K
77.7K $83.3M
Nov 09, 2023 Q3 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
436
+ 2.2%
$229K - $248K
20.3K $21.7M
Nov 08, 2023 Q3 2023
Platform Technology Partners

BUY
 -
434
+ 13.37%
$228K - $247K
3.68K $3.94M
Oct 30, 2023 Q3 2023
Oak Ridge Investments LLC

BUY
 -
433
+ 2.9%
$227K - $246K
15.3K $16.4M
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
428
+ 111.46%
$225K - $243K
812 $870K
Nov 09, 2023 Q3 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
425
New
$223K - $242K
425 $456K
Nov 14, 2023 Q3 2023
Trust Investment Advisors

BUY
 -
423
New
$222K - $241K
423 $453K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
420
+ 1.35%
$221K - $239K
31.6K $33.8M
Nov 07, 2023 Q3 2023
Moody Aldrich Partners LLC

BUY
 -
416
New
$218K - $237K
416 $446K
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
414
+ 4.56%
$217K - $235K
9.49K $10.2M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
413
+ 2.91%
$217K - $235K
14.6K $15.6M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
409
+ 9.77%
$215K - $233K
4.6K $4.93M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
408
New
$214K - $232K
408 $437K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
408
+ 9.92%
$214K - $232K
4.52K $4.84M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
406
+ 6.7%
$213K - $231K
6.47K $6.93M
Nov 07, 2023 Q3 2023
Conservest Capital Advisors, Inc.

BUY
 -
406
New
$213K - $231K
406 $435K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
405
+ 8.73%
$213K - $230K
5.04K $5.41M
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
404
New
$212K - $230K
404 $433K
Oct 19, 2023 Q3 2023
Slow Capital, Inc.

BUY
 -
404
+ 2.45%
$212K - $230K
16.9K $18.1M
Oct 24, 2023 Q3 2023
Summit Financial Strategies, Inc.

BUY
 -
404
New
$212K - $230K
404 $433K
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
403
+ 6.46%
$212K - $229K
6.65K $7.12M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
401
New
$211K - $228K
401 $430K
Oct 30, 2023 Q3 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
400
New
$210K - $227K
400 $429K
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
400
+ 3.53%
$210K - $227K
11.7K $12.6M
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
400
+ 11.36%
$210K - $227K
3.92K $4.2M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
398
New
$209K - $226K
398 $427K
Nov 13, 2023 Q3 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
397
+ 3.36%
$208K - $226K
12.2K $13.1M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
396
+ 5.53%
$208K - $225K
7.56K $8.11M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
396
+ 0.52%
$208K - $225K
76.7K $82.3M
Oct 10, 2023 Q3 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
395
+ 52.04%
$207K - $225K
1.15K $1.24M
Nov 09, 2023 Q3 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
395
+ 12.64%
$207K - $225K
3.52K $3.77M
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
395
+ 8.56%
$207K - $225K
5.01K $5.37M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
394
New
$207K - $224K
394 $422K
Nov 13, 2023 Q3 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
393
+ 56.96%
$206K - $223K
1.08K $1.16M
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
392
+ 15.26%
$206K - $223K
2.96K $3.17M
Nov 13, 2023 Q3 2023
Smart Money Group LLC

BUY
 -
392
New
$206K - $223K
392 $420K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
392
New
$206K - $223K
392 $420K
Oct 24, 2023 Q3 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
390
+ 557.14%
$205K - $222K
460 $493K
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
390
+ 5.81%
$205K - $222K
7.1K $7.61M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
389
+ 28.44%
$204K - $221K
1.76K $1.88M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
388
New
$204K - $221K
388 $416K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
388
+ 3.43%
$204K - $221K
11.7K $12.6M

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