Purchases and Sales Made in Q3 2023 in Costco Wholesale Corp (COST)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
270+ 0.38% |
$142K - $154K
|
70.4K
$74.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
270+ 2.37% |
$142K - $154K
|
11.6K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
268+ 10.65% |
$141K - $152K
|
2.78K
$2.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
265+ 10.81% |
$139K - $151K
|
2.72K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
264+ 290.11% |
$139K - $150K
|
355
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
263+ 12.16% |
$138K - $150K
|
2.43K
$2.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
259+ 19.37% |
$136K - $147K
|
1.6K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
258+ 5.68% |
$135K - $147K
|
4.8K
$5.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
257+ 4.49% |
$135K - $146K
|
5.98K
$6.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
254+ 28.57% |
$133K - $144K
|
1.14K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
253+ 4.53% |
$133K - $144K
|
5.84K
$6.17M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
253+ 0.63% |
$133K - $144K
|
40.3K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
251+ 3.71% |
$132K - $143K
|
7.03K
$7.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
250+ 54.0% |
$131K - $142K
|
713
$753K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
250+ 2.28% |
$131K - $142K
|
11.2K
$11.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
250+ 53.3% |
$131K - $142K
|
719
$759K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 16.78% |
$131K - $142K
|
1.74K
$1.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
246+ 7.43% |
$129K - $140K
|
3.56K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
246+ 3.15% |
$129K - $140K
|
8.07K
$8.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
245+ 1.67% |
$129K - $139K
|
14.9K
$15.7M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
245+ 1.58% |
$129K - $139K
|
15.8K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
245+ 6.5% |
$129K - $139K
|
4.01K
$4.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
244+ 1.14% |
$128K - $139K
|
21.6K
$22.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
239New |
$125K - $136K
|
239
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
239+ 6.37% |
$125K - $136K
|
3.99K
$4.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
238+ 20.71% |
$125K - $135K
|
1.39K
$1.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
237+ 2.14% |
$124K - $135K
|
11.3K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
237+ 4.97% |
$124K - $135K
|
5K
$5.28M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
236+ 4.65% |
$124K - $134K
|
5.31K
$5.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
233+ 34.78% |
$122K - $132K
|
903
$954K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
233+ 1.43% |
$122K - $132K
|
16.6K
$17.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
232+ 6.31% |
$122K - $132K
|
3.91K
$4.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
231+ 8.17% |
$121K - $131K
|
3.06K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
231+ 9.59% |
$121K - $131K
|
2.64K
$2.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
230+ 4.06% |
$121K - $131K
|
5.9K
$6.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
230+ 18.64% |
$121K - $131K
|
1.46K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
229+ 2.9% |
$120K - $130K
|
8.13K
$8.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
229+ 16.94% |
$120K - $130K
|
1.58K
$1.67M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
228+ 1.56% |
$120K - $130K
|
14.9K
$15.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
227+ 6.54% |
$119K - $129K
|
3.7K
$3.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
227+ 16.0% |
$119K - $129K
|
1.65K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
225+ 11.36% |
$118K - $128K
|
2.21K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
225New |
$118K - $128K
|
225
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
224+ 5.13% |
$118K - $127K
|
4.59K
$4.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
223+ 2.67% |
$117K - $127K
|
8.56K
$9.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
222+ 4.66% |
$117K - $126K
|
4.98K
$5.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
222+ 4.34% |
$117K - $126K
|
5.34K
$5.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
222+ 2.3% |
$117K - $126K
|
9.86K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
220+ 9.27% |
$116K - $125K
|
2.59K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
220+ 3.4% |
$116K - $125K
|
6.69K
$7.07M
|