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 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
219+ 1.95% |
$115K - $125K
|
11.5K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
218+ 7.2% |
$114K - $124K
|
3.25K
$3.43M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
217+ 4.86% |
$114K - $123K
|
4.68K
$4.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
215+ 9.98% |
$113K - $122K
|
2.37K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
215+ 0.06% |
$113K - $122K
|
352K
$372M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
211+ 0.49% |
$111K - $120K
|
43.2K
$45.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
211+ 4.59% |
$111K - $120K
|
4.8K
$5.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
210+ 1.58% |
$110K - $119K
|
13.5K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
210+ 15.83% |
$110K - $119K
|
1.54K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
210+ 20.41% |
$110K - $119K
|
1.24K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
209+ 4.62% |
$110K - $119K
|
4.73K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
209+ 0.38% |
$110K - $119K
|
54.9K
$57.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
208+ 2.97% |
$109K - $118K
|
7.22K
$7.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
208+ 2.0% |
$109K - $118K
|
10.6K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
204+ 7.16% |
$107K - $116K
|
3.05K
$3.23M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
203+ 1.73% |
$107K - $115K
|
12K
$12.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
202+ 13.65% |
$106K - $115K
|
1.68K
$1.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
202+ 4.12% |
$106K - $115K
|
5.11K
$5.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
200+ 7.44% |
$105K - $114K
|
2.89K
$3.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
BUY
|
- |
200+ 30.21% |
$105K - $114K
|
862
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
200+ 13.2% |
$105K - $114K
|
1.72K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
200+ 8.09% |
$105K - $114K
|
2.67K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
199+ 24.09% |
$104K - $113K
|
1.03K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
199+ 2.74% |
$104K - $113K
|
7.46K
$7.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
198+ 2.38% |
$104K - $113K
|
8.53K
$9.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
197+ 0.88% |
$103K - $112K
|
22.6K
$23.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
194+ 10.56% |
$102K - $110K
|
2.03K
$2.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
194+ 3.27% |
$102K - $110K
|
6.12K
$6.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
194+ 1.2% |
$102K - $110K
|
16.3K
$17.2M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
194+ 10.56% |
$102K - $110K
|
2.03K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
192+ 0.23% |
$101K - $109K
|
83.1K
$87.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
192New |
$101K - $109K
|
192
$203K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
192+ 5.51% |
$101K - $109K
|
3.68K
$3.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
191+ 15.64% |
$100K - $109K
|
1.41K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
191+ 18.54% |
$100K - $109K
|
1.22K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
190+ 1.12% |
$99.8K - $108K
|
17.1K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
188+ 28.83% |
$98.7K - $107K
|
840
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
187+ 5.59% |
$98.2K - $106K
|
3.53K
$3.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
185+ 12.72% |
$97.1K - $105K
|
1.64K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
185+ 8.15% |
$97.1K - $105K
|
2.45K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
184+ 12.85% |
$96.6K - $105K
|
1.62K
$1.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
182+ 9.12% |
$95.6K - $103K
|
2.18K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 11.67% |
$95.6K - $103K
|
1.74K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
182+ 17.55% |
$95.6K - $103K
|
1.22K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
180+ 21.82% |
$94.5K - $102K
|
1.01K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
177+ 15.45% |
$92.9K - $101K
|
1.32K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
177+ 28.41% |
$92.9K - $101K
|
800
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
176+ 6.89% |
$92.4K - $100K
|
2.73K
$2.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
175+ 9.39% |
$91.9K - $99.5K
|
2.04K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
174+ 4.62% |
$91.4K - $98.9K
|
3.94K
$4.16M
|