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 13, 2023 Q3 2023
Belmont Capital, LLC

BUY
 -
173
New
$90.8K - $98.4K
173 $184K
Nov 08, 2023 Q3 2023
Davidson Investment Advisors

BUY
 -
170
+ 24.32%
$89.3K - $96.7K
869 $923K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
167
+ 28.31%
$87.7K - $95K
757 $804K
Feb 15, 2024 Q3 2023
Riverbridge Partners LLC

BUY
 -
167
+ 24.2%
$87.7K - $95K
857 $911K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
165
+ 5.15%
$86.6K - $93.8K
3.37K $3.58M
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
164
+ 1.94%
$86.1K - $93.3K
8.63K $9.17M
Nov 14, 2023 Q3 2023
Elevatus Welath Management

Victor, NY
BUY
 -
163
+ 39.37%
$85.6K - $92.7K
577 $613K
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
159
+ 2.8%
$83.5K - $90.4K
5.84K $6.2M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
159
+ 8.68%
$83.5K - $90.4K
1.99K $2.12M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
158
+ 1.71%
$83K - $89.8K
9.37K $9.96M
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
156
+ 21.64%
$81.9K - $88.7K
877 $932K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
155
+ 3.18%
$81.4K - $88.1K
5.03K $5.34M
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
154
+ 0.59%
$80.9K - $87.6K
26.1K $27.8M
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
153
+ 5.41%
$80.3K - $87K
2.98K $3.17M
Oct 23, 2023 Q3 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
152
+ 25.42%
$79.8K - $86.4K
750 $797K
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
152
+ 76.77%
$79.8K - $86.4K
350 $372K
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

BUY
 -
151
+ 0.71%
$79.3K - $85.9K
21.3K $22.6M
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
151
+ 4.65%
$79.3K - $85.9K
3.4K $3.61M
Oct 11, 2023 Q3 2023
Grassi Investment Management

BUY
 -
150
+ 3.23%
$78.8K - $85.3K
4.79K $5.09M
Oct 23, 2023 Q3 2023
Wealth Advisors, Inc.

BUY
 -
150
+ 5.73%
$78.8K - $85.3K
2.77K $2.94M
Oct 31, 2023 Q3 2023
Unigestion Holding Sa

BUY
 -
150
+ 1.51%
$78.8K - $85.3K
10.1K $10.7M
Nov 03, 2023 Q3 2023
Pictet North America Advisors Sa

BUY
 -
150
+ 39.58%
$78.8K - $85.3K
529 $562K
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
150
+ 56.82%
$78.8K - $85.3K
414 $440K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
150
New
$78.8K - $85.3K
150 $159K
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
149
+ 5.49%
$78.2K - $84.7K
2.86K $3.04M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
148
+ 3.45%
$77.7K - $84.2K
4.44K $4.72M
Nov 14, 2023 Q3 2023
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
148
+ 0.43%
$77.7K - $84.2K
34.5K $36.7M
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
148
New
$77.7K - $84.2K
148 $157K
Oct 18, 2023 Q3 2023
Avity Investment Management Inc.

BUY
 -
146
+ 32.09%
$76.7K - $83K
601 $639K
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
145
+ 1.22%
$76.1K - $82.5K
12K $12.8M
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
145
+ 9.32%
$76.1K - $82.5K
1.7K $1.81M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
144
+ 15.17%
$75.6K - $81.9K
1.09K $1.16M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
143
+ 8.28%
$75.1K - $81.3K
1.87K $1.99M
Nov 15, 2023 Q3 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
143
+ 19.54%
$75.1K - $81.3K
875 $930K
Oct 16, 2023 Q3 2023
Bennett Selby Investments LP

BUY
 -
142
+ 31.49%
$74.6K - $80.7K
593 $630K
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
142
+ 7.12%
$74.6K - $80.7K
2.14K $2.27M
Nov 08, 2023 Q3 2023
River Park Advisors, LLC

New York, NY
BUY
 -
142
+ 7.1%
$74.6K - $80.7K
2.14K $2.28M
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
141
+ 7.23%
$74K - $80.2K
2.09K $2.22M
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
141
+ 4.17%
$74K - $80.2K
3.52K $3.74M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
140
+ 10.88%
$73.5K - $79.6K
1.43K $1.52M
Oct 19, 2023 Q3 2023
Investment Research & Advisory Group, Inc.

BUY
 -
139
+ 3.24%
$73K - $79K
4.43K $4.71M
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
138
+ 11.19%
$72.5K - $78.5K
1.37K $1.46M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
138
+ 0.16%
$72.5K - $78.5K
88.9K $94.5M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
138
+ 8.65%
$72.5K - $78.5K
1.73K $1.84M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
138
+ 4.3%
$72.5K - $78.5K
3.34K $3.55M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
138
+ 7.35%
$72.5K - $78.5K
2.02K $2.14M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
137
+ 4.51%
$71.9K - $77.9K
3.18K $3.37M
Oct 16, 2023 Q3 2023
Caliber Wealth Management, LLC

BUY
 -
135
+ 3.1%
$70.9K - $76.8K
4.49K $4.77M
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
135
+ 3.36%
$70.9K - $76.8K
4.15K $4.41M

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