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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
135+ 1.37% |
$70.9K - $76.8K
|
9.99K
$10.6M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
135+ 0.53% |
$70.9K - $76.8K
|
25.7K
$27.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
133+ 9.2% |
$69.8K - $75.6K
|
1.58K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
133+ 22.85% |
$69.8K - $75.6K
|
715
$760K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
133+ 21.01% |
$69.8K - $75.6K
|
766
$814K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
132+ 15.57% |
$69.3K - $75.1K
|
980
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
132+ 2.47% |
$69.3K - $75.1K
|
5.47K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
131+ 2.96% |
$68.8K - $74.5K
|
4.56K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
131+ 3.61% |
$68.8K - $74.5K
|
3.76K
$4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
130+ 12.88% |
$68.3K - $73.9K
|
1.14K
$1.21M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
129+ 14.21% |
$67.7K - $73.4K
|
1.04K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
128+ 1.55% |
$67.2K - $72.8K
|
8.39K
$8.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
128+ 6.26% |
$67.2K - $72.8K
|
2.17K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
127+ 6.91% |
$66.7K - $72.2K
|
1.97K
$2.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
127+ 3.75% |
$66.7K - $72.2K
|
3.51K
$3.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
127+ 0.55% |
$66.7K - $72.2K
|
23.3K
$24.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
126+ 9.22% |
$66.2K - $71.6K
|
1.49K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
126+ 5.58% |
$66.2K - $71.6K
|
2.39K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
124+ 2.1% |
$65.1K - $70.5K
|
6.02K
$6.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
124+ 10.4% |
$65.1K - $70.5K
|
1.32K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 32.28% |
$64.6K - $69.9K
|
504
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
122+ 6.22% |
$64.1K - $69.4K
|
2.08K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
121+ 2.76% |
$63.5K - $68.8K
|
4.5K
$4.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
121+ 1.47% |
$63.5K - $68.8K
|
8.34K
$8.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
121+ 1.49% |
$63.5K - $68.8K
|
8.23K
$8.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
120+ 6.5% |
$63K - $68.2K
|
1.97K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
120+ 1.6% |
$63K - $68.2K
|
7.62K
$8.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
120+ 2.9% |
$63K - $68.2K
|
4.27K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
120+ 11.88% |
$63K - $68.2K
|
1.13K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
119+ 3.9% |
$62.5K - $67.7K
|
3.17K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
119+ 30.99% |
$62.5K - $67.7K
|
503
$534K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
118+ 11.32% |
$62K - $67.1K
|
1.16K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
118+ 4.27% |
$62K - $67.1K
|
2.88K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
118+ 1.89% |
$62K - $67.1K
|
6.36K
$6.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
117+ 5.55% |
$61.4K - $66.5K
|
2.22K
$2.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
116+ 2.13% |
$60.9K - $66K
|
5.56K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
116+ 4.28% |
$60.9K - $66K
|
2.83K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
116+ 203.51% |
$60.9K - $66K
|
173
$184K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
115+ 12.68% |
$60.4K - $65.4K
|
1.02K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
115+ 10.54% |
$60.4K - $65.4K
|
1.21K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
115+ 16.43% |
$60.4K - $65.4K
|
815
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
115+ 6.76% |
$60.4K - $65.4K
|
1.82K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
115+ 0.09% |
$60.4K - $65.4K
|
128K
$136M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
113+ 0.9% |
$59.3K - $64.3K
|
12.7K
$13.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
113+ 0.74% |
$59.3K - $64.3K
|
15.4K
$16.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
111+ 6.13% |
$58.3K - $63.1K
|
1.92K
$2.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
111+ 0.14% |
$58.3K - $63.1K
|
76.8K
$81.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
111+ 3.09% |
$58.3K - $63.1K
|
3.7K
$3.93M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
110+ 0.51% |
$57.8K - $62.5K
|
21.6K
$22.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
109+ 6.08% |
$57.2K - $62K
|
1.9K
$2.02M
|