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 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
109+ 15.31% |
$57.2K - $62K
|
821
$872K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
109+ 38.79% |
$57.2K - $62K
|
390
$414K
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
108+ 3.44% |
$56.7K - $61.4K
|
3.25K
$3.45M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
107+ 13.26% |
$56.2K - $60.8K
|
914
$971K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
107+ 3.39% |
$56.2K - $60.8K
|
3.26K
$3.47M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
107+ 3.13% |
$56.2K - $60.8K
|
3.52K
$3.74M
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
107+ 5.15% |
$56.2K - $60.8K
|
2.18K
$2.32M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
107+ 13.41% |
$56.2K - $60.8K
|
905
$962K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
105+ 2.22% |
$55.1K - $59.7K
|
4.83K
$5.13M
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
104+ 11.58% |
$54.6K - $59.1K
|
1K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
103+ 8.53% |
$54.1K - $58.6K
|
1.31K
$1.39M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
103+ 5.33% |
$54.1K - $58.6K
|
2.04K
$2.16M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103+ 1.38% |
$54.1K - $58.6K
|
7.58K
$8.05M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
102+ 0.45% |
$53.6K - $58K
|
22.9K
$24.3M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
102+ 4.03% |
$53.6K - $58K
|
2.63K
$2.8M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
102+ 1.28% |
$53.6K - $58K
|
8.06K
$8.56M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
101+ 1.2% |
$53K - $57.4K
|
8.48K
$9.01M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
101+ 2.79% |
$53K - $57.4K
|
3.73K
$3.96M
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
101+ 21.96% |
$53K - $57.4K
|
561
$596K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
101+ 3.26% |
$53K - $57.4K
|
3.2K
$3.39M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 11.47% |
$52.5K - $56.9K
|
972
$1.03M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
100New |
$52.5K - $56.9K
|
100
$106K
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 5.71% |
$52.5K - $56.9K
|
1.85K
$1.97M
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
100+ 1.1% |
$52.5K - $56.9K
|
9.22K
$9.79M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 12.67% |
$52.5K - $56.9K
|
889
$945K
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
100+ 8.7% |
$52.5K - $56.9K
|
1.25K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
100+ 2.83% |
$52.5K - $56.9K
|
3.63K
$3.86M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
99+ 2.73% |
$52K - $56.3K
|
3.73K
$3.97M
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
99+ 0.81% |
$52K - $56.3K
|
12.3K
$13M
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
99+ 6.8% |
$52K - $56.3K
|
1.56K
$1.65M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
98+ 10.13% |
$51.5K - $55.7K
|
1.07K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
97+ 0.31% |
$50.9K - $55.2K
|
31.1K
$33M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 1.94% |
$50.9K - $55.2K
|
5.09K
$5.4M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
96+ 24.74% |
$50.4K - $54.6K
|
484
$514K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95+ 5.38% |
$49.9K - $54K
|
1.86K
$1.98M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
94+ 1.24% |
$49.4K - $53.5K
|
7.69K
$8.17M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
94+ 2.57% |
$49.4K - $53.5K
|
3.75K
$3.98M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
93+ 9.78% |
$48.8K - $52.9K
|
1.04K
$1.11M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
93+ 1.64% |
$48.8K - $52.9K
|
5.77K
$6.13M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
92+ 12.69% |
$48.3K - $52.3K
|
817
$868K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
92+ 2.67% |
$48.3K - $52.3K
|
3.54K
$3.77M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
92+ 1.57% |
$48.3K - $52.3K
|
5.96K
$6.33M
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
92+ 9.16% |
$48.3K - $52.3K
|
1.1K
$1.16M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
91+ 20.31% |
$47.8K - $51.7K
|
539
$573K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
91+ 8.27% |
$47.8K - $51.7K
|
1.19K
$1.27M
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
90+ 0.15% |
$47.3K - $51.2K
|
60.4K
$64.1M
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
90+ 0.8% |
$47.3K - $51.2K
|
11.3K
$12M
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90+ 2.16% |
$47.3K - $51.2K
|
4.25K
$4.51M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
90+ 13.27% |
$47.3K - $51.2K
|
768
$816K
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 7.5% |
$47.3K - $51.2K
|
1.29K
$1.37M
|