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 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 12.57% |
$47.3K - $51.2K
|
806
$856K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
90+ 1.87% |
$47.3K - $51.2K
|
4.9K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
First Washington Corp
Seattle, WA |
BUY
|
- |
90+ 0.82% |
$47.3K - $51.2K
|
11K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
90+ 0.89% |
$47.3K - $51.2K
|
10.2K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
90+ 14.54% |
$47.3K - $51.2K
|
709
$753K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
89+ 5.09% |
$46.7K - $50.6K
|
1.84K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
88+ 0.48% |
$46.2K - $50K
|
18.3K
$19.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
88+ 3.41% |
$46.2K - $50K
|
2.67K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
88+ 3.08% |
$46.2K - $50K
|
2.94K
$3.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
87+ 0.8% |
$45.7K - $49.5K
|
10.9K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
87+ 15.56% |
$45.7K - $49.5K
|
646
$686K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
86+ 1.09% |
$45.2K - $48.9K
|
7.98K
$8.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
86+ 1.56% |
$45.2K - $48.9K
|
5.59K
$5.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
86+ 1.25% |
$45.2K - $48.9K
|
6.97K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
86+ 10.15% |
$45.2K - $48.9K
|
933
$991K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
85+ 0.58% |
$44.6K - $48.3K
|
14.7K
$15.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
85+ 1.51% |
$44.6K - $48.3K
|
5.72K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
85+ 1.65% |
$44.6K - $48.3K
|
5.25K
$5.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
84+ 9.63% |
$44.1K - $47.8K
|
956
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
84+ 13.4% |
$44.1K - $47.8K
|
711
$755K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
83+ 1.58% |
$43.6K - $47.2K
|
5.33K
$5.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
83+ 6.95% |
$43.6K - $47.2K
|
1.28K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
83+ 5.18% |
$43.6K - $47.2K
|
1.68K
$1.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
82+ 2.93% |
$43.1K - $46.6K
|
2.88K
$3.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
82+ 0.11% |
$43.1K - $46.6K
|
73.5K
$78.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
82+ 1.66% |
$43.1K - $46.6K
|
5.02K
$5.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
81+ 0.43% |
$42.5K - $46.1K
|
18.7K
$19.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80+ 28.67% |
$42K - $45.5K
|
359
$381K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80+ 888.89% |
$42K - $45.5K
|
89
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
80+ 8.26% |
$42K - $45.5K
|
1.05K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
79+ 0.46% |
$41.5K - $44.9K
|
17.3K
$18.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
79+ 9.47% |
$41.5K - $44.9K
|
913
$970K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79+ 10.72% |
$41.5K - $44.9K
|
816
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
78+ 4.93% |
$41K - $44.4K
|
1.66K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
77+ 0.55% |
$40.4K - $43.8K
|
14.2K
$15.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
77+ 0.71% |
$40.4K - $43.8K
|
10.9K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
76+ 2.05% |
$39.9K - $43.2K
|
3.78K
$4.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
76+ 2.75% |
$39.9K - $43.2K
|
2.84K
$3.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
75+ 5.88% |
$39.4K - $42.6K
|
1.35K
$1.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.87% |
$39.4K - $42.6K
|
2.69K
$2.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
75+ 7.58% |
$39.4K - $42.6K
|
1.07K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
75+ 1.95% |
$39.4K - $42.6K
|
3.92K
$4.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
75+ 0.6% |
$39.4K - $42.6K
|
12.5K
$13.3M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
74+ 1.68% |
$38.9K - $42.1K
|
4.47K
$4.75M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74+ 5.15% |
$38.9K - $42.1K
|
1.51K
$1.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
73+ 16.04% |
$38.3K - $41.5K
|
528
$561K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
73+ 0.51% |
$38.3K - $41.5K
|
14.5K
$15.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
72+ 12.63% |
$37.8K - $40.9K
|
642
$682K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
72+ 1.34% |
$37.8K - $40.9K
|
5.45K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
71+ 2.82% |
$37.3K - $40.4K
|
2.59K
$2.75M
|