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 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
70+ 15.7% |
$36.8K - $39.8K
|
516
$534K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
70+ 3.02% |
$36.8K - $39.8K
|
2.39K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
69+ 4.08% |
$36.2K - $39.2K
|
1.76K
$1.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 2.89% |
$36.2K - $39.2K
|
2.46K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
69+ 15.44% |
$36.2K - $39.2K
|
516
$534K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
69+ 0.92% |
$36.2K - $39.2K
|
7.57K
$7.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
69+ 4.25% |
$36.2K - $39.2K
|
1.69K
$1.75M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
69+ 0.49% |
$36.2K - $39.2K
|
14.1K
$14.6M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
67+ 1.05% |
$35.2K - $38.1K
|
6.48K
$6.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
67+ 4.5% |
$35.2K - $38.1K
|
1.56K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
66+ 1.95% |
$34.7K - $37.5K
|
3.45K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
66+ 0.32% |
$34.7K - $37.5K
|
20.7K
$21.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
65+ 5.19% |
$34.1K - $37K
|
1.32K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
65+ 3.79% |
$34.1K - $37K
|
1.78K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65+ 1.38% |
$34.1K - $37K
|
4.77K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
65+ 2.4% |
$34.1K - $37K
|
2.77K
$2.86M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
65+ 2.4% |
$34.1K - $37K
|
2.77K
$2.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
64+ 3.44% |
$33.6K - $36.4K
|
1.92K
$1.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
63+ 6.93% |
$33.1K - $35.8K
|
972
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
63+ 3.62% |
$33.1K - $35.8K
|
1.81K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
63+ 4.54% |
$33.1K - $35.8K
|
1.45K
$1.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
62+ 7.34% |
$32.6K - $35.3K
|
907
$939K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
62New |
$32.6K - $35.3K
|
62
$64.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
62+ 16.36% |
$32.6K - $35.3K
|
441
$456K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
62+ 7.97% |
$32.6K - $35.3K
|
840
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.68% |
$32K - $34.7K
|
9.07K
$9.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
61+ 25.1% |
$32K - $34.7K
|
304
$315K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
60+ 18.99% |
$31.5K - $34.1K
|
376
$389K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
60+ 9.55% |
$31.5K - $34.1K
|
688
$712K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
59+ 5.89% |
$31K - $33.5K
|
1.06K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
59+ 3.87% |
$31K - $33.5K
|
1.58K
$1.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
58+ 1.46% |
$30.5K - $33K
|
4.03K
$4.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
58+ 2.2% |
$30.5K - $33K
|
2.7K
$2.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
58+ 1.17% |
$30.5K - $33K
|
5K
$5.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
58+ 0.89% |
$30.5K - $33K
|
6.6K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58+ 2.54% |
$30.5K - $33K
|
2.35K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
57+ 4.16% |
$29.9K - $32.4K
|
1.43K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
57+ 1.93% |
$29.9K - $32.4K
|
3.02K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
57+ 2.72% |
$29.9K - $32.4K
|
2.15K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
57+ 24.78% |
$29.9K - $32.4K
|
287
$297K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
56+ 4.45% |
$29.4K - $31.8K
|
1.32K
$1.36M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
56+ 0.49% |
$29.4K - $31.8K
|
11.4K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
55+ 1.45% |
$28.9K - $31.3K
|
3.85K
$3.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
55+ 0.74% |
$28.9K - $31.3K
|
7.5K
$7.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
55+ 0.59% |
$28.9K - $31.3K
|
9.38K
$9.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
55+ 7.01% |
$28.9K - $31.3K
|
840
$869K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
55+ 26.83% |
$28.9K - $31.3K
|
260
$269K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
54+ 3.43% |
$28.4K - $30.7K
|
1.63K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
54+ 9.87% |
$28.4K - $30.7K
|
601
$622K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
54+ 4.22% |
$28.4K - $30.7K
|
1.34K
$1.38M
|