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 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
54+ 1.75% |
$28.4K - $30.7K
|
3.14K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
53+ 1.36% |
$27.8K - $30.1K
|
3.95K
$4.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
53+ 0.69% |
$27.8K - $30.1K
|
7.77K
$8.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
53+ 4.32% |
$27.8K - $30.1K
|
1.28K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
53+ 11.55% |
$27.8K - $30.1K
|
512
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
52+ 0.43% |
$27.3K - $29.6K
|
12.1K
$12.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
52+ 4.31% |
$27.3K - $29.6K
|
1.26K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 2.56% |
$27.3K - $29.6K
|
2.08K
$2.15M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
51+ 9.77% |
$26.8K - $29K
|
573
$593K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
51+ 0.83% |
$26.8K - $29K
|
6.2K
$6.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 3.83% |
$26.3K - $28.4K
|
1.36K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
50+ 1.19% |
$26.3K - $28.4K
|
4.25K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
50+ 1.57% |
$26.3K - $28.4K
|
3.24K
$3.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
50+ 121.95% |
$26.3K - $28.4K
|
91
$94.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
50+ 8.36% |
$26.3K - $28.4K
|
648
$671K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 2.11% |
$26.3K - $28.4K
|
2.42K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
50+ 1.75% |
$26.3K - $28.4K
|
2.91K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
50+ 1.49% |
$26.3K - $28.4K
|
3.4K
$3.52M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 1.68% |
$26.3K - $28.4K
|
3.03K
$3.14M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
49+ 3.39% |
$25.7K - $27.9K
|
1.49K
$1.55M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
49+ 9.74% |
$25.7K - $27.9K
|
552
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
49+ 6.78% |
$25.7K - $27.9K
|
772
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
49+ 1.01% |
$25.7K - $27.9K
|
4.9K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
49+ 2.87% |
$25.7K - $27.9K
|
1.75K
$1.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 12.53% |
$25.2K - $27.3K
|
431
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
48+ 0.29% |
$25.2K - $27.3K
|
16.6K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
48+ 0.85% |
$25.2K - $27.3K
|
5.69K
$5.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
47+ 1.8% |
$24.7K - $26.7K
|
2.66K
$2.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
47+ 4.55% |
$24.7K - $26.7K
|
1.08K
$1.12M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
47+ 0.96% |
$24.7K - $26.7K
|
4.96K
$5.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
46+ 3.91% |
$24.2K - $26.2K
|
1.22K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
46+ 0.25% |
$24.2K - $26.2K
|
18.6K
$19.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
46+ 0.64% |
$24.2K - $26.2K
|
7.26K
$7.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
46+ 27.88% |
$24.2K - $26.2K
|
211
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
45+ 1.71% |
$23.6K - $25.6K
|
2.68K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
45+ 0.83% |
$23.6K - $25.6K
|
5.5K
$5.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
44+ 5.62% |
$23.1K - $25K
|
827
$856K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44+ 63.77% |
$23.1K - $25K
|
113
$117K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 3.76% |
$22.6K - $24.5K
|
1.19K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
43+ 9.01% |
$22.6K - $24.5K
|
520
$538K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
42+ 7.97% |
$22.1K - $23.9K
|
569
$589K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
42+ 8.64% |
$22.1K - $23.9K
|
528
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
42+ 0.92% |
$22.1K - $23.9K
|
4.61K
$4.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
41+ 10.25% |
$21.5K - $23.3K
|
441
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
41+ 2.61% |
$21.5K - $23.3K
|
1.61K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
41+ 0.89% |
$21.5K - $23.3K
|
4.65K
$4.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
41+ 13.85% |
$21.5K - $23.3K
|
337
$349K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
41+ 6.2% |
$21.5K - $23.3K
|
702
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 11.17% |
$21.5K - $23.3K
|
408
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
41+ 0.16% |
$21.5K - $23.3K
|
26.3K
$27.2M
|