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 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
28+ 2.12% |
$14.7K - $15.9K
|
1.35K
$1.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28+ 9.06% |
$14.7K - $15.9K
|
337
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
28+ 9.43% |
$14.7K - $15.9K
|
325
$336K
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
28+ 2.59% |
$14.7K - $15.9K
|
1.11K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28+ 2.75% |
$14.7K - $15.9K
|
1.05K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
28+ 0.13% |
$14.7K - $15.9K
|
21.9K
$22.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
28+ 0.23% |
$14.7K - $15.9K
|
12.3K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28+ 6.56% |
$14.7K - $15.9K
|
455
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
28+ 3.53% |
$14.7K - $15.9K
|
821
$850K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
28+ 4.87% |
$14.7K - $15.9K
|
603
$624K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27+ 4.47% |
$14.2K - $15.4K
|
631
$653K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
27+ 3.61% |
$14.2K - $15.4K
|
774
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
26+ 1.32% |
$13.7K - $14.8K
|
1.99K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
26+ 0.18% |
$13.7K - $14.8K
|
14.2K
$14.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
26+ 4.13% |
$13.7K - $14.8K
|
655
$678K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.54% |
$13.7K - $14.8K
|
1.72K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
26+ 2.56% |
$13.7K - $14.8K
|
1.04K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 6.62% |
$13.7K - $14.8K
|
419
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
26+ 5.11% |
$13.7K - $14.8K
|
535
$554K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
26+ 0.29% |
$13.7K - $14.8K
|
9.01K
$9.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
25+ 0.6% |
$13.1K - $14.2K
|
4.21K
$4.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
25+ 1.97% |
$13.1K - $14.2K
|
1.29K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 2.63% |
$13.1K - $14.2K
|
975
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$13.1K - $14.2K
|
14.1K
$14.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
25+ 0.29% |
$13.1K - $14.2K
|
8.59K
$8.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
25+ 3.6% |
$13.1K - $14.2K
|
720
$745K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 1.53% |
$13.1K - $14.2K
|
1.66K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
25+ 3.71% |
$13.1K - $14.2K
|
699
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
25+ 0.65% |
$13.1K - $14.2K
|
3.87K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 1.06% |
$13.1K - $14.2K
|
2.37K
$2.46M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
25+ 0.82% |
$13.1K - $14.2K
|
3.06K
$3.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
24+ 0.82% |
$12.6K - $13.6K
|
2.96K
$3.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
24+ 0.28% |
$12.6K - $13.6K
|
8.61K
$8.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
24+ 5.61% |
$12.6K - $13.6K
|
452
$468K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
23+ 1.57% |
$12.1K - $13.1K
|
1.49K
$1.54M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23+ 4.59% |
$12.1K - $13.1K
|
524
$542K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
23+ 0.67% |
$12.1K - $13.1K
|
3.43K
$3.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
22+ 0.4% |
$11.6K - $12.5K
|
5.57K
$5.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 1.26% |
$11.6K - $12.5K
|
1.77K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
22+ 1.01% |
$11.6K - $12.5K
|
2.19K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
22+ 42.31% |
$11.6K - $12.5K
|
74
$76.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 1.77% |
$11.6K - $12.5K
|
1.26K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
22+ 2.31% |
$11.6K - $12.5K
|
973
$1.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
22+ 4.24% |
$11.6K - $12.5K
|
541
$560K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
22+ 2.35% |
$11.6K - $12.5K
|
958
$991K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 4.23% |
$11.6K - $12.5K
|
542
$561K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22+ 12.64% |
$11.6K - $12.5K
|
196
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
21+ 2.85% |
$11K - $11.9K
|
759
$785K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.4% |
$11K - $11.9K
|
5.27K
$5.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
21+ 5.06% |
$11K - $11.9K
|
436
$451K
|