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 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 4.63% |
$11K - $11.9K
|
475
$492K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
21+ 0.81% |
$11K - $11.9K
|
2.62K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
21+ 1.67% |
$11K - $11.9K
|
1.28K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
21+ 0.8% |
$11K - $11.9K
|
2.66K
$2.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
21+ 5.54% |
$11K - $11.9K
|
400
$414K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
21+ 1.72% |
$11K - $11.9K
|
1.24K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21+ 1.12% |
$11K - $11.9K
|
1.9K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
20+ 2.31% |
$10.5K - $11.4K
|
884
$915K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.35% |
$10.5K - $11.4K
|
5.77K
$5.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 2.03% |
$10.5K - $11.4K
|
1.01K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
20+ 4.46% |
$10.5K - $11.4K
|
468
$484K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
20+ 0.38% |
$10.5K - $11.4K
|
5.25K
$5.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
20+ 0.2% |
$10.5K - $11.4K
|
9.87K
$10.2M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20+ 0.54% |
$10.5K - $11.4K
|
3.73K
$3.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19+ 2.6% |
$9.98K - $10.8K
|
750
$776K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
19+ 1.09% |
$9.98K - $10.8K
|
1.77K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 1.61% |
$9.98K - $10.8K
|
1.2K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19+ 0.06% |
$9.98K - $10.8K
|
32.4K
$33.5M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19+ 3.69% |
$9.98K - $10.8K
|
534
$553K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
18+ 2.46% |
$9.45K - $10.2K
|
750
$776K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18+ 2.01% |
$9.45K - $10.2K
|
914
$946K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18+ 81.82% |
$9.45K - $10.2K
|
40
$41.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
18+ 0.07% |
$9.45K - $10.2K
|
24.8K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
18+ 1.59% |
$9.45K - $10.2K
|
1.15K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
17+ 2.22% |
$8.93K - $9.67K
|
784
$811K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
17+ 4.27% |
$8.93K - $9.67K
|
415
$430K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17+ 1.61% |
$8.93K - $9.67K
|
1.07K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
17+ 1.82% |
$8.93K - $9.67K
|
952
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
17+ 0.13% |
$8.93K - $9.67K
|
13K
$13.5M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
17+ 2.03% |
$8.93K - $9.67K
|
856
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
16+ 0.96% |
$8.4K - $9.1K
|
1.68K
$1.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
16+ 1.54% |
$8.4K - $9.1K
|
1.06K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
16+ 0.71% |
$8.4K - $9.1K
|
2.27K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
15+ 8.38% |
$7.88K - $8.53K
|
194
$201K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15+ 2.26% |
$7.88K - $8.53K
|
679
$703K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15+ 0.5% |
$7.88K - $8.53K
|
3.04K
$3.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
15+ 0.36% |
$7.88K - $8.53K
|
4.18K
$4.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
15+ 3.43% |
$7.88K - $8.53K
|
452
$468K
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
15+ 1.39% |
$7.88K - $8.53K
|
1.09K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
15+ 0.89% |
$7.88K - $8.53K
|
1.7K
$1.76M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
14+ 1.23% |
$7.35K - $7.96K
|
1.15K
$1.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
14+ 3.23% |
$7.35K - $7.96K
|
447
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
BUY
|
- |
14+ 0.22% |
$7.35K - $7.96K
|
6.41K
$6.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 1.34% |
$7.35K - $7.96K
|
1.06K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14New |
$7.35K - $7.96K
|
14
$14.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.33% |
$6.83K - $7.39K
|
3.95K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13+ 1.91% |
$6.83K - $7.39K
|
693
$717K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13+ 0.97% |
$6.83K - $7.39K
|
1.36K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
13+ 1.07% |
$6.83K - $7.39K
|
1.23K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
13+ 0.93% |
$6.83K - $7.39K
|
1.41K
$1.46M
|