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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7+ 0.45% |
$3.68K - $3.98K
|
1.55K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.26% |
$3.15K - $3.41K
|
481
$498K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.32% |
$3.15K - $3.41K
|
1.87K
$1.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6+ 0.37% |
$3.15K - $3.41K
|
1.61K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
6+ 1.05% |
$3.15K - $3.41K
|
578
$598K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
6+ 0.22% |
$3.15K - $3.41K
|
2.75K
$2.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6+ 0.45% |
$3.15K - $3.41K
|
1.34K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
6+ 1.09% |
$3.15K - $3.41K
|
554
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.92% |
$2.63K - $2.84K
|
547
$566K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 4.1% |
$2.63K - $2.84K
|
127
$131K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
5+ 0.61% |
$2.63K - $2.84K
|
827
$856K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 1.05% |
$2.63K - $2.84K
|
483
$500K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.26% |
$2.63K - $2.84K
|
1.95K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.41% |
$2.63K - $2.84K
|
1.23K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
5+ 1.14% |
$2.63K - $2.84K
|
442
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5+ 7.69% |
$2.63K - $2.84K
|
70
$72.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
5+ 0.0% |
$2.63K - $2.84K
|
105K
$109M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
5+ 0.11% |
$2.63K - $2.84K
|
4.5K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.55% |
$2.63K - $2.84K
|
916
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.89% |
$2.1K - $2.27K
|
451
$467K
|
|
|
Oct 06, 2023
Q3 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
4+ 0.3% |
$2.1K - $2.27K
|
1.34K
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
4+ 0.05% |
$2.1K - $2.27K
|
8.57K
$8.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4+ 0.23% |
$2.1K - $2.27K
|
1.71K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.07% |
$2.1K - $2.27K
|
6.09K
$6.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.29% |
$2.1K - $2.27K
|
1.36K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4+ 2.8% |
$2.1K - $2.27K
|
147
$152K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
4+ 0.15% |
$2.1K - $2.27K
|
2.74K
$2.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.25% |
$2.1K - $2.27K
|
1.6K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$2.1K - $2.27K
|
2.67K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4+ 0.23% |
$2.1K - $2.27K
|
1.78K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4+ 0.47% |
$2.1K - $2.27K
|
851
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
4+ 1.06% |
$2.1K - $2.27K
|
380
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4New |
$2.1K - $2.27K
|
4
$4.14K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$2.1K - $2.27K
|
4
$4.14K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 1.0% |
$2.1K - $2.27K
|
406
$420K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3+ 0.46% |
$1.58K - $1.71K
|
659
$682K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.58K - $1.71K
|
1.56K
$1.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.24% |
$1.58K - $1.71K
|
1.25K
$1.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.08% |
$1.58K - $1.71K
|
3.63K
$3.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.58K - $1.71K
|
1.49K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3+ 0.29% |
$1.58K - $1.71K
|
1.03K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3+ 0.02% |
$1.58K - $1.71K
|
12.4K
$12.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3+ 0.09% |
$1.58K - $1.71K
|
3.21K
$3.33M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
3+ 0.2% |
$1.58K - $1.71K
|
1.51K
$1.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$1.58K - $1.71K
|
1.56K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3+ 0.03% |
$1.58K - $1.71K
|
9.99K
$10.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.72% |
$1.58K - $1.71K
|
422
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3+ 0.04% |
$1.58K - $1.71K
|
7.1K
$7.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3+ 0.19% |
$1.58K - $1.71K
|
1.62K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.13% |
$1.58K - $1.71K
|
2.32K
$2.4M
|