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 17, 2023
Q3 2023
|
Fortune 45 LLC
|
SELL
|
- |
-5- 0.59% |
$2.63K - $2.84K
|
840
$869K
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-5- 0.27% |
$2.63K - $2.84K
|
1.84K
$1.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-5- 0.9% |
$2.63K - $2.84K
|
550
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.26% |
$2.63K - $2.84K
|
1.92K
$1.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-5- 0.1% |
$2.63K - $2.84K
|
5.19K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-5- 0.06% |
$2.63K - $2.84K
|
8.88K
$9.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-5- 0.21% |
$2.63K - $2.84K
|
2.43K
$2.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5- 0.87% |
$2.63K - $2.84K
|
571
$591K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5- 0.12% |
$2.63K - $2.84K
|
4.01K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5- 0.45% |
$2.63K - $2.84K
|
1.11K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5- 0.76% |
$2.63K - $2.84K
|
654
$677K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6- 0.45% |
$3.15K - $3.41K
|
1.34K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-6- 0.15% |
$3.15K - $3.41K
|
3.98K
$4.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-6- 0.39% |
$3.15K - $3.41K
|
1.55K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-6- 0.53% |
$3.15K - $3.41K
|
1.13K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-6- 0.24% |
$3.15K - $3.41K
|
2.48K
$2.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-6- 1.05% |
$3.15K - $3.41K
|
566
$586K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-6- 0.04% |
$3.15K - $3.41K
|
14.6K
$15.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.54% |
$3.15K - $3.41K
|
1.12K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-6- 0.14% |
$3.15K - $3.41K
|
4.4K
$4.55M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-6- 0.32% |
$3.15K - $3.41K
|
1.86K
$1.93M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 0.12% |
$3.15K - $3.41K
|
5.04K
$5.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-7- 0.95% |
$3.68K - $3.98K
|
727
$752K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-7- 0.76% |
$3.68K - $3.98K
|
909
$941K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-7- 0.07% |
$3.68K - $3.98K
|
9.93K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-7- 0.1% |
$3.68K - $3.98K
|
6.73K
$6.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-7- 0.16% |
$3.68K - $3.98K
|
4.28K
$4.43M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.04% |
$3.68K - $3.98K
|
18.3K
$19M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7- 1.12% |
$3.68K - $3.98K
|
619
$641K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-7- 0.97% |
$3.68K - $3.98K
|
712
$737K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-7- 0.24% |
$3.68K - $3.98K
|
2.93K
$3.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-7- 0.52% |
$3.68K - $3.98K
|
1.34K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 0.39% |
$3.68K - $3.98K
|
1.79K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.62% |
$3.68K - $3.98K
|
1.12K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7- 0.63% |
$3.68K - $3.98K
|
1.11K
$1.15M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-8- 0.15% |
$4.2K - $4.55K
|
5.35K
$5.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 1.88% |
$4.2K - $4.55K
|
417
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-8- 0.46% |
$4.2K - $4.55K
|
1.74K
$1.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8- 1.54% |
$4.2K - $4.55K
|
511
$529K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-8- 1.07% |
$4.2K - $4.55K
|
739
$765K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-8- 1.45% |
$4.2K - $4.55K
|
544
$563K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-8- 0.05% |
$4.2K - $4.55K
|
17.1K
$17.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-8- 1.46% |
$4.2K - $4.55K
|
539
$558K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-8- 0.19% |
$4.2K - $4.55K
|
4.26K
$4.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.05% |
$4.2K - $4.55K
|
17.2K
$17.8M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 3.0% |
$4.2K - $4.55K
|
259
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-9- 2.2% |
$4.73K - $5.12K
|
401
$415K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-9- 1.89% |
$4.73K - $5.12K
|
468
$484K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.1% |
$4.73K - $5.12K
|
8.58K
$8.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-9- 1.95% |
$4.73K - $5.12K
|
453
$469K
|