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 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-66- 4.92% |
$34.7K - $37.5K
|
1.28K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67- 3.41% |
$35.2K - $38.1K
|
1.9K
$1.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-67- 4.06% |
$35.2K - $38.1K
|
1.59K
$1.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-67- 1.09% |
$35.2K - $38.1K
|
6.08K
$6.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-67- 2.57% |
$35.2K - $38.1K
|
2.54K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-67- 7.66% |
$35.2K - $38.1K
|
808
$836K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-68- 1.28% |
$35.7K - $38.7K
|
5.24K
$5.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-68- 4.22% |
$35.7K - $38.7K
|
1.55K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68- 1.04% |
$35.7K - $38.7K
|
6.45K
$6.67M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-68- 15.38% |
$35.7K - $38.7K
|
374
$387K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-69- 4.3% |
$36.2K - $39.2K
|
1.53K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-69- 2.7% |
$36.2K - $39.2K
|
2.49K
$2.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-70- 13.67% |
$36.8K - $39.8K
|
442
$457K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-70- 1.56% |
$36.8K - $39.8K
|
4.42K
$4.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-70- 9.83% |
$36.8K - $39.8K
|
642
$664K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-70- 34.31% |
$36.8K - $39.8K
|
134
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-70- 2.7% |
$36.8K - $39.8K
|
2.52K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-70- 5.29% |
$36.8K - $39.8K
|
1.25K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-71- 1.95% |
$37.3K - $40.4K
|
3.58K
$3.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-72- 1.78% |
$37.8K - $40.9K
|
3.97K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-72- 1.19% |
$37.8K - $40.9K
|
5.96K
$6.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-72- 6.77% |
$37.8K - $40.9K
|
991
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-73- 2.46% |
$38.3K - $41.5K
|
2.89K
$2.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-73- 5.13% |
$38.3K - $41.5K
|
1.35K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-74- 1.03% |
$38.9K - $42.1K
|
7.12K
$7.37M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-74- 12.01% |
$38.9K - $42.1K
|
542
$561K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75- 13.61% |
$39.4K - $42.6K
|
476
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-75- 3.37% |
$39.4K - $42.6K
|
2.15K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-75- 1.7% |
$39.4K - $42.6K
|
4.34K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-75- 5.28% |
$39.4K - $42.6K
|
1.35K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-75- 5.28% |
$39.4K - $42.6K
|
1.35K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 7.69% |
$39.4K - $42.6K
|
900
$931K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-75- 13.61% |
$39.4K - $42.6K
|
476
$493K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-76- 3.19% |
$39.9K - $43.2K
|
2.31K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-76- 4.63% |
$39.9K - $43.2K
|
1.56K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-76- 2.72% |
$39.9K - $43.2K
|
2.72K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-77- 13.8% |
$40.4K - $43.8K
|
481
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-77- 5.58% |
$40.4K - $43.8K
|
1.3K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-77- 1.22% |
$40.4K - $43.8K
|
6.22K
$6.43M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-77- 14.53% |
$40.4K - $43.8K
|
453
$469K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-78- 1.33% |
$41K - $44.4K
|
5.78K
$5.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-78- 11.54% |
$41K - $44.4K
|
598
$619K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-78- 1.3% |
$41K - $44.4K
|
5.91K
$6.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-79- 3.19% |
$41.5K - $44.9K
|
2.4K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 3.43% |
$41.5K - $44.9K
|
2.22K
$2.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-80- 1.82% |
$42K - $45.5K
|
4.32K
$4.47M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-80- 69.57% |
$42K - $45.5K
|
35
$36.2K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-80- 1.56% |
$42K - $45.5K
|
5.05K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-81- 1.69% |
$42.5K - $46.1K
|
4.72K
$4.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-82- 1.5% |
$43.1K - $46.6K
|
5.39K
$5.58M
|