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 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.71K+ 0.56% |
$1.42M - $1.54M
|
484K
$519M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.7KNew |
$1.42M - $1.54M
|
2.7K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.67K+ 3.15% |
$1.4M - $1.52M
|
87.3K
$93.6M
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.65K+ 368.52% |
$1.39M - $1.5M
|
3.36K
$3.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.65K+ 0.44% |
$1.39M - $1.5M
|
597K
$640M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.64K+ 19.42% |
$1.39M - $1.5M
|
16.2K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.62K+ 1.66% |
$1.38M - $1.49M
|
161K
$172M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.62K+ 11.97% |
$1.38M - $1.49M
|
24.5K
$26.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.6K+ 4.88% |
$1.36M - $1.48M
|
55.8K
$59.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.56K+ 28.68% |
$1.34M - $1.46M
|
11.5K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.56K+ 103.43% |
$1.34M - $1.46M
|
5.04K
$5.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.56K+ 25.73% |
$1.34M - $1.45M
|
12.5K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.55K+ 306.6% |
$1.34M - $1.45M
|
3.39K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.55K+ 43.78% |
$1.34M - $1.45M
|
8.37K
$8.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.49KNew |
$1.31M - $1.41M
|
2.49K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.47K+ 4.74% |
$1.29M - $1.4M
|
54.5K
$58.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.42K+ 53.16% |
$1.27M - $1.37M
|
6.96K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.41K+ 1.3% |
$1.26M - $1.37M
|
188K
$201M
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.4K+ 395.39% |
$1.26M - $1.36M
|
3.01K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.38KNew |
$1.25M - $1.35M
|
2.38K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.36K+ 1.16% |
$1.24M - $1.34M
|
206K
$221M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.34K+ 65.59% |
$1.23M - $1.33M
|
5.9K
$6.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.23K+ 82.91% |
$1.17M - $1.27M
|
4.91K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 7.17% |
$1.16M - $1.26M
|
33.1K
$35.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.17K+ 12.82% |
$1.14M - $1.24M
|
19.1K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.15KNew |
$1.13M - $1.22M
|
2.15K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
2.1K+ 25.0% |
$1.1M - $1.19M
|
10.5K
$11.3M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.09K+ 4.34% |
$1.1M - $1.19M
|
50.2K
$53.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.08K+ 85.0% |
$1.09M - $1.18M
|
4.53K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
2.04K+ 21.0% |
$1.07M - $1.16M
|
11.7K
$12.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04K+ 0.24% |
$1.07M - $1.16M
|
856K
$918M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.03K+ 20.8% |
$1.07M - $1.15M
|
11.8K
$12.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.03K+ 71.06% |
$1.06M - $1.15M
|
4.88K
$5.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1.97K+ 229.15% |
$1.04M - $1.12M
|
2.83K
$3.04M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.96K+ 2.68% |
$1.03M - $1.11M
|
74.9K
$80.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.95K+ 34.83% |
$1.03M - $1.11M
|
7.56K
$8.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.94K+ 262.87% |
$1.02M - $1.1M
|
2.68K
$2.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.93K+ 13.33% |
$1.01M - $1.1M
|
16.4K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.92K+ 0.21% |
$1.01M - $1.09M
|
918K
$983M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 1.49% |
$1M - $1.08M
|
130K
$139M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 66.6% |
$995K - $1.08M
|
4.74K
$5.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.89KNew |
$992K - $1.07M
|
1.89K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.89KNew |
$992K - $1.07M
|
1.89K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.89K+ 22.19% |
$991K - $1.07M
|
10.4K
$11.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 10.61% |
$986K - $1.07M
|
19.6K
$21M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.88K+ 1.8% |
$985K - $1.07M
|
106K
$114M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 3.21% |
$985K - $1.07M
|
60.4K
$64.7M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.86K+ 12.14% |
$979K - $1.06M
|
17.2K
$18.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 11.91% |
$970K - $1.05M
|
17.4K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.84K+ 17.65% |
$966K - $1.05M
|
12.3K
$13.1M
|