Purchases and Sales Made in Q3 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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
Dillon & Associates Inc

BUY
 -
913
+ 16.48%
$479K - $519K
6.45K $6.92M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
900
+ 34.71%
$473K - $512K
3.49K $3.74M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
900
New
$473K - $512K
900 $965K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
896
+ 3.32%
$470K - $509K
27.9K $29.9M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
883
New
$464K - $502K
883 $946K
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
883
+ 212.77%
$464K - $502K
1.3K $1.39M
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
880
+ 7.2%
$462K - $500K
13.1K $14M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
874
+ 2.86%
$459K - $497K
31.4K $33.6M
Nov 14, 2023 Q3 2023
Hall Private Wealth Advisors

BUY
 -
863
+ 5.49%
$453K - $491K
16.6K $17.8M
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
860
+ 8.29%
$452K - $489K
11.2K $12M
Nov 02, 2023 Q3 2023
Efg Asset Management (North America) Corp.

BUY
 -
854
+ 24.72%
$448K - $486K
4.31K $4.62M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
849
+ 2.49%
$446K - $483K
34.9K $37.4M
Oct 13, 2023 Q3 2023
Wedge Capital Management L L P

BUY
 -
844
New
$443K - $480K
844 $905K
Nov 13, 2023 Q3 2023
Advisory Research Inc

Chicago, IL
BUY
 -
837
New
$439K - $476K
837 $897K
Nov 14, 2023 Q3 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
837
New
$439K - $476K
837 $897K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
835
+ 4.73%
$438K - $475K
18.5K $19.8M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
834
+ 52.82%
$438K - $474K
2.41K $2.59M
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
830
+ 242.69%
$436K - $472K
1.17K $1.26M
Oct 23, 2023 Q3 2023
Moreno Evelyn V

Boston, MA
BUY
 -
825
+ 26.98%
$433K - $469K
3.88K $4.16M
Nov 13, 2023 Q3 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
823
+ 20.31%
$432K - $468K
4.88K $5.23M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
812
+ 4.01%
$426K - $462K
21K $22.6M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
803
+ 1.42%
$422K - $457K
57.5K $61.6M
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
802
+ 41.6%
$421K - $456K
2.73K $2.93M
Oct 25, 2023 Q3 2023
Forsta Ap Fonden

Stockholm, V7
BUY
 -
800
+ 0.75%
$420K - $455K
108K $116M
Nov 13, 2023 Q3 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
799
+ 0.82%
$420K - $454K
97.7K $105M
Oct 25, 2023 Q3 2023
Keating Investment Counselors Inc

BUY
 -
795
+ 43.02%
$417K - $452K
2.64K $2.83M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
793
+ 173.52%
$416K - $451K
1.25K $1.34M
Nov 13, 2023 Q3 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
779
+ 12.47%
$409K - $443K
7.03K $7.53M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
777
+ 3.95%
$408K - $442K
20.4K $21.9M
Nov 01, 2023 Q3 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
775
New
$407K - $441K
775 $831K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
767
+ 7.52%
$403K - $436K
11K $11.8M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
761
+ 7.49%
$400K - $433K
10.9K $11.7M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
761
+ 5.12%
$400K - $433K
15.6K $16.8M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
760
New
$399K - $432K
760 $815K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
752
+ 29.91%
$395K - $428K
3.27K $3.5M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
746
+ 40.39%
$392K - $424K
2.59K $2.78M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
744
+ 14.91%
$391K - $423K
5.73K $6.14M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
742
+ 5.24%
$390K - $422K
14.9K $16M
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
738
+ 4.61%
$387K - $420K
16.7K $18M
Oct 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
737
+ 5.91%
$387K - $419K
13.2K $14.2M
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
733
+ 6.93%
$385K - $417K
11.3K $12.1M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
724
+ 28.25%
$380K - $412K
3.29K $3.52M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
724
+ 1.59%
$380K - $412K
46.1K $49.4M
Nov 09, 2023 Q3 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
718
+ 6.75%
$377K - $408K
11.4K $12.2M
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
710
+ 2.77%
$373K - $404K
26.3K $28.2M
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
709
+ 5.52%
$372K - $403K
13.5K $14.5M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
704
New
$370K - $400K
704 $755K
Nov 14, 2023 Q3 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
700
+ 35.28%
$368K - $398K
2.68K $2.88M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
697
+ 37.31%
$366K - $396K
2.57K $2.75M

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