Purchases and Sales Made in Q4 2021 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
185+ 10.42% |
$81.4K - $105K
|
1.96K
$1.89M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
185+ 8.27% |
$81.4K - $105K
|
2.42K
$2.34M
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
184+ 3.57% |
$81K - $104K
|
5.34K
$5.15M
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
184+ 2.3% |
$81K - $104K
|
8.18K
$7.9M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
184+ 8.98% |
$81K - $104K
|
2.23K
$2.15M
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
182+ 10.43% |
$80.1K - $103K
|
1.93K
$1.86M
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
181+ 3.95% |
$79.7K - $103K
|
4.76K
$4.59M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
181+ 5.33% |
$79.7K - $103K
|
3.58K
$3.45M
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
181+ 0.89% |
$79.7K - $103K
|
20.5K
$19.8M
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
181+ 9.36% |
$79.7K - $103K
|
2.12K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
181+ 3.19% |
$79.7K - $103K
|
5.86K
$5.65M
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
180+ 4.68% |
$79.2K - $102K
|
4.03K
$3.89M
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
180+ 5.61% |
$79.2K - $102K
|
3.39K
$3.27M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
179+ 0.58% |
$78.8K - $102K
|
31K
$29.9M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
177+ 4.95% |
$77.9K - $100K
|
3.76K
$3.63M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
177+ 57.84% |
$77.9K - $100K
|
483
$466K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
177New |
$77.9K - $100K
|
177
$171K
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
176+ 36.82% |
$77.5K - $99.9K
|
654
$631K
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
BUY
|
- |
175+ 0.59% |
$77K - $99.4K
|
30K
$29M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
175+ 5.36% |
$77K - $99.4K
|
3.44K
$3.32M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
172+ 35.46% |
$75.7K - $97.7K
|
657
$634K
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
172+ 2.15% |
$75.7K - $97.7K
|
8.15K
$7.87M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
171+ 34.9% |
$75.3K - $97.1K
|
661
$638K
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
170+ 1.65% |
$74.8K - $96.5K
|
10.5K
$10.1M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
169+ 71.31% |
$74.4K - $96K
|
406
$392K
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
167+ 4.82% |
$73.5K - $94.8K
|
3.63K
$3.51M
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
167+ 6.46% |
$73.5K - $94.8K
|
2.75K
$2.66M
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
166+ 5.66% |
$73.1K - $94.2K
|
3.1K
$2.99M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
166+ 1.42% |
$73.1K - $94.2K
|
11.9K
$11.4M
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
165+ 12.43% |
$72.6K - $93.7K
|
1.49K
$1.44M
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
165+ 14.85% |
$72.6K - $93.7K
|
1.28K
$1.23M
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
164New |
$72.2K - $93.1K
|
164
$158K
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
163+ 2.5% |
$71.7K - $92.5K
|
6.68K
$6.44M
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
163+ 3.02% |
$71.7K - $92.5K
|
5.55K
$5.36M
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
162+ 7.58% |
$71.3K - $92K
|
2.3K
$2.22M
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
160+ 12.55% |
$70.4K - $90.8K
|
1.44K
$1.39M
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
160+ 3.14% |
$70.4K - $90.8K
|
5.26K
$5.08M
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
159+ 32.65% |
$70K - $90.3K
|
646
$624K
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
159+ 13.77% |
$70K - $90.3K
|
1.31K
$1.27M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
158+ 7.0% |
$69.5K - $89.7K
|
2.42K
$2.33M
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
BUY
|
- |
157+ 2.73% |
$69.1K - $89.1K
|
5.92K
$5.71M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
157+ 31.78% |
$69.1K - $89.1K
|
651
$628K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
156+ 5.74% |
$68.7K - $88.6K
|
2.87K
$2.77M
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
155+ 2.41% |
$68.2K - $88K
|
6.59K
$6.36M
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
155+ 2.93% |
$68.2K - $88K
|
5.45K
$5.26M
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
154+ 2.74% |
$67.8K - $87.4K
|
5.77K
$5.57M
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
153+ 0.83% |
$67.3K - $86.9K
|
18.6K
$17.9M
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
152+ 0.77% |
$66.9K - $86.3K
|
19.9K
$19.2M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
151New |
$66.5K - $85.7K
|
151
$146K
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
150+ 4.69% |
$66K - $85.2K
|
3.35K
$3.23M
|