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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.5K+ 37.97% |
$660K - $852K
|
5.45K
$5.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$652K - $841K
|
1.48K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.48K+ 1.81% |
$650K - $839K
|
83.1K
$78.1M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.47K+ 34.94% |
$649K - $837K
|
5.69K
$5.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.46KNew |
$644K - $831K
|
1.46K
$1.37M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46K+ 3.21% |
$643K - $830K
|
47K
$44.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.43K+ 13.09% |
$630K - $812K
|
12.4K
$11.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.43KNew |
$628K - $810K
|
1.43K
$1.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.42K+ 3.38% |
$626K - $807K
|
43.4K
$40.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.42K+ 10.48% |
$624K - $805K
|
14.9K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 12.41% |
$621K - $801K
|
12.8K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.4K+ 2.49% |
$615K - $794K
|
57.5K
$54M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.4KNew |
$614K - $792K
|
1.4K
$1.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.39K+ 3.84% |
$613K - $791K
|
37.7K
$35.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 34.51% |
$604K - $779K
|
5.35K
$5.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.37KNew |
$602K - $777K
|
1.37K
$1.29M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.35KNew |
$594K - $766K
|
1.35K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.35KNew |
$592K - $764K
|
1.35K
$1.26M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.34K+ 10.14% |
$589K - $760K
|
14.5K
$13.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.34KNew |
$588K - $759K
|
1.34K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.33K+ 6.4% |
$586K - $756K
|
22.2K
$20.8M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.32K+ 54.92% |
$582K - $751K
|
3.73K
$3.5M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.31KNew |
$575K - $742K
|
1.31K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.3K+ 17.29% |
$570K - $736K
|
8.79K
$8.26M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.28KNew |
$564K - $727K
|
1.28K
$1.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.27K+ 188.99% |
$559K - $721K
|
1.94K
$1.82M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.26KNew |
$556K - $718K
|
1.26K
$1.19M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.26KNew |
$556K - $717K
|
1.26K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.26K+ 14.1% |
$553K - $713K
|
10.2K
$9.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.25KNew |
$551K - $710K
|
1.25K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.25KNew |
$550K - $710K
|
1.25K
$1.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25K+ 2.93% |
$549K - $708K
|
43.8K
$41.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.21K+ 12.59% |
$534K - $689K
|
10.8K
$10.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.21K+ 4.92% |
$534K - $689K
|
25.9K
$24.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.21K+ 11.89% |
$534K - $689K
|
11.4K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.21K+ 5.58% |
$533K - $688K
|
22.9K
$21.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.21KNew |
$532K - $686K
|
1.21K
$1.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.21K+ 5.29% |
$532K - $686K
|
24.1K
$22.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 7.85% |
$529K - $682K
|
16.5K
$15.5M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.19K+ 3.41% |
$526K - $678K
|
36.2K
$34M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.19K+ 7.89% |
$526K - $678K
|
16.3K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
1.19KNew |
$522K - $673K
|
1.19K
$1.11M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.19KNew |
$522K - $673K
|
1.19K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
1.18K+ 0.69% |
$521K - $672K
|
174K
$163M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.18K+ 4.22% |
$519K - $670K
|
29.1K
$27.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 13.73% |
$519K - $670K
|
9.78K
$9.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.17KNew |
$515K - $665K
|
1.17K
$1.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.17KNew |
$514K - $663K
|
1.17K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.16K+ 9.07% |
$512K - $660K
|
14K
$13.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
BUY
|
- |
1.16K+ 81.53% |
$511K - $659K
|
2.59K
$2.43M
|