Purchases and Sales Made in Q4 2023 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.24K+ 9.49% |
$673K - $844K
|
14.3K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.23KNew |
$670K - $841K
|
1.23K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 21.29% |
$668K - $838K
|
7.01K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.22KNew |
$664K - $832K
|
1.22K
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.22K+ 22.91% |
$661K - $829K
|
6.53K
$6.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21K+ 9.31% |
$659K - $827K
|
14.3K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.21KNew |
$657K - $824K
|
1.21K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.21K+ 331.87% |
$656K - $823K
|
1.57K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 58.67% |
$652K - $818K
|
3.25K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 6.25% |
$649K - $814K
|
20.3K
$19M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.19K+ 5.64% |
$648K - $813K
|
22.4K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.19K+ 8.23% |
$645K - $809K
|
15.6K
$14.6M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.18KNew |
$641K - $804K
|
1.18K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.18K+ 7.94% |
$639K - $802K
|
16K
$15M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.18K+ 582.18% |
$639K - $801K
|
1.38K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.18KNew |
$638K - $800K
|
1.18K
$1.1M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.17KNew |
$636K - $798K
|
1.17K
$1.1M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1.17KNew |
$635K - $796K
|
1.17K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.16K+ 0.68% |
$628K - $788K
|
171K
$161M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.15KNew |
$623K - $781K
|
1.15K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.14KNew |
$619K - $776K
|
1.14K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.14K+ 1.27% |
$618K - $775K
|
90.8K
$85.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.14KNew |
$618K - $775K
|
1.14K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.14KNew |
$617K - $775K
|
1.14K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.13KNew |
$611K - $767K
|
1.13K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.12K+ 5.67% |
$608K - $762K
|
20.9K
$19.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.11K+ 22.26% |
$602K - $755K
|
6.09K
$5.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.11K+ 10.8% |
$602K - $755K
|
11.4K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.11KNew |
$601K - $754K
|
1.11K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$600K - $752K
|
1.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.1KNew |
$597K - $749K
|
1.1K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.09K+ 102.83% |
$592K - $743K
|
2.15K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
1.09K+ 1.82% |
$592K - $743K
|
61.1K
$57.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.09KNew |
$590K - $740K
|
1.09K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.07KNew |
$583K - $732K
|
1.07K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.07K+ 39.41% |
$582K - $730K
|
3.79K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.07K+ 25.25% |
$580K - $728K
|
5.3K
$4.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.07K+ 129.96% |
$579K - $727K
|
1.89K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
1.06K+ 13.9% |
$574K - $720K
|
8.66K
$8.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.05K+ 6.13% |
$571K - $716K
|
18.2K
$17.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.05KNew |
$569K - $714K
|
1.05K
$982K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.04K+ 7.09% |
$564K - $708K
|
15.7K
$14.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.04K+ 4.26% |
$562K - $705K
|
25.3K
$23.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$559K - $702K
|
1.03K
$965K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.03K+ 8.71% |
$559K - $702K
|
12.9K
$12M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.03K+ 79.28% |
$559K - $701K
|
2.33K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 20.97% |
$558K - $700K
|
5.93K
$5.56M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$557K - $699K
|
1.03K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.02KNew |
$553K - $694K
|
1.02K
$954K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.02KNew |
$552K - $693K
|
1.02K
$953K
|