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 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.01K+ 44.11% |
$551K - $691K
|
3.31K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.01KNew |
$551K - $691K
|
1.01K
$950K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.01K+ 1.43% |
$548K - $687K
|
71.4K
$66.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1KNew |
$545K - $684K
|
1K
$941K
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1K+ 66.67% |
$543K - $681K
|
2.5K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1K+ 73.86% |
$543K - $681K
|
2.35K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
992New |
$539K - $676K
|
992
$929K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
980+ 33.46% |
$532K - $668K
|
3.91K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
964+ 90.43% |
$523K - $657K
|
2.03K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
961New |
$522K - $655K
|
961
$900K
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
960+ 16.44% |
$521K - $654K
|
6.8K
$6.37M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
958New |
$520K - $653K
|
958
$898K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
949+ 1.41% |
$515K - $646K
|
68.5K
$64.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
949+ 29.24% |
$515K - $646K
|
4.2K
$3.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
947+ 25.92% |
$514K - $645K
|
4.6K
$4.31M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
939New |
$510K - $640K
|
939
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
933+ 4.45% |
$507K - $636K
|
21.9K
$20.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
926+ 4.43% |
$503K - $631K
|
21.8K
$20.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
923New |
$501K - $629K
|
923
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
920+ 5.82% |
$500K - $627K
|
16.7K
$15.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
919+ 100.44% |
$499K - $626K
|
1.83K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
884+ 2.5% |
$480K - $602K
|
36.2K
$33.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
882+ 4.5% |
$479K - $601K
|
20.5K
$19.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
877New |
$476K - $597K
|
877
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
877+ 4.2% |
$476K - $597K
|
21.8K
$20.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
860+ 2.51% |
$467K - $586K
|
35.1K
$32.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
859+ 44.16% |
$466K - $585K
|
2.8K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
859New |
$466K - $585K
|
859
$805K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
859+ 28.99% |
$466K - $585K
|
3.82K
$3.58M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
859+ 44.16% |
$466K - $585K
|
2.8K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
854+ 6.34% |
$464K - $582K
|
14.3K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
848+ 5.4% |
$460K - $578K
|
16.5K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
837+ 58.17% |
$455K - $570K
|
2.28K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
836+ 10.28% |
$454K - $570K
|
8.97K
$8.4M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
835New |
$453K - $569K
|
835
$782K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
830+ 10.38% |
$451K - $565K
|
8.83K
$8.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
828New |
$450K - $564K
|
828
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
827+ 50.89% |
$449K - $563K
|
2.45K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
826+ 61.83% |
$449K - $563K
|
2.16K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
826+ 7.51% |
$449K - $563K
|
11.8K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
818+ 1.35% |
$444K - $557K
|
61.2K
$57.3M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
814New |
$442K - $555K
|
814
$763K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
812+ 13.82% |
$441K - $553K
|
6.69K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
807+ 0.23% |
$438K - $550K
|
354K
$332M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
805New |
$437K - $548K
|
805
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$434K - $545K
|
800
$750K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
798+ 3.37% |
$433K - $544K
|
24.5K
$23M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
796New |
$432K - $542K
|
796
$746K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
794New |
$431K - $541K
|
794
$744K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
789New |
$428K - $537K
|
789
$739K
|