Purchases and Sales Made in Q4 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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
Jan 26, 2024 Q4 2023
Custom Index Systems, LLC

New York, NY
BUY
 -
796
New
$432K - $542K
796 $779K
Mar 15, 2024 Q4 2023
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
794
New
$431K - $541K
794 $778K
Apr 30, 2024 Q4 2023
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
789
New
$428K - $537K
789 $773K
Jan 11, 2024 Q4 2023
Joule Financial, LLC

BUY
 -
787
New
$427K - $536K
787 $771K
Feb 14, 2024 Q4 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
774
New
$420K - $527K
774 $758K
May 15, 2024 Q4 2023
Vista Investment Partners LLC

Oklahoma City, OK
BUY
 -
772
New
$419K - $526K
772 $756K
Feb 15, 2024 Q4 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
771
+ 32.81%
$419K - $525K
3.12K $3.06M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
771
+ 10.17%
$419K - $525K
8.35K $8.18M
Jan 23, 2024 Q4 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
770
+ 0.93%
$418K - $525K
83.9K $82.2M
Jan 30, 2024 Q4 2023
Octavia Wealth Advisors, LLC

BUY
 -
769
+ 67.28%
$418K - $524K
1.91K $1.87M
Feb 12, 2024 Q4 2023
Wealthstream Advisors, Inc.

BUY
 -
766
+ 127.45%
$416K - $522K
1.37K $1.34M
Feb 14, 2024 Q4 2023
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
763
New
$414K - $520K
763 $747K
Feb 02, 2024 Q4 2023
Mountain Pacific Investment Advisers Inc

BUY
 -
762
+ 9.13%
$414K - $519K
9.11K $8.92M
Feb 07, 2024 Q4 2023
Lebenthal Global Advisors, LLC

BUY
 -
759
New
$412K - $517K
759 $743K
Apr 30, 2024 Q4 2023
Embree Financial Group

Chicago, IL
BUY
 -
757
New
$411K - $516K
757 $741K
Feb 12, 2024 Q4 2023
Glenview Trust CO

Louisville, KY
BUY
 -
751
+ 10.7%
$408K - $512K
7.77K $7.61M
Feb 07, 2024 Q4 2023
United Bank

Vienna, VA
BUY
 -
745
+ 185.79%
$405K - $508K
1.15K $1.12M
Feb 08, 2024 Q4 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
738
+ 2.13%
$401K - $503K
35.4K $34.7M
Feb 02, 2024 Q4 2023
Motley Fool Asset Management LLC

Alexandria, VA
BUY
 -
733
+ 2.39%
$398K - $499K
31.4K $30.7M
Jan 10, 2024 Q4 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
730
+ 16.61%
$396K - $497K
5.13K $5.02M
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
730
+ 125.43%
$396K - $497K
1.31K $1.28M
May 09, 2024 Q4 2023
Gratus Wealth Advisors, LLC

Virginia Beach, VA
BUY
 -
730
New
$396K - $497K
730 $715K
Jan 22, 2024 Q4 2023
Parsons Capital Management Inc

BUY
 -
729
+ 8.71%
$396K - $497K
9.1K $8.91M
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
723
+ 33.2%
$393K - $493K
2.9K $2.84M
Feb 13, 2024 Q4 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
722
+ 0.57%
$392K - $492K
128K $125M
Feb 06, 2024 Q4 2023
Simmons Bank

BUY
 -
721
+ 6.79%
$392K - $491K
11.3K $11.1M
Jan 18, 2024 Q4 2023
Terra Nova Asset Management LLC

BUY
 -
719
+ 29.97%
$390K - $490K
3.12K $3.05M
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
716
+ 2.0%
$389K - $488K
36.5K $35.8M
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
714
New
$388K - $486K
714 $699K
Jan 22, 2024 Q4 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
704
New
$382K - $480K
704 $689K
Feb 13, 2024 Q4 2023
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
704
New
$382K - $480K
704 $689K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
702
+ 0.42%
$381K - $478K
167K $164M
Feb 12, 2024 Q4 2023
Mn Wealth Advisors, LLC

Overland Park, KS
BUY
 -
702
New
$381K - $478K
702 $687K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
700
+ 2.35%
$380K - $477K
30.4K $29.8M
Feb 16, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
700
New
$380K - $477K
700 $685K
Feb 12, 2024 Q4 2023
Burney CO

Reston, VA
BUY
 -
699
+ 28.07%
$380K - $476K
3.19K $3.12M
Feb 01, 2024 Q4 2023
Old National Bancorp

BUY
 -
698
+ 2.88%
$379K - $476K
24.9K $24.4M
Feb 14, 2024 Q4 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
695
+ 5.33%
$377K - $473K
13.7K $13.4M
Jan 22, 2024 Q4 2023
Wendell David Associates Inc

BUY
 -
694
+ 3.94%
$377K - $473K
18.3K $17.9M
Jan 30, 2024 Q4 2023
Everence Capital Management Inc

BUY
 -
690
+ 9.81%
$375K - $470K
7.72K $7.56M
Feb 20, 2024 Q4 2023
Sunpointe, LLC

St. Louis, MO
BUY
 -
688
New
$374K - $469K
688 $674K
Feb 14, 2024 Q4 2023
First Financial Bankshares Inc

Abilene, TX
BUY
 -
685
New
$372K - $467K
685 $671K
Jan 23, 2024 Q4 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
684
+ 45.63%
$371K - $466K
2.18K $2.14M
Jan 30, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
684
+ 26.68%
$371K - $466K
3.25K $3.18M
Aug 29, 2024 Q4 2023
Waldron Private Wealth LLC

BUY
 -
684
+ 26.68%
$371K - $466K
3.25K $3.18M
Feb 08, 2024 Q4 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
675
+ 16.82%
$367K - $460K
4.69K $4.59M
Feb 05, 2024 Q4 2023
Beck Bode, LLC

BUY
 -
671
+ 4.97%
$364K - $457K
14.2K $13.9M
Feb 13, 2024 Q4 2023
Financial Alternatives, Inc

La Jolla, CA
BUY
 -
666
New
$362K - $454K
666 $652K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
665
+ 59.59%
$361K - $453K
1.78K $1.74M

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