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
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-30- 0.58% |
$16.3K - $20.4K
|
5.17K
$5.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-31- 4.61% |
$16.8K - $21.1K
|
641
$663K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-31- 1.25% |
$16.8K - $21.1K
|
2.45K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-31- 1.24% |
$16.8K - $21.1K
|
2.47K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-31- 1.68% |
$16.8K - $21.1K
|
1.81K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-32- 2.51% |
$17.4K - $21.8K
|
1.25K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 1.44% |
$17.4K - $21.8K
|
2.2K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33- 2.63% |
$17.9K - $22.5K
|
1.22K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-33- 0.88% |
$17.9K - $22.5K
|
3.7K
$3.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-33- 2.19% |
$17.9K - $22.5K
|
1.48K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-33- 0.98% |
$17.9K - $22.5K
|
3.35K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-33- 1.14% |
$17.9K - $22.5K
|
2.85K
$2.95M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 2.8% |
$17.9K - $22.5K
|
1.15K
$1.18M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-33- 2.15% |
$17.9K - $22.5K
|
1.51K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-34- 8.48% |
$18.5K - $23.2K
|
367
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-34- 1.96% |
$18.5K - $23.2K
|
1.7K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-34- 1.65% |
$18.5K - $23.2K
|
2.03K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-34- 0.55% |
$18.5K - $23.2K
|
6.19K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-34- 0.87% |
$18.5K - $23.2K
|
3.89K
$4.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-35- 2.55% |
$19K - $23.8K
|
1.34K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 1.52% |
$19K - $23.8K
|
2.27K
$2.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-35- 6.36% |
$19K - $23.8K
|
515
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-35- 4.31% |
$19K - $23.8K
|
777
$804K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-35- 8.12% |
$19K - $23.8K
|
396
$410K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-35- 3.67% |
$19K - $23.8K
|
918
$950K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-36- 1.11% |
$19.5K - $24.5K
|
3.2K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.96% |
$19.5K - $24.5K
|
3.72K
$3.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-38- 0.13% |
$20.6K - $25.9K
|
29.5K
$30.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 1.32% |
$20.6K - $25.9K
|
2.83K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-38- 0.18% |
$20.6K - $25.9K
|
21K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-38- 1.91% |
$20.6K - $25.9K
|
1.96K
$2.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-38- 0.69% |
$20.6K - $25.9K
|
5.49K
$5.69M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-38- 1.66% |
$20.6K - $25.9K
|
2.26K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-39- 0.93% |
$21.2K - $26.6K
|
4.16K
$4.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-40- 2.17% |
$21.7K - $27.2K
|
1.8K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-40- 0.26% |
$21.7K - $27.2K
|
15.4K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-40- 0.27% |
$21.7K - $27.2K
|
14.6K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-40- 8.85% |
$21.7K - $27.2K
|
412
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-40- 1.59% |
$21.7K - $27.2K
|
2.48K
$2.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-40- 3.13% |
$21.7K - $27.2K
|
1.24K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-41- 1.09% |
$22.3K - $27.9K
|
3.74K
$3.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
SELL
|
- |
-41- 5.77% |
$22.3K - $27.9K
|
670
$693K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-41- 2.73% |
$22.3K - $27.9K
|
1.46K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 23.3% |
$22.3K - $27.9K
|
135
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-41- 1.9% |
$22.3K - $27.9K
|
2.11K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-42- 1.56% |
$22.8K - $28.6K
|
2.65K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-42- 9.33% |
$22.8K - $28.6K
|
408
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-42- 4.6% |
$22.8K - $28.6K
|
872
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-42- 2.11% |
$22.8K - $28.6K
|
1.95K
$2.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-43- 3.64% |
$23.4K - $29.3K
|
1.14K
$1.18M
|