Latest Institutional Purchases of Costco Wholesale Corp (COST)
This list provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
742New |
$336K - $400K
|
742
$701K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
741New |
$336K - $400K
|
741
$700K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 10.09% |
$324K - $386K
|
7.81K
$7.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
680New |
$308K - $367K
|
680
$642K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
633New |
$287K - $341K
|
633
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
630New |
$285K - $340K
|
630
$595K
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
550New |
$249K - $297K
|
550
$520K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
502New |
$227K - $271K
|
502
$474K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
500New |
$226K - $270K
|
500
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
450New |
$204K - $243K
|
450
$425K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
364New |
$165K - $196K
|
364
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
229New |
$104K - $123K
|
229
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$90.6K - $108K
|
200
$189K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
159New |
$72K - $85.7K
|
159
$150K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
154+ 190.12% |
$69.8K - $83K
|
235
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
141New |
$63.9K - $76K
|
141
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
137New |
$62.1K - $73.9K
|
137
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
129+ 29.72% |
$58.4K - $69.6K
|
563
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
126+ 2.48% |
$57.1K - $67.9K
|
5.21K
$4.92M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
115New |
$52.1K - $62K
|
115
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
114New |
$51.6K - $61.5K
|
114
$108K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
103+ 14.21% |
$46.7K - $55.5K
|
828
$782K
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 1.49% |
$45.3K - $53.9K
|
6.8K
$6.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
100New |
$45.3K - $53.9K
|
100
$94.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$45.3K - $53.9K
|
100
$94.5K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
84+ 9.17% |
$38.1K - $45.3K
|
1K
$945K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
77+ 13.14% |
$34.9K - $41.5K
|
663
$626K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$27.2K - $32.4K
|
4.82K
$4.56M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
59+ 7.16% |
$26.7K - $31.8K
|
883
$834K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
37+ 1.0% |
$16.8K - $20K
|
3.76K
$3.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37+ 132.14% |
$16.8K - $20K
|
65
$61.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
33New |
$14.9K - $17.8K
|
33
$31.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30New |
$13.6K - $16.2K
|
30
$28.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
30New |
$13.6K - $16.2K
|
30
$28.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
20+ 0.57% |
$9.06K - $10.8K
|
3.56K
$3.36M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13+ 325.0% |
$5.89K - $7.01K
|
17
$16.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8New |
$3.62K - $4.31K
|
8
$7.56K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
8+ 0.8% |
$3.62K - $4.31K
|
1.01K
$952K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
7+ 1.07% |
$3.17K - $3.77K
|
660
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.74% |
$2.72K - $3.24K
|
816
$771K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.72K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.72K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4+ 44.44% |
$1.81K - $2.16K
|
13
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1New |
$453 - $539
|
1
$945
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$453 - $539
|
3
$2.83K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1+ 0.21% |
$453 - $539
|
486
$459K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
1.04MNew |
$483M - $581M
|
1.04M
$979M
|
|
|
Nov 07, 2022
Q3 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
25.3KNew |
$11.8M - $14.2M
|
25.3K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Artha Asset Management LLC
Hoboken, NJ |
BUY
|
- |
23.8KNew |
$11.1M - $13.4M
|
23.8K
$22.5M
|
|