Purchases and Sales Made in Q1 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
21+ 2.98% |
$10K - $12.1K
|
726
$751K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
21+ 4.14% |
$10K - $12.1K
|
528
$546K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 2.23% |
$10K - $12.1K
|
964
$998K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
21+ 4.61% |
$10K - $12.1K
|
477
$494K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
21+ 0.38% |
$10K - $12.1K
|
5.54K
$5.73M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
21+ 1.57% |
$10K - $12.1K
|
1.36K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
21+ 3.48% |
$10K - $12.1K
|
625
$647K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21+ 0.46% |
$10K - $12.1K
|
4.54K
$4.7M
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
20+ 3.48% |
$9.55K - $11.5K
|
595
$616K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
20+ 5.32% |
$9.55K - $11.5K
|
396
$410K
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
20+ 1.68% |
$9.55K - $11.5K
|
1.21K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
20+ 1.12% |
$9.55K - $11.5K
|
1.8K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
20+ 3.36% |
$9.55K - $11.5K
|
615
$637K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
20+ 0.81% |
$9.55K - $11.5K
|
2.49K
$2.58M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
19+ 2.37% |
$9.07K - $11K
|
821
$850K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19+ 0.68% |
$9.07K - $11K
|
2.82K
$2.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.89% |
$9.07K - $11K
|
1.03K
$1.06M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19+ 5.07% |
$9.07K - $11K
|
394
$408K
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
19+ 0.97% |
$9.07K - $11K
|
1.98K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18+ 1.02% |
$8.59K - $10.4K
|
1.79K
$1.85M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18+ 2.04% |
$8.59K - $10.4K
|
900
$932K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
17+ 0.9% |
$8.11K - $9.8K
|
1.91K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17+ 2.11% |
$8.11K - $9.8K
|
821
$850K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
16+ 1.66% |
$7.64K - $9.22K
|
979
$1.01M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
16+ 1.23% |
$7.64K - $9.22K
|
1.32K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16+ 0.27% |
$7.64K - $9.22K
|
5.96K
$6.17M
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
16+ 0.01% |
$7.64K - $9.22K
|
108K
$112M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
15+ 1.83% |
$7.16K - $8.65K
|
836
$865K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15+ 2.6% |
$7.16K - $8.65K
|
592
$613K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.41% |
$7.16K - $8.65K
|
3.68K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15+ 0.7% |
$7.16K - $8.65K
|
2.16K
$2.24M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15+ 0.97% |
$7.16K - $8.65K
|
1.56K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
15+ 0.52% |
$7.16K - $8.65K
|
2.88K
$2.98M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
15+ 10.27% |
$7.16K - $8.65K
|
161
$167K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 2.67% |
$6.68K - $8.07K
|
538
$557K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
14+ 1.67% |
$6.68K - $8.07K
|
850
$880K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.1% |
$6.68K - $8.07K
|
14.6K
$15.1M
|
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
14+ 1.01% |
$6.68K - $8.07K
|
1.4K
$1.45M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
14+ 0.69% |
$6.68K - $8.07K
|
2.04K
$2.11M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
13+ 0.18% |
$6.21K - $7.49K
|
7.25K
$7.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
13+ 2.05% |
$6.21K - $7.49K
|
648
$671K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
12+ 2.4% |
$5.73K - $6.92K
|
512
$530K
|
|
|
May 12, 2022
Q1 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
12+ 0.39% |
$5.73K - $6.92K
|
3.07K
$3.18M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
12+ 1.85% |
$5.73K - $6.92K
|
661
$684K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.89% |
$5.73K - $6.92K
|
1.36K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.21% |
$5.73K - $6.92K
|
5.63K
$5.83M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
12+ 17.39% |
$5.73K - $6.92K
|
81
$83.8K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 1.95% |
$5.73K - $6.92K
|
627
$649K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
12+ 0.21% |
$5.73K - $6.92K
|
5.76K
$5.96M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
11+ 0.08% |
$5.25K - $6.34K
|
13.5K
$14M
|