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
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$477 - $576
|
1
$1.04K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1+ 0.25% |
$477 - $576
|
399
$413K
|
|
|
Feb 04, 2025
Q1 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.14% |
$477 - $576
|
705
$730K
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
SELL
|
- |
-1- 0.02% |
$477 - $576
|
5.06K
$5.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-1- 0.05% |
$477 - $576
|
1.92K
$1.99M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$477 - $576
|
510
$528K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-1- 0.03% |
$477 - $576
|
2.87K
$2.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$477 - $576
|
3.72K
$3.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
$477 - $576
|
1.73K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-1- 0.06% |
$477 - $576
|
1.65K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$477 - $576
|
1.79K
$1.85M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.05% |
$955 - $1.15K
|
3.93K
$4.06M
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2- 0.56% |
$955 - $1.15K
|
352
$364K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2- 0.1% |
$955 - $1.15K
|
2.1K
$2.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 10.0% |
$955 - $1.15K
|
18
$18.6K
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2- 0.18% |
$955 - $1.15K
|
1.1K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2- 0.13% |
$955 - $1.15K
|
1.55K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.05% |
$955 - $1.15K
|
4.13K
$4.28M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2- 0.08% |
$955 - $1.15K
|
2.4K
$2.48M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.23% |
$955 - $1.15K
|
866
$896K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2Closed |
$955 - $1.15K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.43K - $1.73K
|
1.35K
$1.4M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-3- 5.88% |
$1.43K - $1.73K
|
48
$49.7K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-3- 0.08% |
$1.43K - $1.73K
|
3.55K
$3.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3- 0.22% |
$1.43K - $1.73K
|
1.37K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.79% |
$1.43K - $1.73K
|
375
$388K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-3- 0.53% |
$1.43K - $1.73K
|
558
$578K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3- 0.16% |
$1.43K - $1.73K
|
1.92K
$1.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3- 0.24% |
$1.43K - $1.73K
|
1.22K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3- 0.19% |
$1.43K - $1.73K
|
1.57K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 16.67% |
$1.43K - $1.73K
|
15
$15.5K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3- 0.13% |
$1.43K - $1.73K
|
2.37K
$2.46M
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3- 0.11% |
$1.43K - $1.73K
|
2.81K
$2.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
SELL
|
- |
-4- 0.76% |
$1.91K - $2.31K
|
523
$541K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.42% |
$1.91K - $2.31K
|
953
$986K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4- 1.04% |
$1.91K - $2.31K
|
381
$394K
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4- 0.11% |
$1.91K - $2.31K
|
3.57K
$3.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-4- 1.82% |
$1.91K - $2.31K
|
216
$224K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 7.02% |
$1.91K - $2.31K
|
53
$54.9K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4- 0.72% |
$1.91K - $2.31K
|
551
$570K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4- 0.79% |
$1.91K - $2.31K
|
505
$523K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-4- 0.45% |
$1.91K - $2.31K
|
879
$910K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4- 0.4% |
$1.91K - $2.31K
|
995
$1.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.21% |
$2.39K - $2.88K
|
407
$421K
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-5- 0.34% |
$2.39K - $2.88K
|
1.46K
$1.51M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5- 1.4% |
$2.39K - $2.88K
|
352
$364K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-5- 0.51% |
$2.39K - $2.88K
|
974
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 0.75% |
$2.39K - $2.88K
|
658
$681K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-5- 16.67% |
$2.39K - $2.88K
|
25
$25.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-5- 0.21% |
$2.39K - $2.88K
|
2.39K
$2.47M
|