Purchases and Sales Made in Q1 2023 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
721+ 58.33% |
$325K - $377K
|
1.96K
$2.1M
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
718+ 30.26% |
$323K - $376K
|
3.09K
$3.31M
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
717+ 3.11% |
$323K - $375K
|
23.8K
$25.5M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
717+ 3.16% |
$323K - $375K
|
23.4K
$25.1M
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
713+ 20.06% |
$321K - $373K
|
4.27K
$4.57M
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
713+ 3.01% |
$321K - $373K
|
24.4K
$26.1M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
711+ 1.55% |
$320K - $372K
|
46.7K
$50M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
709+ 0.75% |
$319K - $371K
|
94.8K
$102M
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
707+ 45.15% |
$318K - $370K
|
2.27K
$2.44M
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
707+ 2.2% |
$318K - $370K
|
32.8K
$35.1M
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
706+ 0.15% |
$318K - $370K
|
469K
$502M
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
700+ 31.49% |
$315K - $366K
|
2.92K
$3.13M
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
694+ 12.62% |
$312K - $363K
|
6.19K
$6.64M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
690+ 34.6% |
$311K - $361K
|
2.68K
$2.88M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
689+ 71.1% |
$310K - $361K
|
1.66K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
685New |
$308K - $359K
|
685
$734K
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
666+ 15.06% |
$300K - $349K
|
5.09K
$5.45M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
665+ 6.04% |
$299K - $348K
|
11.7K
$12.5M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
665+ 35.47% |
$299K - $348K
|
2.54K
$2.72M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
660+ 3.3% |
$297K - $345K
|
20.7K
$22.2M
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
658+ 4.84% |
$296K - $344K
|
14.3K
$15.3M
|
|
May 15, 2023
Q1 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
658New |
$296K - $344K
|
658
$705K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
654+ 2.5% |
$294K - $342K
|
26.8K
$28.7M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
651New |
$293K - $341K
|
651
$698K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
650+ 15.44% |
$293K - $340K
|
4.86K
$5.21M
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
650+ 3.35% |
$293K - $340K
|
20K
$21.5M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
650New |
$293K - $340K
|
650
$697K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
648+ 9.07% |
$292K - $339K
|
7.79K
$8.35M
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
647+ 3.17% |
$291K - $339K
|
21K
$22.5M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
647+ 1.7% |
$291K - $339K
|
38.6K
$41.4M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
642+ 89.04% |
$289K - $336K
|
1.36K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
641+ 29.66% |
$289K - $336K
|
2.8K
$3M
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
638+ 3.97% |
$287K - $334K
|
16.7K
$17.9M
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
636+ 18.74% |
$286K - $333K
|
4.03K
$4.32M
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
635+ 14.15% |
$286K - $332K
|
5.12K
$5.49M
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
630+ 53.71% |
$284K - $330K
|
1.8K
$1.93M
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
630+ 40.15% |
$284K - $330K
|
2.2K
$2.36M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
630+ 17.14% |
$284K - $330K
|
4.31K
$4.61M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
627+ 6.62% |
$282K - $328K
|
10.1K
$10.8M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
625New |
$281K - $327K
|
625
$670K
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
622New |
$280K - $326K
|
622
$667K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
620+ 5.27% |
$279K - $325K
|
12.4K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
620+ 3.66% |
$279K - $325K
|
17.6K
$18.8M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
619+ 27.86% |
$279K - $324K
|
2.84K
$3.05M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
616New |
$277K - $322K
|
616
$660K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
603+ 45.89% |
$271K - $316K
|
1.92K
$2.05M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
602+ 5.54% |
$271K - $315K
|
11.5K
$12.3M
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
601+ 23.74% |
$271K - $315K
|
3.13K
$3.36M
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
597+ 54.87% |
$269K - $312K
|
1.69K
$1.81M
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
590+ 5.05% |
$266K - $309K
|
12.3K
$13.1M
|