Purchases and Sales Made in Q1 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
589
New
$265K - $308K
589 $631K
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
589
+ 102.26%
$265K - $308K
1.17K $1.25M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
587
+ 1.41%
$264K - $307K
42.3K $45.4M
Apr 27, 2023 Q1 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
587
+ 7.13%
$264K - $307K
8.82K $9.45M
May 15, 2023 Q1 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
587
+ 4.18%
$264K - $307K
14.6K $15.7M
May 21, 2024 Q1 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
587
+ 7.13%
$264K - $307K
8.82K $9.45M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
584
+ 107.75%
$263K - $306K
1.13K $1.21M
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
581
+ 17.58%
$262K - $304K
3.89K $4.17M
May 10, 2023 Q1 2023
Fulcrum Capital LLC

BUY
 -
577
+ 33.68%
$260K - $302K
2.29K $2.45M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
575
+ 18.62%
$259K - $301K
3.66K $3.93M
May 15, 2023 Q1 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
570
+ 25.41%
$257K - $298K
2.81K $3.02M
May 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
565
+ 3.45%
$254K - $296K
16.9K $18.1M
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
564
New
$254K - $295K
564 $605K
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
563
+ 21.72%
$253K - $295K
3.16K $3.38M
May 15, 2023 Q1 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
563
+ 91.84%
$253K - $295K
1.18K $1.26M
May 15, 2023 Q1 2023
Townsend & Associates, Inc

BUY
 -
558
New
$251K - $292K
558 $598K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
556
New
$250K - $291K
556 $596K
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
551
+ 4.57%
$248K - $288K
12.6K $13.5M
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
547
+ 62.3%
$246K - $286K
1.43K $1.53M
Apr 03, 2023 Q1 2023
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
545
+ 1.12%
$245K - $285K
49.4K $53M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
543
+ 6.34%
$244K - $284K
9.11K $9.77M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
541
+ 5.38%
$244K - $283K
10.6K $11.4M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
538
New
$242K - $282K
538 $577K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
538
New
$242K - $282K
538 $577K
Apr 20, 2023 Q1 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
534
+ 21.48%
$240K - $280K
3.02K $3.24M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
533
New
$240K - $279K
533 $571K
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
530
+ 133.17%
$239K - $277K
928 $995K
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
529
+ 26.45%
$238K - $277K
2.53K $2.71M
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
517
New
$233K - $271K
517 $554K
May 12, 2023 Q1 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
517
New
$233K - $271K
517 $554K
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
515
+ 116.78%
$232K - $270K
956 $1.02M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
514
+ 6.86%
$231K - $269K
8K $8.58M
Feb 02, 2024 Q1 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
514
New
$231K - $269K
514 $551K
Apr 19, 2023 Q1 2023
Sander Capital Advisors Inc

Seattle, WA
BUY
 -
511
+ 44.79%
$230K - $267K
1.65K $1.77M
May 01, 2023 Q1 2023
New World Advisors LLC

Hingham, MA
BUY
 -
511
New
$230K - $267K
511 $548K
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
510
+ 91.23%
$230K - $267K
1.07K $1.15M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
510
+ 10.47%
$230K - $267K
5.38K $5.77M
Apr 06, 2023 Q1 2023
Saxon Interests, Inc.

BUY
 -
505
New
$227K - $264K
505 $541K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
503
+ 1.22%
$226K - $263K
41.8K $44.8M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
501
New
$226K - $262K
501 $537K
May 12, 2023 Q1 2023
Central Asset Investments & Management Holdings (Hk) LTD

BUY
 -
500
New
$225K - $262K
500 $536K
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
500
New
$225K - $262K
500 $536K
May 15, 2023 Q1 2023
Liberty One Investment Management, LLC

BUY
 -
500
+ 11.35%
$225K - $262K
4.91K $5.26M
May 15, 2023 Q1 2023
Provident Investment Management, Inc.

Novi, MI
BUY
 -
500
New
$225K - $262K
500 $536K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
495
+ 8.29%
$223K - $259K
6.47K $6.93M
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
491
New
$221K - $257K
491 $526K
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
490
New
$221K - $256K
490 $525K
May 04, 2023 Q1 2023
Tmd Wealth Management, LLC

BUY
 -
488
+ 100.21%
$220K - $255K
975 $1.05M
Apr 18, 2023 Q1 2023
Hixon Zuercher, LLC

BUY
 -
487
+ 3.15%
$219K - $255K
15.9K $17.1M

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