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 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
114+ 3.87% |
$51.3K - $59.7K
|
3.06K
$3.25M
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
114+ 13.07% |
$51.3K - $59.7K
|
986
$1.05M
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
113+ 1.15% |
$50.9K - $59.1K
|
9.92K
$10.5M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
112+ 5.2% |
$50.4K - $58.6K
|
2.27K
$2.41M
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
112+ 1.93% |
$50.4K - $58.6K
|
5.92K
$6.29M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
112+ 4.45% |
$50.4K - $58.6K
|
2.63K
$2.8M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
110+ 20.04% |
$49.5K - $57.6K
|
659
$700K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
110+ 1.0% |
$49.5K - $57.6K
|
11.1K
$11.8M
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
109+ 1.4% |
$49.1K - $57.1K
|
7.9K
$8.39M
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
109+ 2.0% |
$49.1K - $57.1K
|
5.55K
$5.9M
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
108+ 6.69% |
$48.6K - $56.5K
|
1.72K
$1.83M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 2.55% |
$48.2K - $56K
|
4.3K
$4.57M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
107+ 0.53% |
$48.2K - $56K
|
20.1K
$21.4M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
106+ 5.33% |
$47.7K - $55.5K
|
2.09K
$2.22M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
106+ 0.95% |
$47.7K - $55.5K
|
11.2K
$11.9M
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
105+ 2.09% |
$47.3K - $55K
|
5.13K
$5.45M
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
104+ 0.46% |
$46.8K - $54.4K
|
22.8K
$24.2M
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
104+ 4.73% |
$46.8K - $54.4K
|
2.3K
$2.45M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
104+ 2.83% |
$46.8K - $54.4K
|
3.77K
$4.01M
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
104+ 1.88% |
$46.8K - $54.4K
|
5.63K
$5.98M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
103+ 44.59% |
$46.4K - $53.9K
|
334
$355K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
103+ 1.08% |
$46.4K - $53.9K
|
9.65K
$10.2M
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
103+ 14.19% |
$46.4K - $53.9K
|
829
$881K
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
101+ 4.29% |
$45.5K - $52.9K
|
2.46K
$2.61M
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 15.11% |
$45K - $52.3K
|
762
$810K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
100+ 11.48% |
$45K - $52.3K
|
971
$1.03M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
100+ 20.96% |
$45K - $52.3K
|
577
$613K
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
100+ 6.21% |
$45K - $52.3K
|
1.71K
$1.82M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
100+ 1.02% |
$45K - $52.3K
|
9.86K
$10.5M
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 6.25% |
$45K - $52.3K
|
1.7K
$1.81M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
100+ 6.05% |
$45K - $52.3K
|
1.75K
$1.86M
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 2.11% |
$45K - $52.3K
|
4.85K
$5.15M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
100+ 10.53% |
$45K - $52.3K
|
1.05K
$1.12M
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
99+ 21.85% |
$44.6K - $51.8K
|
552
$587K
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
98+ 9.66% |
$44.1K - $51.3K
|
1.11K
$1.18M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 12.55% |
$44.1K - $51.3K
|
879
$934K
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
98+ 5.58% |
$44.1K - $51.3K
|
1.85K
$1.97M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
97+ 4.71% |
$43.7K - $50.8K
|
2.16K
$2.29M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
97+ 4.84% |
$43.7K - $50.8K
|
2.1K
$2.23M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
96+ 1.54% |
$43.2K - $50.2K
|
6.31K
$6.7M
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
96+ 0.95% |
$43.2K - $50.2K
|
10.2K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
95+ 17.63% |
$42.8K - $49.7K
|
634
$674K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
94New |
$42.3K - $49.2K
|
94
$99.9K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
93+ 6.87% |
$41.9K - $48.7K
|
1.45K
$1.54M
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
92+ 6.97% |
$41.4K - $48.2K
|
1.41K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
91+ 6.64% |
$41K - $47.6K
|
1.46K
$1.55M
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
91+ 15.19% |
$41K - $47.6K
|
690
$733K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
91+ 133.82% |
$41K - $47.6K
|
159
$169K
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
91+ 2.65% |
$41K - $47.6K
|
3.52K
$3.74M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
91+ 15.12% |
$41K - $47.6K
|
693
$736K
|