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 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
89+ 5.52% |
$40.1K - $46.6K
|
1.7K
$1.81M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
89+ 2.68% |
$40.1K - $46.6K
|
3.41K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
89+ 13.32% |
$40.1K - $46.6K
|
757
$804K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
88+ 10.65% |
$39.6K - $46.1K
|
914
$971K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
88+ 0.64% |
$39.6K - $46.1K
|
13.9K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
88+ 3.27% |
$39.6K - $46.1K
|
2.78K
$2.95M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
88+ 22.86% |
$39.6K - $46.1K
|
473
$503K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
87+ 3.02% |
$39.2K - $45.5K
|
2.96K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
87+ 4.04% |
$39.2K - $45.5K
|
2.24K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
87New |
$39.2K - $45.5K
|
87
$92.4K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
87+ 9.25% |
$39.2K - $45.5K
|
1.03K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
85+ 1.98% |
$38.3K - $44.5K
|
4.38K
$4.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 2.63% |
$37.8K - $44K
|
3.28K
$3.49M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
84+ 17.54% |
$37.8K - $44K
|
563
$598K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
84+ 51.22% |
$37.8K - $44K
|
248
$264K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
83+ 2.17% |
$37.4K - $43.4K
|
3.92K
$4.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
82+ 4.21% |
$36.9K - $42.9K
|
2.03K
$2.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
81+ 1.55% |
$36.5K - $42.4K
|
5.32K
$5.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
80+ 12.18% |
$36K - $41.9K
|
737
$783K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
79+ 0.93% |
$35.6K - $41.4K
|
8.57K
$9.11M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
79+ 4.98% |
$35.6K - $41.4K
|
1.67K
$1.77M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
78+ 3.38% |
$35.1K - $40.8K
|
2.39K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
78+ 9.15% |
$35.1K - $40.8K
|
930
$988K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
77+ 9.22% |
$34.7K - $40.3K
|
912
$969K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
77+ 0.56% |
$34.7K - $40.3K
|
13.9K
$14.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
76+ 0.82% |
$34.2K - $39.8K
|
9.3K
$9.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 0.39% |
$34.2K - $39.8K
|
19.8K
$21M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
76+ 0.79% |
$34.2K - $39.8K
|
9.75K
$10.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
76+ 0.97% |
$34.2K - $39.8K
|
7.9K
$8.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.95% |
$33.8K - $39.3K
|
2.62K
$2.78M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
75+ 40.32% |
$33.8K - $39.3K
|
261
$277K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 5.58% |
$33.8K - $39.3K
|
1.42K
$1.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
75+ 1.27% |
$33.8K - $39.3K
|
6K
$6.38M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
75+ 0.54% |
$33.8K - $39.3K
|
14.1K
$14.9M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
75+ 7.51% |
$33.8K - $39.3K
|
1.07K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 9.09% |
$33.8K - $39.3K
|
900
$956K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75+ 4.82% |
$33.8K - $39.3K
|
1.63K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
74+ 10.6% |
$33.3K - $38.7K
|
772
$820K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
74+ 2.06% |
$33.3K - $38.7K
|
3.67K
$3.9M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
74+ 12.29% |
$33.3K - $38.7K
|
676
$718K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
73+ 0.87% |
$32.9K - $38.2K
|
8.46K
$8.98M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
73+ 11.61% |
$32.9K - $38.2K
|
702
$746K
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
72+ 15.45% |
$32.4K - $37.7K
|
538
$572K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
72+ 2.68% |
$32.4K - $37.7K
|
2.76K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
71+ 1.23% |
$32K - $37.2K
|
5.86K
$6.22M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
71+ 0.41% |
$32K - $37.2K
|
17.3K
$18.4M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
71+ 0.83% |
$32K - $37.2K
|
8.62K
$9.15M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
70+ 3.47% |
$31.5K - $36.6K
|
2.09K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
70+ 0.14% |
$31.5K - $36.6K
|
48.7K
$51.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
69+ 13.09% |
$31.1K - $36.1K
|
596
$633K
|