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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
69+ 1.43% |
$31.1K - $36.1K
|
4.91K
$5.08M
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
69+ 1.63% |
$31.1K - $36.1K
|
4.31K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
69+ 2.22% |
$31.1K - $36.1K
|
3.18K
$3.29M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69+ 2.31% |
$31.1K - $36.1K
|
3.06K
$3.17M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
69New |
$31.1K - $36.1K
|
69
$71.4K
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 4.18% |
$30.6K - $35.6K
|
1.7K
$1.76M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
68+ 14.05% |
$30.6K - $35.6K
|
552
$571K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68+ 4.07% |
$30.6K - $35.6K
|
1.74K
$1.8M
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
68+ 0.94% |
$30.6K - $35.6K
|
7.32K
$7.57M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
68+ 4.12% |
$30.6K - $35.6K
|
1.72K
$1.78M
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
68+ 4.61% |
$30.6K - $35.6K
|
1.54K
$1.6M
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
67+ 3.42% |
$30.2K - $35.1K
|
2.03K
$2.1M
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
67+ 7.26% |
$30.2K - $35.1K
|
990
$1.02M
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
67+ 10.36% |
$30.2K - $35.1K
|
714
$739K
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
66+ 1.85% |
$29.7K - $34.5K
|
3.64K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
66+ 9.87% |
$29.7K - $34.5K
|
735
$761K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
65+ 2.73% |
$29.3K - $34K
|
2.44K
$2.53M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 2.53% |
$29.3K - $34K
|
2.64K
$2.73M
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
63+ 9.55% |
$28.4K - $33K
|
723
$748K
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
63+ 23.51% |
$28.4K - $33K
|
331
$343K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
63+ 1.14% |
$28.4K - $33K
|
5.61K
$5.81M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
63+ 0.5% |
$28.4K - $33K
|
12.5K
$13M
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 1.44% |
$27.9K - $32.5K
|
4.36K
$4.51M
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
62+ 10.6% |
$27.9K - $32.5K
|
647
$670K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
62+ 1.77% |
$27.9K - $32.5K
|
3.56K
$3.68M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
61+ 19.24% |
$27.5K - $31.9K
|
378
$391K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
61+ 11.51% |
$27.5K - $31.9K
|
591
$612K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
61+ 3.17% |
$27.5K - $31.9K
|
1.98K
$2.05M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
61+ 1.75% |
$27.5K - $31.9K
|
3.55K
$3.67M
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
60+ 2.22% |
$27K - $31.4K
|
2.77K
$2.86M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60+ 3.8% |
$27K - $31.4K
|
1.64K
$1.7M
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
60+ 8.53% |
$27K - $31.4K
|
763
$790K
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.34% |
$27K - $31.4K
|
589
$610K
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
60+ 4.59% |
$27K - $31.4K
|
1.37K
$1.42M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 1.79% |
$27K - $31.4K
|
3.41K
$3.53M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 4.28% |
$27K - $31.4K
|
1.46K
$1.51M
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
59+ 4.88% |
$26.6K - $30.9K
|
1.27K
$1.31M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 2.92% |
$26.6K - $30.9K
|
2.08K
$2.15M
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
59+ 6.88% |
$26.6K - $30.9K
|
917
$949K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
59+ 2.57% |
$26.6K - $30.9K
|
2.36K
$2.44M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
59+ 7.28% |
$26.6K - $30.9K
|
869
$899K
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
58+ 0.87% |
$26.1K - $30.4K
|
6.74K
$6.98M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 3.05% |
$25.7K - $29.8K
|
1.92K
$1.99M
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
56+ 19.31% |
$25.2K - $29.3K
|
346
$358K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
56+ 0.29% |
$25.2K - $29.3K
|
19.5K
$20.1M
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
56+ 6.75% |
$25.2K - $29.3K
|
886
$917K
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
56+ 4.9% |
$25.2K - $29.3K
|
1.2K
$1.24M
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
55+ 1.64% |
$24.8K - $28.8K
|
3.42K
$3.54M
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
BUY
|
- |
55+ 0.52% |
$24.8K - $28.8K
|
10.7K
$11.1M
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
54+ 13.11% |
$24.3K - $28.3K
|
466
$482K
|