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 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-94- 15.69% |
$42.3K - $49.2K
|
505
$537K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-95- 16.21% |
$42.8K - $49.7K
|
491
$522K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-95- 10.73% |
$42.8K - $49.7K
|
790
$839K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-95- 5.82% |
$42.8K - $49.7K
|
1.54K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-95- 5.5% |
$42.8K - $49.7K
|
1.63K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-95- 6.58% |
$42.8K - $49.7K
|
1.35K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-96- 15.58% |
$43.2K - $50.2K
|
520
$553K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-96- 5.02% |
$43.2K - $50.2K
|
1.82K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-97- 3.88% |
$43.7K - $50.8K
|
2.4K
$2.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-97- 3.29% |
$43.7K - $50.8K
|
2.85K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-97- 1.16% |
$43.7K - $50.8K
|
8.28K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-97- 8.54% |
$43.7K - $50.8K
|
1.04K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-98- 7.73% |
$44.1K - $51.3K
|
1.17K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-98- 4.9% |
$44.1K - $51.3K
|
1.9K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-98- 8.88% |
$44.1K - $51.3K
|
1.01K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-99- 81.82% |
$44.6K - $51.8K
|
22
$23.4K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-99- 16.87% |
$44.6K - $51.8K
|
488
$519K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-99- 16.18% |
$44.6K - $51.8K
|
513
$545K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-99- 16.18% |
$44.6K - $51.8K
|
513
$545K
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-100- 1.08% |
$45K - $52.3K
|
9.15K
$9.72M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 1.81% |
$45K - $52.3K
|
5.44K
$5.78M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 1.78% |
$45K - $52.3K
|
5.52K
$5.86M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-100- 1.17% |
$45K - $52.3K
|
8.48K
$9.01M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-100- 4.53% |
$45K - $52.3K
|
2.11K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 1.28% |
$45K - $52.3K
|
7.7K
$8.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-101- 3.46% |
$45.5K - $52.9K
|
2.82K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-101- 1.75% |
$45.5K - $52.9K
|
5.68K
$6.04M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-101- 2.24% |
$45.5K - $52.9K
|
4.4K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-101- 28.37% |
$45.5K - $52.9K
|
255
$271K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-102- 6.83% |
$45.9K - $53.4K
|
1.39K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-102- 11.4% |
$45.9K - $53.4K
|
793
$843K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-102- 2.78% |
$45.9K - $53.4K
|
3.57K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-103- 1.62% |
$46.4K - $53.9K
|
6.26K
$6.65M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-103- 4.61% |
$46.4K - $53.9K
|
2.13K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-104- 1.89% |
$46.8K - $54.4K
|
5.39K
$5.73M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-105- 7.71% |
$47.3K - $55K
|
1.26K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-105- 0.45% |
$47.3K - $55K
|
23.3K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-105- 5.23% |
$47.3K - $55K
|
1.9K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-106- 3.69% |
$47.7K - $55.5K
|
2.76K
$2.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-106- 5.91% |
$47.7K - $55.5K
|
1.69K
$1.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-106- 3.32% |
$47.7K - $55.5K
|
3.09K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-109- 15.22% |
$49.1K - $57.1K
|
607
$645K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-110- 1.6% |
$49.5K - $57.6K
|
6.77K
$7.19M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-110- 0.35% |
$49.5K - $57.6K
|
31.3K
$33.2M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-110- 6.51% |
$49.5K - $57.6K
|
1.58K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-111- 0.24% |
$50K - $58.1K
|
46.9K
$49.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-112- 0.3% |
$50.4K - $58.6K
|
37.3K
$39.7M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-112- 13.56% |
$50.4K - $58.6K
|
714
$759K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-113- 12.36% |
$50.9K - $59.1K
|
801
$851K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-113- 0.86% |
$50.9K - $59.1K
|
13.1K
$13.9M
|