Purchases and Sales Made in Q2 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
187+ 2.23% |
$77.9K - $114K
|
8.59K
$9.07M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
186New |
$77.5K - $113K
|
186
$196K
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
184+ 4.83% |
$76.6K - $112K
|
4K
$4.22M
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
183+ 3.79% |
$76.2K - $111K
|
5.02K
$5.3M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
183+ 36.24% |
$76.2K - $111K
|
688
$727K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
182+ 27.66% |
$75.8K - $111K
|
840
$887K
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
181+ 2.23% |
$75.4K - $110K
|
8.28K
$8.75M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
179+ 1.79% |
$74.5K - $109K
|
10.2K
$10.7M
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
179+ 5.67% |
$74.5K - $109K
|
3.34K
$3.52M
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
178+ 1.83% |
$74.1K - $108K
|
9.91K
$10.5M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
178+ 4.8% |
$74.1K - $108K
|
3.89K
$4.11M
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
177+ 17.47% |
$73.7K - $108K
|
1.19K
$1.26M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
175+ 17.66% |
$72.9K - $106K
|
1.17K
$1.23M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
175+ 6.26% |
$72.9K - $106K
|
2.97K
$3.14M
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
175+ 12.78% |
$72.9K - $106K
|
1.54K
$1.63M
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
174+ 0.38% |
$72.5K - $106K
|
45.6K
$48.2M
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
174+ 21.07% |
$72.5K - $106K
|
1K
$1.06M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
173+ 30.19% |
$72K - $105K
|
746
$788K
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
172+ 1.16% |
$71.6K - $105K
|
15K
$15.9M
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
171+ 3.2% |
$71.2K - $104K
|
5.51K
$5.82M
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
170+ 32.63% |
$70.8K - $103K
|
691
$730K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
168+ 1.02% |
$70K - $102K
|
16.6K
$17.5M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
168+ 5.63% |
$70K - $102K
|
3.15K
$3.33M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
166+ 11.32% |
$69.1K - $101K
|
1.63K
$1.72M
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
165+ 21.1% |
$68.7K - $100K
|
947
$1M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
164+ 4.03% |
$68.3K - $99.7K
|
4.23K
$4.47M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
162+ 2.34% |
$67.5K - $98.5K
|
7.08K
$7.48M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
162+ 8.15% |
$67.5K - $98.5K
|
2.15K
$2.27M
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
160+ 1.11% |
$66.6K - $97.3K
|
14.6K
$15.4M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
159+ 2.53% |
$66.2K - $96.7K
|
6.46K
$6.82M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
156+ 7.81% |
$65K - $94.9K
|
2.15K
$2.27M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
156+ 0.97% |
$65K - $94.9K
|
16.2K
$17.2M
|
|
Aug 16, 2022
Q2 2022
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
156New |
$65K - $94.9K
|
156
$165K
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
154+ 13.2% |
$64.1K - $93.6K
|
1.32K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
153+ 3.88% |
$63.7K - $93K
|
4.09K
$4.32M
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
153+ 0.19% |
$63.7K - $93K
|
79K
$83.5M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
152+ 4.88% |
$63.3K - $92.4K
|
3.27K
$3.45M
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
152+ 15.0% |
$63.3K - $92.4K
|
1.17K
$1.23M
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
BUY
|
- |
151+ 13.68% |
$62.9K - $91.8K
|
1.26K
$1.33M
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
151+ 6.87% |
$62.9K - $91.8K
|
2.35K
$2.48M
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
150+ 13.59% |
$62.5K - $91.2K
|
1.25K
$1.32M
|
|
Jul 25, 2022
Q2 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
150+ 0.88% |
$62.5K - $91.2K
|
17.3K
$18.2M
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 26.32% |
$62.5K - $91.2K
|
720
$760K
|
|
Aug 12, 2022
Q2 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
150+ 3.33% |
$62.5K - $91.2K
|
4.65K
$4.91M
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
149+ 17.25% |
$62K - $90.6K
|
1.01K
$1.07M
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
147+ 19.84% |
$61.2K - $89.4K
|
888
$938K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
147+ 3.17% |
$61.2K - $89.4K
|
4.78K
$5.05M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
146+ 37.34% |
$60.8K - $88.8K
|
537
$567K
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
143+ 1.29% |
$59.5K - $87K
|
11.2K
$11.8M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
143+ 10.36% |
$59.5K - $87K
|
1.52K
$1.61M
|