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 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
51+ 3.35% |
$21.2K - $31K
|
1.57K
$1.63M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
51+ 102.0% |
$21.2K - $31K
|
101
$105K
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
51+ 3.11% |
$21.2K - $31K
|
1.69K
$1.75M
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 2.62% |
$20.8K - $30.4K
|
1.96K
$2.03M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
50+ 10.8% |
$20.8K - $30.4K
|
513
$531K
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
50+ 4.28% |
$20.8K - $30.4K
|
1.22K
$1.26M
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
50+ 2.56% |
$20.8K - $30.4K
|
2K
$2.07M
|
|
Jul 28, 2022
Q2 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
50+ 0.93% |
$20.8K - $30.4K
|
5.4K
$5.59M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
50+ 1.01% |
$20.8K - $30.4K
|
4.99K
$5.16M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
50+ 6.92% |
$20.8K - $30.4K
|
773
$800K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
49+ 3.28% |
$20.4K - $29.8K
|
1.55K
$1.6M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
48+ 8.5% |
$20K - $29.2K
|
613
$634K
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
48+ 3.77% |
$20K - $29.2K
|
1.32K
$1.37M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 15.19% |
$20K - $29.2K
|
364
$377K
|
|
Aug 05, 2022
Q2 2022
|
Tamar Securities, LLC
|
BUY
|
- |
47+ 2.87% |
$19.6K - $28.6K
|
1.68K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
47+ 2.41% |
$19.6K - $28.6K
|
2K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
47+ 2.12% |
$19.6K - $28.6K
|
2.26K
$2.34M
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
47+ 2.74% |
$19.6K - $28.6K
|
1.77K
$1.83M
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
46+ 0.22% |
$19.2K - $28K
|
21K
$21.8M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
45+ 1.83% |
$18.7K - $27.4K
|
2.5K
$2.59M
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.16% |
$18.7K - $27.4K
|
3.92K
$4.06M
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
45+ 9.36% |
$18.7K - $27.4K
|
526
$544K
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
45+ 0.69% |
$18.7K - $27.4K
|
6.59K
$6.82M
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
45+ 0.39% |
$18.7K - $27.4K
|
11.6K
$12M
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
45+ 2.97% |
$18.7K - $27.4K
|
1.56K
$1.62M
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
44+ 5.8% |
$18.3K - $26.8K
|
802
$830K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
43+ 2.62% |
$17.9K - $26.1K
|
1.69K
$1.74M
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41+ 0.71% |
$17.1K - $24.9K
|
5.86K
$6.06M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
41+ 0.18% |
$17.1K - $24.9K
|
23.1K
$23.9M
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
41+ 0.3% |
$17.1K - $24.9K
|
13.6K
$14M
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
41+ 3.76% |
$17.1K - $24.9K
|
1.13K
$1.17M
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
41+ 9.9% |
$17.1K - $24.9K
|
455
$471K
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
40+ 8.25% |
$16.7K - $24.3K
|
525
$543K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 6.48% |
$16.7K - $24.3K
|
657
$680K
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
40+ 3.83% |
$16.7K - $24.3K
|
1.09K
$1.12M
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39+ 0.37% |
$16.2K - $23.7K
|
10.5K
$10.8M
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
39+ 4.12% |
$16.2K - $23.7K
|
985
$1.02M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 4.18% |
$15.8K - $23.1K
|
948
$981K
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
37+ 0.57% |
$15.4K - $22.5K
|
6.52K
$6.74M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
37+ 9.49% |
$15.4K - $22.5K
|
427
$442K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
37+ 1.5% |
$15.4K - $22.5K
|
2.5K
$2.59M
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
37+ 8.98% |
$15.4K - $22.5K
|
449
$465K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37+ 22.02% |
$15.4K - $22.5K
|
205
$212K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
36+ 1.68% |
$15K - $21.9K
|
2.18K
$2.26M
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
36+ 7.06% |
$15K - $21.9K
|
546
$565K
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
35+ 1.31% |
$14.6K - $21.3K
|
2.71K
$2.81M
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
35+ 33.65% |
$14.6K - $21.3K
|
139
$144K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
35+ 2.57% |
$14.6K - $21.3K
|
1.4K
$1.44M
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
BUY
|
- |
35+ 0.25% |
$14.6K - $21.3K
|
14.3K
$14.8M
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
34+ 4.95% |
$14.2K - $20.7K
|
721
$746K
|