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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
15+ 2.84% |
$6.25K - $9.12K
|
543
$562K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 5.45% |
$6.25K - $9.12K
|
290
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
15+ 1.84% |
$6.25K - $9.12K
|
829
$858K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
14+ 1.31% |
$5.83K - $8.51K
|
1.09K
$1.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
14+ 1.71% |
$5.83K - $8.51K
|
835
$864K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
14+ 8.24% |
$5.83K - $8.51K
|
184
$190K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.65% |
$5.83K - $8.51K
|
860
$890K
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14+ 0.66% |
$5.83K - $8.51K
|
2.14K
$2.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
14+ 0.85% |
$5.83K - $8.51K
|
1.67K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
14+ 3.02% |
$5.83K - $8.51K
|
478
$495K
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
13+ 0.25% |
$5.41K - $7.9K
|
5.16K
$5.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 2.15% |
$5.41K - $7.9K
|
618
$640K
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
13+ 0.45% |
$5.41K - $7.9K
|
2.87K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 2.27% |
$5.41K - $7.9K
|
585
$605K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12New |
$5K - $7.3K
|
12
$12.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
12+ 0.01% |
$5K - $7.3K
|
193K
$200M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12+ 2.81% |
$5K - $7.3K
|
439
$454K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
12+ 0.47% |
$5K - $7.3K
|
2.58K
$2.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11+ 0.25% |
$4.58K - $6.69K
|
4.41K
$4.56M
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
11+ 0.17% |
$4.58K - $6.69K
|
6.32K
$6.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11+ 0.19% |
$4.58K - $6.69K
|
5.9K
$6.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
11+ 2.03% |
$4.58K - $6.69K
|
553
$572K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11+ 1.07% |
$4.58K - $6.69K
|
1.04K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 1.13% |
$4.58K - $6.69K
|
985
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
11+ 1.58% |
$4.58K - $6.69K
|
707
$732K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
11+ 0.47% |
$4.58K - $6.69K
|
2.35K
$2.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11+ 0.98% |
$4.58K - $6.69K
|
1.14K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
10+ 0.41% |
$4.16K - $6.08K
|
2.43K
$2.51M
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
10+ 0.29% |
$4.16K - $6.08K
|
3.43K
$3.55M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 66.67% |
$4.16K - $6.08K
|
25
$25.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
10+ 0.49% |
$4.16K - $6.08K
|
2.05K
$2.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
10+ 1.32% |
$4.16K - $6.08K
|
765
$792K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10+ 1.7% |
$4.16K - $6.08K
|
598
$619K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10+ 0.3% |
$4.16K - $6.08K
|
3.29K
$3.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.51% |
$4.16K - $6.08K
|
1.95K
$2.02M
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.2% |
$4.16K - $6.08K
|
5.06K
$5.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 1.79% |
$3.75K - $5.47K
|
513
$531K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.93% |
$3.75K - $5.47K
|
973
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.13% |
$3.75K - $5.47K
|
6.88K
$7.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
9+ 1.35% |
$3.75K - $5.47K
|
676
$700K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 1.02% |
$3.33K - $4.86K
|
793
$821K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 1.51% |
$3.33K - $4.86K
|
538
$557K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 1.68% |
$3.33K - $4.86K
|
485
$502K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
8+ 0.28% |
$3.33K - $4.86K
|
2.82K
$2.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.34% |
$3.33K - $4.86K
|
2.34K
$2.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8+ 1.1% |
$3.33K - $4.86K
|
733
$759K
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
8+ 1.09% |
$3.33K - $4.86K
|
743
$769K
|
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8+ 0.62% |
$3.33K - $4.86K
|
1.3K
$1.34M
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
8+ 88.89% |
$3.33K - $4.86K
|
17
$17.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
7+ 1.32% |
$2.92K - $4.26K
|
539
$558K
|