Purchases and Sales Made in Q2 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 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
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
731
+ 3.54%
$353K - $394K
21.4K $22.9M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
729
+ 19.11%
$352K - $392K
4.54K $4.87M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
726
New
$350K - $391K
726 $778K
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
722
+ 36.93%
$349K - $389K
2.68K $2.87M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
721
+ 2.16%
$348K - $388K
34.1K $36.5M
Aug 14, 2023 Q2 2023
T. Rowe Price Investment Management, Inc.

Baltimore, MD
BUY
 -
718
New
$347K - $387K
718 $770K
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
713
+ 36.98%
$344K - $384K
2.64K $2.83M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
711
+ 4.79%
$343K - $383K
15.5K $16.7M
Aug 17, 2023 Q2 2023
Manitou Investment Management Ltd.

Toronto, A6
BUY
 -
702
+ 512.41%
$339K - $378K
839 $899K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
698
+ 7.14%
$337K - $376K
10.5K $11.2M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
688
+ 14.69%
$332K - $370K
5.37K $5.76M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
687
+ 4.55%
$332K - $370K
15.8K $16.9M
Aug 11, 2023 Q2 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
686
+ 10.16%
$331K - $369K
7.44K $7.97M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
679
+ 144.47%
$328K - $366K
1.15K $1.23M
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
675
+ 114.21%
$326K - $363K
1.27K $1.36M
Aug 14, 2023 Q2 2023
Kensington Investment Counsel, LLC

BUY
 -
673
+ 121.7%
$325K - $362K
1.23K $1.31M
Aug 15, 2023 Q2 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
672
New
$324K - $362K
672 $720K
Aug 14, 2023 Q2 2023
Xtx Topco LTD

London, X0
BUY
 -
667
New
$322K - $359K
667 $715K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
666
+ 2.09%
$322K - $359K
32.5K $34.9M
Aug 14, 2023 Q2 2023
Ethic Inc.

New York, NY
BUY
 -
658
+ 9.92%
$318K - $354K
7.29K $7.82M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
656
+ 21.2%
$317K - $353K
3.75K $4.02M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
655
+ 1.55%
$316K - $353K
43K $46.1M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
654
+ 17.17%
$316K - $352K
4.46K $4.78M
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
647
+ 16.07%
$312K - $348K
4.67K $5.01M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
645
+ 11.7%
$311K - $347K
6.16K $6.6M
Jul 21, 2023 Q2 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
643
+ 13.1%
$310K - $346K
5.55K $5.95M
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
641
+ 7.73%
$309K - $345K
8.93K $9.57M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
640
+ 11.7%
$309K - $345K
6.11K $6.55M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
639
+ 1.82%
$308K - $344K
35.8K $38.3M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
635
+ 0.2%
$307K - $342K
315K $337M
Jul 21, 2023 Q2 2023
Capital Insight Partners, LLC

BUY
 -
628
New
$303K - $338K
628 $673K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
623
+ 3.18%
$301K - $335K
20.2K $21.7M
Jul 11, 2023 Q2 2023
Wj Wealth Management, LLC

BUY
 -
622
New
$300K - $335K
622 $667K
Jul 25, 2023 Q2 2023
Silvant Capital Management LLC

BUY
 -
619
+ 3.72%
$299K - $333K
17.3K $18.5M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
618
+ 12.72%
$298K - $333K
5.48K $5.87M
Jul 28, 2023 Q2 2023
Efg Asset Management (North America) Corp.

BUY
 -
615
+ 21.66%
$297K - $331K
3.45K $3.7M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
615
New
$297K - $331K
615 $659K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
615
+ 14.68%
$297K - $331K
4.8K $5.15M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
609
New
$294K - $328K
609 $653K
Jul 31, 2023 Q2 2023
Tobam

BUY
 -
601
New
$290K - $324K
601 $644K
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
591
+ 1.76%
$285K - $318K
34.2K $36.7M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
582
+ 3.9%
$281K - $313K
15.5K $16.6M
Jul 12, 2023 Q2 2023
Bath Savings Trust CO

BUY
 -
574
+ 3.13%
$277K - $309K
18.9K $20.3M
Jul 21, 2023 Q2 2023
Weatherly Asset Management L. P.

BUY
 -
573
+ 1.97%
$277K - $308K
29.7K $31.8M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
573
+ 1.63%
$277K - $308K
35.7K $38.2M
Jul 11, 2023 Q2 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
570
New
$275K - $307K
570 $611K
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
569
+ 15.91%
$275K - $306K
4.15K $4.44M
Jul 24, 2023 Q2 2023
Mc Broom & Associates, LLC

BUY
 -
568
+ 4.89%
$274K - $306K
12.2K $13.1M
Aug 14, 2023 Q2 2023
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
568
New
$274K - $306K
568 $609K

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