Purchases and Sales Made in Q2 2023 in Costco Wholesale Corp (COST)
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 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$966 - $1.08K
|
2.5K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2+ 0.24% |
$966 - $1.08K
|
845
$875K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.09% |
$966 - $1.08K
|
2.24K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.05% |
$966 - $1.08K
|
4.36K
$4.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.05% |
$966 - $1.08K
|
4.07K
$4.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$966 - $1.08K
|
2.47K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$966 - $1.08K
|
515
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2+ 2.47% |
$966 - $1.08K
|
83
$85.9K
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.18% |
$966 - $1.08K
|
1.09K
$1.13M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$966 - $1.08K
|
515
$533K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2+ 0.26% |
$966 - $1.08K
|
778
$805K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.13% |
$483 - $538
|
783
$810K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$483 - $538
|
623
$645K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$483 - $538
|
752
$778K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$483 - $538
|
182
$188K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.15% |
$483 - $538
|
675
$699K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.11% |
$483 - $538
|
916
$948K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.01% |
$483 - $538
|
6.7K
$6.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1+ 0.02% |
$483 - $538
|
4.31K
$4.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.22% |
$483 - $538
|
462
$478K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$483 - $538
|
1.1K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.25% |
$483 - $538
|
405
$419K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.34% |
$483 - $538
|
292
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$483 - $538
|
4.17K
$4.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$483 - $538
|
9.03K
$9.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1+ 0.19% |
$483 - $538
|
541
$560K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1+ 0.01% |
$483 - $538
|
7.9K
$8.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.14% |
$483 - $538
|
720
$745K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1+ 0.02% |
$483 - $538
|
4.17K
$4.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
1+ 0.04% |
$483 - $538
|
2.47K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
1+ 0.03% |
$483 - $538
|
3.09K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.27% |
$483 - $538
|
367
$380K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.17% |
$483 - $538
|
583
$603K
|
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$483 - $538
|
13K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.07% |
$483 - $538
|
1.36K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$483 - $538
|
2.71K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1+ 0.05% |
$483 - $538
|
1.85K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.19% |
$483 - $538
|
539
$558K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.55% |
$483 - $538
|
182
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1+ 0.09% |
$483 - $538
|
1.14K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.07% |
$483 - $538
|
1.43K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.12% |
$483 - $538
|
812
$840K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.12% |
$483 - $538
|
870
$900K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1+ 0.01% |
$483 - $538
|
13.8K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$483 - $538
|
915
$947K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.19% |
$483 - $538
|
518
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1+ 0.12% |
$483 - $538
|
826
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1New |
$483 - $538
|
1
$1.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$483 - $538
|
2.71K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1+ 0.12% |
$483 - $538
|
844
$874K
|