Purchases and Sales Made in Q4 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
949New |
$430K - $512K
|
949
$889K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
946+ 8.74% |
$429K - $510K
|
11.8K
$11M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
945+ 112.63% |
$428K - $510K
|
1.78K
$1.67M
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
943+ 12.0% |
$427K - $509K
|
8.8K
$8.25M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
939+ 6.67% |
$425K - $506K
|
15K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
934+ 68.53% |
$423K - $504K
|
2.3K
$2.15M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
933+ 146.7% |
$423K - $503K
|
1.57K
$1.47M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
924+ 173.68% |
$419K - $498K
|
1.46K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
904New |
$410K - $487K
|
904
$847K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
901+ 14.28% |
$408K - $486K
|
7.21K
$6.76M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
900New |
$408K - $485K
|
900
$843K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
899New |
$407K - $485K
|
899
$842K
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
898+ 23.03% |
$407K - $484K
|
4.8K
$4.49M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
895+ 36.55% |
$405K - $483K
|
3.34K
$3.13M
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
891New |
$404K - $480K
|
891
$835K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
885+ 97.79% |
$401K - $477K
|
1.79K
$1.68M
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
885New |
$401K - $477K
|
885
$829K
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
874New |
$396K - $471K
|
874
$819K
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
873New |
$395K - $471K
|
873
$818K
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
868+ 7.25% |
$393K - $468K
|
12.8K
$12M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
865+ 130.47% |
$392K - $466K
|
1.53K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
864New |
$391K - $466K
|
864
$810K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
859+ 1.24% |
$389K - $463K
|
69.9K
$65.5M
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
841New |
$381K - $454K
|
841
$788K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
836+ 59.16% |
$379K - $451K
|
2.25K
$2.11M
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
835+ 1.93% |
$378K - $450K
|
44.2K
$41.4M
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
835New |
$378K - $450K
|
835
$782K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
834+ 10.0% |
$378K - $450K
|
9.17K
$8.6M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
834New |
$378K - $450K
|
834
$781K
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
831+ 4.42% |
$376K - $448K
|
19.6K
$18.4M
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
830+ 46.66% |
$376K - $448K
|
2.61K
$2.44M
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
828New |
$375K - $446K
|
828
$776K
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
824+ 35.75% |
$373K - $444K
|
3.13K
$2.93M
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
819New |
$371K - $442K
|
819
$767K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
818+ 8.59% |
$371K - $441K
|
10.3K
$9.69M
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
809+ 6.33% |
$366K - $436K
|
13.6K
$12.7M
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
808New |
$366K - $436K
|
808
$757K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
807New |
$366K - $435K
|
807
$756K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
801+ 14.19% |
$363K - $432K
|
6.44K
$6.04M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
800+ 115.94% |
$362K - $431K
|
1.49K
$1.4M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
791New |
$358K - $427K
|
791
$741K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
790+ 18.55% |
$358K - $426K
|
5.05K
$4.73M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
789New |
$357K - $425K
|
789
$739K
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
782New |
$354K - $422K
|
782
$733K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
781+ 16.82% |
$354K - $421K
|
5.43K
$5.08M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
780+ 5.38% |
$353K - $421K
|
15.3K
$14.3M
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
775+ 1033.33% |
$351K - $418K
|
850
$796K
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
773+ 13.89% |
$350K - $417K
|
6.34K
$5.94M
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
764+ 25.38% |
$346K - $412K
|
3.77K
$3.54M
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
760New |
$344K - $410K
|
760
$712K
|