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 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
757+ 40.66% |
$343K - $408K
|
2.62K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
756+ 3.79% |
$342K - $408K
|
20.7K
$19.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
753+ 0.21% |
$341K - $406K
|
363K
$341M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
752+ 5.66% |
$341K - $406K
|
14K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
749+ 2.64% |
$339K - $404K
|
29.1K
$27.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
745New |
$337K - $402K
|
745
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
745New |
$337K - $402K
|
745
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
742New |
$336K - $400K
|
742
$697K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
741New |
$336K - $400K
|
741
$696K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
740+ 0.43% |
$335K - $399K
|
172K
$161M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
740New |
$335K - $399K
|
740
$695K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
738+ 0.44% |
$334K - $398K
|
169K
$159M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
738New |
$334K - $398K
|
738
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
732New |
$332K - $395K
|
732
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
729+ 0.57% |
$330K - $393K
|
129K
$122M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
728New |
$330K - $393K
|
728
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
727New |
$329K - $392K
|
727
$683K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
724New |
$328K - $390K
|
724
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
724+ 7.04% |
$328K - $390K
|
11K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
721+ 1.08% |
$327K - $389K
|
67.2K
$63.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
720+ 2.19% |
$326K - $388K
|
33.6K
$31.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
720+ 32.37% |
$326K - $388K
|
2.94K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
719+ 3.85% |
$326K - $388K
|
19.4K
$18.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
716+ 10.09% |
$324K - $386K
|
7.81K
$7.34M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
716+ 11.9% |
$324K - $386K
|
6.73K
$6.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
713+ 9.01% |
$323K - $384K
|
8.63K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
709+ 20.6% |
$321K - $382K
|
4.15K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
708+ 21.87% |
$321K - $382K
|
3.95K
$3.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
705+ 125.0% |
$319K - $380K
|
1.27K
$1.19M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
700New |
$317K - $377K
|
700
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
697+ 20.99% |
$316K - $376K
|
4.02K
$3.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
696+ 9.27% |
$315K - $375K
|
8.2K
$7.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
691+ 1.93% |
$313K - $373K
|
36.6K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
684+ 68.4% |
$310K - $369K
|
1.68K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
682+ 45.47% |
$309K - $368K
|
2.18K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
681New |
$308K - $367K
|
681
$640K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
680New |
$308K - $367K
|
680
$639K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
679+ 7.77% |
$308K - $366K
|
9.42K
$8.85M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
678+ 4.99% |
$307K - $366K
|
14.3K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
BUY
|
- |
675+ 45.0% |
$306K - $364K
|
2.18K
$2.04M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
674+ 23.07% |
$305K - $363K
|
3.6K
$3.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
669New |
$303K - $361K
|
669
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
668+ 24.93% |
$303K - $360K
|
3.35K
$3.15M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
667+ 49.04% |
$302K - $360K
|
2.03K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
661New |
$299K - $356K
|
661
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
661+ 17.03% |
$299K - $356K
|
4.54K
$4.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
656+ 15.75% |
$297K - $354K
|
4.82K
$4.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
650New |
$294K - $351K
|
650
$611K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
648+ 30.47% |
$294K - $349K
|
2.78K
$2.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
647+ 60.35% |
$293K - $349K
|
1.72K
$1.62M
|