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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
271+ 30.83% |
$123K - $146K
|
1.15K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
271+ 9.27% |
$123K - $146K
|
3.19K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
268+ 0.22% |
$121K - $145K
|
121K
$113M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
266+ 2.11% |
$120K - $143K
|
12.9K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
265New |
$120K - $143K
|
265
$249K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
265+ 2.39% |
$120K - $143K
|
11.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
263+ 11.13% |
$119K - $142K
|
2.63K
$2.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
261+ 3.98% |
$118K - $141K
|
6.82K
$6.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
260+ 7.66% |
$118K - $140K
|
3.66K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
260+ 8.4% |
$118K - $140K
|
3.36K
$3.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
259+ 4.9% |
$117K - $140K
|
5.55K
$5.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
259+ 7.79% |
$117K - $140K
|
3.58K
$3.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
258+ 2.49% |
$117K - $139K
|
10.6K
$9.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
257+ 2.04% |
$116K - $139K
|
12.9K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
255+ 31.68% |
$116K - $138K
|
1.06K
$996K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
255New |
$116K - $138K
|
255
$240K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
252+ 1.87% |
$114K - $136K
|
13.7K
$12.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
251+ 31.06% |
$114K - $135K
|
1.06K
$995K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
251+ 5.47% |
$114K - $135K
|
4.84K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
250+ 17.54% |
$113K - $135K
|
1.68K
$1.57M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
249+ 1.03% |
$113K - $134K
|
24.4K
$22.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
249+ 4.29% |
$113K - $134K
|
6.05K
$5.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
249+ 0.95% |
$113K - $134K
|
26.5K
$24.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
246+ 3.55% |
$111K - $133K
|
7.17K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
245+ 11.49% |
$111K - $132K
|
2.38K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
244+ 0.48% |
$111K - $132K
|
50.7K
$47.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
243+ 24.01% |
$110K - $131K
|
1.26K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
241+ 1.74% |
$109K - $130K
|
14.1K
$13.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
240+ 0.31% |
$109K - $129K
|
78.5K
$73.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
240+ 10.04% |
$109K - $129K
|
2.63K
$2.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
238+ 1.19% |
$108K - $128K
|
20.3K
$19.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
238+ 6.66% |
$108K - $128K
|
3.81K
$3.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
237+ 14.36% |
$107K - $128K
|
1.89K
$1.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
235+ 1.95% |
$106K - $127K
|
12.3K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
235+ 2.03% |
$106K - $127K
|
11.8K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
235+ 17.66% |
$106K - $127K
|
1.57K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
234+ 7.63% |
$106K - $126K
|
3.3K
$3.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
232+ 25.24% |
$105K - $125K
|
1.15K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
231+ 19.01% |
$105K - $125K
|
1.45K
$1.36M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
230+ 1.5% |
$104K - $124K
|
15.5K
$14.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
230+ 5.6% |
$104K - $124K
|
4.34K
$4.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
230+ 3.56% |
$104K - $124K
|
6.7K
$6.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
229+ 20.36% |
$104K - $123K
|
1.35K
$1.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
229+ 6.86% |
$104K - $123K
|
3.57K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
229New |
$104K - $123K
|
229
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
228+ 19.95% |
$103K - $123K
|
1.37K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
227+ 4.79% |
$103K - $122K
|
4.96K
$4.66M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
225+ 126.4% |
$102K - $121K
|
403
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
225+ 2.83% |
$102K - $121K
|
8.18K
$7.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
225+ 2.0% |
$102K - $121K
|
11.5K
$10.8M
|