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 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
190+ 14.6% |
$86.1K - $102K
|
1.49K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
190New |
$86.1K - $102K
|
190
$179K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
190+ 0.51% |
$86.1K - $102K
|
37.7K
$35.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
190+ 3.24% |
$86.1K - $102K
|
6.06K
$5.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
190+ 13.35% |
$86.1K - $102K
|
1.61K
$1.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
189+ 1.13% |
$85.6K - $102K
|
16.9K
$15.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
189+ 5.32% |
$85.6K - $102K
|
3.74K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
189+ 19.13% |
$85.6K - $102K
|
1.18K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
188+ 4.64% |
$85.2K - $101K
|
4.24K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
187+ 5.05% |
$84.7K - $101K
|
3.89K
$3.66M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
185+ 42.73% |
$83.8K - $99.8K
|
618
$581K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
185+ 28.86% |
$83.8K - $99.8K
|
826
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
185+ 1.21% |
$83.8K - $99.8K
|
15.5K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
185+ 1.79% |
$83.8K - $99.8K
|
10.5K
$9.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
184+ 6.56% |
$83.4K - $99.2K
|
2.99K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
182+ 6.66% |
$82.4K - $98.1K
|
2.92K
$2.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
182+ 0.69% |
$82.4K - $98.1K
|
26.7K
$25.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
182+ 4.55% |
$82.4K - $98.1K
|
4.18K
$3.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
182+ 4.31% |
$82.4K - $98.1K
|
4.41K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
181+ 0.53% |
$82K - $97.6K
|
34.3K
$32.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
180+ 3.86% |
$81.5K - $97.1K
|
4.84K
$4.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
179+ 7.32% |
$81.1K - $96.5K
|
2.62K
$2.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
178+ 3.34% |
$80.6K - $96K
|
5.51K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
178New |
$80.6K - $96K
|
178
$167K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
177+ 0.73% |
$80.2K - $95.4K
|
24.4K
$22.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
177+ 5.87% |
$80.2K - $95.4K
|
3.19K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
176+ 1.81% |
$79.7K - $94.9K
|
9.93K
$9.33M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
176+ 7.02% |
$79.7K - $94.9K
|
2.68K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
175+ 5.45% |
$79.3K - $94.4K
|
3.38K
$3.18M
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
175+ 24.51% |
$79.3K - $94.4K
|
889
$835K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
173New |
$78.4K - $93.3K
|
173
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
172+ 13.14% |
$77.9K - $92.8K
|
1.48K
$1.39M
|
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
BUY
|
- |
170+ 1.02% |
$77K - $91.7K
|
16.8K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
168+ 4.61% |
$76.1K - $90.6K
|
3.81K
$3.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
166+ 1.35% |
$75.2K - $89.5K
|
12.5K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
166+ 1.95% |
$75.2K - $89.5K
|
8.69K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
166+ 12.5% |
$75.2K - $89.5K
|
1.49K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
165+ 0.12% |
$74.7K - $89K
|
134K
$126M
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
163+ 2.83% |
$73.8K - $87.9K
|
5.93K
$5.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
163+ 14.44% |
$73.8K - $87.9K
|
1.29K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
161+ 1.39% |
$72.9K - $86.8K
|
11.8K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
161+ 3.12% |
$72.9K - $86.8K
|
5.32K
$5M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
161+ 0.42% |
$72.9K - $86.8K
|
38.8K
$36.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
160+ 1.0% |
$72.5K - $86.3K
|
16.2K
$15.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
160+ 11.45% |
$72.5K - $86.3K
|
1.56K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
159New |
$72K - $85.7K
|
159
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
158+ 22.73% |
$71.6K - $85.2K
|
853
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
158+ 6.49% |
$71.6K - $85.2K
|
2.59K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
156+ 0.54% |
$70.7K - $84.1K
|
29.1K
$27.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
155+ 1.71% |
$70.2K - $83.6K
|
9.23K
$8.67M
|