Purchases and Sales Made in Q1 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
477+ 1.77% |
$228K - $275K
|
27.4K
$29.1M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
476+ 32.29% |
$227K - $274K
|
1.95K
$2.07M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
476+ 76.53% |
$227K - $274K
|
1.1K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
475+ 9.02% |
$227K - $274K
|
5.74K
$6.1M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
472+ 6.19% |
$225K - $272K
|
8.1K
$8.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
471+ 7.37% |
$225K - $272K
|
6.87K
$7.3M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
470+ 2.03% |
$224K - $271K
|
23.6K
$25.1M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
469+ 3.51% |
$224K - $270K
|
13.8K
$14.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
466+ 9.9% |
$222K - $269K
|
5.17K
$5.5M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
465+ 82.89% |
$222K - $268K
|
1.03K
$1.09M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
463New |
$221K - $267K
|
463
$492K
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
463+ 8.09% |
$221K - $267K
|
6.19K
$6.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
460+ 2.89% |
$220K - $265K
|
16.4K
$17.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
456+ 4.44% |
$218K - $263K
|
10.7K
$11.4M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
455+ 12.2% |
$217K - $262K
|
4.18K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
455+ 1.21% |
$217K - $262K
|
38.1K
$40.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
451New |
$215K - $260K
|
451
$479K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
447+ 96.54% |
$213K - $258K
|
910
$967K
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
444New |
$212K - $256K
|
444
$472K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
444+ 9.23% |
$212K - $256K
|
5.25K
$5.58M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
438+ 4.99% |
$209K - $252K
|
9.22K
$9.79M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
437+ 88.28% |
$209K - $252K
|
932
$990K
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
436New |
$208K - $251K
|
436
$463K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
434New |
$207K - $250K
|
434
$461K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
430New |
$205K - $248K
|
430
$457K
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
430New |
$205K - $248K
|
430
$457K
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
428+ 69.71% |
$204K - $247K
|
1.04K
$1.11M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426+ 62.19% |
$203K - $246K
|
1.11K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
425+ 8.39% |
$203K - $245K
|
5.49K
$5.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
419+ 2.11% |
$200K - $242K
|
20.2K
$21.5M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
419+ 23.66% |
$200K - $242K
|
2.19K
$2.33M
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
BUY
|
- |
418+ 7.17% |
$200K - $241K
|
6.25K
$6.64M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
415+ 2.97% |
$198K - $239K
|
14.4K
$15.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
415New |
$198K - $239K
|
415
$441K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
414New |
$198K - $239K
|
414
$440K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
413New |
$197K - $238K
|
413
$439K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
412+ 14.35% |
$197K - $238K
|
3.28K
$3.49M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
411+ 54.08% |
$196K - $237K
|
1.17K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
408+ 7.84% |
$195K - $235K
|
5.62K
$5.97M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
408+ 1.24% |
$195K - $235K
|
33.3K
$35.4M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
407+ 2.77% |
$194K - $235K
|
15.1K
$16M
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
406+ 33.03% |
$194K - $234K
|
1.64K
$1.74M
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
405New |
$193K - $233K
|
405
$430K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
403+ 18.11% |
$192K - $232K
|
2.63K
$2.79M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
403New |
$192K - $232K
|
403
$428K
|
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
401New |
$191K - $231K
|
401
$426K
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
400+ 7.44% |
$191K - $231K
|
5.77K
$6.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
400New |
$191K - $231K
|
400
$425K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
399+ 2.08% |
$190K - $230K
|
19.6K
$20.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
397New |
$189K - $229K
|
397
$422K
|