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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
205+ 1.89% |
$97.9K - $118K
|
11.1K
$10.3M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
204New |
$97.4K - $118K
|
204
$190K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
204+ 18.91% |
$97.4K - $118K
|
1.28K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
202+ 8.14% |
$96.4K - $116K
|
2.68K
$2.51M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
201+ 2.06% |
$95.9K - $116K
|
9.98K
$9.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
201+ 7.03% |
$95.9K - $116K
|
3.06K
$2.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
200+ 3.43% |
$95.5K - $115K
|
6.03K
$5.63M
|
|
|
May 13, 2022
Q1 2022
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
200+ 1.94% |
$95.5K - $115K
|
10.5K
$9.8M
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
200+ 43.01% |
$95.5K - $115K
|
665
$621K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
199+ 2.25% |
$95K - $115K
|
9.04K
$8.44M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
199+ 16.78% |
$95K - $115K
|
1.39K
$1.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
198+ 3.26% |
$94.5K - $114K
|
6.28K
$5.86M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
198+ 178.38% |
$94.5K - $114K
|
309
$289K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
197+ 1.16% |
$94K - $114K
|
17.2K
$16.1M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
BUY
|
- |
196+ 17.18% |
$93.6K - $113K
|
1.34K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
195+ 2.65% |
$93.1K - $112K
|
7.56K
$7.06M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
192+ 2.9% |
$91.6K - $111K
|
6.82K
$6.37M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
191+ 12.84% |
$91.2K - $110K
|
1.68K
$1.57M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
190+ 40.25% |
$90.7K - $110K
|
662
$618K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
190+ 23.4% |
$90.7K - $110K
|
1K
$936K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
190+ 11.82% |
$90.7K - $110K
|
1.8K
$1.68M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 22.65% |
$89.7K - $108K
|
1.02K
$951K
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
186+ 0.5% |
$88.8K - $107K
|
37K
$34.6M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
186+ 48.06% |
$88.8K - $107K
|
573
$535K
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
185+ 6.26% |
$88.3K - $107K
|
3.14K
$2.93M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
185New |
$88.3K - $107K
|
185
$173K
|
|
|
May 09, 2022
Q1 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
184+ 16.88% |
$87.8K - $106K
|
1.27K
$1.19M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
183+ 9.01% |
$87.3K - $105K
|
2.22K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
181+ 2.14% |
$86.4K - $104K
|
8.64K
$8.07M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
181+ 6.94% |
$86.4K - $104K
|
2.79K
$2.6M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
180+ 3.18% |
$85.9K - $104K
|
5.83K
$5.45M
|
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
180+ 4.86% |
$85.9K - $104K
|
3.89K
$3.63M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
179+ 271.21% |
$85.4K - $103K
|
245
$229K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
177+ 1.14% |
$84.5K - $102K
|
15.7K
$14.6M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
177+ 1.51% |
$84.5K - $102K
|
11.9K
$11.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
176+ 12.48% |
$84K - $101K
|
1.59K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
176+ 65.19% |
$84K - $101K
|
446
$416K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
176+ 36.14% |
$84K - $101K
|
663
$619K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
175New |
$83.5K - $101K
|
175
$163K
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
175+ 2.43% |
$83.5K - $101K
|
7.36K
$6.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
173+ 35.67% |
$82.6K - $99.7K
|
658
$614K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
172+ 44.22% |
$82.1K - $99.2K
|
561
$524K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 27.97% |
$82.1K - $99.2K
|
787
$735K
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
171+ 5.19% |
$81.6K - $98.6K
|
3.47K
$3.24M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
170+ 42.5% |
$81.1K - $98K
|
570
$532K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
170+ 26.65% |
$81.1K - $98K
|
808
$755K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
169+ 8.93% |
$80.7K - $97.4K
|
2.06K
$1.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
168+ 28.57% |
$80.2K - $96.8K
|
756
$706K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
168+ 2.59% |
$80.2K - $96.8K
|
6.64K
$6.2M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
164+ 25.23% |
$78.3K - $94.5K
|
814
$760K
|