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 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
103+ 0.49% |
$49.2K - $59.4K
|
21.3K
$22.1M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
103+ 2.37% |
$49.2K - $59.4K
|
4.46K
$4.61M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
103+ 21.96% |
$49.2K - $59.4K
|
572
$592K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
102+ 1.9% |
$48.7K - $58.8K
|
5.48K
$5.67M
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
101+ 0.37% |
$48.2K - $58.2K
|
27.2K
$28.2M
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
101+ 1.73% |
$48.2K - $58.2K
|
5.94K
$6.14M
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
BUY
|
- |
101+ 1.32% |
$48.2K - $58.2K
|
7.73K
$8M
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
101+ 11.07% |
$48.2K - $58.2K
|
1.01K
$1.05M
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
101+ 9.15% |
$48.2K - $58.2K
|
1.21K
$1.25M
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
100+ 1.74% |
$47.7K - $57.6K
|
5.85K
$6.05M
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 13.18% |
$47.7K - $57.6K
|
859
$889K
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
100+ 4.27% |
$47.7K - $57.6K
|
2.44K
$2.53M
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
100+ 16.08% |
$47.7K - $57.6K
|
722
$747K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
100+ 6.28% |
$47.7K - $57.6K
|
1.69K
$1.75M
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
100+ 23.15% |
$47.7K - $57.6K
|
532
$551K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
100+ 37.59% |
$47.7K - $57.6K
|
366
$379K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 21.79% |
$47.7K - $57.6K
|
559
$578K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 3.59% |
$47.7K - $57.6K
|
2.89K
$2.99M
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
100+ 20.0% |
$47.7K - $57.6K
|
600
$621K
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
99+ 8.9% |
$47.3K - $57.1K
|
1.21K
$1.25M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
99+ 20.5% |
$47.3K - $57.1K
|
582
$602K
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
99New |
$47.3K - $57.1K
|
99
$102K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
99+ 3.53% |
$47.3K - $57.1K
|
2.91K
$3.01M
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
98+ 0.63% |
$46.8K - $56.5K
|
15.6K
$16.2M
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
98+ 16.39% |
$46.8K - $56.5K
|
696
$720K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
97+ 4.43% |
$46.3K - $55.9K
|
2.29K
$2.37M
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
97+ 3.5% |
$46.3K - $55.9K
|
2.87K
$2.97M
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
95+ 2.49% |
$45.3K - $54.8K
|
3.91K
$4.04M
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
95+ 23.0% |
$45.3K - $54.8K
|
508
$526K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
95+ 1.3% |
$45.3K - $54.8K
|
7.39K
$7.64M
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
94+ 1.32% |
$44.9K - $54.2K
|
7.2K
$7.45M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
94+ 7.97% |
$44.9K - $54.2K
|
1.27K
$1.32M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
93+ 15.15% |
$44.4K - $53.6K
|
707
$732K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
93+ 0.07% |
$44.4K - $53.6K
|
143K
$148M
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
93+ 5.8% |
$44.4K - $53.6K
|
1.7K
$1.76M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
92+ 9.86% |
$43.9K - $53K
|
1.03K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
92+ 2.41% |
$43.9K - $53K
|
3.9K
$4.04M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 0.56% |
$43.9K - $53K
|
16.6K
$17.2M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
91New |
$43.4K - $52.5K
|
91
$94.2K
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
90+ 20.04% |
$43K - $51.9K
|
539
$558K
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
90+ 0.15% |
$43K - $51.9K
|
60.8K
$63M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
89+ 8.08% |
$42.5K - $51.3K
|
1.19K
$1.23M
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
88+ 0.12% |
$42K - $50.7K
|
74.5K
$77.1M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
88+ 25.14% |
$42K - $50.7K
|
438
$453K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
88+ 7.71% |
$42K - $50.7K
|
1.23K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 6.49% |
$42K - $50.7K
|
1.44K
$1.49M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
86+ 13.59% |
$41K - $49.6K
|
719
$744K
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
86+ 0.73% |
$41K - $49.6K
|
11.9K
$12.3M
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
85+ 0.12% |
$40.6K - $49K
|
72K
$74.5M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
85New |
$40.6K - $49K
|
85
$88K
|