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 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 8.99% |
$23.4K - $28.2K
|
594
$615K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
48+ 8.65% |
$22.9K - $27.7K
|
603
$624K
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
48+ 1.88% |
$22.9K - $27.7K
|
2.6K
$2.69M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
47+ 2.23% |
$22.4K - $27.1K
|
2.16K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
46+ 1.35% |
$22K - $26.5K
|
3.46K
$3.58M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
46+ 4.19% |
$22K - $26.5K
|
1.14K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
46+ 1.14% |
$22K - $26.5K
|
4.08K
$4.22M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45New |
$21.5K - $25.9K
|
45
$46.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
45+ 2.76% |
$21.5K - $25.9K
|
1.68K
$1.73M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 2.74% |
$21.5K - $25.9K
|
1.69K
$1.75M
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
44+ 4.94% |
$21K - $25.4K
|
935
$968K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
44+ 1.95% |
$21K - $25.4K
|
2.3K
$2.38M
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
43+ 0.95% |
$20.5K - $24.8K
|
4.59K
$4.75M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
43+ 5.0% |
$20.5K - $24.8K
|
903
$935K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
43+ 10.59% |
$20.5K - $24.8K
|
449
$465K
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
42+ 5.53% |
$20K - $24.2K
|
802
$830K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
42+ 6.79% |
$20K - $24.2K
|
661
$684K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
42+ 0.51% |
$20K - $24.2K
|
8.24K
$8.53M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
42+ 1.72% |
$20K - $24.2K
|
2.48K
$2.57M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.28% |
$20K - $24.2K
|
15K
$15.6M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
42+ 0.89% |
$20K - $24.2K
|
4.75K
$4.91M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 1.9% |
$20K - $24.2K
|
2.26K
$2.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
41+ 0.76% |
$19.6K - $23.6K
|
5.43K
$5.62M
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
41+ 7.35% |
$19.6K - $23.6K
|
599
$620K
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
BUY
|
- |
40+ 8.2% |
$19.1K - $23.1K
|
528
$546K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$19.1K - $23.1K
|
40
$41.4K
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 1.34% |
$19.1K - $23.1K
|
3.03K
$3.14M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
40+ 6.3% |
$19.1K - $23.1K
|
675
$699K
|
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.04% |
$19.1K - $23.1K
|
105K
$109M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
39+ 1.15% |
$18.6K - $22.5K
|
3.44K
$3.56M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 5.02% |
$18.6K - $22.5K
|
816
$845K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
37+ 0.24% |
$17.7K - $21.3K
|
15.2K
$15.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
36+ 4.17% |
$17.2K - $20.8K
|
900
$932K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 37.11% |
$17.2K - $20.8K
|
133
$138K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
36+ 0.82% |
$17.2K - $20.8K
|
4.45K
$4.6M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 0.69% |
$17.2K - $20.8K
|
5.28K
$5.46M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36+ 5.54% |
$17.2K - $20.8K
|
686
$710K
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
BUY
|
- |
35+ 7.92% |
$16.7K - $20.2K
|
477
$494K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
35+ 6.89% |
$16.7K - $20.2K
|
543
$562K
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
35New |
$16.7K - $20.2K
|
35
$36.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Baker Boyer National Bank
|
BUY
|
- |
34+ 0.87% |
$16.2K - $19.6K
|
3.95K
$4.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
34+ 3.87% |
$16.2K - $19.6K
|
912
$944K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
34+ 0.11% |
$16.2K - $19.6K
|
31.2K
$32.3M
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
34+ 8.92% |
$16.2K - $19.6K
|
415
$430K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
33+ 3.35% |
$15.8K - $19K
|
1.02K
$1.05M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
33+ 6.56% |
$15.8K - $19K
|
536
$555K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
33+ 0.26% |
$15.8K - $19K
|
12.6K
$13.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
32+ 0.91% |
$15.3K - $18.4K
|
3.54K
$3.66M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 1.29% |
$15.3K - $18.4K
|
2.5K
$2.59M
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
31+ 4.26% |
$14.8K - $17.9K
|
758
$785K
|