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 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
31+ 1.99% |
$14.8K - $17.9K
|
1.59K
$1.65M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31+ 1.35% |
$14.8K - $17.9K
|
2.33K
$2.41M
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
31+ 1.18% |
$14.8K - $17.9K
|
2.66K
$2.75M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
30+ 2.82% |
$14.3K - $17.3K
|
1.1K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
30+ 1.74% |
$14.3K - $17.3K
|
1.76K
$1.82M
|
|
May 13, 2022
Q1 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.89% |
$14.3K - $17.3K
|
3.41K
$3.53M
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
29+ 4.11% |
$13.8K - $16.7K
|
735
$761K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
29+ 2.92% |
$13.8K - $16.7K
|
1.02K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 1.95% |
$13.8K - $16.7K
|
1.52K
$1.57M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
28+ 7.78% |
$13.4K - $16.1K
|
388
$402K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 16.37% |
$13.4K - $16.1K
|
199
$206K
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28+ 0.72% |
$13.4K - $16.1K
|
3.94K
$4.08M
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
28+ 0.93% |
$13.4K - $16.1K
|
3.02K
$3.13M
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
28+ 0.15% |
$13.4K - $16.1K
|
19.1K
$19.7M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
BUY
|
- |
27+ 0.2% |
$12.9K - $15.6K
|
13.5K
$14M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 0.31% |
$12.9K - $15.6K
|
8.77K
$9.08M
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
27+ 2.47% |
$12.9K - $15.6K
|
1.12K
$1.16M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
27+ 7.32% |
$12.9K - $15.6K
|
396
$410K
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
27+ 0.95% |
$12.9K - $15.6K
|
2.87K
$2.97M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
27+ 1.8% |
$12.9K - $15.6K
|
1.52K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
26+ 3.97% |
$12.4K - $15K
|
681
$705K
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
26+ 0.5% |
$12.4K - $15K
|
5.18K
$5.36M
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
26+ 5.62% |
$12.4K - $15K
|
489
$506K
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
26+ 4.41% |
$12.4K - $15K
|
615
$637K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
26+ 3.44% |
$12.4K - $15K
|
782
$809K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26+ 1.05% |
$12.4K - $15K
|
2.51K
$2.6M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
26+ 0.81% |
$12.4K - $15K
|
3.25K
$3.36M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26+ 1.74% |
$12.4K - $15K
|
1.52K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25+ 1.91% |
$11.9K - $14.4K
|
1.34K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
25+ 0.78% |
$11.9K - $14.4K
|
3.23K
$3.34M
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
25+ 4.55% |
$11.9K - $14.4K
|
575
$595K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
25New |
$11.9K - $14.4K
|
25
$25.9K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25+ 1.66% |
$11.9K - $14.4K
|
1.53K
$1.58M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
25+ 1.08% |
$11.9K - $14.4K
|
2.35K
$2.43M
|
|
May 10, 2022
Q1 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
25+ 0.56% |
$11.9K - $14.4K
|
4.5K
$4.66M
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
25New |
$11.9K - $14.4K
|
25
$25.9K
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
24+ 2.11% |
$11.5K - $13.8K
|
1.16K
$1.2M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
24+ 1.14% |
$11.5K - $13.8K
|
2.13K
$2.21M
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23+ 0.64% |
$11K - $13.3K
|
3.6K
$3.72M
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
23+ 3.3% |
$11K - $13.3K
|
719
$744K
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 4.49% |
$11K - $13.3K
|
535
$554K
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
22+ 2.7% |
$10.5K - $12.7K
|
837
$866K
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
22+ 4.39% |
$10.5K - $12.7K
|
523
$541K
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
22+ 0.25% |
$10.5K - $12.7K
|
8.94K
$9.26M
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22+ 1.82% |
$10.5K - $12.7K
|
1.23K
$1.27M
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
22+ 1.61% |
$10.5K - $12.7K
|
1.39K
$1.44M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
22+ 3.91% |
$10.5K - $12.7K
|
585
$605K
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
22+ 0.81% |
$10.5K - $12.7K
|
2.74K
$2.84M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22+ 0.96% |
$10.5K - $12.7K
|
2.32K
$2.4M
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
21+ 4.45% |
$10K - $12.1K
|
493
$510K
|