Purchases and Sales Made in Q1 2023 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 2023. 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 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
872+ 25.69% |
$393K - $456K
|
4.27K
$4.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
867+ 21.79% |
$390K - $454K
|
4.85K
$4.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
862+ 0.84% |
$388K - $451K
|
103K
$99.9M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
860New |
$387K - $450K
|
860
$835K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
855+ 39.9% |
$385K - $448K
|
3K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
852+ 5.53% |
$384K - $446K
|
16.3K
$15.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
849New |
$382K - $444K
|
849
$825K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
843New |
$380K - $441K
|
843
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
837+ 16.2% |
$377K - $438K
|
6K
$5.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
831+ 14.9% |
$374K - $435K
|
6.41K
$6.23M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
825New |
$371K - $432K
|
825
$801K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
821+ 18.09% |
$370K - $430K
|
5.36K
$5.21M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
813New |
$366K - $426K
|
813
$790K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
BUY
|
- |
809+ 7.54% |
$364K - $423K
|
11.5K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
805+ 48.06% |
$362K - $421K
|
2.48K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
796+ 5.93% |
$358K - $417K
|
14.2K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
796+ 57.81% |
$358K - $417K
|
2.17K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
796+ 0.87% |
$358K - $417K
|
92.1K
$89.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
795+ 44.56% |
$358K - $416K
|
2.58K
$2.51M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
792+ 55.46% |
$357K - $415K
|
2.22K
$2.16M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
781New |
$352K - $409K
|
781
$759K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
774+ 34.76% |
$348K - $405K
|
3K
$2.92M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
770+ 25.91% |
$347K - $403K
|
3.74K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
769New |
$346K - $403K
|
769
$747K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
768+ 14.16% |
$346K - $402K
|
6.19K
$6.02M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
760+ 13.47% |
$342K - $398K
|
6.4K
$6.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
759+ 4.02% |
$342K - $397K
|
19.6K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
759+ 8.2% |
$342K - $397K
|
10K
$9.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
758+ 4.1% |
$341K - $397K
|
19.2K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
757+ 9.15% |
$341K - $396K
|
9.03K
$8.77M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
757+ 1.36% |
$341K - $396K
|
56.6K
$55M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
753+ 20.61% |
$339K - $394K
|
4.41K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
750+ 43.0% |
$338K - $393K
|
2.49K
$2.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
749+ 108.87% |
$337K - $392K
|
1.44K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
746+ 44.38% |
$336K - $390K
|
2.43K
$2.36M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
741New |
$334K - $388K
|
741
$720K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
739New |
$333K - $387K
|
739
$718K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
738New |
$332K - $386K
|
738
$717K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
734+ 8.0% |
$330K - $384K
|
9.91K
$9.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
730+ 2.24% |
$329K - $382K
|
33.3K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
727New |
$327K - $381K
|
727
$706K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
726+ 33.94% |
$327K - $380K
|
2.87K
$2.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
725+ 2.56% |
$326K - $379K
|
29.1K
$28.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
723+ 22.67% |
$325K - $378K
|
3.91K
$3.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
721+ 58.33% |
$325K - $377K
|
1.96K
$1.9M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
718+ 30.26% |
$323K - $376K
|
3.09K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
717+ 3.11% |
$323K - $375K
|
23.8K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
717+ 3.16% |
$323K - $375K
|
23.4K
$22.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
713+ 20.06% |
$321K - $373K
|
4.27K
$4.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
713+ 3.01% |
$321K - $373K
|
24.4K
$23.7M
|