Purchases and Sales Made in Q1 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
471
+ 17.2%
$212K - $247K
3.21K $3.09M
Apr 11, 2023 Q1 2023
Hoffman, Alan N Investment Management

BUY
 -
470
+ 4.1%
$212K - $246K
11.9K $11.5M
May 12, 2023 Q1 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
469
New
$211K - $245K
469 $452K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
468
+ 70.91%
$211K - $245K
1.13K $1.09M
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
467
New
$210K - $244K
467 $450K
Apr 24, 2023 Q1 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
467
+ 63.11%
$210K - $244K
1.21K $1.16M
May 15, 2023 Q1 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
467
+ 1.99%
$210K - $244K
23.9K $23.1M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
466
+ 36.04%
$210K - $244K
1.76K $1.7M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
464
New
$209K - $243K
464 $447K
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
460
New
$207K - $241K
460 $443K
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
458
New
$206K - $240K
458 $442K
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
456
+ 2.92%
$205K - $239K
16.1K $15.5M
May 02, 2023 Q1 2023
Heritage Investment Group, Inc.

BUY
 -
455
New
$205K - $238K
455 $439K
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
455
+ 16.93%
$205K - $238K
3.14K $3.03M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
455
+ 0.34%
$205K - $238K
135K $130M
May 10, 2023 Q1 2023
Rock Creek Group, LP

BUY
 -
453
New
$204K - $237K
453 $437K
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
451
+ 1.69%
$203K - $236K
27.2K $26.2M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
451
New
$203K - $236K
451 $435K
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
450
+ 1.47%
$203K - $236K
31K $29.8M
May 01, 2023 Q1 2023
Compass Capital Management, Inc

BUY
 -
450
New
$203K - $236K
450 $434K
May 25, 2023 Q1 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
450
+ 4.42%
$203K - $236K
10.6K $10.2M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
449
+ 35.95%
$202K - $235K
1.7K $1.64M
May 15, 2023 Q1 2023
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
BUY
 -
449
+ 17.1%
$202K - $235K
3.08K $2.96M
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
447
+ 10.55%
$201K - $234K
4.69K $4.52M
Apr 17, 2023 Q1 2023
Czech National Bank

Prague, 2N
BUY
 -
445
+ 0.86%
$200K - $233K
52.3K $50.4M
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
445
New
$200K - $233K
445 $429K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
445
+ 48.74%
$200K - $233K
1.36K $1.31M
May 15, 2023 Q1 2023
Aristotle Atlantic Partners, LLC

New York, NY
BUY
 -
442
+ 0.65%
$199K - $231K
68K $65.6M
May 15, 2023 Q1 2023
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
442
New
$199K - $231K
442 $426K
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
441
New
$199K - $231K
441 $425K
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
441
New
$199K - $231K
441 $425K
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
440
New
$198K - $230K
440 $424K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
439
+ 2.09%
$198K - $230K
21.5K $20.7M
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
439
New
$198K - $230K
439 $423K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
439
+ 0.73%
$198K - $230K
60.3K $58.1M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
438
New
$197K - $229K
438 $422K
May 10, 2023 Q1 2023
Reik & Co., LLC

BUY
 -
437
New
$197K - $229K
437 $421K
Apr 06, 2023 Q1 2023
Adirondack Retirement Specialists, Inc.

BUY
 -
436
+ 20.73%
$196K - $228K
2.54K $2.45M
May 02, 2023 Q1 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
436
New
$196K - $228K
436 $420K
Apr 20, 2023 Q1 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
433
+ 54.88%
$195K - $227K
1.22K $1.18M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
433
+ 34.37%
$195K - $227K
1.69K $1.63M
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
433
New
$195K - $227K
433 $417K
Apr 27, 2023 Q1 2023
Sumitomo Life Insurance CO

BUY
 -
432
+ 4.63%
$194K - $226K
9.77K $9.42M
May 15, 2023 Q1 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
429
New
$193K - $225K
429 $414K
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
428
+ 2.5%
$193K - $224K
17.6K $16.9M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
425
+ 2.72%
$191K - $222K
16K $15.4M
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
424
New
$191K - $222K
424 $409K
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
424
New
$191K - $222K
424 $409K
May 10, 2023 Q1 2023
Waddell & Associates, LLC

BUY
 -
423
New
$190K - $221K
423 $408K

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