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 |
---|---|---|---|---|---|---|---|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
284+ 20.2% |
$128K - $149K
|
1.69K
$1.63M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
279+ 36.09% |
$126K - $146K
|
1.05K
$1.01M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
279+ 0.76% |
$126K - $146K
|
36.9K
$35.6M
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
279+ 19.7% |
$126K - $146K
|
1.7K
$1.63M
|
|
May 05, 2023
Q1 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
277+ 3.15% |
$125K - $145K
|
9.08K
$8.75M
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
276+ 29.11% |
$124K - $144K
|
1.22K
$1.18M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
276+ 3.02% |
$124K - $144K
|
9.43K
$9.09M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
273+ 22.16% |
$123K - $143K
|
1.51K
$1.45M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
269+ 43.46% |
$121K - $141K
|
888
$856K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
266+ 0.68% |
$120K - $139K
|
39.6K
$38.2M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
264+ 0.42% |
$119K - $138K
|
63.5K
$61.2M
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
264+ 30.45% |
$119K - $138K
|
1.13K
$1.09M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
262+ 6.09% |
$118K - $137K
|
4.56K
$4.4M
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
261+ 26.07% |
$117K - $137K
|
1.26K
$1.22M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
260+ 3.44% |
$117K - $136K
|
7.83K
$7.55M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
258+ 0.74% |
$116K - $135K
|
35.1K
$33.8M
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
254+ 21.26% |
$114K - $133K
|
1.45K
$1.4M
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
250+ 10.78% |
$113K - $131K
|
2.57K
$2.48M
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
250+ 3.27% |
$113K - $131K
|
7.9K
$7.61M
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
250+ 1.13% |
$113K - $131K
|
22.4K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
250+ 0.32% |
$113K - $131K
|
78.9K
$76M
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
249+ 3.4% |
$112K - $130K
|
7.56K
$7.29M
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
249+ 1.81% |
$112K - $130K
|
14K
$13.5M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
248+ 4.34% |
$112K - $130K
|
5.97K
$5.75M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
248+ 8.89% |
$112K - $130K
|
3.04K
$2.93M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
248+ 1.47% |
$112K - $130K
|
17.1K
$16.5M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
248+ 34.07% |
$112K - $130K
|
976
$941K
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
247+ 7.89% |
$111K - $129K
|
3.38K
$3.25M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
242+ 0.5% |
$109K - $127K
|
48.8K
$47.1M
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
241+ 19.42% |
$108K - $126K
|
1.48K
$1.43M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
241+ 19.19% |
$108K - $126K
|
1.5K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
239+ 1.29% |
$108K - $125K
|
18.7K
$18M
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
238+ 2.53% |
$107K - $125K
|
9.65K
$9.31M
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
237+ 1.45% |
$107K - $124K
|
16.6K
$16M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
237+ 4.61% |
$107K - $124K
|
5.37K
$5.18M
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
237+ 1.45% |
$107K - $124K
|
16.6K
$16M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
236New |
$106K - $124K
|
236
$228K
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
236+ 1.74% |
$106K - $124K
|
13.8K
$13.3M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
235+ 10.95% |
$106K - $123K
|
2.38K
$2.3M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
233+ 4.56% |
$105K - $122K
|
5.34K
$5.15M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
233+ 8.65% |
$105K - $122K
|
2.93K
$2.82M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
232+ 2.84% |
$104K - $121K
|
8.41K
$8.11M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
232+ 36.88% |
$104K - $121K
|
861
$830K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
232+ 7.51% |
$104K - $121K
|
3.32K
$3.2M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
231+ 3.2% |
$104K - $121K
|
7.44K
$7.18M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
230+ 2.91% |
$104K - $120K
|
8.14K
$7.85M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
230+ 1.28% |
$104K - $120K
|
18.2K
$17.6M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
229+ 4.17% |
$103K - $120K
|
5.72K
$5.51M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
227+ 0.61% |
$102K - $119K
|
37.3K
$36M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227+ 5.47% |
$102K - $119K
|
4.38K
$4.22M
|