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 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227+ 5.47% |
$102K - $119K
|
4.38K
$4.25M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227+ 19.14% |
$102K - $119K
|
1.41K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
226+ 36.16% |
$102K - $118K
|
851
$827K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
225+ 142.41% |
$101K - $118K
|
383
$372K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
225+ 7.76% |
$101K - $118K
|
3.13K
$3.04M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
225+ 5.33% |
$101K - $118K
|
4.45K
$4.32M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
224New |
$101K - $117K
|
224
$218K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
223+ 1.96% |
$100K - $117K
|
11.6K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
223+ 1.48% |
$100K - $117K
|
15.3K
$14.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
222+ 26.4% |
$99.9K - $116K
|
1.06K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
222+ 238.71% |
$99.9K - $116K
|
315
$306K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
222+ 0.12% |
$99.9K - $116K
|
179K
$174M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
222+ 3.21% |
$99.9K - $116K
|
7.13K
$6.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
220+ 32.5% |
$99K - $115K
|
897
$871K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
216+ 25.15% |
$97.2K - $113K
|
1.08K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
213+ 1.01% |
$95.9K - $111K
|
21.2K
$20.6M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
213+ 21.24% |
$95.9K - $111K
|
1.22K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
213+ 0.18% |
$95.9K - $111K
|
119K
$116M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
212+ 1.84% |
$95.4K - $111K
|
11.8K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
210+ 10.07% |
$94.5K - $110K
|
2.3K
$2.23M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
210New |
$94.5K - $110K
|
210
$204K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
207+ 6.19% |
$93.2K - $108K
|
3.55K
$3.45M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
205+ 14.03% |
$92.3K - $107K
|
1.67K
$1.62M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
205+ 1.59% |
$92.3K - $107K
|
13.1K
$12.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
205+ 1.59% |
$92.3K - $107K
|
13.1K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
204+ 1.85% |
$91.8K - $107K
|
11.3K
$10.9M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
203+ 3.85% |
$91.4K - $106K
|
5.47K
$5.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
202+ 6.71% |
$90.9K - $106K
|
3.21K
$3.12M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
202+ 11.56% |
$90.9K - $106K
|
1.95K
$1.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
201+ 50.76% |
$90.5K - $105K
|
597
$580K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
200+ 6.84% |
$90K - $105K
|
3.12K
$3.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
200+ 333.33% |
$90K - $105K
|
260
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
200+ 4.74% |
$90K - $105K
|
4.42K
$4.29M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
200+ 4.56% |
$90K - $105K
|
4.59K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
200+ 8.7% |
$90K - $105K
|
2.5K
$2.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
199+ 1.53% |
$89.6K - $104K
|
13.2K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
199+ 25.06% |
$89.6K - $104K
|
993
$965K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
198+ 0.59% |
$89.1K - $104K
|
33.8K
$32.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
197+ 0.25% |
$88.7K - $103K
|
78.7K
$76.5M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
197+ 5.15% |
$88.7K - $103K
|
4.02K
$3.91M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
196+ 2.42% |
$88.2K - $103K
|
8.3K
$8.06M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
192+ 2.82% |
$86.4K - $100K
|
6.99K
$6.79M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
192+ 1.49% |
$86.4K - $100K
|
13.1K
$12.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
188+ 0.33% |
$84.6K - $98.4K
|
58K
$56.3M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
187+ 9.07% |
$84.2K - $97.9K
|
2.25K
$2.18M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
187+ 38.09% |
$84.2K - $97.9K
|
678
$659K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
186+ 1.75% |
$83.7K - $97.4K
|
10.8K
$10.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
185+ 3.87% |
$83.3K - $96.8K
|
4.97K
$4.83M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
185+ 28.33% |
$83.3K - $96.8K
|
838
$814K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
182+ 12.21% |
$81.9K - $95.3K
|
1.67K
$1.63M
|