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 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
182+ 5.51% |
$81.9K - $95.3K
|
3.49K
$3.36M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
180+ 0.19% |
$81K - $94.2K
|
92.7K
$89.3M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
178+ 11.26% |
$80.1K - $93.2K
|
1.76K
$1.7M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
176+ 59.46% |
$79.2K - $92.1K
|
472
$455K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
174+ 25.51% |
$78.3K - $91.1K
|
856
$825K
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
174+ 6.63% |
$78.3K - $91.1K
|
2.8K
$2.7M
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
174+ 5.27% |
$78.3K - $91.1K
|
3.47K
$3.35M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
173+ 64.31% |
$77.9K - $90.6K
|
442
$426K
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
172+ 1.6% |
$77.4K - $90K
|
10.9K
$10.5M
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
171+ 5.81% |
$77K - $89.5K
|
3.11K
$3M
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
170+ 5.49% |
$76.5K - $89K
|
3.26K
$3.15M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
170+ 16.5% |
$76.5K - $89K
|
1.2K
$1.16M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
170+ 5.09% |
$76.5K - $89K
|
3.51K
$3.39M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
167+ 3.09% |
$75.2K - $87.4K
|
5.58K
$5.38M
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
167+ 28.35% |
$75.2K - $87.4K
|
756
$729K
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
167+ 8.24% |
$75.2K - $87.4K
|
2.19K
$2.12M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
163+ 14.41% |
$73.4K - $85.3K
|
1.29K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
163+ 3.84% |
$73.4K - $85.3K
|
4.41K
$4.25M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
161+ 1.57% |
$72.5K - $84.3K
|
10.4K
$10M
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
161+ 24.77% |
$72.5K - $84.3K
|
811
$782K
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
161+ 28.6% |
$72.5K - $84.3K
|
724
$698K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
160+ 9.76% |
$72K - $83.7K
|
1.8K
$1.73M
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
160+ 390.24% |
$72K - $83.7K
|
201
$194K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
160+ 18.54% |
$72K - $83.7K
|
1.02K
$986K
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
160+ 3.23% |
$72K - $83.7K
|
5.12K
$4.93M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
157+ 9.47% |
$70.7K - $82.2K
|
1.82K
$1.75M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
156+ 23.64% |
$70.2K - $81.7K
|
816
$787K
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
156+ 4.03% |
$70.2K - $81.7K
|
4.03K
$3.88M
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
156+ 5.23% |
$70.2K - $81.7K
|
3.14K
$3.03M
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
155+ 6.83% |
$69.8K - $81.1K
|
2.43K
$2.34M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
154+ 0.13% |
$69.3K - $80.6K
|
121K
$116M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
154+ 1.86% |
$69.3K - $80.6K
|
8.41K
$8.11M
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
154+ 5.02% |
$69.3K - $80.6K
|
3.22K
$3.11M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
153+ 10.33% |
$68.9K - $80.1K
|
1.63K
$1.58M
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
153+ 1.11% |
$68.9K - $80.1K
|
13.9K
$13.4M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
152+ 4.99% |
$68.4K - $79.6K
|
3.2K
$3.08M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
152+ 33.26% |
$68.4K - $79.6K
|
609
$587K
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
152+ 13.88% |
$68.4K - $79.6K
|
1.25K
$1.2M
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
BUY
|
- |
150+ 1.43% |
$67.5K - $78.5K
|
10.7K
$10.3M
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
149+ 1.55% |
$67.1K - $78K
|
9.77K
$9.42M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
149+ 2.48% |
$67.1K - $78K
|
6.17K
$5.95M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
147+ 19.73% |
$66.2K - $76.9K
|
892
$860K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
145+ 4.33% |
$65.3K - $75.9K
|
3.49K
$3.37M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
145+ 1.32% |
$65.3K - $75.9K
|
11.1K
$10.7M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
145New |
$65.3K - $75.9K
|
145
$140K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
145+ 2.58% |
$65.3K - $75.9K
|
5.76K
$5.55M
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
144+ 9.4% |
$64.8K - $75.4K
|
1.68K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
144+ 26.04% |
$64.8K - $75.4K
|
697
$672K
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
143+ 0.26% |
$64.4K - $74.9K
|
54.2K
$52.2M
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
143+ 43.47% |
$64.4K - $74.9K
|
472
$455K
|