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 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
110
+ 1.0%
$49.5K - $57.6K
11.1K $10.8M
May 03, 2023 Q1 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
109
+ 1.4%
$49.1K - $57.1K
7.9K $7.67M
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
109
+ 2.0%
$49.1K - $57.1K
5.55K $5.39M
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
108
+ 6.69%
$48.6K - $56.5K
1.72K $1.67M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
107
+ 2.55%
$48.2K - $56K
4.3K $4.17M
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
107
+ 0.53%
$48.2K - $56K
20.1K $19.5M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
106
+ 5.33%
$47.7K - $55.5K
2.09K $2.03M
May 12, 2023 Q1 2023
Blue Fin Capital, Inc.

BUY
 -
106
+ 0.95%
$47.7K - $55.5K
11.2K $10.9M
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
105
+ 2.09%
$47.3K - $55K
5.13K $4.98M
Apr 06, 2023 Q1 2023
Woodstock Corp

BUY
 -
104
+ 0.46%
$46.8K - $54.4K
22.8K $22.1M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
104
+ 2.83%
$46.8K - $54.4K
3.77K $3.67M
May 10, 2023 Q1 2023
Icw Investment Advisors LLC

Scottsdale, AZ
BUY
 -
104
+ 1.88%
$46.8K - $54.4K
5.63K $5.47M
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
103
+ 44.59%
$46.4K - $53.9K
334 $324K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
103
+ 1.08%
$46.4K - $53.9K
9.65K $9.37M
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
101
+ 4.29%
$45.5K - $52.9K
2.46K $2.39M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
100
+ 15.11%
$45K - $52.3K
762 $740K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
100
+ 11.48%
$45K - $52.3K
971 $943K
Apr 24, 2023 Q1 2023
Asio Capital, LLC

BUY
 -
100
+ 20.96%
$45K - $52.3K
577 $561K
Apr 24, 2023 Q1 2023
Pioneer Trust Bank N A

Salem, OR
BUY
 -
100
+ 6.21%
$45K - $52.3K
1.71K $1.66M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
100
+ 1.02%
$45K - $52.3K
9.86K $9.58M
Apr 25, 2023 Q1 2023
Cross Staff Investments Inc

BUY
 -
100
+ 6.25%
$45K - $52.3K
1.7K $1.65M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
100
+ 6.05%
$45K - $52.3K
1.75K $1.7M
May 10, 2023 Q1 2023
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
100
+ 2.11%
$45K - $52.3K
4.85K $4.71M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
100
+ 10.53%
$45K - $52.3K
1.05K $1.02M
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
99
+ 21.85%
$44.6K - $51.8K
552 $536K
Apr 13, 2023 Q1 2023
Consilium Wealth Advisory, LLC

BUY
 -
98
+ 9.66%
$44.1K - $51.3K
1.11K $1.08M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
98
+ 12.55%
$44.1K - $51.3K
879 $854K
May 04, 2023 Q1 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
98
+ 5.58%
$44.1K - $51.3K
1.85K $1.8M
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
97
+ 4.71%
$43.7K - $50.8K
2.16K $2.09M
Oct 09, 2024 Q1 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
97
+ 4.84%
$43.7K - $50.8K
2.1K $2.04M
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
96
+ 1.54%
$43.2K - $50.2K
6.31K $6.13M
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
96
+ 0.95%
$43.2K - $50.2K
10.2K $9.95M
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
95
+ 17.63%
$42.8K - $49.7K
634 $616K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
94
New
$42.3K - $49.2K
94 $91.3K
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
93
+ 6.87%
$41.9K - $48.7K
1.45K $1.41M
May 02, 2023 Q1 2023
Tevis Investment Management

BUY
 -
92
+ 6.97%
$41.4K - $48.2K
1.41K $1.37M
May 12, 2023 Q1 2023
Miramar Capital, LLC

BUY
 -
91
+ 6.64%
$41K - $47.6K
1.46K $1.42M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
91
+ 15.19%
$41K - $47.6K
690 $670K
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
91
+ 133.82%
$41K - $47.6K
159 $154K
May 15, 2023 Q1 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
91
+ 2.65%
$41K - $47.6K
3.52K $3.42M
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
91
+ 15.12%
$41K - $47.6K
693 $673K
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
89
+ 5.52%
$40.1K - $46.6K
1.7K $1.65M
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
89
+ 2.68%
$40.1K - $46.6K
3.41K $3.31M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
89
+ 13.32%
$40.1K - $46.6K
757 $735K
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
88
+ 10.65%
$39.6K - $46.1K
914 $888K
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
88
+ 0.64%
$39.6K - $46.1K
13.9K $13.5M
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
88
+ 3.27%
$39.6K - $46.1K
2.78K $2.7M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
88
+ 22.86%
$39.6K - $46.1K
473 $460K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
87
+ 3.02%
$39.2K - $45.5K
2.96K $2.88M

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