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
|
Icon Wealth Partners, LLC
|
BUY
|
- |
68+ 4.12% |
$30.6K - $35.6K
|
1.72K
$1.66M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
68+ 4.61% |
$30.6K - $35.6K
|
1.54K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
67+ 3.42% |
$30.2K - $35.1K
|
2.03K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
67+ 7.26% |
$30.2K - $35.1K
|
990
$954K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
67+ 10.36% |
$30.2K - $35.1K
|
714
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
66+ 1.85% |
$29.7K - $34.5K
|
3.64K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
66+ 9.87% |
$29.7K - $34.5K
|
735
$709K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
65+ 2.73% |
$29.3K - $34K
|
2.44K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 2.53% |
$29.3K - $34K
|
2.64K
$2.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
63+ 9.55% |
$28.4K - $33K
|
723
$697K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
63+ 23.51% |
$28.4K - $33K
|
331
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
63+ 1.14% |
$28.4K - $33K
|
5.61K
$5.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
63+ 0.5% |
$28.4K - $33K
|
12.5K
$12.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 1.44% |
$27.9K - $32.5K
|
4.36K
$4.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
62+ 10.6% |
$27.9K - $32.5K
|
647
$624K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
62+ 1.77% |
$27.9K - $32.5K
|
3.56K
$3.43M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
61+ 19.24% |
$27.5K - $31.9K
|
378
$364K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
61+ 11.51% |
$27.5K - $31.9K
|
591
$570K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
61+ 3.17% |
$27.5K - $31.9K
|
1.98K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
61+ 1.75% |
$27.5K - $31.9K
|
3.55K
$3.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
60+ 2.22% |
$27K - $31.4K
|
2.77K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
60+ 3.8% |
$27K - $31.4K
|
1.64K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
60+ 8.53% |
$27K - $31.4K
|
763
$736K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
60+ 11.34% |
$27K - $31.4K
|
589
$568K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
60+ 4.59% |
$27K - $31.4K
|
1.37K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 1.79% |
$27K - $31.4K
|
3.41K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
60+ 4.28% |
$27K - $31.4K
|
1.46K
$1.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
59+ 4.88% |
$26.6K - $30.9K
|
1.27K
$1.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
59+ 2.92% |
$26.6K - $30.9K
|
2.08K
$2M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
59+ 6.88% |
$26.6K - $30.9K
|
917
$884K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
59+ 2.57% |
$26.6K - $30.9K
|
2.36K
$2.27M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
59+ 7.28% |
$26.6K - $30.9K
|
869
$838K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
58+ 0.87% |
$26.1K - $30.4K
|
6.74K
$6.5M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 3.05% |
$25.7K - $29.8K
|
1.92K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
56+ 19.31% |
$25.2K - $29.3K
|
346
$334K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
56+ 0.29% |
$25.2K - $29.3K
|
19.5K
$18.8M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
56+ 6.75% |
$25.2K - $29.3K
|
886
$854K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
56+ 4.9% |
$25.2K - $29.3K
|
1.2K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
55+ 1.64% |
$24.8K - $28.8K
|
3.42K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
BUY
|
- |
55+ 0.52% |
$24.8K - $28.8K
|
10.7K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
54+ 13.11% |
$24.3K - $28.3K
|
466
$449K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
53+ 1.52% |
$23.9K - $27.7K
|
3.53K
$3.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 1.03% |
$23.4K - $27.2K
|
5.1K
$4.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
52+ 1.13% |
$23.4K - $27.2K
|
4.67K
$4.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
52+ 1.19% |
$23.4K - $27.2K
|
4.43K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
52+ 0.41% |
$23.4K - $27.2K
|
12.9K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
52+ 0.11% |
$23.4K - $27.2K
|
46.2K
$44.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
51+ 3.33% |
$23K - $26.7K
|
1.58K
$1.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
51+ 4.82% |
$23K - $26.7K
|
1.11K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
51+ 4.2% |
$23K - $26.7K
|
1.27K
$1.22M
|