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 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 11.06% |
$23K - $26.7K
|
512
$494K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
51+ 2.94% |
$23K - $26.7K
|
1.79K
$1.72M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
50+ 6.19% |
$22.5K - $26.2K
|
858
$827K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 6.08% |
$22.5K - $26.2K
|
872
$841K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 3.1% |
$22.5K - $26.2K
|
1.66K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
50+ 1.15% |
$22.5K - $26.2K
|
4.4K
$4.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
50+ 6.39% |
$22.5K - $26.2K
|
833
$803K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
50+ 0.64% |
$22.5K - $26.2K
|
7.84K
$7.55M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
50+ 10.5% |
$22.5K - $26.2K
|
526
$507K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
50+ 2.81% |
$22.5K - $26.2K
|
1.83K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50+ 5.32% |
$22.5K - $26.2K
|
990
$954K
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
50+ 0.13% |
$22.5K - $26.2K
|
38.3K
$36.9M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
50+ 2.44% |
$22.5K - $26.2K
|
2.1K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
49+ 1.75% |
$22.1K - $25.6K
|
2.85K
$2.74M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
49+ 1.34% |
$22.1K - $25.6K
|
3.7K
$3.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
48+ 4.35% |
$21.6K - $25.1K
|
1.15K
$1.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
48+ 4.99% |
$21.6K - $25.1K
|
1.01K
$974K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
48+ 1.17% |
$21.6K - $25.1K
|
4.16K
$4.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
47+ 1.21% |
$21.2K - $24.6K
|
3.94K
$3.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47+ 2.58% |
$21.2K - $24.6K
|
1.87K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
47+ 3.39% |
$21.2K - $24.6K
|
1.43K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
47+ 1.87% |
$21.2K - $24.6K
|
2.56K
$2.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
46+ 5.53% |
$20.7K - $24.1K
|
878
$846K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
46+ 1.47% |
$20.7K - $24.1K
|
3.18K
$3.06M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
46+ 1.9% |
$20.7K - $24.1K
|
2.47K
$2.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
45+ 1.06% |
$20.3K - $23.6K
|
4.28K
$4.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
45+ 2.33% |
$20.3K - $23.6K
|
1.98K
$1.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
45+ 5.6% |
$20.3K - $23.6K
|
848
$817K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
45+ 7.46% |
$20.3K - $23.6K
|
648
$625K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45New |
$20.3K - $23.6K
|
45
$43.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
45New |
$20.3K - $23.6K
|
45
$43.4K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
45+ 2.41% |
$20.3K - $23.6K
|
1.92K
$1.85M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
45+ 3.53% |
$20.3K - $23.6K
|
1.32K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
44+ 0.12% |
$19.8K - $23K
|
37.2K
$35.9M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
44+ 0.27% |
$19.8K - $23K
|
16.2K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
44+ 6.75% |
$19.8K - $23K
|
696
$671K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
43+ 7.44% |
$19.4K - $22.5K
|
621
$599K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
42+ 0.54% |
$18.9K - $22K
|
7.78K
$7.5M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
42+ 4.92% |
$18.9K - $22K
|
896
$864K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
42+ 0.94% |
$18.9K - $22K
|
4.52K
$4.36M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42+ 15.05% |
$18.9K - $22K
|
321
$309K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
42+ 1.84% |
$18.9K - $22K
|
2.33K
$2.24M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
42+ 6.55% |
$18.9K - $22K
|
683
$658K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 1.23% |
$18K - $20.9K
|
3.29K
$3.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
40+ 4.99% |
$18K - $20.9K
|
842
$812K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.87% |
$18K - $20.9K
|
2.18K
$2.11M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
40+ 0.68% |
$18K - $20.9K
|
5.93K
$5.71M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
40+ 1.42% |
$18K - $20.9K
|
2.87K
$2.76M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
39+ 0.85% |
$17.6K - $20.4K
|
4.63K
$4.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 3.3% |
$17.1K - $19.9K
|
1.19K
$1.15M
|