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 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
38+ 0.26% |
$17.1K - $19.9K
|
14.6K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
38+ 1.3% |
$17.1K - $19.9K
|
2.96K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
38+ 7.12% |
$17.1K - $19.9K
|
572
$551K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
37+ 7.63% |
$16.7K - $19.4K
|
522
$503K
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
37+ 0.18% |
$16.7K - $19.4K
|
20.1K
$19.3M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
37+ 1.08% |
$16.7K - $19.4K
|
3.46K
$3.33M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
37+ 5.16% |
$16.7K - $19.4K
|
754
$727K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
36+ 0.47% |
$16.2K - $18.8K
|
7.74K
$7.46M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
36+ 1.99% |
$16.2K - $18.8K
|
1.85K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36+ 3.37% |
$16.2K - $18.8K
|
1.1K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
35+ 5.05% |
$15.8K - $18.3K
|
728
$702K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 2.05% |
$15.8K - $18.3K
|
1.74K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
35+ 0.99% |
$15.8K - $18.3K
|
3.56K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
35+ 0.68% |
$15.8K - $18.3K
|
5.21K
$5.02M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
35+ 0.97% |
$15.8K - $18.3K
|
3.65K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
35+ 0.33% |
$15.8K - $18.3K
|
10.6K
$10.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 1.7% |
$15.3K - $17.8K
|
2.03K
$1.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.94% |
$15.3K - $17.8K
|
3.66K
$3.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
34+ 1.07% |
$15.3K - $17.8K
|
3.2K
$3.08M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
34+ 0.95% |
$15.3K - $17.8K
|
3.6K
$3.47M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
34+ 0.4% |
$15.3K - $17.8K
|
8.46K
$8.16M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
34+ 2.35% |
$15.3K - $17.8K
|
1.48K
$1.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
33+ 3.15% |
$14.9K - $17.3K
|
1.08K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
33+ 5.1% |
$14.9K - $17.3K
|
680
$656K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
32+ 2.93% |
$14.4K - $16.7K
|
1.13K
$1.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
32+ 16.84% |
$14.4K - $16.7K
|
222
$214K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
32+ 2.61% |
$14.4K - $16.7K
|
1.26K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
32+ 2.21% |
$14.4K - $16.7K
|
1.48K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
32+ 5.28% |
$14.4K - $16.7K
|
638
$615K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
32+ 0.68% |
$14.4K - $16.7K
|
4.77K
$4.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
31+ 1.79% |
$14K - $16.2K
|
1.77K
$1.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31+ 1.41% |
$14K - $16.2K
|
2.23K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
31+ 1.45% |
$14K - $16.2K
|
2.17K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
31+ 5.93% |
$14K - $16.2K
|
554
$534K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
31+ 3.87% |
$14K - $16.2K
|
833
$803K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
31+ 0.37% |
$14K - $16.2K
|
8.43K
$8.12M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
31+ 1.42% |
$14K - $16.2K
|
2.21K
$2.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
30+ 2.88% |
$13.5K - $15.7K
|
1.07K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
30+ 6.05% |
$13.5K - $15.7K
|
526
$507K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
30+ 1.72% |
$13.5K - $15.7K
|
1.77K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
30+ 0.99% |
$13.5K - $15.7K
|
3.05K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
30+ 2.64% |
$13.5K - $15.7K
|
1.17K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
30+ 0.09% |
$13.5K - $15.7K
|
34.3K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
30+ 1.89% |
$13.5K - $15.7K
|
1.62K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
29+ 2.24% |
$13.1K - $15.2K
|
1.32K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 1.95% |
$13.1K - $15.2K
|
1.52K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
29+ 2.04% |
$13.1K - $15.2K
|
1.45K
$1.4M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
29+ 17.06% |
$13.1K - $15.2K
|
199
$192K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
28+ 0.99% |
$12.6K - $14.7K
|
2.87K
$2.76M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
28+ 5.39% |
$12.6K - $14.7K
|
547
$527K
|