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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
28+ 5.39% |
$12.6K - $14.7K
|
547
$531K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
28+ 0.65% |
$12.6K - $14.7K
|
4.33K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 2.09% |
$12.6K - $14.7K
|
1.37K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
27+ 2.45% |
$12.2K - $14.1K
|
1.13K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
27+ 0.44% |
$12.2K - $14.1K
|
6.15K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
27+ 1.59% |
$12.2K - $14.1K
|
1.73K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27+ 0.3% |
$12.2K - $14.1K
|
9.07K
$8.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
26+ 0.4% |
$11.7K - $13.6K
|
6.45K
$6.26M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
26+ 0.94% |
$11.7K - $13.6K
|
2.8K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
26+ 1.63% |
$11.7K - $13.6K
|
1.62K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
26+ 1.63% |
$11.7K - $13.6K
|
1.62K
$1.57M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
25+ 5.47% |
$11.3K - $13.1K
|
482
$468K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
25+ 3.99% |
$11.3K - $13.1K
|
651
$632K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
25+ 5.49% |
$11.3K - $13.1K
|
480
$466K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
25+ 1.63% |
$11.3K - $13.1K
|
1.56K
$1.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 2.22% |
$10.8K - $12.6K
|
1.11K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
24+ 2.6% |
$10.8K - $12.6K
|
946
$919K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
24New |
$10.8K - $12.6K
|
24
$23.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
23+ 1.84% |
$10.4K - $12K
|
1.28K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
23+ 2.86% |
$10.4K - $12K
|
828
$804K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
23+ 3.9% |
$10.4K - $12K
|
613
$596K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 4.22% |
$9.9K - $11.5K
|
543
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
22+ 30.14% |
$9.9K - $11.5K
|
95
$92.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
22+ 1.71% |
$9.9K - $11.5K
|
1.31K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
22+ 1.99% |
$9.9K - $11.5K
|
1.13K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22New |
$9.9K - $11.5K
|
22
$21.4K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
22+ 4.62% |
$9.9K - $11.5K
|
498
$484K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
21+ 2.95% |
$9.45K - $11K
|
732
$711K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
21+ 1.48% |
$9.45K - $11K
|
1.44K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.71% |
$9.45K - $11K
|
2.99K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
21+ 1.0% |
$9.45K - $11K
|
2.12K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
21+ 2.13% |
$9.45K - $11K
|
1.01K
$978K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 4.37% |
$9.45K - $11K
|
502
$488K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
20+ 0.49% |
$9K - $10.5K
|
4.09K
$3.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
20+ 3.08% |
$9K - $10.5K
|
670
$651K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 0.19% |
$9K - $10.5K
|
10.4K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20+ 5.24% |
$9K - $10.5K
|
402
$391K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
20+ 1.75% |
$9K - $10.5K
|
1.17K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
20+ 0.35% |
$9K - $10.5K
|
5.81K
$5.65M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
20+ 3.68% |
$9K - $10.5K
|
563
$547K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20+ 1.46% |
$9K - $10.5K
|
1.39K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 2.31% |
$8.55K - $9.95K
|
842
$818K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
19+ 3.04% |
$8.55K - $9.95K
|
644
$626K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 1.68% |
$8.55K - $9.95K
|
1.15K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
19+ 2.62% |
$8.55K - $9.95K
|
745
$724K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
19+ 2.56% |
$8.55K - $9.95K
|
760
$738K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 1.12% |
$8.55K - $9.95K
|
1.71K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
19+ 0.14% |
$8.55K - $9.95K
|
13.8K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 3.57% |
$8.55K - $9.95K
|
551
$535K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 0.26% |
$8.55K - $9.95K
|
7.22K
$7.01M
|