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 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
19+ 3.04% |
$8.55K - $9.95K
|
644
$690K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 1.68% |
$8.55K - $9.95K
|
1.15K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
19+ 2.62% |
$8.55K - $9.95K
|
745
$799K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
19+ 2.56% |
$8.55K - $9.95K
|
760
$815K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 1.12% |
$8.55K - $9.95K
|
1.71K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
19+ 0.14% |
$8.55K - $9.95K
|
13.8K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 3.57% |
$8.55K - $9.95K
|
551
$591K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 0.26% |
$8.55K - $9.95K
|
7.22K
$7.74M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
19+ 1.2% |
$8.55K - $9.95K
|
1.61K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
19+ 0.05% |
$8.55K - $9.95K
|
37.8K
$40.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
18+ 2.15% |
$8.1K - $9.42K
|
857
$919K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
18+ 0.36% |
$8.1K - $9.42K
|
5.06K
$5.43M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
18+ 1.53% |
$8.1K - $9.42K
|
1.2K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
18+ 3.06% |
$8.1K - $9.42K
|
607
$651K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
18+ 0.18% |
$8.1K - $9.42K
|
9.81K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 0.63% |
$8.1K - $9.42K
|
2.87K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.77% |
$8.1K - $9.42K
|
2.36K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 0.23% |
$8.1K - $9.42K
|
7.87K
$8.44M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17+ 2.28% |
$7.65K - $8.9K
|
764
$819K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.28% |
$7.65K - $8.9K
|
1.35K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
17+ 0.32% |
$7.65K - $8.9K
|
5.37K
$5.75M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
17+ 0.87% |
$7.65K - $8.9K
|
1.98K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 11.33% |
$7.65K - $8.9K
|
167
$179K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 0.45% |
$7.65K - $8.9K
|
3.8K
$4.08M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.17% |
$7.2K - $8.37K
|
9.35K
$10M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16+ 0.56% |
$7.2K - $8.37K
|
2.9K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 1.6% |
$7.2K - $8.37K
|
1.02K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
BUY
|
- |
16+ 0.18% |
$7.2K - $8.37K
|
9.14K
$9.79M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16+ 1.74% |
$7.2K - $8.37K
|
933
$1M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16+ 1600.0% |
$7.2K - $8.37K
|
17
$18.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
15+ 2.73% |
$6.75K - $7.85K
|
565
$606K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.24% |
$6.75K - $7.85K
|
6.34K
$6.8M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
15+ 0.86% |
$6.75K - $7.85K
|
1.76K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15+ 0.07% |
$6.75K - $7.85K
|
20.6K
$22.1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 1.55% |
$6.75K - $7.85K
|
981
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15+ 5.4% |
$6.75K - $7.85K
|
293
$314K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
15+ 0.19% |
$6.75K - $7.85K
|
8.06K
$8.64M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
14+ 1.66% |
$6.3K - $7.33K
|
858
$920K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
14+ 1.18% |
$6.3K - $7.33K
|
1.2K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 1.58% |
$6.3K - $7.33K
|
902
$967K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 1.88% |
$6.3K - $7.33K
|
759
$814K
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
14+ 0.21% |
$6.3K - $7.33K
|
6.75K
$7.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14+ 0.69% |
$6.3K - $7.33K
|
2.04K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.13% |
$6.3K - $7.33K
|
11.1K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
14+ 0.1% |
$6.3K - $7.33K
|
13.8K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
14+ 0.83% |
$6.3K - $7.33K
|
1.71K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
14+ 0.36% |
$6.3K - $7.33K
|
3.88K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
BUY
|
- |
14+ 0.09% |
$6.3K - $7.33K
|
16.2K
$17.3M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
14+ 0.22% |
$6.3K - $7.33K
|
6.48K
$6.95M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
13+ 0.41% |
$5.85K - $6.8K
|
3.22K
$3.45M
|