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 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12+ 0.78% |
$5.4K - $6.28K
|
1.56K
$1.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
12+ 1.43% |
$5.4K - $6.28K
|
850
$819K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
12+ 0.92% |
$5.4K - $6.28K
|
1.32K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
12+ 0.81% |
$5.4K - $6.28K
|
1.5K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
12+ 0.65% |
$5.4K - $6.28K
|
1.85K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.82% |
$5.4K - $6.28K
|
1.47K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
12+ 0.04% |
$5.4K - $6.28K
|
29.1K
$28M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12+ 2.63% |
$5.4K - $6.28K
|
469
$452K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.77% |
$4.95K - $5.76K
|
1.44K
$1.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.59% |
$4.95K - $5.76K
|
1.89K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11+ 2.19% |
$4.95K - $5.76K
|
514
$496K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11+ 0.57% |
$4.95K - $5.76K
|
1.93K
$1.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
11+ 1.93% |
$4.95K - $5.76K
|
582
$561K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11+ 1.93% |
$4.95K - $5.76K
|
582
$561K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
11+ 1.46% |
$4.95K - $5.76K
|
766
$738K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 13.25% |
$4.95K - $5.76K
|
94
$90.6K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
11+ 0.18% |
$4.95K - $5.76K
|
6.09K
$5.87M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11+ 1.64% |
$4.95K - $5.76K
|
683
$658K
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
11+ 0.12% |
$4.95K - $5.76K
|
9.55K
$9.2M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
11+ 0.57% |
$4.95K - $5.76K
|
1.94K
$1.87M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
11New |
$4.95K - $5.76K
|
11
$10.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.35% |
$4.5K - $5.23K
|
2.87K
$2.77M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
10+ 1.22% |
$4.5K - $5.23K
|
830
$800K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
10+ 0.14% |
$4.5K - $5.23K
|
7.39K
$7.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
10+ 0.34% |
$4.5K - $5.23K
|
2.98K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 2.04% |
$4.5K - $5.23K
|
499
$481K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
10+ 1.8% |
$4.5K - $5.23K
|
566
$546K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.61% |
$4.5K - $5.23K
|
1.64K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
10+ 0.63% |
$4.5K - $5.23K
|
1.59K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
10+ 1.04% |
$4.5K - $5.23K
|
973
$938K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
10+ 0.62% |
$4.5K - $5.23K
|
1.63K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.17% |
$4.5K - $5.23K
|
5.93K
$5.72M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 21.74% |
$4.5K - $5.23K
|
56
$54K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10+ 0.5% |
$4.5K - $5.23K
|
2.01K
$1.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9+ 0.74% |
$4.05K - $4.71K
|
1.23K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
9+ 0.09% |
$4.05K - $4.71K
|
10.1K
$9.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
9+ 0.37% |
$4.05K - $4.71K
|
2.47K
$2.38M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9+ 5.23% |
$4.05K - $4.71K
|
181
$174K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
9+ 1.08% |
$4.05K - $4.71K
|
843
$813K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9+ 0.71% |
$4.05K - $4.71K
|
1.27K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
9+ 1.14% |
$4.05K - $4.71K
|
800
$771K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 8.18% |
$4.05K - $4.71K
|
119
$115K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9+ 0.22% |
$4.05K - $4.71K
|
4.19K
$4.04M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
8+ 1.31% |
$3.6K - $4.19K
|
617
$595K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.3% |
$3.6K - $4.19K
|
2.71K
$2.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$3.6K - $4.19K
|
3.79K
$3.66M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
8+ 0.07% |
$3.6K - $4.19K
|
11.1K
$10.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 2.23% |
$3.6K - $4.19K
|
366
$353K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8+ 0.17% |
$3.6K - $4.19K
|
4.84K
$4.66M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8+ 0.92% |
$3.6K - $4.19K
|
879
$847K
|