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 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8+ 0.92% |
$3.6K - $4.19K
|
879
$854K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.22% |
$3.6K - $4.19K
|
3.7K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 4.17% |
$3.6K - $4.19K
|
200
$194K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
8+ 0.17% |
$3.6K - $4.19K
|
4.64K
$4.51M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 0.25% |
$3.6K - $4.19K
|
3.27K
$3.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7+ 0.31% |
$3.15K - $3.66K
|
2.24K
$2.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7+ 1.31% |
$3.15K - $3.66K
|
542
$527K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.13% |
$3.15K - $3.66K
|
5.55K
$5.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
7+ 0.22% |
$3.15K - $3.66K
|
3.2K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
7+ 0.3% |
$3.15K - $3.66K
|
2.37K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.2% |
$3.15K - $3.66K
|
3.53K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.34% |
$3.15K - $3.66K
|
2.04K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.42% |
$2.7K - $3.14K
|
1.42K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$2.7K - $3.14K
|
14.3K
$13.9M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 1.5% |
$2.7K - $3.14K
|
407
$395K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 0.98% |
$2.7K - $3.14K
|
618
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6+ 0.47% |
$2.7K - $3.14K
|
1.28K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$2.7K - $3.14K
|
2.19K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.78% |
$2.7K - $3.14K
|
776
$754K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
6+ 0.31% |
$2.7K - $3.14K
|
1.95K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6+ 0.45% |
$2.7K - $3.14K
|
1.35K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6+ 0.48% |
$2.7K - $3.14K
|
1.25K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6+ 0.1% |
$2.7K - $3.14K
|
6.21K
$6.03M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 2.14% |
$2.7K - $3.14K
|
286
$278K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.39% |
$2.25K - $2.62K
|
1.3K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5+ 1.13% |
$2.25K - $2.62K
|
446
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5+ 0.48% |
$2.25K - $2.62K
|
1.05K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$2.25K - $2.62K
|
4.81K
$4.67M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
5+ 0.92% |
$2.25K - $2.62K
|
548
$532K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 0.38% |
$2.25K - $2.62K
|
1.34K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.35% |
$2.25K - $2.62K
|
1.43K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
5+ 0.38% |
$2.25K - $2.62K
|
1.31K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
5+ 0.09% |
$2.25K - $2.62K
|
5.33K
$5.18M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 1.28% |
$2.25K - $2.62K
|
397
$386K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.75% |
$2.25K - $2.62K
|
672
$653K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.29% |
$2.25K - $2.62K
|
1.73K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
5+ 0.68% |
$2.25K - $2.62K
|
743
$722K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5+ 0.14% |
$2.25K - $2.62K
|
3.66K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5+ 0.81% |
$2.25K - $2.62K
|
619
$601K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
5+ 0.06% |
$2.25K - $2.62K
|
8.74K
$8.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.8K - $2.09K
|
2.49K
$2.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
4+ 0.68% |
$1.8K - $2.09K
|
595
$578K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.8K - $2.09K
|
5.29K
$5.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4+ 0.35% |
$1.8K - $2.09K
|
1.15K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$1.8K - $2.09K
|
9
$8.74K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
4+ 0.41% |
$1.8K - $2.09K
|
991
$963K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.6% |
$1.8K - $2.09K
|
666
$647K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4+ 0.46% |
$1.8K - $2.09K
|
880
$855K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.18% |
$1.8K - $2.09K
|
2.2K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$1.8K - $2.09K
|
3.67K
$3.57M
|