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
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.8K - $2.09K
|
5.29K
$5.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4+ 0.35% |
$1.8K - $2.09K
|
1.15K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$1.8K - $2.09K
|
9
$9.65K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
4+ 0.41% |
$1.8K - $2.09K
|
991
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.6% |
$1.8K - $2.09K
|
666
$714K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4+ 0.46% |
$1.8K - $2.09K
|
880
$943K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.18% |
$1.8K - $2.09K
|
2.2K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$1.8K - $2.09K
|
3.67K
$3.93M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4+ 0.13% |
$1.8K - $2.09K
|
3.02K
$3.24M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
4+ 0.02% |
$1.8K - $2.09K
|
23.7K
$25.4M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.51% |
$1.8K - $2.09K
|
786
$842K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3+ 0.49% |
$1.35K - $1.57K
|
621
$666K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$1.35K - $1.57K
|
543
$582K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.35K - $1.57K
|
2.48K
$2.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
3+ 0.05% |
$1.35K - $1.57K
|
6.05K
$6.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3+ 0.45% |
$1.35K - $1.57K
|
664
$712K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.38% |
$1.35K - $1.57K
|
791
$848K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.35K - $1.57K
|
1.76K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
3+ 4.0% |
$1.35K - $1.57K
|
78
$83.6K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.11% |
$1.35K - $1.57K
|
2.85K
$3.06M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3+ 0.64% |
$1.35K - $1.57K
|
473
$507K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3+ 0.41% |
$1.35K - $1.57K
|
727
$779K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.08% |
$1.35K - $1.57K
|
3.58K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
3+ 0.1% |
$1.35K - $1.57K
|
3.02K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3+ 0.18% |
$1.35K - $1.57K
|
1.71K
$1.83M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.16% |
$1.35K - $1.57K
|
1.87K
$2.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2+ 0.23% |
$900 - $1.05K
|
877
$940K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.07% |
$900 - $1.05K
|
2.74K
$2.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.19% |
$900 - $1.05K
|
1.06K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.13% |
$900 - $1.05K
|
1.49K
$1.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.11% |
$900 - $1.05K
|
1.86K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$900 - $1.05K
|
1.68K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.26% |
$900 - $1.05K
|
782
$838K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.28% |
$900 - $1.05K
|
728
$780K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2+ 0.18% |
$900 - $1.05K
|
1.14K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$900 - $1.05K
|
1.65K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2+ 0.44% |
$900 - $1.05K
|
453
$486K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
2+ 0.03% |
$900 - $1.05K
|
6.13K
$6.57M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 11.11% |
$900 - $1.05K
|
20
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.06% |
$900 - $1.05K
|
3.2K
$3.43M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2+ 0.12% |
$900 - $1.05K
|
1.73K
$1.85M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.21% |
$900 - $1.05K
|
972
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.08% |
$450 - $523
|
1.26K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1+ 0.18% |
$450 - $523
|
563
$603K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.18% |
$450 - $523
|
556
$596K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
1+ 0.19% |
$450 - $523
|
525
$563K
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1+ 0.23% |
$450 - $523
|
428
$459K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1+ 0.05% |
$450 - $523
|
1.86K
$2M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$450 - $523
|
497
$533K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$450 - $523
|
871
$934K
|