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 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1+ 0.09% |
$450 - $523
|
1.14K
$1.11M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1+ 0.01% |
$450 - $523
|
7.4K
$7.25M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$450 - $523
|
6
$5.88K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1+ 0.04% |
$450 - $523
|
2.6K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.22% |
$450 - $523
|
461
$452K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$450 - $523
|
9.45K
$9.26M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1+ 0.14% |
$450 - $523
|
727
$712K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1+ 0.03% |
$450 - $523
|
3.75K
$3.68M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$450 - $523
|
1.97K
$1.93M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.19% |
$450 - $523
|
538
$527K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
1+ 0.09% |
$450 - $523
|
1.15K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.2% |
$450 - $523
|
498
$488K
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$450 - $523
|
987
$967K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.19% |
$450 - $523
|
539
$528K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.18% |
$450 - $523
|
554
$543K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1+ 0.16% |
$450 - $523
|
643
$630K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$450 - $523
|
11.3K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.12% |
$450 - $523
|
842
$825K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$450 - $523
|
4.74K
$4.64M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
1+ 0.2% |
$450 - $523
|
504
$494K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.07% |
$450 - $523
|
1.42K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.13% |
$450 - $523
|
745
$730K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$450 - $523
|
1.17K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$450 - $523
|
21.2K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.06% |
$450 - $523
|
1.77K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1- 0.01% |
$450 - $523
|
19.4K
$19M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.41% |
$450 - $523
|
240
$235K
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$900 - $1.05K
|
7.06K
$6.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2- 0.2% |
$900 - $1.05K
|
986
$966K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$900 - $1.05K
|
2.16K
$2.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.1% |
$900 - $1.05K
|
2.08K
$2.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2- 0.13% |
$900 - $1.05K
|
1.58K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2- 0.02% |
$900 - $1.05K
|
11.7K
$11.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2- 0.38% |
$900 - $1.05K
|
522
$511K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2- 0.19% |
$900 - $1.05K
|
1.06K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.15% |
$900 - $1.05K
|
1.36K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.29% |
$900 - $1.05K
|
691
$677K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.14% |
$900 - $1.05K
|
1.41K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2- 1.56% |
$900 - $1.05K
|
126
$123K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$900 - $1.05K
|
1.91K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-2- 0.09% |
$900 - $1.05K
|
2.13K
$2.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$1.35K - $1.57K
|
4.19K
$4.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3- 0.65% |
$1.35K - $1.57K
|
458
$449K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 0.18% |
$1.35K - $1.57K
|
1.66K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-3- 0.43% |
$1.35K - $1.57K
|
691
$677K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3- 0.5% |
$1.35K - $1.57K
|
599
$587K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-3- 0.53% |
$1.35K - $1.57K
|
560
$549K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3- 0.06% |
$1.35K - $1.57K
|
4.79K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3- 0.15% |
$1.35K - $1.57K
|
2.06K
$2.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.8K - $2.09K
|
1.16K
$1.14M
|