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
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-3- 0.06% |
$1.35K - $1.57K
|
4.79K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3- 0.15% |
$1.35K - $1.57K
|
2.06K
$2.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.8K - $2.09K
|
1.16K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4- 0.01% |
$1.8K - $2.09K
|
37.8K
$40.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4- 5.56% |
$1.8K - $2.09K
|
68
$72.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-4- 5.33% |
$1.8K - $2.09K
|
71
$76.1K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4- 0.27% |
$1.8K - $2.09K
|
1.5K
$1.61M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4- 0.9% |
$1.8K - $2.09K
|
442
$474K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-4- 0.16% |
$1.8K - $2.09K
|
2.52K
$2.7M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.22% |
$1.8K - $2.09K
|
1.8K
$1.93M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.29% |
$2.25K - $2.62K
|
147
$158K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5- 0.4% |
$2.25K - $2.62K
|
1.25K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-5- 0.2% |
$2.25K - $2.62K
|
2.48K
$2.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 29.41% |
$2.25K - $2.62K
|
12
$12.9K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5- 0.12% |
$2.25K - $2.62K
|
4.33K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-5- 0.02% |
$2.25K - $2.62K
|
30.8K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-5- 0.92% |
$2.25K - $2.62K
|
540
$579K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.03% |
$2.25K - $2.62K
|
15.5K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5- 0.32% |
$2.25K - $2.62K
|
1.54K
$1.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-6- 0.64% |
$2.7K - $3.14K
|
937
$1M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6- 1.15% |
$2.7K - $3.14K
|
515
$552K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-6- 0.46% |
$2.7K - $3.14K
|
1.29K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6- 0.88% |
$2.7K - $3.14K
|
676
$725K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-6- 0.04% |
$2.7K - $3.14K
|
14.8K
$15.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6- 0.1% |
$2.7K - $3.14K
|
6.24K
$6.69M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-6- 6.82% |
$2.7K - $3.14K
|
82
$87.9K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-7- 0.42% |
$3.15K - $3.66K
|
1.66K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7- 0.71% |
$3.15K - $3.66K
|
974
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7- 0.08% |
$3.15K - $3.66K
|
8.4K
$9M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8- 1.72% |
$3.6K - $4.19K
|
456
$489K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 1.04% |
$3.6K - $4.19K
|
759
$814K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-8- 1.19% |
$3.6K - $4.19K
|
662
$710K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-8- 0.59% |
$3.6K - $4.19K
|
1.35K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 3.51% |
$3.6K - $4.19K
|
220
$236K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.92% |
$4.05K - $4.71K
|
971
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9- 0.58% |
$4.05K - $4.71K
|
1.54K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-9- 1.54% |
$4.05K - $4.71K
|
574
$615K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-9- 0.49% |
$4.05K - $4.71K
|
1.82K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-9- 5.39% |
$4.05K - $4.71K
|
158
$169K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-9- 0.36% |
$4.05K - $4.71K
|
2.47K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9- 0.23% |
$4.05K - $4.71K
|
3.96K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-9- 1.11% |
$4.05K - $4.71K
|
801
$859K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10- 1.38% |
$4.5K - $5.23K
|
714
$765K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-10- 0.26% |
$4.5K - $5.23K
|
3.88K
$4.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-10- 0.64% |
$4.5K - $5.23K
|
1.55K
$1.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-10- 0.77% |
$4.5K - $5.23K
|
1.29K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-10- 0.16% |
$4.5K - $5.23K
|
6.36K
$6.82M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10- 0.16% |
$4.5K - $5.23K
|
6.34K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 0.77% |
$4.5K - $5.23K
|
1.29K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.23% |
$4.5K - $5.23K
|
801
$859K
|