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 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-97- 8.54% |
$43.7K - $50.8K
|
1.04K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-98- 7.73% |
$44.1K - $51.3K
|
1.17K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-98- 4.9% |
$44.1K - $51.3K
|
1.9K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-98- 8.88% |
$44.1K - $51.3K
|
1.01K
$970K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-99- 81.82% |
$44.6K - $51.8K
|
22
$21.2K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-99- 16.87% |
$44.6K - $51.8K
|
488
$470K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-99- 16.18% |
$44.6K - $51.8K
|
513
$495K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-99- 16.18% |
$44.6K - $51.8K
|
513
$495K
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-100- 1.08% |
$45K - $52.3K
|
9.15K
$8.82M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 1.81% |
$45K - $52.3K
|
5.44K
$5.24M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 1.78% |
$45K - $52.3K
|
5.52K
$5.32M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-100- 1.17% |
$45K - $52.3K
|
8.48K
$8.18M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-100- 4.53% |
$45K - $52.3K
|
2.11K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 1.28% |
$45K - $52.3K
|
7.7K
$7.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-101- 3.46% |
$45.5K - $52.9K
|
2.82K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-101- 1.75% |
$45.5K - $52.9K
|
5.68K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-101- 2.24% |
$45.5K - $52.9K
|
4.4K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-101- 28.37% |
$45.5K - $52.9K
|
255
$246K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-102- 6.83% |
$45.9K - $53.4K
|
1.39K
$1.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-102- 11.4% |
$45.9K - $53.4K
|
793
$764K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-102- 2.78% |
$45.9K - $53.4K
|
3.57K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-103- 1.62% |
$46.4K - $53.9K
|
6.26K
$6.04M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-103- 4.61% |
$46.4K - $53.9K
|
2.13K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-104- 1.89% |
$46.8K - $54.4K
|
5.39K
$5.2M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-105- 7.71% |
$47.3K - $55K
|
1.26K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-105- 0.45% |
$47.3K - $55K
|
23.3K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-105- 5.23% |
$47.3K - $55K
|
1.9K
$1.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-106- 3.69% |
$47.7K - $55.5K
|
2.76K
$2.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-106- 5.91% |
$47.7K - $55.5K
|
1.69K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-106- 3.32% |
$47.7K - $55.5K
|
3.09K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-109- 15.22% |
$49.1K - $57.1K
|
607
$585K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-110- 1.6% |
$49.5K - $57.6K
|
6.77K
$6.53M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-110- 0.35% |
$49.5K - $57.6K
|
31.3K
$30.2M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-110- 6.51% |
$49.5K - $57.6K
|
1.58K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-111- 0.24% |
$50K - $58.1K
|
46.9K
$45.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-112- 0.3% |
$50.4K - $58.6K
|
37.3K
$36M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-112- 13.56% |
$50.4K - $58.6K
|
714
$688K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-113- 12.36% |
$50.9K - $59.1K
|
801
$772K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-113- 0.86% |
$50.9K - $59.1K
|
13.1K
$12.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-115- 1.26% |
$51.8K - $60.2K
|
9K
$8.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-115- 7.37% |
$51.8K - $60.2K
|
1.45K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-115- 14.5% |
$51.8K - $60.2K
|
678
$654K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-118- 4.48% |
$53.1K - $61.8K
|
2.52K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-118- 1.6% |
$53.1K - $61.8K
|
7.24K
$6.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-119- 1.43% |
$53.6K - $62.3K
|
8.21K
$7.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-119- 2.37% |
$53.6K - $62.3K
|
4.9K
$4.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-120- 4.56% |
$54K - $62.8K
|
2.51K
$2.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-120- 2.8% |
$54K - $62.8K
|
4.17K
$4.02M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-120- 15.13% |
$54K - $62.8K
|
673
$649K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-121- 7.79% |
$54.5K - $63.3K
|
1.43K
$1.38M
|