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 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-123- 9.21% |
$55.4K - $64.4K
|
1.21K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-123- 2.15% |
$55.4K - $64.4K
|
5.6K
$5.39M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-124- 2.28% |
$55.8K - $64.9K
|
5.32K
$5.12M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-125- 4.13% |
$56.3K - $65.4K
|
2.9K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-125- 39.18% |
$56.3K - $65.4K
|
194
$187K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-125- 9.38% |
$56.3K - $65.4K
|
1.21K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-125- 0.12% |
$56.3K - $65.4K
|
106K
$102M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-125- 57.87% |
$56.3K - $65.4K
|
91
$87.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-126- 12.84% |
$56.7K - $66K
|
855
$824K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-126- 9.31% |
$56.7K - $66K
|
1.23K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-126- 0.28% |
$56.7K - $66K
|
44.6K
$43M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-126Closed |
$56.7K - $66K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-126- 1.48% |
$56.7K - $66K
|
8.41K
$8.1M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-126- 0.08% |
$56.7K - $66K
|
160K
$154M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-127- 2.75% |
$57.2K - $66.5K
|
4.49K
$4.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-127- 12.51% |
$57.2K - $66.5K
|
888
$856K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-127- 2.79% |
$57.2K - $66.5K
|
4.42K
$4.26M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-128- 2.63% |
$57.6K - $67K
|
4.74K
$4.57M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-128- 12.27% |
$57.6K - $67K
|
915
$882K
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-128- 2.27% |
$57.6K - $67K
|
5.51K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-130- 6.11% |
$58.5K - $68K
|
2K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-130- 2.78% |
$58.5K - $68K
|
4.54K
$4.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-132- 0.98% |
$59.4K - $69.1K
|
13.4K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-132- 2.61% |
$59.4K - $69.1K
|
4.92K
$4.75M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-132- 2.18% |
$59.4K - $69.1K
|
5.92K
$5.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-133- 1.09% |
$59.9K - $69.6K
|
12.1K
$11.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-136- 5.38% |
$61.2K - $71.2K
|
2.39K
$2.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-136- 2.16% |
$61.2K - $71.2K
|
6.15K
$5.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-137- 3.58% |
$61.7K - $71.7K
|
3.69K
$3.56M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-137- 1.24% |
$61.7K - $71.7K
|
10.9K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-137- 1.58% |
$61.7K - $71.7K
|
8.55K
$8.24M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-137- 6.45% |
$61.7K - $71.7K
|
1.99K
$1.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-138- 22.7% |
$62.1K - $72.2K
|
470
$453K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-139- 3.57% |
$62.6K - $72.8K
|
3.75K
$3.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-140- 1.47% |
$63K - $73.3K
|
9.36K
$9.03M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-140- 14.63% |
$63K - $73.3K
|
817
$788K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-140Closed |
$63K - $73.3K
|
0
$0
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-141- 4.73% |
$63.5K - $73.8K
|
2.84K
$2.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-143- 3.15% |
$64.4K - $74.9K
|
4.4K
$4.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-143- 24.61% |
$64.4K - $74.9K
|
438
$422K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-143- 1.03% |
$64.4K - $74.9K
|
13.7K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-144- 1.61% |
$64.8K - $75.4K
|
8.82K
$8.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-145- 3.28% |
$65.3K - $75.9K
|
4.28K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-145- 1.9% |
$65.3K - $75.9K
|
7.5K
$7.23M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-150- 7.59% |
$67.5K - $78.5K
|
1.83K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-150- 30.0% |
$67.5K - $78.5K
|
350
$337K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-150- 7.5% |
$67.5K - $78.5K
|
1.85K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-150- 4.65% |
$67.5K - $78.5K
|
3.08K
$2.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-151- 0.99% |
$68K - $79K
|
15.1K
$14.5M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-155- 9.74% |
$69.8K - $81.1K
|
1.44K
$1.39M
|