Purchases and Sales Made in Q1 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.39K
+ 19.57%
$624K - $726K
8.48K $8.17M
May 08, 2023 Q1 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
1.37K
+ 19.24%
$618K - $719K
8.51K $8.2M
Apr 24, 2023 Q1 2023
Windward Capital Management CO

BUY
 -
1.37K
+ 1.82%
$617K - $717K
76.8K $74M
May 05, 2023 Q1 2023
Amica Mutual Insurance CO

BUY
 -
1.36K
+ 13.61%
$611K - $711K
11.3K $10.9M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
1.34K
+ 3.17%
$605K - $703K
43.8K $42.2M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.34K
+ 238.72%
$605K - $703K
1.91K $1.84M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
1.34K
New
$605K - $703K
1.34K $1.3M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
1.34K
+ 2.77%
$603K - $701K
49.8K $48M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.32K
+ 8.85%
$592K - $689K
16.2K $15.6M
Nov 07, 2024 Q1 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1.31K
+ 102.02%
$590K - $686K
2.6K $2.5M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.28K
New
$577K - $671K
1.28K $1.23M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.28K
New
$575K - $668K
1.28K $1.23M
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
1.27K
+ 3.65%
$570K - $663K
36K $34.7M
Apr 26, 2023 Q1 2023
State Of New Jersey Common Pension Fund D

BUY
 -
1.26K
+ 0.48%
$569K - $662K
263K $254M
Apr 13, 2023 Q1 2023
S.E.E.D. Planning Group LLC

BUY
 -
1.26K
+ 9.79%
$565K - $657K
14.1K $13.6M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
1.25K
New
$565K - $656K
1.25K $1.21M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
1.25K
+ 19.12%
$564K - $656K
7.81K $7.53M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.25K
+ 24.0%
$562K - $653K
6.45K $6.22M
May 08, 2023 Q1 2023
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
1.24K
+ 226.23%
$559K - $650K
1.79K $1.73M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

BUY
 -
1.2K
+ 13.51%
$539K - $627K
10.1K $9.7M
Apr 25, 2023 Q1 2023
Sterling Investment Advisors, Ltd.

BUY
 -
1.18K
+ 10.61%
$530K - $617K
12.3K $11.8M
May 02, 2023 Q1 2023
Dillon & Associates Inc

BUY
 -
1.16K
+ 261.31%
$520K - $605K
1.6K $1.54M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.15K
+ 12.68%
$519K - $604K
10.2K $9.88M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.15K
New
$519K - $604K
1.15K $1.11M
May 15, 2023 Q1 2023
Harvest Investment Services, LLC

BUY
 -
1.14K
New
$515K - $598K
1.14K $1.1M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
1.14K
+ 232.24%
$512K - $596K
1.63K $1.57M
May 12, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
1.14K
New
$512K - $595K
1.14K $1.1M
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
1.13K
New
$509K - $592K
1.13K $1.09M
May 11, 2023 Q1 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
1.13K
+ 23.37%
$506K - $589K
5.94K $5.72M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.12K
+ 0.96%
$506K - $588K
118K $114M
May 10, 2023 Q1 2023
Bessemer Securities LLC

New York, NY
BUY
 -
1.12K
+ 59.58%
$504K - $586K
3K $2.89M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
1.11K
+ 34.42%
$501K - $582K
4.34K $4.19M
Apr 26, 2023 Q1 2023
Ls Investment Advisors, LLC

BUY
 -
1.11K
+ 51.93%
$497K - $578K
3.23K $3.12M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
1.1K
+ 19.27%
$493K - $574K
6.79K $6.54M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.1K
+ 4.51%
$493K - $574K
25.4K $24.5M
Apr 17, 2023 Q1 2023
Heartland Bank & Trust CO

BUY
 -
1.09K
New
$493K - $573K
1.09K $1.05M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
1.09K
+ 0.64%
$491K - $571K
173K $166M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
1.08K
+ 3.57%
$485K - $564K
31.3K $30.2M
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.07K
New
$484K - $562K
1.07K $1.04M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
1.07K
+ 7.51%
$483K - $561K
15.3K $14.8M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
1.07K
+ 0.63%
$482K - $561K
170K $164M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
1.07K
+ 31.65%
$481K - $559K
4.44K $4.28M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.06K
+ 1.68%
$478K - $556K
64.3K $62M
May 11, 2023 Q1 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
1.06K
New
$478K - $555K
1.06K $1.02M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.06K
+ 2.46%
$478K - $555K
44.1K $42.5M
May 12, 2023 Q1 2023
Elo Mutual Pension Insurance CO

BUY
 -
1.05K
+ 3.07%
$475K - $552K
35.3K $34.1M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.05K
New
$472K - $549K
1.05K $1.01M
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
1.04K
+ 123.57%
$467K - $543K
1.88K $1.81M
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
1.03K
New
$465K - $541K
1.03K $996K

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