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 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.03K+ 5.22% |
$462K - $538K
|
20.7K
$20M
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.02K+ 5.88% |
$457K - $531K
|
18.3K
$17.6M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 4.08% |
$456K - $531K
|
25.8K
$24.9M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.01K+ 103.58% |
$456K - $530K
|
1.99K
$1.92M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.01K+ 6.39% |
$455K - $529K
|
16.8K
$16.2M
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1KNew |
$452K - $526K
|
1K
$968K
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
996New |
$448K - $521K
|
996
$960K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
995+ 2.85% |
$448K - $521K
|
35.9K
$34.7M
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
994+ 4.31% |
$447K - $520K
|
24.1K
$23.2M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
992New |
$447K - $519K
|
992
$956K
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
982+ 6.14% |
$442K - $514K
|
17K
$16.4M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
976+ 13.5% |
$439K - $511K
|
8.21K
$7.91M
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
969+ 2.04% |
$436K - $507K
|
48.5K
$46.7M
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
969+ 17.62% |
$436K - $507K
|
6.47K
$6.23M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
967+ 159.57% |
$435K - $506K
|
1.57K
$1.52M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
967New |
$435K - $506K
|
967
$932K
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
966+ 17.82% |
$435K - $506K
|
6.39K
$6.16M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
961+ 66.69% |
$433K - $503K
|
2.4K
$2.32M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
950+ 80.1% |
$428K - $497K
|
2.14K
$2.06M
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
950New |
$428K - $497K
|
950
$916K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
943+ 114.58% |
$425K - $494K
|
1.77K
$1.7M
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
941+ 27.24% |
$424K - $493K
|
4.4K
$4.24M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
941+ 4.67% |
$424K - $493K
|
21.1K
$20.3M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
937+ 19.44% |
$422K - $490K
|
5.76K
$5.55M
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
936+ 37.94% |
$421K - $490K
|
3.4K
$3.28M
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
934+ 9.5% |
$420K - $489K
|
10.8K
$10.4M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
930+ 9.73% |
$419K - $487K
|
10.5K
$10.1M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
929+ 0.67% |
$418K - $486K
|
141K
$135M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
923+ 23.19% |
$416K - $483K
|
4.9K
$4.73M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
920+ 61.74% |
$414K - $482K
|
2.41K
$2.32M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
919+ 8.16% |
$414K - $481K
|
12.2K
$11.7M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
916New |
$412K - $479K
|
916
$883K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
915+ 6.64% |
$412K - $479K
|
14.7K
$14.2M
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
914+ 11.5% |
$411K - $478K
|
8.86K
$8.54M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
913+ 193.02% |
$411K - $478K
|
1.39K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
904New |
$407K - $473K
|
904
$871K
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
902+ 2.65% |
$406K - $472K
|
35K
$33.7M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
896+ 20.7% |
$403K - $469K
|
5.22K
$5.04M
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
892New |
$402K - $467K
|
892
$860K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
891+ 1.57% |
$401K - $466K
|
57.7K
$55.6M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
890+ 7.61% |
$401K - $466K
|
12.6K
$12.1M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
885+ 4.8% |
$398K - $463K
|
19.3K
$18.6M
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
883+ 65.41% |
$398K - $462K
|
2.23K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
883+ 1.93% |
$398K - $462K
|
46.7K
$45M
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
882New |
$397K - $462K
|
882
$850K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
878+ 39.32% |
$395K - $460K
|
3.11K
$3M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
878+ 4.69% |
$395K - $460K
|
19.6K
$18.9M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
878New |
$395K - $460K
|
878
$846K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
876+ 2.84% |
$394K - $459K
|
31.8K
$30.6M
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
872+ 25.69% |
$393K - $456K
|
4.27K
$4.11M
|