Purchases and Sales Made in Q2 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
67+ 2.19% |
$27.9K - $40.7K
|
3.13K
$3.31M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
66+ 1.01% |
$27.5K - $40.1K
|
6.6K
$6.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
66+ 13.12% |
$27.5K - $40.1K
|
569
$602K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
66+ 4.3% |
$27.5K - $40.1K
|
1.6K
$1.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
65+ 2.55% |
$27.1K - $39.5K
|
2.62K
$2.77M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
65+ 2.93% |
$27.1K - $39.5K
|
2.28K
$2.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 2.69% |
$27.1K - $39.5K
|
2.48K
$2.63M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
65+ 8.07% |
$27.1K - $39.5K
|
870
$921K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
64+ 4.58% |
$26.7K - $38.9K
|
1.46K
$1.55M
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
64+ 15.72% |
$26.7K - $38.9K
|
471
$498K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
64+ 2.03% |
$26.7K - $38.9K
|
3.21K
$3.4M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
64+ 0.93% |
$26.7K - $38.9K
|
6.91K
$7.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
63+ 5.12% |
$26.2K - $38.3K
|
1.29K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
63+ 12.19% |
$26.2K - $38.3K
|
580
$614K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
63+ 5.64% |
$26.2K - $38.3K
|
1.18K
$1.25M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62+ 5.57% |
$25.8K - $37.7K
|
1.18K
$1.24M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
61+ 7.57% |
$25.4K - $37.1K
|
867
$918K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
61+ 5.03% |
$25.4K - $37.1K
|
1.27K
$1.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
60+ 23.08% |
$25K - $36.5K
|
320
$339K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
60+ 5.11% |
$25K - $36.5K
|
1.23K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
60+ 8.47% |
$25K - $36.5K
|
768
$813K
|
|
|
Oct 19, 2023
Q2 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
60+ 0.25% |
$25K - $36.5K
|
23.6K
$25M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59+ 3.64% |
$24.6K - $35.9K
|
1.68K
$1.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 1.08% |
$24.6K - $35.9K
|
5.52K
$5.85M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
59+ 0.35% |
$24.6K - $35.9K
|
16.9K
$17.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59+ 13.79% |
$24.6K - $35.9K
|
487
$515K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
58+ 1.58% |
$24.2K - $35.3K
|
3.74K
$3.96M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
58+ 13.78% |
$24.2K - $35.3K
|
479
$507K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
58+ 2.28% |
$24.2K - $35.3K
|
2.61K
$2.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
58+ 8.17% |
$24.2K - $35.3K
|
768
$813K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
58+ 0.58% |
$24.2K - $35.3K
|
10K
$10.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
57+ 1.97% |
$23.7K - $34.7K
|
2.95K
$3.13M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
57+ 4.26% |
$23.7K - $34.7K
|
1.39K
$1.48M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
57+ 0.91% |
$23.7K - $34.7K
|
6.33K
$6.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
56+ 1.02% |
$23.3K - $34.1K
|
5.57K
$5.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
56+ 7.41% |
$23.3K - $34.1K
|
812
$859K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
55+ 2.6% |
$22.9K - $33.4K
|
2.17K
$2.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 0.66% |
$22.9K - $33.4K
|
8.45K
$8.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 5.02% |
$22.9K - $33.4K
|
1.15K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
55+ 2.21% |
$22.9K - $33.4K
|
2.54K
$2.69M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
54+ 4.11% |
$22.5K - $32.8K
|
1.37K
$1.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
54+ 3.78% |
$22.5K - $32.8K
|
1.48K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
54+ 0.87% |
$22.5K - $32.8K
|
6.25K
$6.61M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
53+ 0.34% |
$22.1K - $32.2K
|
15.6K
$16.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
53+ 3.59% |
$22.1K - $32.2K
|
1.53K
$1.62M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 8.45% |
$22.1K - $32.2K
|
680
$720K
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
52+ 2.7% |
$21.7K - $31.6K
|
1.98K
$2.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
52+ 12.87% |
$21.7K - $31.6K
|
456
$483K
|
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
52+ 7.38% |
$21.7K - $31.6K
|
757
$801K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
51+ 3.35% |
$21.2K - $31K
|
1.57K
$1.66M
|