Purchases and Sales Made in Q2 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 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
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
459
+ 15.31%
$222K - $247K
3.46K $3.3M
Aug 14, 2023 Q2 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
456
+ 19.02%
$220K - $246K
2.85K $2.72M
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
456
+ 2.03%
$220K - $246K
22.9K $21.9M
Jul 17, 2023 Q2 2023
Avity Investment Management Inc.

BUY
 -
455
New
$220K - $245K
455 $434K
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
455
New
$220K - $245K
455 $434K
Jul 14, 2023 Q2 2023
Patten & Patten Inc

BUY
 -
452
+ 1.48%
$218K - $243K
31.1K $29.6M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
448
New
$216K - $241K
448 $427K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
448
New
$216K - $241K
448 $427K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
447
+ 31.61%
$216K - $241K
1.86K $1.78M
Jul 31, 2023 Q2 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
444
New
$214K - $239K
444 $424K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
440
+ 4.67%
$212K - $237K
9.87K $9.41M
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
439
+ 21.68%
$212K - $236K
2.46K $2.35M
Aug 02, 2023 Q2 2023
Meixler Investment Management, Ltd.

Show Low, AZ
BUY
 -
439
New
$212K - $236K
439 $419K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
438
+ 8.6%
$211K - $236K
5.53K $5.28M
Jul 27, 2023 Q2 2023
Bank Ozk

BUY
 -
436
+ 20.44%
$210K - $235K
2.57K $2.45M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
435
+ 1.13%
$210K - $234K
39K $37.2M
Jul 27, 2023 Q2 2023
Campbell Wealth Management

BUY
 -
435
New
$210K - $234K
435 $415K
Aug 04, 2023 Q2 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
435
New
$210K - $234K
435 $415K
Aug 14, 2023 Q2 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
435
+ 3.51%
$210K - $234K
12.8K $12.2M
Aug 14, 2023 Q2 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
433
+ 6.4%
$209K - $233K
7.2K $6.86M
Jul 31, 2023 Q2 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
432
New
$209K - $233K
432 $412K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
429
+ 21.92%
$207K - $231K
2.39K $2.28M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
429
New
$207K - $231K
429 $409K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
428
New
$207K - $230K
428 $408K
Aug 14, 2023 Q2 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
427
New
$206K - $230K
427 $407K
Aug 09, 2023 Q2 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
426
+ 10.16%
$206K - $229K
4.62K $4.4M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
423
+ 9.06%
$204K - $228K
5.09K $4.86M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
422
+ 1.14%
$204K - $227K
37.4K $35.7M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
422
+ 2.63%
$204K - $227K
16.4K $15.7M
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
421
New
$203K - $227K
421 $402K
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
421
New
$203K - $227K
421 $402K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
419
+ 1.95%
$202K - $226K
21.9K $20.9M
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
419
+ 0.89%
$202K - $226K
47.4K $45.2M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
415
New
$200K - $223K
415 $396K
Jul 13, 2023 Q2 2023
Udine Wealth Management, Inc.

BUY
 -
414
New
$200K - $223K
414 $395K
Aug 08, 2023 Q2 2023
Elevatus Welath Management

Victor, NY
BUY
 -
414
New
$200K - $223K
414 $395K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
413
+ 2.97%
$199K - $222K
14.3K $13.7M
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
BUY
 -
411
+ 4.89%
$198K - $221K
8.82K $8.41M
Jul 24, 2023 Q2 2023
Epic Trust Investment Advisors, LLC

BUY
 -
411
New
$198K - $221K
411 $392K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
411
+ 1.14%
$198K - $221K
36.6K $34.9M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
411
+ 4.11%
$198K - $221K
10.4K $9.94M
Jul 31, 2023 Q2 2023
Montis Financial, LLC

BUY
 -
410
New
$198K - $221K
410 $391K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
409
New
$197K - $220K
409 $390K
Aug 14, 2023 Q2 2023
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
409
+ 9.27%
$197K - $220K
4.82K $4.6M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
407
+ 19.32%
$196K - $219K
2.51K $2.4M
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
405
+ 18.2%
$196K - $218K
2.63K $2.51M
Aug 11, 2023 Q2 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
404
+ 16.54%
$195K - $218K
2.85K $2.72M
Jul 31, 2023 Q2 2023
First National Bank & Trust CO Of Newtown

BUY
 -
403
+ 84.31%
$195K - $217K
881 $840K
Jul 11, 2023 Q2 2023
Capital Investment Services Of America, Inc.

BUY
 -
402
New
$194K - $216K
402 $383K

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