Purchases and Sales Made in Q2 2023 in Costco Wholesale Corp (COST)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
378+ 0.52% |
$182K - $204K
|
73.4K
$78.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
378New |
$182K - $204K
|
378
$405K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
377+ 1178.13% |
$182K - $203K
|
409
$438K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
377+ 2.25% |
$182K - $203K
|
17.1K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
377+ 2.41% |
$182K - $203K
|
16K
$17.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
376New |
$182K - $202K
|
376
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
376New |
$182K - $202K
|
376
$403K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
375+ 9.65% |
$181K - $202K
|
4.26K
$4.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
375New |
$181K - $202K
|
375
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
375+ 11.11% |
$181K - $202K
|
3.75K
$4.02M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
375+ 3.33% |
$181K - $202K
|
11.6K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
374New |
$181K - $201K
|
374
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
368+ 69.04% |
$178K - $198K
|
901
$966K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
365New |
$176K - $197K
|
365
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
365+ 11.57% |
$176K - $197K
|
3.52K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
362+ 41.14% |
$175K - $195K
|
1.24K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
358+ 6.7% |
$173K - $193K
|
5.71K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
357+ 12.53% |
$172K - $192K
|
3.21K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
357New |
$172K - $192K
|
357
$383K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
355+ 88.09% |
$171K - $191K
|
758
$812K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
353+ 16.3% |
$170K - $190K
|
2.52K
$2.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
353+ 0.53% |
$170K - $190K
|
67.3K
$72.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
352+ 28.14% |
$170K - $190K
|
1.6K
$1.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
346+ 21.48% |
$167K - $186K
|
1.96K
$2.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
344+ 3.82% |
$166K - $185K
|
9.35K
$10M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
344+ 26.77% |
$166K - $185K
|
1.63K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
342+ 7.96% |
$165K - $184K
|
4.64K
$4.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
340+ 1.34% |
$164K - $183K
|
25.6K
$27.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
340+ 8.7% |
$164K - $183K
|
4.25K
$4.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
337+ 3.22% |
$163K - $181K
|
10.8K
$11.6M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
337+ 18.69% |
$163K - $181K
|
2.14K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
336New |
$162K - $181K
|
336
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
334+ 82.88% |
$161K - $180K
|
737
$790K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
334+ 6.26% |
$161K - $180K
|
5.67K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
331+ 33.33% |
$160K - $178K
|
1.32K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
329+ 35.38% |
$159K - $177K
|
1.26K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
328+ 14.3% |
$158K - $177K
|
2.62K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
328+ 0.28% |
$158K - $177K
|
119K
$127M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
328+ 3.53% |
$158K - $177K
|
9.63K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
326+ 14.53% |
$157K - $176K
|
2.57K
$2.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
321+ 12.69% |
$155K - $173K
|
2.85K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
321+ 1.25% |
$155K - $173K
|
26K
$27.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
321+ 19.19% |
$155K - $173K
|
1.99K
$2.14M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
321+ 3.45% |
$155K - $173K
|
9.63K
$10.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
320+ 3.17% |
$154K - $172K
|
10.4K
$11.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
315+ 3.46% |
$152K - $170K
|
9.43K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
312+ 3.01% |
$151K - $168K
|
10.7K
$11.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
312+ 1.71% |
$151K - $168K
|
18.6K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
310+ 0.98% |
$150K - $167K
|
32.1K
$34.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
309+ 1.94% |
$149K - $166K
|
16.2K
$17.4M
|