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
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
199
+ 4.2%
$96.1K - $107K
4.93K $4.76M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
197
+ 41.04%
$95.1K - $106K
677 $653K
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
197
+ 44.67%
$95.1K - $106K
638 $615K
Jul 20, 2023 Q2 2023
Baugh & Associates, LLC

BUY
 -
196
+ 1.7%
$94.6K - $106K
11.7K $11.3M
Aug 10, 2023 Q2 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
190
+ 26.24%
$91.7K - $102K
914 $881K
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
190
+ 5.39%
$91.7K - $102K
3.71K $3.58M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
188
+ 7.93%
$90.8K - $101K
2.56K $2.47M
Aug 10, 2023 Q2 2023
Barr E S & CO

Lexington, KY
BUY
 -
188
+ 2.07%
$90.8K - $101K
9.26K $8.93M
Jul 13, 2023 Q2 2023
Zwj Investment Counsel Inc

BUY
 -
187
+ 11.34%
$90.3K - $101K
1.84K $1.77M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
187
+ 2.07%
$90.3K - $101K
9.22K $8.88M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
186
+ 17.5%
$89.8K - $100K
1.25K $1.2M
Jul 28, 2023 Q2 2023
Wood Trust Financial Corp

BUY
 -
184
+ 0.87%
$88.8K - $99.1K
21.4K $20.6M
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
184
+ 1.25%
$88.8K - $99.1K
14.9K $14.3M
Jul 20, 2023 Q2 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
183
+ 8.98%
$88.3K - $98.5K
2.22K $2.14M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
183
+ 12.91%
$88.3K - $98.5K
1.6K $1.54M
Aug 14, 2023 Q2 2023
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
183
+ 1.36%
$88.3K - $98.5K
13.7K $13.2M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
182
+ 1.75%
$87.9K - $98K
10.6K $10.2M
Jul 17, 2023 Q2 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
181
+ 4.15%
$87.4K - $97.4K
4.54K $4.38M
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
179
+ 1.54%
$86.4K - $96.4K
11.8K $11.3M
Jul 26, 2023 Q2 2023
Paragon Wealth Strategies, LLC

BUY
 -
179
+ 34.82%
$86.4K - $96.4K
693 $668K
Aug 03, 2023 Q2 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
179
+ 1.82%
$86.4K - $96.4K
9.99K $9.63M
Aug 07, 2023 Q2 2023
Hall Capital Management CO Inc

BUY
 -
177
+ 2.24%
$85.4K - $95.3K
8.07K $7.78M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
176
+ 9.01%
$85K - $94.8K
2.13K $2.05M
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
175
+ 18.84%
$84.5K - $94.2K
1.1K $1.06M
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
175
+ 17.68%
$84.5K - $94.2K
1.17K $1.12M
Jun 28, 2024 Q2 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
175
+ 6.23%
$84.5K - $94.2K
2.98K $2.88M
Jul 20, 2023 Q2 2023
Icici Prudential Asset Management CO LTD

BUY
 -
174
+ 6.12%
$84K - $93.7K
3.02K $2.91M
Aug 11, 2023 Q2 2023
Alapocas Investment Partners, Inc.

Beverly, MA
BUY
 -
174
+ 1.22%
$84K - $93.7K
14.4K $13.9M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
173
+ 1.97%
$83.5K - $93.1K
8.96K $8.64M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
173
+ 7.24%
$83.5K - $93.1K
2.56K $2.47M
Jul 27, 2023 Q2 2023
Nikulski Financial, Inc.

BUY
 -
171
+ 1.58%
$82.6K - $92.1K
11K $10.6M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
168
+ 5.35%
$81.1K - $90.4K
3.31K $3.19M
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
166
+ 4.73%
$80.1K - $89.4K
3.68K $3.55M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
166
+ 30.35%
$80.1K - $89.4K
713 $687K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
166
+ 11.75%
$80.1K - $89.4K
1.58K $1.52M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
166
+ 11.75%
$80.1K - $89.4K
1.58K $1.52M
Jul 19, 2023 Q2 2023
Matrix Trust CO

BUY
 -
165
+ 5.46%
$79.7K - $88.8K
3.19K $3.07M
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
165
New
$79.7K - $88.8K
165 $159K
Aug 11, 2023 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
165
+ 9.15%
$79.7K - $88.8K
1.97K $1.9M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
165
+ 7.78%
$79.7K - $88.8K
2.29K $2.2M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
165
+ 5.03%
$79.7K - $88.8K
3.45K $3.32M
Oct 09, 2024 Q2 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
165
+ 7.85%
$79.7K - $88.8K
2.27K $2.19M
Aug 04, 2023 Q2 2023
United Capital Management Of Ks, Inc.

BUY
 -
164
+ 2.22%
$79.2K - $88.3K
7.56K $7.29M
Aug 07, 2023 Q2 2023
Investment Partners, Ltd.

BUY
 -
164
+ 8.27%
$79.2K - $88.3K
2.15K $2.07M
Aug 09, 2023 Q2 2023
Bordeaux Wealth Advisors LLC

BUY
 -
164
+ 14.07%
$79.2K - $88.3K
1.33K $1.28M
Aug 14, 2023 Q2 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
164
+ 2.7%
$79.2K - $88.3K
6.25K $6.02M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
163
New
$78.7K - $87.8K
163 $157K
Aug 09, 2023 Q2 2023
Equitable Trust CO

BUY
 -
161
+ 18.53%
$77.7K - $86.7K
1.03K $993K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
160
+ 9.79%
$77.2K - $86.1K
1.79K $1.73M

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