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 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117+ 5.31% |
$56.5K - $63K
|
2.32K
$2.25M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
116+ 0.36% |
$56K - $62.5K
|
31.9K
$31M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
116+ 0.31% |
$56K - $62.5K
|
37.9K
$36.8M
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
115+ 5.01% |
$55.5K - $61.9K
|
2.41K
$2.34M
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
115+ 5.44% |
$55.5K - $61.9K
|
2.23K
$2.16M
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
114+ 3.68% |
$55K - $61.4K
|
3.21K
$3.12M
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
114+ 3.66% |
$55K - $61.4K
|
3.23K
$3.14M
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
111+ 3.68% |
$53.6K - $59.8K
|
3.12K
$3.03M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
111+ 1.33% |
$53.6K - $59.8K
|
8.49K
$8.24M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
111+ 9.13% |
$53.6K - $59.8K
|
1.33K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
110+ 0.34% |
$53.1K - $59.2K
|
32.9K
$32M
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
109+ 8.84% |
$52.6K - $58.7K
|
1.34K
$1.3M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
108+ 0.67% |
$52.1K - $58.1K
|
16.3K
$15.8M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107+ 8.36% |
$51.7K - $57.6K
|
1.39K
$1.35M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
107+ 13.36% |
$51.7K - $57.6K
|
908
$882K
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 7.37% |
$51.7K - $57.6K
|
1.56K
$1.51M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
106+ 2.15% |
$51.2K - $57.1K
|
5.04K
$4.9M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
105+ 5.97% |
$50.7K - $56.5K
|
1.86K
$1.81M
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
105+ 1.87% |
$50.7K - $56.5K
|
5.72K
$5.56M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
105+ 10.91% |
$50.7K - $56.5K
|
1.07K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
105+ 1.38% |
$50.7K - $56.5K
|
7.72K
$7.5M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
105+ 20.11% |
$50.7K - $56.5K
|
627
$609K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
105+ 2.98% |
$50.7K - $56.5K
|
3.63K
$3.53M
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
105+ 3.18% |
$50.7K - $56.5K
|
3.41K
$3.31M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
104+ 1.62% |
$50.2K - $56K
|
6.52K
$6.33M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
104+ 0.51% |
$50.2K - $56K
|
20.7K
$20.1M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
103+ 6.52% |
$49.7K - $55.5K
|
1.68K
$1.64M
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
102+ 3.56% |
$49.2K - $54.9K
|
2.97K
$2.88M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
102+ 1.48% |
$49.2K - $54.9K
|
7.01K
$6.81M
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.97% |
$49.2K - $54.9K
|
5.28K
$5.13M
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
102+ 2.38% |
$49.2K - $54.9K
|
4.38K
$4.26M
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
101+ 1.6% |
$48.8K - $54.4K
|
6.41K
$6.23M
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
100+ 3.97% |
$48.3K - $53.8K
|
2.62K
$2.55M
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 1.55% |
$48.3K - $53.8K
|
6.55K
$6.36M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
100+ 15.43% |
$48.3K - $53.8K
|
748
$727K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 20.08% |
$48.3K - $53.8K
|
598
$581K
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
100+ 14.71% |
$48.3K - $53.8K
|
780
$758K
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
100+ 15.55% |
$48.3K - $53.8K
|
743
$722K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 59.88% |
$48.3K - $53.8K
|
267
$259K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
99+ 3.97% |
$47.8K - $53.3K
|
2.59K
$2.52M
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
98+ 3.25% |
$47.3K - $52.8K
|
3.12K
$3.03M
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
98+ 1.05% |
$47.3K - $52.8K
|
9.4K
$9.13M
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
98+ 9.7% |
$47.3K - $52.8K
|
1.11K
$1.08M
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
98+ 5.54% |
$47.3K - $52.8K
|
1.87K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
98+ 8.49% |
$47.3K - $52.8K
|
1.25K
$1.22M
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
98+ 2.34% |
$47.3K - $52.8K
|
4.29K
$4.17M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
96+ 5.39% |
$46.3K - $51.7K
|
1.88K
$1.82M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
96New |
$46.3K - $51.7K
|
96
$93.3K
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
96+ 1.87% |
$46.3K - $51.7K
|
5.23K
$5.08M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
95+ 2.68% |
$45.9K - $51.1K
|
3.65K
$3.54M
|