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 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
95+ 23.28% |
$45.9K - $51.1K
|
503
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
95+ 9.14% |
$45.9K - $51.1K
|
1.13K
$1.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
94+ 2.92% |
$45.4K - $50.6K
|
3.31K
$3.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
94+ 8.94% |
$45.4K - $50.6K
|
1.15K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
93+ 2.88% |
$44.9K - $50.1K
|
3.33K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
93+ 0.89% |
$44.9K - $50.1K
|
10.6K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
93+ 9.54% |
$44.9K - $50.1K
|
1.07K
$1.03M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
93+ 7.45% |
$44.9K - $50.1K
|
1.34K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
92+ 5.21% |
$44.4K - $49.5K
|
1.86K
$1.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
91+ 0.39% |
$43.9K - $49K
|
23.2K
$22.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
90+ 3.6% |
$43.4K - $48.5K
|
2.59K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
90+ 3.26% |
$43.4K - $48.5K
|
2.85K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
89+ 18.16% |
$43K - $47.9K
|
579
$558K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
89+ 10.13% |
$43K - $47.9K
|
968
$933K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
89+ 1.06% |
$43K - $47.9K
|
8.5K
$8.2M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
89+ 0.78% |
$43K - $47.9K
|
11.5K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
89+ 11.76% |
$43K - $47.9K
|
846
$816K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
88+ 14.17% |
$42.5K - $47.4K
|
709
$683K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
88+ 4.58% |
$42.5K - $47.4K
|
2.01K
$1.94M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
88+ 3.42% |
$42.5K - $47.4K
|
2.66K
$2.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
87+ 1.67% |
$42K - $46.8K
|
5.31K
$5.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
87+ 6.79% |
$42K - $46.8K
|
1.37K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
87+ 4.54% |
$42K - $46.8K
|
2K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
86+ 1.11% |
$41.5K - $46.3K
|
7.84K
$7.56M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
86+ 4.91% |
$41.5K - $46.3K
|
1.84K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
86+ 3.3% |
$41.5K - $46.3K
|
2.69K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
86+ 5.6% |
$41.5K - $46.3K
|
1.62K
$1.56M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
85+ 2.52% |
$41K - $45.8K
|
3.45K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
85+ 1.96% |
$41K - $45.8K
|
4.43K
$4.27M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
85+ 12.9% |
$41K - $45.8K
|
744
$717K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84+ 2.83% |
$40.6K - $45.2K
|
3.05K
$2.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
84+ 4.47% |
$40.6K - $45.2K
|
1.96K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
84+ 2.89% |
$40.6K - $45.2K
|
3K
$2.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84+ 0.64% |
$40.6K - $45.2K
|
13.3K
$12.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
83+ 5.64% |
$40.1K - $44.7K
|
1.55K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
82+ 5.19% |
$39.6K - $44.1K
|
1.66K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
82+ 1.92% |
$39.6K - $44.1K
|
4.35K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
82+ 6.42% |
$39.6K - $44.1K
|
1.36K
$1.31M
|
|
|
Jul 06, 2023
Q2 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
81+ 0.68% |
$39.1K - $43.6K
|
12K
$11.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
81+ 1.41% |
$39.1K - $43.6K
|
5.84K
$5.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
81+ 3.79% |
$39.1K - $43.6K
|
2.22K
$2.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
80+ 12.31% |
$38.6K - $43.1K
|
730
$704K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
80+ 9.29% |
$38.6K - $43.1K
|
941
$907K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
80+ 2.26% |
$38.6K - $43.1K
|
3.63K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
80+ 7.1% |
$38.6K - $43.1K
|
1.21K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 5.28% |
$38.6K - $43.1K
|
1.6K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
80+ 41.67% |
$38.6K - $43.1K
|
272
$262K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
79+ 1.8% |
$38.1K - $42.5K
|
4.47K
$4.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
79+ 0.71% |
$38.1K - $42.5K
|
11.1K
$10.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
79+ 0.46% |
$38.1K - $42.5K
|
17.2K
$16.6M
|