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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
64+ 2.21% |
$30.9K - $34.5K
|
2.96K
$2.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
64+ 1.49% |
$30.9K - $34.5K
|
4.37K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
64+ 0.51% |
$30.9K - $34.5K
|
12.6K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
63+ 2.92% |
$30.4K - $33.9K
|
2.22K
$2.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
62+ 1.52% |
$29.9K - $33.4K
|
4.15K
$4M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
62+ 2.73% |
$29.9K - $33.4K
|
2.34K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
62+ 0.32% |
$29.9K - $33.4K
|
19.5K
$18.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
61+ 87.14% |
$29.4K - $32.8K
|
131
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
61+ 0.88% |
$29.4K - $32.8K
|
6.97K
$6.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
60+ 8.3% |
$29K - $32.3K
|
783
$755K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60+ 2.33% |
$29K - $32.3K
|
2.63K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
60+ 1.13% |
$29K - $32.3K
|
5.39K
$5.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 3.89% |
$29K - $32.3K
|
1.6K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
60+ 3.43% |
$29K - $32.3K
|
1.81K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
59+ 0.17% |
$28.5K - $31.8K
|
34.4K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
59+ 3.44% |
$28.5K - $31.8K
|
1.78K
$1.71M
|
|
|
Jul 12, 2023
Q2 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
58+ 4.53% |
$28K - $31.2K
|
1.34K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
58+ 0.73% |
$28K - $31.2K
|
7.95K
$7.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58+ 0.83% |
$28K - $31.2K
|
7.05K
$6.79M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
58New |
$28K - $31.2K
|
58
$55.9K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
57+ 3.38% |
$27.5K - $30.7K
|
1.74K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
57+ 6.11% |
$27.5K - $30.7K
|
990
$954K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
57+ 1.99% |
$27.5K - $30.7K
|
2.93K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
57+ 1.45% |
$27.5K - $30.7K
|
3.99K
$3.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 10.31% |
$27K - $30.1K
|
599
$577K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
56+ 0.4% |
$27K - $30.1K
|
14.1K
$13.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
55+ 3.75% |
$26.6K - $29.6K
|
1.52K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
55+ 1.0% |
$26.6K - $29.6K
|
5.54K
$5.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
54+ 2.18% |
$26.1K - $29.1K
|
2.53K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
54+ 1.89% |
$26.1K - $29.1K
|
2.91K
$2.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.92% |
$25.6K - $28.5K
|
5.82K
$5.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
51+ 0.19% |
$24.6K - $27.5K
|
27.5K
$26.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
50+ 0.65% |
$24.1K - $26.9K
|
7.79K
$7.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
50+ 4.18% |
$24.1K - $26.9K
|
1.25K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
50+ 2.02% |
$24.1K - $26.9K
|
2.53K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 1.95% |
$24.1K - $26.9K
|
2.62K
$2.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.85% |
$24.1K - $26.9K
|
5.91K
$5.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
50+ 2.94% |
$24.1K - $26.9K
|
1.75K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
50+ 1.65% |
$24.1K - $26.9K
|
3.07K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
50+ 1.07% |
$24.1K - $26.9K
|
4.72K
$4.55M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
50+ 0.65% |
$24.1K - $26.9K
|
7.79K
$7.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
49+ 1.28% |
$23.7K - $26.4K
|
3.89K
$3.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
49+ 2.88% |
$23.7K - $26.4K
|
1.75K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
49+ 0.02% |
$23.7K - $26.4K
|
258K
$248M
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
48+ 1.11% |
$23.2K - $25.8K
|
4.38K
$4.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
48+ 19.35% |
$23.2K - $25.8K
|
296
$285K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
48+ 5.49% |
$23.2K - $25.8K
|
922
$889K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46+ 7.71% |
$22.2K - $24.8K
|
643
$620K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
45+ 10.2% |
$21.7K - $24.2K
|
486
$469K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
45+ 1.88% |
$21.7K - $24.2K
|
2.45K
$2.36M
|