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 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
35+ 5.94% |
$16.9K - $18.8K
|
624
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
35+ 2.05% |
$16.9K - $18.8K
|
1.74K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
35+ 2.7% |
$16.9K - $18.8K
|
1.33K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
35+ 7.73% |
$16.9K - $18.8K
|
488
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35+ 3.4% |
$16.9K - $18.8K
|
1.06K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
34+ 4.0% |
$16.4K - $18.3K
|
883
$851K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
34+ 4.06% |
$16.4K - $18.3K
|
872
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
34+ 3.38% |
$16.4K - $18.3K
|
1.04K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 0.39% |
$15.9K - $17.8K
|
8.45K
$8.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
33+ 2.14% |
$15.9K - $17.8K
|
1.57K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
33+ 3.87% |
$15.9K - $17.8K
|
885
$853K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
33+ 3.76% |
$15.9K - $17.8K
|
911
$878K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
33+ 6.12% |
$15.9K - $17.8K
|
572
$551K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33+ 2.59% |
$15.9K - $17.8K
|
1.31K
$1.26M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 11.19% |
$15.9K - $17.8K
|
328
$316K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
32+ 1.0% |
$15.4K - $17.2K
|
3.23K
$3.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
32+ 6.34% |
$15.4K - $17.2K
|
537
$518K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
32+ 2.45% |
$15.4K - $17.2K
|
1.34K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
32+ 3.42% |
$15.4K - $17.2K
|
969
$934K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
32+ 6.15% |
$15.4K - $17.2K
|
552
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
32+ 4.48% |
$15.4K - $17.2K
|
747
$720K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32+ 3.03% |
$15.4K - $17.2K
|
1.09K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
32+ 1.42% |
$15.4K - $17.2K
|
2.28K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 1.21% |
$15.4K - $17.2K
|
2.67K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.43% |
$15.4K - $17.2K
|
7.48K
$7.21M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 6.82% |
$15.4K - $17.2K
|
501
$483K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
31+ 0.47% |
$15K - $16.7K
|
6.61K
$6.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
31+ 4.9% |
$15K - $16.7K
|
664
$640K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
30+ 0.37% |
$14.5K - $16.2K
|
8.13K
$7.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
30+ 1.78% |
$14.5K - $16.2K
|
1.71K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
30+ 6.48% |
$14.5K - $16.2K
|
493
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30+ 6.54% |
$14.5K - $16.2K
|
489
$471K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
29+ 0.9% |
$14K - $15.6K
|
3.25K
$3.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29+ 4.69% |
$14K - $15.6K
|
647
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29+ 0.4% |
$14K - $15.6K
|
7.26K
$7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
28+ 1.0% |
$13.5K - $15.1K
|
2.83K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
28+ 0.55% |
$13.5K - $15.1K
|
5.14K
$4.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
28+ 0.24% |
$13.5K - $15.1K
|
11.6K
$11.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
27+ 1.9% |
$13K - $14.5K
|
1.45K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
27+ 0.3% |
$13K - $14.5K
|
8.88K
$8.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
27+ 0.85% |
$13K - $14.5K
|
3.21K
$3.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
26+ 3.67% |
$12.6K - $14K
|
734
$708K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
26+ 2.18% |
$12.6K - $14K
|
1.22K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.65% |
$12.6K - $14K
|
1.6K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
26+ 0.2% |
$12.6K - $14K
|
12.9K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 3.79% |
$12.6K - $14K
|
712
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
26+ 1.51% |
$12.6K - $14K
|
1.75K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
25+ 2.83% |
$12.1K - $13.5K
|
907
$874K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.71% |
$12.1K - $13.5K
|
463
$446K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
25+ 1.31% |
$12.1K - $13.5K
|
1.93K
$1.86M
|