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
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
25New |
$12.1K - $13.5K
|
25
$24.1K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
24+ 0.2% |
$11.6K - $12.9K
|
12.2K
$11.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
23+ 0.08% |
$11.1K - $12.4K
|
28.1K
$27.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23+ 0.61% |
$11.1K - $12.4K
|
3.8K
$3.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
23+ 2.38% |
$11.1K - $12.4K
|
990
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 1.73% |
$11.1K - $12.4K
|
1.35K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23+ 2.35% |
$11.1K - $12.4K
|
1K
$967K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
22+ 0.41% |
$10.6K - $11.8K
|
5.45K
$5.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 2.61% |
$10.6K - $11.8K
|
864
$833K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.15% |
$10.6K - $11.8K
|
14.6K
$14.1M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
22+ 0.87% |
$10.6K - $11.8K
|
2.54K
$2.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
21+ 3.35% |
$10.1K - $11.3K
|
648
$625K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
21+ 0.19% |
$10.1K - $11.3K
|
11.2K
$10.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
21+ 3.99% |
$10.1K - $11.3K
|
547
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
21+ 2.36% |
$10.1K - $11.3K
|
909
$876K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.29% |
$10.1K - $11.3K
|
1.65K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
21+ 0.58% |
$10.1K - $11.3K
|
3.63K
$3.49M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
21+ 2.22% |
$10.1K - $11.3K
|
968
$933K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
20+ 3.72% |
$9.66K - $10.8K
|
558
$538K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20+ 1.72% |
$9.66K - $10.8K
|
1.18K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
20+ 1.26% |
$9.66K - $10.8K
|
1.61K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
20+ 2.61% |
$9.66K - $10.8K
|
785
$757K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 8.44% |
$9.66K - $10.8K
|
257
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 1.36% |
$9.66K - $10.8K
|
1.49K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20+ 3.8% |
$9.66K - $10.8K
|
546
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20+ 2.05% |
$9.66K - $10.8K
|
996
$960K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
19+ 0.06% |
$9.17K - $10.2K
|
31K
$29.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
19+ 0.13% |
$9.17K - $10.2K
|
14.4K
$13.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
19+ 2.4% |
$9.17K - $10.2K
|
812
$783K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
19+ 2.81% |
$9.17K - $10.2K
|
696
$671K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.87% |
$9.17K - $10.2K
|
2.21K
$2.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19+ 0.09% |
$9.17K - $10.2K
|
20.9K
$20.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
19+ 0.41% |
$9.17K - $10.2K
|
4.61K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19+ 1.76% |
$9.17K - $10.2K
|
1.1K
$1.06M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18+ 0.24% |
$8.69K - $9.69K
|
7.54K
$7.26M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
18+ 3.57% |
$8.69K - $9.69K
|
522
$503K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
18+ 0.33% |
$8.69K - $9.69K
|
5.54K
$5.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 0.85% |
$8.69K - $9.69K
|
2.13K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 1.2% |
$8.69K - $9.69K
|
1.52K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
18+ 0.04% |
$8.69K - $9.69K
|
43.7K
$42.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
18+ 1.96% |
$8.69K - $9.69K
|
935
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 6.29% |
$8.69K - $9.69K
|
304
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
17+ 0.22% |
$8.21K - $9.15K
|
7.9K
$7.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 0.55% |
$8.21K - $9.15K
|
3.09K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
17+ 2.05% |
$8.21K - $9.15K
|
845
$815K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17+ 1.91% |
$8.21K - $9.15K
|
909
$876K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 35.56% |
$7.72K - $8.61K
|
61
$58.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
16+ 1.99% |
$7.72K - $8.61K
|
822
$792K
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
16+ 0.19% |
$7.72K - $8.61K
|
8.57K
$8.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
16+ 23.53% |
$7.72K - $8.61K
|
84
$81K
|