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 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
16+ 23.53% |
$7.72K - $8.61K
|
84
$80.7K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15+ 1.22% |
$7.24K - $8.08K
|
1.24K
$1.2M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15+ 23.44% |
$7.24K - $8.08K
|
79
$75.9K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 0.72% |
$7.24K - $8.08K
|
2.09K
$2.01M
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$7.24K - $8.08K
|
12.5K
$12M
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
15+ 0.97% |
$7.24K - $8.08K
|
1.57K
$1.51M
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15+ 1.01% |
$7.24K - $8.08K
|
1.5K
$1.44M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
15+ 1.29% |
$7.24K - $8.08K
|
1.18K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15+ 0.19% |
$7.24K - $8.08K
|
7.82K
$7.52M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
15+ 2.16% |
$7.24K - $8.08K
|
708
$680K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
14+ 0.55% |
$6.76K - $7.54K
|
2.56K
$2.46M
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
14+ 0.75% |
$6.76K - $7.54K
|
1.89K
$1.81M
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 3.18% |
$6.76K - $7.54K
|
454
$436K
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
14+ 0.2% |
$6.76K - $7.54K
|
7.09K
$6.81M
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14+ 0.1% |
$6.76K - $7.54K
|
14.1K
$13.5M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
14+ 5.36% |
$6.76K - $7.54K
|
275
$264K
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
14+ 2.69% |
$6.76K - $7.54K
|
534
$513K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
14+ 1.13% |
$6.76K - $7.54K
|
1.25K
$1.2M
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
14+ 0.1% |
$6.76K - $7.54K
|
14.1K
$13.5M
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13+ 0.24% |
$6.28K - $7K
|
5.45K
$5.24M
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
13+ 0.78% |
$6.28K - $7K
|
1.69K
$1.62M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 2.62% |
$6.28K - $7K
|
510
$490K
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
13+ 2.12% |
$6.28K - $7K
|
626
$602K
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
13+ 2.25% |
$6.28K - $7K
|
590
$567K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.22% |
$6.28K - $7K
|
5.94K
$5.71M
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
12+ 0.65% |
$5.79K - $6.46K
|
1.85K
$1.77M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
12+ 0.56% |
$5.79K - $6.46K
|
2.16K
$2.07M
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.35% |
$5.79K - $6.46K
|
3.42K
$3.28M
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12+ 0.77% |
$5.79K - $6.46K
|
1.57K
$1.51M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.2% |
$5.79K - $6.46K
|
5.93K
$5.7M
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.71% |
$5.79K - $6.46K
|
1.7K
$1.63M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 10.08% |
$5.79K - $6.46K
|
131
$126K
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
12+ 2.13% |
$5.79K - $6.46K
|
575
$553K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
12+ 0.24% |
$5.79K - $6.46K
|
4.92K
$4.73M
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
12+ 0.41% |
$5.79K - $6.46K
|
2.96K
$2.84M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12+ 109.09% |
$5.79K - $6.46K
|
23
$22.1K
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
11+ 2.24% |
$5.31K - $5.92K
|
502
$482K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
11+ 1.97% |
$5.31K - $5.92K
|
569
$547K
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
11+ 0.2% |
$5.31K - $5.92K
|
5.65K
$5.43M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 0.34% |
$5.31K - $5.92K
|
3.25K
$3.12M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
11+ 0.25% |
$5.31K - $5.92K
|
4.49K
$4.31M
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
10+ 0.07% |
$4.83K - $5.38K
|
14.1K
$13.6M
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
10+ 0.68% |
$4.83K - $5.38K
|
1.48K
$1.42M
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10+ 1.48% |
$4.83K - $5.38K
|
686
$659K
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
10+ 0.31% |
$4.83K - $5.38K
|
3.21K
$3.08M
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.3% |
$4.83K - $5.38K
|
3.3K
$3.17M
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
10+ 0.1% |
$4.83K - $5.38K
|
9.93K
$9.55M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 1.32% |
$4.83K - $5.38K
|
767
$737K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10+ 2.74% |
$4.83K - $5.38K
|
375
$360K
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
10+ 2.4% |
$4.83K - $5.38K
|
427
$410K
|