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 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
10+ 0.48% |
$4.83K - $5.38K
|
2.11K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10+ 0.94% |
$4.83K - $5.38K
|
1.07K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
10+ 0.52% |
$4.83K - $5.38K
|
1.93K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
10+ 0.6% |
$4.83K - $5.38K
|
1.67K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10+ 0.41% |
$4.83K - $5.38K
|
2.47K
$2.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9+ 0.69% |
$4.34K - $4.85K
|
1.31K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 1.07% |
$4.34K - $4.85K
|
850
$817K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
9+ 0.14% |
$4.34K - $4.85K
|
6.46K
$6.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
9+ 0.76% |
$4.34K - $4.85K
|
1.19K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 0.95% |
$4.34K - $4.85K
|
955
$918K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
9+ 2.24% |
$4.34K - $4.85K
|
410
$394K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9+ 0.18% |
$4.34K - $4.85K
|
5.13K
$4.93M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.29% |
$3.86K - $4.31K
|
2.75K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 1.85% |
$3.86K - $4.31K
|
441
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
8+ 0.88% |
$3.86K - $4.31K
|
916
$880K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8+ 1.2% |
$3.86K - $4.31K
|
672
$646K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8+ 0.79% |
$3.86K - $4.31K
|
1.02K
$975K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.06% |
$3.86K - $4.31K
|
14.2K
$13.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.8% |
$3.86K - $4.31K
|
1.01K
$966K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8+ 0.17% |
$3.86K - $4.31K
|
4.81K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8+ 0.56% |
$3.86K - $4.31K
|
1.43K
$1.37M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.76% |
$3.86K - $4.31K
|
1.06K
$1.01M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
8+ 0.05% |
$3.86K - $4.31K
|
17.2K
$16.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.42% |
$3.38K - $3.77K
|
1.69K
$1.62M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
7+ 0.03% |
$3.38K - $3.77K
|
21.2K
$20.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 1.24% |
$3.38K - $3.77K
|
570
$548K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 0.29% |
$3.38K - $3.77K
|
2.39K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
7+ 0.25% |
$3.38K - $3.77K
|
2.85K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
7+ 0.25% |
$3.38K - $3.77K
|
2.86K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 1.2% |
$3.38K - $3.77K
|
591
$568K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
7+ 0.35% |
$3.38K - $3.77K
|
2.03K
$1.95M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 1.23% |
$3.38K - $3.77K
|
576
$553K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6+ 0.89% |
$2.9K - $3.23K
|
681
$654K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 1.12% |
$2.9K - $3.23K
|
544
$523K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 2.06% |
$2.9K - $3.23K
|
297
$285K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.59% |
$2.9K - $3.23K
|
1.02K
$975K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 1.08% |
$2.9K - $3.23K
|
560
$538K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.64% |
$2.9K - $3.23K
|
942
$905K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.05% |
$2.9K - $3.23K
|
12.8K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.15% |
$2.9K - $3.23K
|
3.92K
$3.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
6+ 0.47% |
$2.9K - $3.23K
|
1.28K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
6+ 0.67% |
$2.9K - $3.23K
|
907
$872K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5+ 0.39% |
$2.41K - $2.69K
|
1.28K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.97% |
$2.41K - $2.69K
|
519
$499K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
5+ 1.48% |
$2.41K - $2.69K
|
342
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5+ 0.96% |
$2.41K - $2.69K
|
527
$506K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.56% |
$2.41K - $2.69K
|
896
$861K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.9% |
$2.41K - $2.69K
|
559
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5+ 0.59% |
$2.41K - $2.69K
|
847
$814K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.23% |
$2.41K - $2.69K
|
2.18K
$2.09M
|