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
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5+ 0.05% |
$2.41K - $2.69K
|
10.4K
$9.95M
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.12% |
$2.41K - $2.69K
|
4.02K
$3.86M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.35% |
$2.41K - $2.69K
|
1.44K
$1.38M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5+ 1.22% |
$2.41K - $2.69K
|
415
$399K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$1.93K - $2.15K
|
3.94K
$3.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
4+ 0.23% |
$1.93K - $2.15K
|
1.78K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4+ 0.55% |
$1.93K - $2.15K
|
732
$703K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.93K - $2.15K
|
2.04K
$1.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
4+ 0.18% |
$1.93K - $2.15K
|
2.27K
$2.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4+ 0.54% |
$1.93K - $2.15K
|
747
$718K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.87% |
$1.93K - $2.15K
|
462
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.93K - $2.15K
|
2.47K
$2.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
4+ 0.48% |
$1.93K - $2.15K
|
834
$801K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
4+ 0.05% |
$1.93K - $2.15K
|
8.74K
$8.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4+ 0.16% |
$1.93K - $2.15K
|
2.49K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.08% |
$1.93K - $2.15K
|
5.19K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.28% |
$1.93K - $2.15K
|
1.44K
$1.39M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
3+ 0.37% |
$1.45K - $1.62K
|
819
$787K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
3+ 0.02% |
$1.45K - $1.62K
|
14K
$13.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$1.45K - $1.62K
|
825
$793K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 3.45% |
$1.45K - $1.62K
|
90
$86.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.2% |
$1.45K - $1.62K
|
1.49K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3+ 0.13% |
$1.45K - $1.62K
|
2.4K
$2.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.15% |
$1.45K - $1.62K
|
1.98K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.45K - $1.62K
|
1.77K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.42% |
$1.45K - $1.62K
|
724
$696K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$1.45K - $1.62K
|
1.56K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 1.49% |
$1.45K - $1.62K
|
204
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3+ 0.08% |
$1.45K - $1.62K
|
3.58K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3+ 0.14% |
$1.45K - $1.62K
|
2.09K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.59% |
$1.45K - $1.62K
|
509
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$1.45K - $1.62K
|
2.9K
$2.79M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3+ 0.08% |
$1.45K - $1.62K
|
3.7K
$3.56M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$966 - $1.08K
|
860
$826K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2+ 0.4% |
$966 - $1.08K
|
508
$488K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$966 - $1.08K
|
2.16K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.19% |
$966 - $1.08K
|
1.06K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2+ 0.18% |
$966 - $1.08K
|
1.11K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.42% |
$966 - $1.08K
|
476
$457K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$966 - $1.08K
|
873
$839K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.08% |
$966 - $1.08K
|
2.4K
$2.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.29% |
$966 - $1.08K
|
693
$666K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.13% |
$966 - $1.08K
|
1.6K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2+ 0.28% |
$966 - $1.08K
|
729
$700K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.05% |
$966 - $1.08K
|
3.85K
$3.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$966 - $1.08K
|
2.5K
$2.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2+ 0.24% |
$966 - $1.08K
|
845
$812K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.09% |
$966 - $1.08K
|
2.24K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.05% |
$966 - $1.08K
|
4.36K
$4.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.05% |
$966 - $1.08K
|
4.07K
$3.91M
|