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 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 3.23% |
$2.41K - $2.69K
|
150
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5- 0.79% |
$2.41K - $2.69K
|
625
$601K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-5- 0.42% |
$2.41K - $2.69K
|
1.18K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-5- 0.08% |
$2.41K - $2.69K
|
6.31K
$6.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-5- 0.75% |
$2.41K - $2.69K
|
661
$635K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-5- 0.85% |
$2.41K - $2.69K
|
580
$557K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-5- 2.02% |
$2.41K - $2.69K
|
243
$233K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 41.67% |
$2.41K - $2.69K
|
7
$6.73K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-5- 0.12% |
$2.41K - $2.69K
|
4.33K
$4.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-5- 0.58% |
$2.41K - $2.69K
|
859
$825K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5- 0.86% |
$2.41K - $2.69K
|
577
$554K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.3% |
$2.41K - $2.69K
|
1.69K
$1.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 1.04% |
$2.41K - $2.69K
|
476
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.38% |
$2.41K - $2.69K
|
1.32K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$2.41K - $2.69K
|
7.06K
$6.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-6- 1.28% |
$2.9K - $3.23K
|
461
$443K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 0.06% |
$2.9K - $3.23K
|
10.8K
$10.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-6- 0.24% |
$2.9K - $3.23K
|
2.48K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-6- 0.14% |
$2.9K - $3.23K
|
4.28K
$4.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7- 1.27% |
$3.38K - $3.77K
|
545
$524K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7- 0.54% |
$3.38K - $3.77K
|
1.29K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.6% |
$3.38K - $3.77K
|
1.16K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-7- 0.11% |
$3.38K - $3.77K
|
6.4K
$6.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7- 0.05% |
$3.38K - $3.77K
|
14.9K
$14.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-7- 0.03% |
$3.38K - $3.77K
|
20.1K
$19.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-8- 0.68% |
$3.86K - $4.31K
|
1.16K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8- 0.93% |
$3.86K - $4.31K
|
848
$815K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 4.0% |
$3.86K - $4.31K
|
192
$184K
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-8- 0.04% |
$3.86K - $4.31K
|
18.6K
$17.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-8- 1.09% |
$3.86K - $4.31K
|
727
$699K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8- 0.71% |
$3.86K - $4.31K
|
1.11K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8- 1.37% |
$3.86K - $4.31K
|
576
$553K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8- 0.05% |
$3.86K - $4.31K
|
17.2K
$16.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8- 1.8% |
$3.86K - $4.31K
|
437
$420K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-8- 0.56% |
$3.86K - $4.31K
|
1.42K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8- 0.58% |
$3.86K - $4.31K
|
1.38K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 0.26% |
$3.86K - $4.31K
|
3.13K
$3M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-8- 1.02% |
$3.86K - $4.31K
|
778
$748K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-9- 0.05% |
$4.34K - $4.85K
|
18.8K
$18.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-9- 0.08% |
$4.34K - $4.85K
|
11.1K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-9- 0.64% |
$4.34K - $4.85K
|
1.4K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-9- 0.72% |
$4.34K - $4.85K
|
1.24K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 0.62% |
$4.34K - $4.85K
|
1.44K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-9- 1.09% |
$4.34K - $4.85K
|
820
$788K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-10- 1.32% |
$4.83K - $5.38K
|
749
$720K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-10- 0.69% |
$4.83K - $5.38K
|
1.43K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-10- 1.2% |
$4.83K - $5.38K
|
820
$788K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.63% |
$4.83K - $5.38K
|
1.57K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-10- 0.74% |
$4.83K - $5.38K
|
1.33K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10- 0.89% |
$4.83K - $5.38K
|
1.12K
$1.07M
|