Purchases and Sales Made in Q2 2023 in Costco Wholesale Corp (COST)

COST Quotes by TradingView

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 10, 2023 Q2 2023
Peak Financial Advisors LLC

BUY
 -
961
+ 27.22%
$464K - $517K
4.49K $4.17M
Jul 24, 2023 Q2 2023
Annex Advisory Services, LLC

BUY
 -
958
+ 3.93%
$462K - $516K
25.3K $23.5M
Aug 07, 2023 Q2 2023
Slate Stone Wealth, LLC

BUY
 -
957
+ 8.04%
$462K - $515K
12.9K $11.9M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
955
+ 22.8%
$461K - $514K
5.14K $4.77M
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
954
New
$461K - $514K
954 $885K
Aug 14, 2023 Q2 2023
Family Management Corp

New York, NY
BUY
 -
952
New
$460K - $513K
952 $884K
Jul 24, 2023 Q2 2023
Vantage Investment Partners, LLC

BUY
 -
934
+ 14.44%
$451K - $503K
7.4K $6.87M
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
927
+ 24.44%
$448K - $499K
4.72K $4.38M
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
924
+ 28.81%
$446K - $497K
4.13K $3.83M
Aug 10, 2023 Q2 2023
First Western Trust Bank

Denver, CO
BUY
 -
902
+ 3.75%
$435K - $486K
25K $23.2M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
877
+ 40.85%
$423K - $472K
3.02K $2.81M
Jul 18, 2023 Q2 2023
S.E.E.D. Planning Group LLC

BUY
 -
872
+ 6.19%
$421K - $469K
15K $13.9M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
868
+ 47.74%
$419K - $467K
2.69K $2.49M
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
867
New
$419K - $467K
867 $805K
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
866
+ 12.29%
$418K - $466K
7.91K $7.34M
Aug 14, 2023 Q2 2023
Caisse De Depot Et Placement Du Quebec

Montreal, A8
BUY
 -
864
+ 0.21%
$417K - $465K
415K $386M
Jul 18, 2023 Q2 2023
Absher Wealth Management, LLC

BUY
 -
856
+ 1.82%
$413K - $461K
47.9K $44.5M
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
856
+ 10.41%
$413K - $461K
9.08K $8.43M
Jul 20, 2023 Q2 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
848
New
$409K - $457K
848 $787K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
845
+ 6.48%
$408K - $455K
13.9K $12.9M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
844
+ 9.85%
$407K - $454K
9.41K $8.74M
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
842
New
$406K - $453K
842 $781K
Aug 10, 2023 Q2 2023
True North Advisors, LLC

BUY
 -
832
+ 16.44%
$402K - $448K
5.89K $5.47M
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
825
New
$398K - $444K
825 $766K
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
821
New
$396K - $442K
821 $762K
Aug 10, 2023 Q2 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
819
+ 5850.0%
$395K - $441K
833 $773K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
815
+ 147.91%
$393K - $439K
1.37K $1.27M
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia Trust CO

BUY
 -
814
+ 3.15%
$393K - $438K
26.6K $24.7M
Jul 07, 2023 Q2 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
813
+ 15.64%
$392K - $438K
6.01K $5.58M
Jul 19, 2023 Q2 2023
Caldwell Investment Management Ltd.

BUY
 -
800
+ 26.67%
$386K - $431K
3.8K $3.53M
Aug 02, 2023 Q2 2023
Fjarde Ap Fonden

BUY
 -
800
+ 0.87%
$386K - $431K
92.5K $85.8M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
800
New
$386K - $431K
800 $742K
Jul 25, 2023 Q2 2023
Camelot Portfolios, LLC

BUY
 -
798
New
$385K - $430K
798 $741K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
794
+ 5.09%
$383K - $427K
16.4K $15.2M
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
780
+ 0.61%
$377K - $420K
128K $119M
Aug 15, 2023 Q2 2023
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
776
New
$375K - $418K
776 $720K
Aug 14, 2023 Q2 2023
Marketfield Asset Management LLC

BUY
 -
767
+ 12.06%
$370K - $413K
7.13K $6.61M
Oct 20, 2023 Q2 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
757
New
$365K - $408K
757 $703K
Aug 02, 2023 Q2 2023
Nichols & Pratt Advisers LLP

BUY
 -
755
+ 20.18%
$364K - $406K
4.5K $4.17M
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
755
+ 45.07%
$364K - $406K
2.43K $2.26M
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
747
+ 9.0%
$361K - $402K
9.05K $8.4M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
743
+ 67.3%
$359K - $400K
1.85K $1.71M
Jul 12, 2023 Q2 2023
Sage Capital Advisors,Llc

BUY
 -
738
+ 9.79%
$356K - $397K
8.28K $7.68M
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
737
+ 0.84%
$356K - $397K
88.8K $82.4M
Jul 14, 2023 Q2 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
735
+ 15.28%
$355K - $396K
5.55K $5.15M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
732
+ 26.31%
$353K - $394K
3.51K $3.26M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
731
+ 3.54%
$353K - $394K
21.4K $19.9M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
729
+ 19.11%
$352K - $392K
4.54K $4.22M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
726
New
$350K - $391K
726 $674K

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