Purchases and Sales Made in Q3 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
632+ 2.65% |
$295K - $355K
|
24.5K
$24.6M
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
625New |
$292K - $351K
|
625
$629K
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
623+ 2.55% |
$291K - $349K
|
25.1K
$25.2M
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
623+ 0.83% |
$291K - $349K
|
75.5K
$75.9M
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
616+ 8.05% |
$287K - $346K
|
8.27K
$8.32M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
615+ 30.39% |
$287K - $345K
|
2.64K
$2.65M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
613+ 8.92% |
$286K - $344K
|
7.49K
$7.53M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
612New |
$285K - $343K
|
612
$616K
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
607+ 3.38% |
$283K - $341K
|
18.6K
$18.7M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
606+ 16.99% |
$283K - $340K
|
4.17K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
602New |
$281K - $338K
|
602
$606K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
600+ 92.02% |
$280K - $337K
|
1.25K
$1.26M
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
596+ 38.78% |
$278K - $334K
|
2.13K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
596+ 2.73% |
$278K - $334K
|
22.4K
$22.5M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
595+ 14.86% |
$278K - $334K
|
4.6K
$4.62M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
594+ 13.71% |
$277K - $333K
|
4.93K
$4.96M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
586+ 3.28% |
$273K - $329K
|
18.4K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
583New |
$272K - $327K
|
583
$586K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
577+ 5.34% |
$269K - $324K
|
11.4K
$11.4M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
576+ 16.02% |
$269K - $323K
|
4.17K
$4.2M
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
576+ 49.44% |
$269K - $323K
|
1.74K
$1.75M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
575+ 1.26% |
$268K - $323K
|
46.1K
$46.3M
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
575+ 31.96% |
$268K - $323K
|
2.37K
$2.39M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
571+ 9.35% |
$266K - $320K
|
6.68K
$6.72M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
570+ 7.36% |
$266K - $320K
|
8.31K
$8.36M
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
568New |
$265K - $319K
|
568
$571K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
567+ 12.6% |
$264K - $318K
|
5.07K
$5.1M
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
567+ 1.85% |
$264K - $318K
|
31.2K
$31.4M
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
567New |
$264K - $318K
|
567
$570K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
561+ 21.23% |
$262K - $315K
|
3.2K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
558+ 18.18% |
$260K - $313K
|
3.63K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Steginsky Capital LLC
|
BUY
|
- |
557+ 0.38% |
$260K - $312K
|
149K
$149M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
553New |
$258K - $310K
|
553
$556K
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
552New |
$257K - $310K
|
552
$555K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
551+ 81.63% |
$257K - $309K
|
1.23K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
550New |
$257K - $309K
|
550
$553K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
548+ 7.03% |
$256K - $307K
|
8.34K
$8.39M
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
548+ 10.92% |
$256K - $307K
|
5.57K
$5.6M
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
546New |
$255K - $306K
|
546
$549K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
544+ 0.59% |
$254K - $305K
|
92.3K
$92.8M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
544New |
$254K - $305K
|
544
$547K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
543+ 45.48% |
$253K - $305K
|
1.74K
$1.75M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
542+ 2.1% |
$253K - $304K
|
26.3K
$26.4M
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
540+ 5.57% |
$252K - $303K
|
10.2K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
540+ 0.4% |
$252K - $303K
|
136K
$136M
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
530+ 3.86% |
$247K - $297K
|
14.2K
$14.3M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
526+ 13.02% |
$245K - $295K
|
4.57K
$4.59M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
526+ 35.47% |
$245K - $295K
|
2.01K
$2.02M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
523+ 1.55% |
$244K - $293K
|
34.3K
$34.5M
|
|
Oct 18, 2022
Q3 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
522+ 46.28% |
$243K - $293K
|
1.65K
$1.66M
|