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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
520+ 39.01% |
$243K - $292K
|
1.85K
$1.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
520+ 5.44% |
$243K - $292K
|
10.1K
$10.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
520New |
$243K - $292K
|
520
$523K
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
520+ 4.22% |
$243K - $292K
|
12.8K
$12.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
520+ 3.95% |
$243K - $292K
|
13.7K
$13.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
519New |
$242K - $291K
|
519
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
514+ 108.44% |
$240K - $288K
|
988
$994K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
512+ 17.16% |
$239K - $287K
|
3.5K
$3.52M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
507+ 40.4% |
$236K - $284K
|
1.76K
$1.77M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
505+ 25.22% |
$236K - $283K
|
2.51K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
502+ 2.76% |
$234K - $282K
|
18.7K
$18.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
500+ 72.25% |
$233K - $280K
|
1.19K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$233K - $280K
|
500
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
500+ 4.65% |
$233K - $280K
|
11.2K
$11.3M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
495+ 9.52% |
$231K - $278K
|
5.7K
$5.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
494+ 2.92% |
$230K - $277K
|
17.4K
$17.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
493+ 35.34% |
$230K - $277K
|
1.89K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
492New |
$229K - $276K
|
492
$495K
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
491New |
$229K - $275K
|
491
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
490+ 5.03% |
$229K - $275K
|
10.2K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
480New |
$224K - $269K
|
480
$483K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
478New |
$223K - $268K
|
478
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
478+ 4.43% |
$223K - $268K
|
11.3K
$11.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
473+ 4.82% |
$221K - $265K
|
10.3K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
472New |
$220K - $265K
|
472
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
471+ 11.5% |
$220K - $264K
|
4.57K
$4.59M
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
470+ 3.25% |
$219K - $264K
|
14.9K
$15M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
469+ 2.56% |
$219K - $263K
|
18.8K
$18.9M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
469+ 11.66% |
$219K - $263K
|
4.49K
$4.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
467+ 31.6% |
$218K - $262K
|
1.95K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
461+ 2.37% |
$215K - $259K
|
19.9K
$20.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
460New |
$215K - $258K
|
460
$463K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
460+ 5.32% |
$215K - $258K
|
9.11K
$9.16M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
456New |
$213K - $256K
|
456
$459K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
452New |
$211K - $254K
|
452
$455K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
452+ 1.35% |
$211K - $254K
|
34K
$34.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
450+ 3.88% |
$210K - $252K
|
12K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
450New |
$210K - $252K
|
450
$453K
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
BUY
|
- |
449New |
$209K - $252K
|
449
$452K
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
447New |
$208K - $251K
|
447
$450K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
441New |
$206K - $247K
|
441
$444K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
441+ 16.93% |
$206K - $247K
|
3.05K
$3.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
440+ 79.42% |
$205K - $247K
|
994
$1M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
438New |
$204K - $246K
|
438
$441K
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
437+ 13.73% |
$204K - $245K
|
3.62K
$3.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
437New |
$204K - $245K
|
437
$440K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
436+ 100.0% |
$203K - $245K
|
872
$877K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
436+ 2.0% |
$203K - $245K
|
22.2K
$22.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
435New |
$203K - $244K
|
435
$438K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
434+ 4.0% |
$202K - $243K
|
11.3K
$11.3M
|