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
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
211New |
$98.4K - $118K
|
211
$212K
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
209+ 2.36% |
$97.5K - $117K
|
9.07K
$9.12M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
208+ 2.17% |
$97K - $117K
|
9.79K
$9.85M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
208+ 41.68% |
$97K - $117K
|
707
$711K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
206+ 0.88% |
$96.1K - $116K
|
23.6K
$23.7M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
206+ 4.33% |
$96.1K - $116K
|
4.96K
$4.99M
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
204New |
$95.1K - $114K
|
204
$205K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
202+ 3.33% |
$94.2K - $113K
|
6.27K
$6.3M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
201+ 11.97% |
$93.7K - $113K
|
1.88K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
201+ 11.82% |
$93.7K - $113K
|
1.9K
$1.91M
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
201+ 1.75% |
$93.7K - $113K
|
11.7K
$11.7M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
200+ 1.48% |
$93.3K - $112K
|
13.8K
$13.8M
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 3.31% |
$93.3K - $112K
|
6.25K
$6.29M
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
200+ 21.69% |
$93.3K - $112K
|
1.12K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
198+ 2.0% |
$92.3K - $111K
|
10.1K
$10.2M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
198+ 26.58% |
$92.3K - $111K
|
943
$948K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
197+ 3.1% |
$91.9K - $111K
|
6.56K
$6.6M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
196+ 41.0% |
$91.4K - $110K
|
674
$678K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
196+ 4.18% |
$91.4K - $110K
|
4.88K
$4.91M
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
194+ 5.45% |
$90.5K - $109K
|
3.76K
$3.78M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
194+ 38.72% |
$90.5K - $109K
|
695
$699K
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
193+ 0.8% |
$90K - $108K
|
24.2K
$24.3M
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
191+ 22.29% |
$89.1K - $107K
|
1.05K
$1.05M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
190+ 1.87% |
$88.6K - $107K
|
10.3K
$10.4M
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
190+ 8.52% |
$88.6K - $107K
|
2.42K
$2.44M
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
190+ 19.69% |
$88.6K - $107K
|
1.16K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
189+ 9.18% |
$88.1K - $106K
|
2.25K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
189+ 0.45% |
$88.1K - $106K
|
42.6K
$42.9M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
187+ 8.01% |
$87.2K - $105K
|
2.52K
$2.54M
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
187+ 25.62% |
$87.2K - $105K
|
917
$922K
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
187+ 2.04% |
$87.2K - $105K
|
9.35K
$9.41M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
185+ 0.25% |
$86.3K - $104K
|
73K
$73.4M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
183+ 1.82% |
$85.4K - $103K
|
10.2K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
182+ 6.8% |
$84.9K - $102K
|
2.86K
$2.88M
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
181+ 15.42% |
$84.4K - $102K
|
1.36K
$1.36M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
180+ 20.86% |
$84K - $101K
|
1.04K
$1.05M
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
179+ 0.69% |
$83.5K - $100K
|
26.2K
$26.4M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
178+ 15.74% |
$83K - $99.9K
|
1.31K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
178+ 9.56% |
$83K - $99.9K
|
2.04K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
177+ 31.11% |
$82.6K - $99.3K
|
746
$750K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
176+ 8.27% |
$82.1K - $98.7K
|
2.31K
$2.32M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
175+ 6.68% |
$81.6K - $98.2K
|
2.79K
$2.81M
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
174+ 3.54% |
$81.2K - $97.6K
|
5.09K
$5.12M
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
173+ 1.37% |
$80.7K - $97K
|
12.8K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
171+ 4.75% |
$79.8K - $95.9K
|
3.77K
$3.79M
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
170+ 3.69% |
$79.3K - $95.4K
|
4.77K
$4.8M
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
170+ 1.34% |
$79.3K - $95.4K
|
12.8K
$12.9M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
169+ 30.95% |
$78.8K - $94.8K
|
715
$719K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
169+ 5.79% |
$78.8K - $94.8K
|
3.09K
$3.11M
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
168+ 0.96% |
$78.4K - $94.2K
|
17.6K
$17.7M
|