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 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
100+ 5.95% |
$46.6K - $56.1K
|
1.78K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 23.92% |
$46.6K - $56.1K
|
518
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 26.39% |
$46.6K - $56.1K
|
479
$482K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
99+ 3.41% |
$46.2K - $55.5K
|
3K
$3.02M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
98+ 1.75% |
$45.7K - $55K
|
5.71K
$5.75M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
98+ 15.99% |
$45.7K - $55K
|
711
$715K
|
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
98+ 3.74% |
$45.7K - $55K
|
2.72K
$2.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
98+ 0.48% |
$45.7K - $55K
|
20.5K
$20.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
97+ 0.32% |
$45.2K - $54.4K
|
30K
$30.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
97+ 1.95% |
$45.2K - $54.4K
|
5.08K
$5.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
97+ 15.09% |
$45.2K - $54.4K
|
740
$744K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 47.5% |
$44.3K - $53.3K
|
295
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
BUY
|
- |
94+ 0.64% |
$43.8K - $52.7K
|
14.8K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
94+ 1.55% |
$43.8K - $52.7K
|
6.15K
$6.18M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
93+ 1.14% |
$43.4K - $52.2K
|
8.28K
$8.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
93+ 3.42% |
$43.4K - $52.2K
|
2.81K
$2.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
93+ 0.05% |
$43.4K - $52.2K
|
171K
$172M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
92+ 0.12% |
$42.9K - $51.6K
|
75.4K
$75.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
92+ 1.42% |
$42.9K - $51.6K
|
6.57K
$6.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
92+ 19.01% |
$42.9K - $51.6K
|
576
$579K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
91+ 20.18% |
$42.4K - $51K
|
542
$545K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
91+ 0.19% |
$42.4K - $51K
|
47.4K
$47.7M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
91+ 4.87% |
$42.4K - $51K
|
1.96K
$1.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
91+ 14.58% |
$42.4K - $51K
|
715
$719K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
89+ 6.66% |
$41.5K - $49.9K
|
1.43K
$1.43M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
89+ 12.95% |
$41.5K - $49.9K
|
776
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
88+ 10.02% |
$41K - $49.4K
|
966
$972K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
88+ 2.82% |
$41K - $49.4K
|
3.21K
$3.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
87+ 12.41% |
$40.6K - $48.8K
|
788
$793K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
86+ 3.84% |
$40.1K - $48.2K
|
2.33K
$2.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
85New |
$39.6K - $47.7K
|
85
$85.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
84+ 38.89% |
$39.2K - $47.1K
|
300
$302K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
83+ 1.84% |
$38.7K - $46.6K
|
4.58K
$4.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
83+ 3.26% |
$38.7K - $46.6K
|
2.63K
$2.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
83+ 17.15% |
$38.7K - $46.6K
|
567
$570K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
82+ 5.4% |
$38.2K - $46K
|
1.6K
$1.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82+ 3.51% |
$38.2K - $46K
|
2.42K
$2.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
82+ 5.52% |
$38.2K - $46K
|
1.57K
$1.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
82+ 5.98% |
$38.2K - $46K
|
1.45K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
82+ 2.49% |
$38.2K - $46K
|
3.38K
$3.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
81+ 6.04% |
$37.8K - $45.4K
|
1.42K
$1.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
80+ 4.92% |
$37.3K - $44.9K
|
1.71K
$1.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
80+ 7.01% |
$37.3K - $44.9K
|
1.22K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
80+ 0.53% |
$37.3K - $44.9K
|
15.3K
$15.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
80+ 2.71% |
$37.3K - $44.9K
|
3.03K
$3.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
80+ 4.8% |
$37.3K - $44.9K
|
1.75K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
80+ 5.87% |
$37.3K - $44.9K
|
1.44K
$1.45M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
80+ 2.1% |
$37.3K - $44.9K
|
3.89K
$3.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 0.94% |
$36.8K - $44.3K
|
8.52K
$8.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
79+ 0.36% |
$36.8K - $44.3K
|
22.1K
$22.2M
|