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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
79+ 5.06% |
$36.8K - $44.3K
|
1.64K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
79+ 3.16% |
$36.8K - $44.3K
|
2.58K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
79+ 2.83% |
$36.8K - $44.3K
|
2.88K
$2.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 7.45% |
$36.4K - $43.8K
|
1.13K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78+ 0.66% |
$36.4K - $43.8K
|
12K
$12M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 8.05% |
$35.9K - $43.2K
|
1.03K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
77+ 10.35% |
$35.9K - $43.2K
|
821
$826K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
77+ 8.31% |
$35.9K - $43.2K
|
1K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
77+ 17.42% |
$35.9K - $43.2K
|
519
$522K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76+ 2.54% |
$35.4K - $42.6K
|
3.07K
$3.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
76+ 0.39% |
$35.4K - $42.6K
|
19.6K
$19.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
76+ 0.85% |
$35.4K - $42.6K
|
8.97K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
76+ 0.69% |
$35.4K - $42.6K
|
11.1K
$11.1M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
75+ 7.3% |
$35K - $42.1K
|
1.1K
$1.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
75+ 4.53% |
$35K - $42.1K
|
1.73K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
75+ 5.07% |
$35K - $42.1K
|
1.55K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
75New |
$35K - $42.1K
|
75
$75.4K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75+ 17.86% |
$35K - $42.1K
|
495
$498K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
74+ 0.66% |
$34.5K - $41.5K
|
11.3K
$11.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
73+ 1.25% |
$34K - $41K
|
5.89K
$5.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
73+ 0.47% |
$34K - $41K
|
15.5K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
73+ 1.31% |
$34K - $41K
|
5.65K
$5.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
72+ 2.32% |
$33.6K - $40.4K
|
3.18K
$3.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
72+ 0.68% |
$33.6K - $40.4K
|
10.7K
$10.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
72+ 5.24% |
$33.6K - $40.4K
|
1.45K
$1.46M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
71+ 0.35% |
$33.1K - $39.8K
|
20.2K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
71+ 6.92% |
$33.1K - $39.8K
|
1.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
71+ 56.8% |
$33.1K - $39.8K
|
196
$197K
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
70+ 3.09% |
$32.6K - $39.3K
|
2.34K
$2.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 2.54% |
$32.6K - $39.3K
|
2.83K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
70+ 4.23% |
$32.6K - $39.3K
|
1.72K
$1.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
69+ 3.46% |
$32.2K - $38.7K
|
2.06K
$2.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
69+ 0.79% |
$32.2K - $38.7K
|
8.8K
$8.85M
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
68+ 0.23% |
$31.7K - $38.1K
|
30.2K
$30.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
68+ 0.95% |
$31.7K - $38.1K
|
7.21K
$7.25M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
68+ 1.23% |
$31.7K - $38.1K
|
5.59K
$5.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
67+ 7.15% |
$31.2K - $37.6K
|
1K
$1.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
66+ 0.58% |
$30.8K - $37K
|
11.5K
$11.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
66+ 0.35% |
$30.8K - $37K
|
19K
$19.1M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 4.56% |
$30.8K - $37K
|
1.51K
$1.52M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
65+ 9.21% |
$30.3K - $36.5K
|
771
$775K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
65+ 12.31% |
$30.3K - $36.5K
|
593
$596K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
65+ 6.83% |
$30.3K - $36.5K
|
1.02K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
65+ 4.66% |
$30.3K - $36.5K
|
1.46K
$1.47M
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
65+ 32.18% |
$30.3K - $36.5K
|
267
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
65+ 5.13% |
$30.3K - $36.5K
|
1.33K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
65+ 0.45% |
$30.3K - $36.5K
|
14.6K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
65+ 3.28% |
$30.3K - $36.5K
|
2.05K
$2.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
64+ 6.58% |
$29.8K - $35.9K
|
1.04K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
64+ 3.73% |
$29.8K - $35.9K
|
1.78K
$1.79M
|