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 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
63+ 1050.0% |
$29.4K - $35.3K
|
69
$69.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
63+ 9.57% |
$29.4K - $35.3K
|
721
$725K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
63+ 7.64% |
$29.4K - $35.3K
|
888
$893K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
62+ 1.86% |
$28.9K - $34.8K
|
3.4K
$3.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
62+ 2.14% |
$28.9K - $34.8K
|
2.95K
$2.97M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
62+ 0.84% |
$28.9K - $34.8K
|
7.43K
$7.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
61+ 6.67% |
$28.5K - $34.2K
|
976
$982K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
61+ 4.55% |
$28.5K - $34.2K
|
1.4K
$1.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
60+ 2.09% |
$28K - $33.7K
|
2.93K
$2.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
60+ 7.01% |
$28K - $33.7K
|
916
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
60New |
$28K - $33.7K
|
60
$60.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
59+ 7.02% |
$27.5K - $33.1K
|
899
$904K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
58+ 3.51% |
$27.1K - $32.5K
|
1.71K
$1.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
56+ 0.96% |
$26.1K - $31.4K
|
5.87K
$5.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
55+ 0.58% |
$25.7K - $30.9K
|
9.55K
$9.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
55+ 6.43% |
$25.7K - $30.9K
|
910
$915K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
55+ 8.36% |
$25.7K - $30.9K
|
713
$717K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
55+ 68.75% |
$25.7K - $30.9K
|
135
$136K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
54+ 1.06% |
$25.2K - $30.3K
|
5.16K
$5.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
54+ 3.09% |
$25.2K - $30.3K
|
1.8K
$1.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54New |
$25.2K - $30.3K
|
54
$54.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
53+ 1.8% |
$24.7K - $29.7K
|
3.01K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53+ 12.07% |
$24.7K - $29.7K
|
492
$495K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
52+ 11.23% |
$24.3K - $29.2K
|
515
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
52+ 65.82% |
$24.3K - $29.2K
|
131
$132K
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
51+ 7.63% |
$23.8K - $28.6K
|
719
$723K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
51+ 9.39% |
$23.8K - $28.6K
|
594
$597K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
51+ 1.56% |
$23.8K - $28.6K
|
3.32K
$3.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
51+ 0.67% |
$23.8K - $28.6K
|
7.69K
$7.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
51+ 5.1% |
$23.8K - $28.6K
|
1.05K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
51+ 1.39% |
$23.8K - $28.6K
|
3.71K
$3.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51+ 2.59% |
$23.8K - $28.6K
|
2.02K
$2.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
51+ 1.69% |
$23.8K - $28.6K
|
3.06K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
51+ 0.57% |
$23.8K - $28.6K
|
8.97K
$9.02M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
51+ 2.56% |
$23.8K - $28.6K
|
2.04K
$2.05M
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
51+ 4.01% |
$23.8K - $28.6K
|
1.32K
$1.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
50+ 9.17% |
$23.3K - $28K
|
595
$598K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
BUY
|
- |
50+ 11.06% |
$23.3K - $28K
|
502
$505K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
50+ 2.02% |
$23.3K - $28K
|
2.52K
$2.53M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
50+ 8.94% |
$23.3K - $28K
|
609
$613K
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
50+ 11.01% |
$23.3K - $28K
|
504
$507K
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 3.39% |
$23.3K - $28K
|
1.52K
$1.53M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
50+ 4.74% |
$23.3K - $28K
|
1.1K
$1.11M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
50+ 1.13% |
$23.3K - $28K
|
4.49K
$4.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
50+ 0.17% |
$23.3K - $28K
|
30.3K
$30.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
50+ 9.33% |
$23.3K - $28K
|
586
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 7.27% |
$23.3K - $28K
|
738
$742K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
49+ 21.4% |
$22.9K - $27.5K
|
278
$280K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 5.65% |
$22.9K - $27.5K
|
916
$921K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
49+ 7.53% |
$22.9K - $27.5K
|
700
$704K
|