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 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
28+ 6.25% |
$13.1K - $15.7K
|
476
$479K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27+ 0.93% |
$12.6K - $15.1K
|
2.92K
$2.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
27+ 1.88% |
$12.6K - $15.1K
|
1.46K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
27+ 5.88% |
$12.6K - $15.1K
|
486
$489K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
26+ 5.16% |
$12.1K - $14.6K
|
530
$533K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
26New |
$12.1K - $14.6K
|
26
$26.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
26+ 6.06% |
$12.1K - $14.6K
|
455
$458K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25+ 4.08% |
$11.7K - $14K
|
638
$642K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.31% |
$11.7K - $14K
|
421
$423K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 1.26% |
$11.7K - $14K
|
2K
$2.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
25+ 0.95% |
$11.7K - $14K
|
2.67K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
25+ 1.62% |
$11.7K - $14K
|
1.57K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
25+ 0.76% |
$11.7K - $14K
|
3.34K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.35% |
$11.7K - $14K
|
7.18K
$7.23M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 1.52% |
$11.7K - $14K
|
1.67K
$1.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.69% |
$11.2K - $13.5K
|
3.5K
$3.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
23+ 4.16% |
$10.7K - $12.9K
|
576
$579K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23+ 0.65% |
$10.7K - $12.9K
|
3.58K
$3.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
23+ 1.64% |
$10.7K - $12.9K
|
1.43K
$1.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
22+ 0.35% |
$10.3K - $12.3K
|
6.33K
$6.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
22+ 0.1% |
$10.3K - $12.3K
|
21K
$21.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
22+ 3.05% |
$10.3K - $12.3K
|
744
$748K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.49% |
$10.3K - $12.3K
|
1.5K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
22+ 3.26% |
$10.3K - $12.3K
|
696
$700K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 22.22% |
$10.3K - $12.3K
|
121
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.43% |
$10.3K - $12.3K
|
5.09K
$5.12M
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
BUY
|
- |
21+ 0.21% |
$9.79K - $11.8K
|
10.1K
$10.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
21+ 21.0% |
$9.79K - $11.8K
|
121
$122K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
21+ 0.42% |
$9.79K - $11.8K
|
4.99K
$5.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21+ 0.44% |
$9.79K - $11.8K
|
4.83K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21+ 2.64% |
$9.79K - $11.8K
|
817
$822K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 9.9% |
$9.33K - $11.2K
|
222
$223K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
20+ 0.74% |
$9.33K - $11.2K
|
2.71K
$2.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 0.23% |
$9.33K - $11.2K
|
8.63K
$8.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 1.26% |
$9.33K - $11.2K
|
1.61K
$1.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20+ 0.55% |
$9.33K - $11.2K
|
3.65K
$3.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
20+ 4.11% |
$9.33K - $11.2K
|
507
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
20+ 3.68% |
$9.33K - $11.2K
|
563
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
20+ 3.42% |
$9.33K - $11.2K
|
605
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20+ 0.8% |
$9.33K - $11.2K
|
2.51K
$2.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
19+ 1.71% |
$8.86K - $10.7K
|
1.13K
$1.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
19+ 36.54% |
$8.86K - $10.7K
|
71
$71.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 10.22% |
$8.86K - $10.7K
|
205
$206K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 0.24% |
$8.86K - $10.7K
|
7.9K
$7.95M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$8.4K - $10.1K
|
12.6K
$12.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
18+ 1.93% |
$8.4K - $10.1K
|
949
$955K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18New |
$8.4K - $10.1K
|
18
$18.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
18+ 1.5% |
$8.4K - $10.1K
|
1.22K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
18+ 2.23% |
$8.4K - $10.1K
|
826
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18+ 0.76% |
$8.4K - $10.1K
|
2.38K
$2.4M
|