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 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
18+ 1.66% |
$8.4K - $10.1K
|
1.1K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
17+ 2.66% |
$7.93K - $9.54K
|
657
$661K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
17+ 29.82% |
$7.93K - $9.54K
|
74
$74.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
17+ 0.48% |
$7.93K - $9.54K
|
3.59K
$3.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
17+ 2.33% |
$7.93K - $9.54K
|
746
$750K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 3.47% |
$7.93K - $9.54K
|
507
$510K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17+ 60.71% |
$7.93K - $9.54K
|
45
$45.3K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
17+ 1.21% |
$7.93K - $9.54K
|
1.42K
$1.43M
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
16+ 0.65% |
$7.46K - $8.98K
|
2.47K
$2.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16+ 0.59% |
$7.46K - $8.98K
|
2.73K
$2.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
16+ 0.18% |
$7.46K - $8.98K
|
8.99K
$9.04M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
16+ 2.3% |
$7.46K - $8.98K
|
711
$715K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16+ 1.88% |
$7.46K - $8.98K
|
868
$873K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16+ 0.16% |
$7.46K - $8.98K
|
9.74K
$9.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
16+ 3.07% |
$7.46K - $8.98K
|
538
$541K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 0.26% |
$7.46K - $8.98K
|
6.19K
$6.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
15+ 1.67% |
$7K - $8.41K
|
914
$919K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
15+ 5.45% |
$7K - $8.41K
|
290
$292K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.31% |
$7K - $8.41K
|
4.79K
$4.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15+ 2.3% |
$7K - $8.41K
|
666
$670K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15+ 0.48% |
$7K - $8.41K
|
3.13K
$3.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
15+ 2.43% |
$7K - $8.41K
|
633
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
15+ 1.78% |
$7K - $8.41K
|
858
$863K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
14+ 2.28% |
$6.53K - $7.85K
|
627
$631K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.48% |
$6.53K - $7.85K
|
2.91K
$2.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.56% |
$6.53K - $7.85K
|
2.51K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14+ 0.94% |
$6.53K - $7.85K
|
1.51K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
14+ 2.15% |
$6.53K - $7.85K
|
666
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14+ 1.1% |
$6.53K - $7.85K
|
1.28K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
13+ 2.47% |
$6.06K - $7.29K
|
539
$542K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
13+ 2.03% |
$6.06K - $7.29K
|
652
$656K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
13+ 0.34% |
$6.06K - $7.29K
|
3.86K
$3.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
13+ 0.42% |
$6.06K - $7.29K
|
3.08K
$3.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
13+ 2.41% |
$6.06K - $7.29K
|
552
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
13+ 1.23% |
$6.06K - $7.29K
|
1.07K
$1.08M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
12+ 2.58% |
$5.6K - $6.73K
|
477
$480K
|
|
|
Oct 31, 2022
Q3 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
12+ 1.26% |
$5.6K - $6.73K
|
967
$973K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
12+ 2.11% |
$5.6K - $6.73K
|
581
$584K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.76% |
$5.6K - $6.73K
|
1.58K
$1.59M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12+ 0.58% |
$5.6K - $6.73K
|
2.08K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
12+ 4.11% |
$5.6K - $6.73K
|
304
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
12+ 0.61% |
$5.6K - $6.73K
|
1.97K
$1.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
11New |
$5.13K - $6.17K
|
11
$11.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11New |
$5.13K - $6.17K
|
11
$11.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11+ 5.7% |
$5.13K - $6.17K
|
204
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
11+ 1.78% |
$5.13K - $6.17K
|
628
$632K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
10+ 2.11% |
$4.66K - $5.61K
|
484
$487K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
10+ 0.84% |
$4.66K - $5.61K
|
1.2K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10+ 5.43% |
$4.66K - $5.61K
|
194
$195K
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
10+ 1.74% |
$4.66K - $5.61K
|
585
$588K
|