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 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
7+ 6.6% |
$3.26K - $3.93K
|
113
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
7+ 0.87% |
$3.26K - $3.93K
|
808
$813K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7+ 0.05% |
$3.26K - $3.93K
|
14.5K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 1.51% |
$3.26K - $3.93K
|
472
$475K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
7+ 0.19% |
$3.26K - $3.93K
|
3.72K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
7+ 1.16% |
$3.26K - $3.93K
|
609
$613K
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7+ 1.56% |
$3.26K - $3.93K
|
456
$459K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
7+ 1.75% |
$3.26K - $3.93K
|
408
$410K
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
BUY
|
- |
6+ 0.74% |
$2.8K - $3.37K
|
820
$825K
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
6+ 0.98% |
$2.8K - $3.37K
|
616
$620K
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
6+ 1.22% |
$2.8K - $3.37K
|
498
$501K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$2.8K - $3.37K
|
1.78K
$1.79M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 3.43% |
$2.8K - $3.37K
|
181
$182K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.84% |
$2.8K - $3.37K
|
718
$722K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6+ 0.3% |
$2.8K - $3.37K
|
1.99K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$2.8K - $3.37K
|
8.63K
$8.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.78% |
$2.8K - $3.37K
|
779
$784K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6+ 0.14% |
$2.8K - $3.37K
|
4.26K
$4.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 1.08% |
$2.33K - $2.8K
|
468
$471K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5+ 0.65% |
$2.33K - $2.8K
|
776
$781K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
5+ 0.77% |
$2.33K - $2.8K
|
653
$657K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
5+ 1.59% |
$2.33K - $2.8K
|
319
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
5+ 0.17% |
$2.33K - $2.8K
|
3.02K
$3.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.6% |
$2.33K - $2.8K
|
835
$840K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 3.09% |
$2.33K - $2.8K
|
167
$168K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$2.33K - $2.8K
|
7.51K
$7.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5+ 0.28% |
$2.33K - $2.8K
|
1.82K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5+ 55.56% |
$2.33K - $2.8K
|
14
$14.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4+ 0.14% |
$1.87K - $2.24K
|
2.93K
$2.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
4+ 0.69% |
$1.87K - $2.24K
|
586
$589K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
4New |
$1.87K - $2.24K
|
4
$4.02K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 2.27% |
$1.87K - $2.24K
|
180
$181K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4+ 0.02% |
$1.87K - $2.24K
|
23.4K
$23.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
4+ 0.66% |
$1.87K - $2.24K
|
613
$617K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4+ 0.19% |
$1.87K - $2.24K
|
2.16K
$2.18M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4+ 0.4% |
$1.87K - $2.24K
|
1K
$1.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.07% |
$1.4K - $1.68K
|
4.55K
$4.57M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.68K
|
1.94K
$1.95M
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
3+ 0.11% |
$1.4K - $1.68K
|
2.71K
$2.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$1.4K - $1.68K
|
1.62K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.4K - $1.68K
|
1.76K
$1.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3+ 0.02% |
$1.4K - $1.68K
|
17.6K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.65% |
$1.4K - $1.68K
|
466
$469K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.16% |
$1.4K - $1.68K
|
1.87K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$1.4K - $1.68K
|
4.65K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.12% |
$1.4K - $1.68K
|
2.49K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.22% |
$1.4K - $1.68K
|
1.36K
$1.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3+ 0.04% |
$1.4K - $1.68K
|
7.77K
$7.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2+ 0.25% |
$933 - $1.12K
|
796
$801K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$933 - $1.12K
|
871
$876K
|