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 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1- 0.02% |
$466 - $561
|
4.04K
$4.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.5% |
$466 - $561
|
199
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1- 1.47% |
$466 - $561
|
67
$67.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1- 0.69% |
$466 - $561
|
143
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.67% |
$466 - $561
|
148
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1- 1.2% |
$466 - $561
|
82
$82.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1- 0.2% |
$466 - $561
|
500
$503K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.34% |
$466 - $561
|
297
$299K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.09% |
$466 - $561
|
1.18K
$1.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2- 0.31% |
$933 - $1.12K
|
644
$648K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2- 0.38% |
$933 - $1.12K
|
519
$522K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2- 0.12% |
$933 - $1.12K
|
1.64K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2- 0.38% |
$933 - $1.12K
|
521
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2- 0.35% |
$933 - $1.12K
|
564
$567K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3- 0.4% |
$1.4K - $1.68K
|
755
$759K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3- 0.38% |
$1.4K - $1.68K
|
790
$795K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3- 0.36% |
$1.4K - $1.68K
|
825
$830K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-3- 0.58% |
$1.4K - $1.68K
|
514
$517K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3- 0.22% |
$1.4K - $1.68K
|
1.36K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3- 0.7% |
$1.4K - $1.68K
|
425
$427K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4- 0.38% |
$1.87K - $2.24K
|
1.04K
$1.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.85% |
$1.87K - $2.24K
|
467
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4- 0.49% |
$1.87K - $2.24K
|
808
$813K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-4- 0.18% |
$1.87K - $2.24K
|
2.27K
$2.29M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4- 0.69% |
$1.87K - $2.24K
|
578
$581K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4- 0.27% |
$1.87K - $2.24K
|
1.5K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4- 0.14% |
$1.87K - $2.24K
|
2.82K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4- 0.25% |
$1.87K - $2.24K
|
1.6K
$1.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.05% |
$1.87K - $2.24K
|
7.46K
$7.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-5- 0.1% |
$2.33K - $2.8K
|
5.16K
$5.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.09% |
$2.33K - $2.8K
|
5.4K
$5.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5- 0.32% |
$2.33K - $2.8K
|
1.56K
$1.56M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.27% |
$2.33K - $2.8K
|
1.86K
$1.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.11% |
$2.33K - $2.8K
|
4.4K
$4.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.91% |
$2.33K - $2.8K
|
547
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.17% |
$2.33K - $2.8K
|
2.9K
$2.92M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 2.04% |
$2.33K - $2.8K
|
240
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.75% |
$2.8K - $3.37K
|
795
$800K
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-6- 0.2% |
$2.8K - $3.37K
|
3.07K
$3.09M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-6- 1.35% |
$2.8K - $3.37K
|
439
$442K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6- 1.28% |
$2.8K - $3.37K
|
462
$465K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6- 2.43% |
$2.8K - $3.37K
|
241
$242K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-6- 0.02% |
$2.8K - $3.37K
|
38.8K
$39M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6- 24.0% |
$2.8K - $3.37K
|
19
$19.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6- 0.68% |
$2.8K - $3.37K
|
875
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 0.03% |
$2.8K - $3.37K
|
22.1K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-6- 0.08% |
$2.8K - $3.37K
|
7.42K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.4% |
$2.8K - $3.37K
|
1.5K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6- 0.19% |
$2.8K - $3.37K
|
3.22K
$3.24M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.62% |
$3.26K - $3.93K
|
1.13K
$1.14M
|