Purchases and Sales Made in Q4 2022 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
545New |
$247K - $294K
|
545
$584K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
544+ 12.07% |
$246K - $293K
|
5.05K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
542New |
$246K - $292K
|
542
$581K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
542New |
$246K - $292K
|
542
$581K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
540+ 1.31% |
$245K - $291K
|
41.8K
$44.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
539New |
$244K - $291K
|
539
$578K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
537+ 115.73% |
$243K - $290K
|
1K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
536+ 3.47% |
$243K - $289K
|
16K
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
534New |
$242K - $288K
|
534
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
534New |
$242K - $288K
|
534
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
533+ 31.17% |
$241K - $287K
|
2.24K
$2.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
532New |
$241K - $287K
|
532
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
530+ 20.65% |
$240K - $286K
|
3.1K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
526New |
$238K - $284K
|
526
$564K
|
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
525+ 0.98% |
$238K - $283K
|
54.1K
$57.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
524+ 11.44% |
$237K - $283K
|
5.11K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
524+ 86.04% |
$237K - $283K
|
1.13K
$1.21M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
524+ 13.48% |
$237K - $283K
|
4.41K
$4.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
520+ 1.73% |
$236K - $280K
|
30.5K
$32.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
519+ 2.33% |
$235K - $280K
|
22.8K
$24.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
515+ 25.12% |
$233K - $278K
|
2.57K
$2.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
510+ 47.13% |
$231K - $275K
|
1.59K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
509New |
$231K - $274K
|
509
$546K
|
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
509+ 6.59% |
$231K - $274K
|
8.23K
$8.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
507+ 8.22% |
$230K - $273K
|
6.68K
$7.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
502+ 2.55% |
$227K - $271K
|
20.2K
$21.6M
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
502New |
$227K - $271K
|
502
$538K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
501+ 6.4% |
$227K - $270K
|
8.33K
$8.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
500New |
$226K - $270K
|
500
$536K
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
500New |
$226K - $270K
|
500
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
492+ 10.52% |
$223K - $265K
|
5.17K
$5.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
489+ 39.95% |
$222K - $264K
|
1.71K
$1.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
488+ 17.47% |
$221K - $263K
|
3.28K
$3.52M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
487+ 405.83% |
$221K - $263K
|
607
$651K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
487New |
$221K - $263K
|
487
$522K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
486+ 6.77% |
$220K - $262K
|
7.67K
$8.22M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
483New |
$219K - $260K
|
483
$518K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
481+ 3.61% |
$218K - $259K
|
13.8K
$14.8M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
481New |
$218K - $259K
|
481
$516K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
480+ 107.87% |
$217K - $259K
|
925
$991K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
476+ 6.6% |
$216K - $257K
|
7.68K
$8.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
475+ 7.18% |
$215K - $256K
|
7.09K
$7.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
473New |
$214K - $255K
|
473
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
472+ 1.26% |
$214K - $255K
|
37.9K
$40.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
472+ 12.15% |
$214K - $255K
|
4.36K
$4.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
471+ 5.04% |
$213K - $254K
|
9.81K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
471+ 2.14% |
$213K - $254K
|
22.5K
$24.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
465New |
$211K - $251K
|
465
$498K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
463+ 2.65% |
$210K - $250K
|
17.9K
$19.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
462+ 5.04% |
$209K - $249K
|
9.62K
$10.3M
|