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 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
457New |
$207K - $246K
|
457
$437K
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
457New |
$207K - $246K
|
457
$437K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
455New |
$206K - $245K
|
455
$435K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
451New |
$204K - $243K
|
451
$431K
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
451New |
$204K - $243K
|
451
$431K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
450+ 6.45% |
$204K - $243K
|
7.43K
$7.1M
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
450New |
$204K - $243K
|
450
$430K
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
448New |
$203K - $242K
|
448
$428K
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
446New |
$202K - $241K
|
446
$426K
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
446New |
$202K - $241K
|
446
$426K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
445New |
$202K - $240K
|
445
$425K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
444+ 1.96% |
$201K - $239K
|
23.1K
$22M
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
442New |
$200K - $238K
|
442
$422K
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
440+ 2.84% |
$199K - $237K
|
15.9K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
435+ 2.64% |
$197K - $235K
|
16.9K
$16.2M
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
431+ 1.14% |
$195K - $232K
|
38.4K
$36.7M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
429+ 3.97% |
$194K - $231K
|
11.2K
$10.7M
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
428+ 0.22% |
$194K - $231K
|
199K
$190M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
427New |
$193K - $230K
|
427
$408K
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
425+ 9.09% |
$193K - $229K
|
5.1K
$4.88M
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
423+ 13.4% |
$192K - $228K
|
3.58K
$3.42M
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
420+ 80.77% |
$190K - $226K
|
940
$898K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
409+ 3.28% |
$185K - $221K
|
12.9K
$12.3M
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
408New |
$185K - $220K
|
408
$390K
|
|
May 17, 2024
Q4 2022
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
407+ 2.48% |
$184K - $219K
|
16.8K
$16.1M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
403+ 3.93% |
$183K - $217K
|
10.7K
$10.2M
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
400+ 33.03% |
$181K - $216K
|
1.61K
$1.54M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
400+ 40.24% |
$181K - $216K
|
1.39K
$1.33M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
396New |
$179K - $214K
|
396
$378K
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
396+ 21.98% |
$179K - $214K
|
2.2K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
392New |
$178K - $211K
|
392
$375K
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
390New |
$177K - $210K
|
390
$373K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
387+ 26.01% |
$175K - $209K
|
1.88K
$1.79M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
386+ 71.61% |
$175K - $208K
|
925
$884K
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
383+ 2.65% |
$173K - $207K
|
14.9K
$14.2M
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
382+ 2.01% |
$173K - $206K
|
19.4K
$18.5M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
382+ 1.6% |
$173K - $206K
|
24.3K
$23.2M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
379+ 2.83% |
$172K - $204K
|
13.8K
$13.2M
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
378+ 1.1% |
$171K - $204K
|
34.7K
$33.2M
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
BUY
|
- |
376+ 2.93% |
$170K - $203K
|
13.2K
$12.6M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
376+ 1.11% |
$170K - $203K
|
34.2K
$32.7M
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
370+ 0.52% |
$168K - $200K
|
70.9K
$67.8M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
368+ 2.88% |
$167K - $198K
|
13.1K
$12.6M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
367+ 42.23% |
$166K - $198K
|
1.24K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
366+ 3.47% |
$166K - $197K
|
10.9K
$10.4M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
364New |
$165K - $196K
|
364
$348K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364+ 0.28% |
$165K - $196K
|
129K
$123M
|
|
Feb 10, 2023
Q4 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
355+ 29.58% |
$161K - $191K
|
1.56K
$1.49M
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
350New |
$159K - $189K
|
350
$334K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
349+ 0.68% |
$158K - $188K
|
51.8K
$49.5M
|