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 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
150+ 1.78% |
$67.9K - $80.9K
|
8.57K
$8.26M
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
150+ 17.05% |
$67.9K - $80.9K
|
1.03K
$993K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
149+ 8.67% |
$67.5K - $80.3K
|
1.87K
$1.8M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
148+ 27.41% |
$67K - $79.8K
|
688
$663K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
148+ 21.26% |
$67K - $79.8K
|
844
$814K
|
|
Mar 11, 2024
Q4 2022
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
148+ 14.74% |
$67K - $79.8K
|
1.15K
$1.11M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
147+ 6.09% |
$66.6K - $79.3K
|
2.56K
$2.47M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
146+ 20.25% |
$66.1K - $78.7K
|
867
$836K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146+ 0.27% |
$66.1K - $78.7K
|
53.4K
$51.5M
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
143+ 2.81% |
$64.8K - $77.1K
|
5.24K
$5.05M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
142+ 22.22% |
$64.3K - $76.6K
|
781
$753K
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
141New |
$63.9K - $76K
|
141
$136K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
140+ 10.04% |
$63.4K - $75.5K
|
1.53K
$1.48M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
140New |
$63.4K - $75.5K
|
140
$135K
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
138+ 16.49% |
$62.5K - $74.4K
|
975
$940K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
138+ 1.11% |
$62.5K - $74.4K
|
12.5K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
137New |
$62.1K - $73.9K
|
137
$132K
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
BUY
|
- |
136+ 0.26% |
$61.6K - $73.3K
|
52.7K
$50.8M
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
136+ 12.21% |
$61.6K - $73.3K
|
1.25K
$1.21M
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
135+ 1.8% |
$61.2K - $72.8K
|
7.63K
$7.36M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
135+ 3.6% |
$61.2K - $72.8K
|
3.89K
$3.75M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
133+ 31.37% |
$60.2K - $71.7K
|
557
$537K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
132+ 6.57% |
$59.8K - $71.2K
|
2.14K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
130+ 17.43% |
$58.9K - $70.1K
|
876
$844K
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
129+ 29.72% |
$58.4K - $69.6K
|
563
$543K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
128+ 6.76% |
$58K - $69K
|
2.02K
$1.95M
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
128+ 6.23% |
$58K - $69K
|
2.18K
$2.1M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
128New |
$58K - $69K
|
128
$123K
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
127+ 0.48% |
$57.5K - $68.5K
|
26.8K
$25.9M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
127+ 7.56% |
$57.5K - $68.5K
|
1.81K
$1.74M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
126+ 2.48% |
$57.1K - $67.9K
|
5.21K
$5.02M
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
126+ 2.38% |
$57.1K - $67.9K
|
5.41K
$5.22M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
125+ 1.95% |
$56.6K - $67.4K
|
6.54K
$6.31M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
125+ 8.19% |
$56.6K - $67.4K
|
1.65K
$1.59M
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
124+ 1.71% |
$56.2K - $66.9K
|
7.4K
$7.13M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
122+ 0.8% |
$55.3K - $65.8K
|
15.4K
$14.8M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
121+ 1.79% |
$54.8K - $65.2K
|
6.86K
$6.62M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121+ 2.07% |
$54.8K - $65.2K
|
5.97K
$5.76M
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
BUY
|
- |
121+ 8.88% |
$54.8K - $65.2K
|
1.48K
$1.43M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
121+ 3.59% |
$54.8K - $65.2K
|
3.49K
$3.36M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
118+ 12.58% |
$53.5K - $63.6K
|
1.06K
$1.02M
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.84% |
$52.1K - $62K
|
4.16K
$4.01M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
115+ 0.31% |
$52.1K - $62K
|
37.1K
$35.8M
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
115+ 5.42% |
$52.1K - $62K
|
2.24K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
115+ 8.9% |
$52.1K - $62K
|
1.41K
$1.36M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
115New |
$52.1K - $62K
|
115
$111K
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
114New |
$51.6K - $61.5K
|
114
$110K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
113+ 6.91% |
$51.2K - $60.9K
|
1.75K
$1.69M
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
112+ 19.72% |
$50.7K - $60.4K
|
680
$656K
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
111+ 16.79% |
$50.3K - $59.9K
|
772
$744K
|