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 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
110+ 12.15% |
$49.8K - $59.3K
|
1.02K
$978K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
109+ 10.5% |
$49.4K - $58.8K
|
1.15K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
108+ 0.57% |
$48.9K - $58.2K
|
19.1K
$18.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
107New |
$48.5K - $57.7K
|
107
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
107+ 1.74% |
$48.5K - $57.7K
|
6.25K
$6.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
106+ 5.98% |
$48K - $57.2K
|
1.88K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
106+ 0.87% |
$48K - $57.2K
|
12.3K
$11.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
106+ 5.55% |
$48K - $57.2K
|
2.02K
$1.94M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
104+ 2.1% |
$47.1K - $56.1K
|
5.06K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
104+ 3.39% |
$47.1K - $56.1K
|
3.17K
$3.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
103+ 4.25% |
$46.7K - $55.5K
|
2.53K
$2.44M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
103+ 3.18% |
$46.7K - $55.5K
|
3.34K
$3.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
103+ 14.21% |
$46.7K - $55.5K
|
828
$798K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
103+ 14.57% |
$46.7K - $55.5K
|
810
$781K
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.58% |
$46.2K - $55K
|
6.55K
$6.32M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
101+ 23.01% |
$45.8K - $54.5K
|
540
$521K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
101+ 19.5% |
$45.8K - $54.5K
|
619
$597K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
101+ 3.31% |
$45.8K - $54.5K
|
3.15K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
101+ 6.22% |
$45.8K - $54.5K
|
1.72K
$1.66M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$45.3K - $53.9K
|
100
$96.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 16.67% |
$45.3K - $53.9K
|
700
$675K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
100+ 4.4% |
$45.3K - $53.9K
|
2.37K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
100+ 6.61% |
$45.3K - $53.9K
|
1.61K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
100+ 4.2% |
$45.3K - $53.9K
|
2.48K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 1.49% |
$45.3K - $53.9K
|
6.8K
$6.56M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
100+ 0.91% |
$45.3K - $53.9K
|
11K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
100+ 18.08% |
$45.3K - $53.9K
|
653
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
100+ 13.87% |
$45.3K - $53.9K
|
821
$791K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
99+ 4.82% |
$44.8K - $53.4K
|
2.16K
$2.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
99+ 1.21% |
$44.8K - $53.4K
|
8.27K
$7.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
99+ 8.84% |
$44.8K - $53.4K
|
1.22K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
98+ 22.02% |
$44.4K - $52.8K
|
543
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
98+ 2.86% |
$44.4K - $52.8K
|
3.53K
$3.4M
|
|
|
Jul 10, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
98+ 8.38% |
$44.4K - $52.8K
|
1.27K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
96+ 5.6% |
$43.5K - $51.8K
|
1.81K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
96New |
$43.5K - $51.8K
|
96
$92.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
95+ 12.24% |
$43K - $51.2K
|
871
$840K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
95+ 18.38% |
$43K - $51.2K
|
612
$590K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
94+ 0.63% |
$42.6K - $50.7K
|
15.1K
$14.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
93+ 7.76% |
$42.1K - $50.2K
|
1.29K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
92+ 4.51% |
$41.7K - $49.6K
|
2.13K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
92+ 3.93% |
$41.7K - $49.6K
|
2.43K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
91+ 3.72% |
$41.2K - $49.1K
|
2.54K
$2.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
91+ 0.9% |
$41.2K - $49.1K
|
10.2K
$9.8M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
91+ 20.13% |
$41.2K - $49.1K
|
543
$523K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
91+ 3.26% |
$41.2K - $49.1K
|
2.88K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
91+ 9.13% |
$41.2K - $49.1K
|
1.09K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
90+ 13.06% |
$40.8K - $48.5K
|
779
$751K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
88+ 14.04% |
$39.9K - $47.5K
|
715
$689K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
88+ 3.66% |
$39.9K - $47.5K
|
2.5K
$2.41M
|