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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
88+ 3.66% |
$39.9K - $47.5K
|
2.5K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
88+ 1.06% |
$39.9K - $47.5K
|
8.4K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
88+ 15.17% |
$39.9K - $47.5K
|
668
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
88+ 1.14% |
$39.9K - $47.5K
|
7.79K
$7.49M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
88+ 10.1% |
$39.9K - $47.5K
|
959
$922K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
87+ 5.49% |
$39.4K - $46.9K
|
1.67K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
87+ 22.72% |
$39.4K - $46.9K
|
470
$452K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 3.68% |
$39K - $46.4K
|
2.42K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
85+ 4.55% |
$38.5K - $45.8K
|
1.95K
$1.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84+ 3.35% |
$38.1K - $45.3K
|
2.6K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
84+ 1.3% |
$38.1K - $45.3K
|
6.52K
$6.27M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
84+ 9.17% |
$38.1K - $45.3K
|
1K
$962K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83+ 4.66% |
$37.6K - $44.8K
|
1.87K
$1.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
83New |
$37.6K - $44.8K
|
83
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
83+ 1.38% |
$37.6K - $44.8K
|
6.08K
$5.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
82+ 4.71% |
$37.1K - $44.2K
|
1.82K
$1.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
81+ 0.88% |
$36.7K - $43.7K
|
9.25K
$8.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
81+ 0.59% |
$36.7K - $43.7K
|
13.8K
$13.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
81+ 4.87% |
$36.7K - $43.7K
|
1.74K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
81+ 6.07% |
$36.7K - $43.7K
|
1.42K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
80+ 13.47% |
$36.2K - $43.1K
|
674
$648K
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
80+ 13.05% |
$36.2K - $43.1K
|
693
$666K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
80+ 4.04% |
$36.2K - $43.1K
|
2.06K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
80+ 6.2% |
$36.2K - $43.1K
|
1.37K
$1.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
80+ 1.92% |
$36.2K - $43.1K
|
4.24K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
80+ 3.91% |
$36.2K - $43.1K
|
2.13K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
79+ 0.42% |
$35.8K - $42.6K
|
18.9K
$18.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
79+ 3.65% |
$35.8K - $42.6K
|
2.25K
$2.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
78+ 2.17% |
$35.3K - $42.1K
|
3.67K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 5.19% |
$35.3K - $42.1K
|
1.58K
$1.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
77+ 9.99% |
$34.9K - $41.5K
|
848
$815K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
77+ 4.15% |
$34.9K - $41.5K
|
1.93K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
77+ 13.14% |
$34.9K - $41.5K
|
663
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 1.7% |
$34.9K - $41.5K
|
4.6K
$4.42M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
77+ 1.7% |
$34.9K - $41.5K
|
4.6K
$4.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
75+ 3.95% |
$34K - $40.4K
|
1.98K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 15.18% |
$34K - $40.4K
|
569
$547K
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
75+ 8.77% |
$34K - $40.4K
|
930
$894K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
75+ 1.19% |
$34K - $40.4K
|
6.36K
$6.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74+ 0.3% |
$33.5K - $39.9K
|
24.8K
$23.9M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
74New |
$33.5K - $39.9K
|
74
$71.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
73+ 2.04% |
$33.1K - $39.4K
|
3.65K
$3.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
72+ 3.34% |
$32.6K - $38.8K
|
2.23K
$2.14M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
72+ 1.58% |
$32.6K - $38.8K
|
4.62K
$4.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.4% |
$32.2K - $38.3K
|
17.8K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
71+ 1.87% |
$32.2K - $38.3K
|
3.87K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
71+ 0.64% |
$32.2K - $38.3K
|
11.1K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
71+ 45.22% |
$32.2K - $38.3K
|
228
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
71+ 8.24% |
$32.2K - $38.3K
|
933
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
71+ 1.9% |
$32.2K - $38.3K
|
3.81K
$3.67M
|