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 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
70+ 11.63% |
$31.7K - $37.7K
|
672
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
70+ 6.35% |
$31.7K - $37.7K
|
1.17K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
70+ 13.83% |
$31.7K - $37.7K
|
576
$555K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
69+ 14.35% |
$31.3K - $37.2K
|
550
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
69+ 0.43% |
$31.3K - $37.2K
|
16.2K
$15.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
68+ 1.74% |
$30.8K - $36.7K
|
3.98K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
68New |
$30.8K - $36.7K
|
68
$65.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
67+ 5.92% |
$30.4K - $36.1K
|
1.2K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
67+ 3.04% |
$30.4K - $36.1K
|
2.27K
$2.19M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
67+ 4.25% |
$30.4K - $36.1K
|
1.64K
$1.58M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
66+ 275.0% |
$29.9K - $35.6K
|
90
$86.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
66+ 1.81% |
$29.9K - $35.6K
|
3.7K
$3.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
66+ 5.7% |
$29.9K - $35.6K
|
1.22K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66+ 0.74% |
$29.9K - $35.6K
|
9.04K
$8.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
65+ 2.04% |
$29.4K - $35.1K
|
3.25K
$3.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
65+ 9.76% |
$29.4K - $35.1K
|
731
$705K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65+ 2.07% |
$29.4K - $35.1K
|
3.2K
$3.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
65+ 0.78% |
$29.4K - $35.1K
|
8.45K
$8.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
65+ 0.09% |
$29.4K - $35.1K
|
73.5K
$70.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
65+ 12.38% |
$29.4K - $35.1K
|
590
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
65+ 4.25% |
$29.4K - $35.1K
|
1.6K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
65+ 4.25% |
$29.4K - $35.1K
|
1.6K
$1.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
64+ 9.94% |
$29K - $34.5K
|
708
$683K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
64+ 11.9% |
$29K - $34.5K
|
602
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
64+ 1.8% |
$29K - $34.5K
|
3.61K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 4.71% |
$29K - $34.5K
|
1.42K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
64+ 13.01% |
$29K - $34.5K
|
556
$536K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
63+ 4.15% |
$28.5K - $34K
|
1.58K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
62+ 0.96% |
$28.1K - $33.4K
|
6.49K
$6.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
62+ 0.22% |
$28.1K - $33.4K
|
28.4K
$27.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
62+ 6.57% |
$28.1K - $33.4K
|
1.01K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
62+ 4.26% |
$28.1K - $33.4K
|
1.52K
$1.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
61+ 1.11% |
$27.6K - $32.9K
|
5.55K
$5.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
61+ 3.81% |
$27.6K - $32.9K
|
1.66K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
61+ 2.44% |
$27.6K - $32.9K
|
2.56K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
61+ 3.6% |
$27.6K - $32.9K
|
1.76K
$1.69M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
60+ 0.99% |
$27.2K - $32.4K
|
6.11K
$5.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
60+ 5.62% |
$27.2K - $32.4K
|
1.13K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
60+ 3.83% |
$27.2K - $32.4K
|
1.63K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
60+ 0.35% |
$27.2K - $32.4K
|
17.3K
$16.6M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
60+ 1.26% |
$27.2K - $32.4K
|
4.82K
$4.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 0.44% |
$27.2K - $32.4K
|
13.8K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
60+ 12.5% |
$27.2K - $32.4K
|
540
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 4.42% |
$27.2K - $32.4K
|
1.42K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
59+ 7.16% |
$26.7K - $31.8K
|
883
$851K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
59+ 1.16% |
$26.7K - $31.8K
|
5.15K
$4.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
58+ 7.48% |
$26.3K - $31.3K
|
833
$803K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
58+ 7.14% |
$26.3K - $31.3K
|
870
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
58+ 6.34% |
$26.3K - $31.3K
|
973
$938K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
57+ 0.69% |
$25.8K - $30.7K
|
8.34K
$8.04M
|