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 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
60+ 12.5% |
$27.2K - $32.4K
|
540
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 4.42% |
$27.2K - $32.4K
|
1.42K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
59+ 7.16% |
$26.7K - $31.8K
|
883
$842K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
59+ 1.16% |
$26.7K - $31.8K
|
5.15K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
58+ 7.48% |
$26.3K - $31.3K
|
833
$795K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
58+ 7.14% |
$26.3K - $31.3K
|
870
$830K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
58+ 6.34% |
$26.3K - $31.3K
|
973
$928K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
57+ 0.69% |
$25.8K - $30.7K
|
8.34K
$7.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
57+ 2.13% |
$25.8K - $30.7K
|
2.74K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
57New |
$25.8K - $30.7K
|
57
$54.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
55+ 11.75% |
$24.9K - $29.7K
|
523
$499K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
55+ 0.18% |
$24.9K - $29.7K
|
30.8K
$29.3M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
55+ 36.18% |
$24.9K - $29.7K
|
207
$197K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54+ 7.25% |
$24.5K - $29.1K
|
799
$762K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
54+ 0.24% |
$24.5K - $29.1K
|
22.8K
$21.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
54+ 0.7% |
$24.5K - $29.1K
|
7.82K
$7.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
54+ 6.54% |
$24.5K - $29.1K
|
880
$839K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
53+ 76.81% |
$24K - $28.6K
|
122
$116K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
53+ 5.81% |
$24K - $28.6K
|
966
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
53+ 3.65% |
$24K - $28.6K
|
1.51K
$1.44M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
53+ 1.52% |
$24K - $28.6K
|
3.55K
$3.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
52+ 9.08% |
$23.6K - $28K
|
625
$596K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
52New |
$23.6K - $28K
|
52
$49.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
51+ 0.3% |
$23.1K - $27.5K
|
16.9K
$16.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
51+ 0.56% |
$23.1K - $27.5K
|
9.08K
$8.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
51+ 6.12% |
$23.1K - $27.5K
|
885
$844K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
51+ 6.61% |
$23.1K - $27.5K
|
823
$785K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
51+ 0.14% |
$23.1K - $27.5K
|
36.6K
$34.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
51+ 0.58% |
$23.1K - $27.5K
|
8.85K
$8.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
51+ 5.14% |
$23.1K - $27.5K
|
1.04K
$995K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
51+ 1.17% |
$23.1K - $27.5K
|
4.42K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.27% |
$23.1K - $27.5K
|
18.7K
$17.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
50+ 18.73% |
$22.6K - $27K
|
317
$302K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$22.6K - $27K
|
50
$47.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
50+ 2.41% |
$22.6K - $27K
|
2.13K
$2.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 26.74% |
$22.6K - $27K
|
237
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
50New |
$22.6K - $27K
|
50
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$22.6K - $27K
|
50
$47.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
50+ 3.77% |
$22.6K - $27K
|
1.38K
$1.31M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 1.65% |
$22.6K - $27K
|
3.08K
$2.94M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
50+ 3.51% |
$22.6K - $27K
|
1.47K
$1.41M
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
50+ 8.33% |
$22.6K - $27K
|
650
$620K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
49+ 5.26% |
$22.2K - $26.4K
|
980
$935K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
49+ 0.63% |
$22.2K - $26.4K
|
7.79K
$7.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
49+ 8.8% |
$22.2K - $26.4K
|
606
$578K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
49+ 4.56% |
$22.2K - $26.4K
|
1.12K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
48New |
$21.7K - $25.9K
|
48
$45.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
48+ 9.28% |
$21.7K - $25.9K
|
565
$539K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
47+ 8.06% |
$21.3K - $25.3K
|
630
$601K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
47+ 1.62% |
$21.3K - $25.3K
|
2.95K
$2.81M
|