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 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
47New |
$21.3K - $25.3K
|
47
$44.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
47+ 1.25% |
$21.3K - $25.3K
|
3.82K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
47+ 5.37% |
$21.3K - $25.3K
|
922
$880K
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
47+ 6.2% |
$21.3K - $25.3K
|
805
$768K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
46+ 0.89% |
$20.8K - $24.8K
|
5.2K
$4.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
46+ 3.85% |
$20.8K - $24.8K
|
1.24K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 9.47% |
$20.8K - $24.8K
|
532
$507K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46New |
$20.8K - $24.8K
|
46
$43.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
45+ 23.32% |
$20.4K - $24.3K
|
238
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
45+ 1.17% |
$20.4K - $24.3K
|
3.89K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
45+ 2.86% |
$20.4K - $24.3K
|
1.62K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
44+ 9.22% |
$19.9K - $23.7K
|
521
$497K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
44+ 1.5% |
$19.9K - $23.7K
|
2.97K
$2.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
44+ 4.24% |
$19.9K - $23.7K
|
1.08K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
44+ 8.48% |
$19.9K - $23.7K
|
563
$537K
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
44+ 10.11% |
$19.9K - $23.7K
|
479
$457K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
44+ 0.19% |
$19.9K - $23.7K
|
23.4K
$22.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
43+ 0.64% |
$19.5K - $23.2K
|
6.72K
$6.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
43+ 5.27% |
$19.5K - $23.2K
|
859
$819K
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
43+ 1.15% |
$19.5K - $23.2K
|
3.79K
$3.61M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
42+ 5.24% |
$19K - $22.6K
|
844
$805K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
42+ 5.3% |
$19K - $22.6K
|
835
$797K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.84% |
$19K - $22.6K
|
5.06K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
42+ 1.4% |
$19K - $22.6K
|
3.05K
$2.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 2.51% |
$19K - $22.6K
|
1.72K
$1.64M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
41+ 6.62% |
$18.6K - $22.1K
|
660
$630K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
41+ 2050.0% |
$18.6K - $22.1K
|
43
$41K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
40+ 1.42% |
$18.1K - $21.6K
|
2.86K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
40+ 0.1% |
$18.1K - $21.6K
|
38.2K
$36.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 3.77% |
$17.7K - $21K
|
1.07K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
39+ 2.24% |
$17.7K - $21K
|
1.78K
$1.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
39+ 2.86% |
$17.7K - $21K
|
1.4K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
39+ 1.93% |
$17.7K - $21K
|
2.06K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
39+ 2.36% |
$17.7K - $21K
|
1.69K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
39+ 1.15% |
$17.7K - $21K
|
3.42K
$3.26M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
39+ 2.13% |
$17.7K - $21K
|
1.87K
$1.78M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
38+ 2.51% |
$17.2K - $20.5K
|
1.55K
$1.48M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
37+ 0.86% |
$16.8K - $20K
|
4.35K
$4.15M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
37+ 1.97% |
$16.8K - $20K
|
1.92K
$1.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37+ 132.14% |
$16.8K - $20K
|
65
$62K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
37+ 2.46% |
$16.8K - $20K
|
1.54K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
37+ 1.0% |
$16.8K - $20K
|
3.76K
$3.58M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 2.21% |
$16.8K - $20K
|
1.71K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
36+ 3.07% |
$16.3K - $19.4K
|
1.21K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.32% |
$16.3K - $19.4K
|
1.59K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
36+ 1.13% |
$16.3K - $19.4K
|
3.23K
$3.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
35+ 1.59% |
$15.9K - $18.9K
|
2.23K
$2.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
35+ 1.12% |
$15.9K - $18.9K
|
3.17K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
35+ 3.52% |
$15.9K - $18.9K
|
1.03K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
35+ 1.82% |
$15.9K - $18.9K
|
1.96K
$1.87M
|