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 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34+ 1.28% |
$15.4K - $18.3K
|
2.69K
$2.57M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
34+ 2.78% |
$15.4K - $18.3K
|
1.26K
$1.2M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
34+ 0.83% |
$15.4K - $18.3K
|
4.15K
$3.96M
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
34+ 2.67% |
$15.4K - $18.3K
|
1.31K
$1.25M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
33New |
$14.9K - $17.8K
|
33
$31.5K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33+ 5.56% |
$14.9K - $17.8K
|
626
$597K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
33+ 1.63% |
$14.9K - $17.8K
|
2.06K
$1.96M
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
33+ 4.02% |
$14.9K - $17.8K
|
854
$815K
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
33+ 5.98% |
$14.9K - $17.8K
|
585
$558K
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
33+ 6.15% |
$14.9K - $17.8K
|
570
$544K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33New |
$14.9K - $17.8K
|
33
$31.5K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
33+ 25.19% |
$14.9K - $17.8K
|
164
$156K
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
32+ 0.25% |
$14.5K - $17.3K
|
12.8K
$12.3M
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
32+ 6.87% |
$14.5K - $17.3K
|
498
$475K
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
32+ 2.88% |
$14.5K - $17.3K
|
1.15K
$1.09M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
32+ 7.53% |
$14.5K - $17.3K
|
457
$436K
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
32+ 0.1% |
$14.5K - $17.3K
|
30.8K
$29.4M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 7.53% |
$14.5K - $17.3K
|
457
$436K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
31+ 1.44% |
$14K - $16.7K
|
2.19K
$2.09M
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
31+ 0.57% |
$14K - $16.7K
|
5.49K
$5.24M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
30New |
$13.6K - $16.2K
|
30
$28.6K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
30+ 5.12% |
$13.6K - $16.2K
|
616
$588K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
30+ 1.42% |
$13.6K - $16.2K
|
2.14K
$2.04M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
30New |
$13.6K - $16.2K
|
30
$28.6K
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
30+ 1.07% |
$13.6K - $16.2K
|
2.84K
$2.71M
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
30+ 2.3% |
$13.6K - $16.2K
|
1.33K
$1.27M
|
|
Feb 10, 2023
Q4 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
30+ 0.2% |
$13.6K - $16.2K
|
14.7K
$14.1M
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
30+ 0.32% |
$13.6K - $16.2K
|
9.53K
$9.09M
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
30+ 3.17% |
$13.6K - $16.2K
|
977
$932K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
30New |
$13.6K - $16.2K
|
30
$28.6K
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
29+ 0.54% |
$13.1K - $15.6K
|
5.44K
$5.19M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
29+ 0.5% |
$13.1K - $15.6K
|
5.86K
$5.59M
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
29+ 1.2% |
$13.1K - $15.6K
|
2.45K
$2.33M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
29+ 5.11% |
$13.1K - $15.6K
|
597
$569K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
29+ 1.16% |
$13.1K - $15.6K
|
2.52K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
29+ 3.6% |
$13.1K - $15.6K
|
834
$796K
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
28+ 2.12% |
$12.7K - $15.1K
|
1.35K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
28+ 0.66% |
$12.7K - $15.1K
|
4.24K
$4.05M
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
28New |
$12.7K - $15.1K
|
28
$26.7K
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
28+ 0.32% |
$12.7K - $15.1K
|
8.65K
$8.26M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 5.47% |
$12.2K - $14.6K
|
521
$497K
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27+ 3.62% |
$12.2K - $14.6K
|
773
$737K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
27+ 2.12% |
$12.2K - $14.6K
|
1.3K
$1.24M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
27+ 6.52% |
$12.2K - $14.6K
|
441
$421K
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$11.8K - $14K
|
5.92K
$5.64M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26+ 0.06% |
$11.8K - $14K
|
40.9K
$39.1M
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
26+ 5.53% |
$11.8K - $14K
|
496
$473K
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
26+ 3.62% |
$11.8K - $14K
|
745
$711K
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
26+ 0.85% |
$11.8K - $14K
|
3.09K
$2.95M
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
26+ 0.98% |
$11.8K - $14K
|
2.69K
$2.56M
|