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 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
25+ 2.34% |
$11.3K - $13.5K
|
1.09K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
25+ 1.32% |
$11.3K - $13.5K
|
1.92K
$1.83M
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
25+ 2.08% |
$11.3K - $13.5K
|
1.23K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.49% |
$11.3K - $13.5K
|
5.18K
$4.94M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25+ 1.02% |
$11.3K - $13.5K
|
2.49K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
25+ 0.3% |
$11.3K - $13.5K
|
8.34K
$7.96M
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
24+ 5.15% |
$10.9K - $12.9K
|
490
$467K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 4.94% |
$10.4K - $12.4K
|
489
$466K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
23+ 1.43% |
$10.4K - $12.4K
|
1.63K
$1.55M
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22+ 0.26% |
$9.97K - $11.9K
|
8.54K
$8.14M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
22+ 0.7% |
$9.97K - $11.9K
|
3.19K
$3.04M
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 2.84% |
$9.97K - $11.9K
|
798
$761K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
21+ 0.31% |
$9.51K - $11.3K
|
6.75K
$6.44M
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
21+ 1.23% |
$9.51K - $11.3K
|
1.73K
$1.65M
|
|
Jan 12, 2023
Q4 2022
|
Mu Investments Co., Ltd.
|
BUY
|
- |
20+ 0.29% |
$9.06K - $10.8K
|
6.95K
$6.63M
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20+ 0.87% |
$9.06K - $10.8K
|
2.32K
$2.21M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
20+ 1.9% |
$9.06K - $10.8K
|
1.07K
$1.02M
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
20+ 0.57% |
$9.06K - $10.8K
|
3.56K
$3.39M
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20New |
$9.06K - $10.8K
|
20
$19.1K
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
20+ 3.96% |
$9.06K - $10.8K
|
525
$501K
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
20+ 0.36% |
$9.06K - $10.8K
|
5.6K
$5.34M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
19+ 1.34% |
$8.61K - $10.2K
|
1.44K
$1.37M
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
19+ 3.03% |
$8.61K - $10.2K
|
647
$617K
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
19+ 0.17% |
$8.61K - $10.2K
|
11.1K
$10.6M
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
18+ 1.86% |
$8.15K - $9.71K
|
988
$942K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
18+ 5.64% |
$8.15K - $9.71K
|
337
$321K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
18+ 4.32% |
$8.15K - $9.71K
|
435
$415K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$8.15K - $9.71K
|
4K
$3.81M
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
18+ 2.98% |
$8.15K - $9.71K
|
622
$593K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 1.28% |
$7.7K - $9.17K
|
1.34K
$1.28M
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
BUY
|
- |
17+ 0.12% |
$7.7K - $9.17K
|
14.5K
$13.8M
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.01% |
$7.7K - $9.17K
|
581
$554K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17+ 0.35% |
$7.7K - $9.17K
|
4.94K
$4.72M
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
17New |
$7.7K - $9.17K
|
17
$16.2K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
17+ 3.44% |
$7.7K - $9.17K
|
511
$487K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.78% |
$7.7K - $9.17K
|
2.2K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
17+ 0.75% |
$7.7K - $9.17K
|
2.29K
$2.18M
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
17+ 0.63% |
$7.7K - $9.17K
|
2.71K
$2.59M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
16+ 0.16% |
$7.25K - $8.63K
|
10.1K
$9.64M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
16+ 1.68% |
$7.25K - $8.63K
|
969
$924K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
16+ 0.79% |
$7.25K - $8.63K
|
2.05K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
16+ 0.91% |
$7.25K - $8.63K
|
1.78K
$1.7M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
16+ 0.09% |
$7.25K - $8.63K
|
17.1K
$16.3M
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
$6.79K - $8.09K
|
5.29K
$5.04M
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 2.88% |
$6.79K - $8.09K
|
535
$510K
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
15+ 2.84% |
$6.79K - $8.09K
|
543
$518K
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
15+ 4.93% |
$6.79K - $8.09K
|
319
$304K
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
15+ 0.93% |
$6.79K - $8.09K
|
1.62K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 2.0% |
$6.79K - $8.09K
|
766
$731K
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.63% |
$6.79K - $8.09K
|
2.41K
$2.3M
|