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 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
7+ 1.18% |
$3.17K - $3.77K
|
602
$580K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
7+ 0.53% |
$3.17K - $3.77K
|
1.34K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7+ 1.21% |
$3.17K - $3.77K
|
587
$566K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
7+ 0.83% |
$3.17K - $3.77K
|
852
$821K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 1.09% |
$3.17K - $3.77K
|
652
$629K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
6+ 0.1% |
$2.72K - $3.24K
|
5.89K
$5.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6+ 0.71% |
$2.72K - $3.24K
|
850
$819K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 1.06% |
$2.72K - $3.24K
|
571
$550K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
6+ 1.33% |
$2.72K - $3.24K
|
456
$440K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.37% |
$2.72K - $3.24K
|
1.65K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
6+ 0.19% |
$2.72K - $3.24K
|
3.13K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6+ 0.74% |
$2.72K - $3.24K
|
816
$787K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 2.93% |
$2.72K - $3.24K
|
211
$203K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
5+ 0.04% |
$2.26K - $2.7K
|
13.8K
$13.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
5+ 0.32% |
$2.26K - $2.7K
|
1.56K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
5+ 0.06% |
$2.26K - $2.7K
|
8.29K
$7.99M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
5+ 0.15% |
$2.26K - $2.7K
|
3.36K
$3.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5+ 0.63% |
$2.26K - $2.7K
|
802
$773K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 7.46% |
$2.26K - $2.7K
|
72
$69.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.24% |
$2.26K - $2.7K
|
2.06K
$1.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5New |
$2.26K - $2.7K
|
5
$4.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.96% |
$2.26K - $2.7K
|
527
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
5+ 0.05% |
$2.26K - $2.7K
|
10.4K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.38% |
$2.26K - $2.7K
|
1.31K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5+ 0.11% |
$2.26K - $2.7K
|
4.48K
$4.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4+ 0.19% |
$1.81K - $2.16K
|
2.16K
$2.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
4+ 0.45% |
$1.81K - $2.16K
|
886
$854K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.27% |
$1.81K - $2.16K
|
1.49K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
4+ 0.25% |
$1.81K - $2.16K
|
1.58K
$1.53M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
4+ 0.25% |
$1.81K - $2.16K
|
1.58K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4+ 0.06% |
$1.81K - $2.16K
|
6.8K
$6.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
4+ 5.63% |
$1.81K - $2.16K
|
75
$72.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.67% |
$1.81K - $2.16K
|
599
$577K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.31% |
$1.81K - $2.16K
|
1.31K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4+ 44.44% |
$1.81K - $2.16K
|
13
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$1.81K - $2.16K
|
3.67K
$3.53M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 1.42% |
$1.81K - $2.16K
|
285
$275K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$1.36K - $1.62K
|
2.59K
$2.49M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3+ 0.05% |
$1.36K - $1.62K
|
5.72K
$5.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
3+ 0.06% |
$1.36K - $1.62K
|
5.44K
$5.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
3+ 0.17% |
$1.36K - $1.62K
|
1.73K
$1.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3+ 0.5% |
$1.36K - $1.62K
|
603
$581K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$1.36K - $1.62K
|
1.76K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.36K - $1.62K
|
2.48K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3+ 0.41% |
$1.36K - $1.62K
|
726
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.56% |
$1.36K - $1.62K
|
537
$518K
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
2+ 0.01% |
$906 - $1.08K
|
19.5K
$18.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2+ 0.23% |
$906 - $1.08K
|
870
$839K
|