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 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- 0.65% |
$2.72K - $3.24K
|
914
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-6- 0.9% |
$2.72K - $3.24K
|
662
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6- 0.62% |
$2.72K - $3.24K
|
969
$934K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-7- 0.25% |
$3.17K - $3.77K
|
2.75K
$2.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-7- 0.53% |
$3.17K - $3.77K
|
1.32K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$3.17K - $3.77K
|
2.57K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 1.98% |
$3.17K - $3.77K
|
346
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-7- 0.4% |
$3.17K - $3.77K
|
1.74K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-7- 1.38% |
$3.17K - $3.77K
|
500
$482K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-7- 1.48% |
$3.17K - $3.77K
|
465
$448K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-7- 1.72% |
$3.17K - $3.77K
|
401
$387K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 2.19% |
$3.62K - $4.31K
|
358
$345K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8- 4.44% |
$3.62K - $4.31K
|
172
$166K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-8- 0.29% |
$3.62K - $4.31K
|
2.71K
$2.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-8- 0.04% |
$3.62K - $4.31K
|
18.3K
$17.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8- 0.95% |
$3.62K - $4.31K
|
838
$808K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-8- 0.99% |
$3.62K - $4.31K
|
802
$773K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8- 0.19% |
$3.62K - $4.31K
|
4.14K
$3.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 5.39% |
$4.08K - $4.85K
|
158
$152K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 0.28% |
$4.08K - $4.85K
|
3.26K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.16% |
$4.08K - $4.85K
|
5.78K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.08% |
$4.08K - $4.85K
|
11.3K
$10.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-9- 0.04% |
$4.08K - $4.85K
|
21.2K
$20.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-10- 1.19% |
$4.53K - $5.39K
|
829
$799K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-10- 3.32% |
$4.53K - $5.39K
|
291
$281K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 9.09% |
$4.53K - $5.39K
|
100
$96.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.7% |
$4.53K - $5.39K
|
1.42K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 5.03% |
$4.53K - $5.39K
|
189
$182K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-10- 1.51% |
$4.53K - $5.39K
|
652
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.01% |
$4.53K - $5.39K
|
84.1K
$81M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10- 0.15% |
$4.53K - $5.39K
|
6.66K
$6.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-10- 0.32% |
$4.53K - $5.39K
|
3.07K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.34% |
$4.53K - $5.39K
|
2.92K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 1.46% |
$4.53K - $5.39K
|
677
$653K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-11- 2.14% |
$4.98K - $5.93K
|
503
$485K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-11- 0.76% |
$4.98K - $5.93K
|
1.43K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.35% |
$4.98K - $5.93K
|
803
$774K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-11- 1.24% |
$4.98K - $5.93K
|
875
$844K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11- 2.04% |
$4.98K - $5.93K
|
528
$509K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11- 11.0% |
$4.98K - $5.93K
|
89
$85.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-11- 1.69% |
$4.98K - $5.93K
|
641
$618K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-11- 1.89% |
$4.98K - $5.93K
|
570
$549K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 9.09% |
$4.98K - $5.93K
|
110
$106K
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-11- 0.23% |
$4.98K - $5.93K
|
4.67K
$4.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.04% |
$4.98K - $5.93K
|
30.9K
$29.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12- 0.73% |
$5.44K - $6.47K
|
1.63K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 5.88% |
$5.44K - $6.47K
|
192
$185K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-12- 1.19% |
$5.44K - $6.47K
|
999
$963K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-12- 0.99% |
$5.44K - $6.47K
|
1.2K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-12- 0.06% |
$5.44K - $6.47K
|
19.5K
$18.8M
|