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 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19- 2.85% |
$8.61K - $10.2K
|
647
$617K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19- 0.36% |
$8.61K - $10.2K
|
5.2K
$4.96M
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-19- 0.67% |
$8.61K - $10.2K
|
2.8K
$2.67M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-20- 2.39% |
$9.06K - $10.8K
|
816
$778K
|
|
Jan 09, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-20- 1.55% |
$9.06K - $10.8K
|
1.27K
$1.21M
|
|
Jan 10, 2023
Q4 2022
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-20- 0.17% |
$9.06K - $10.8K
|
11.5K
$10.9M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-20- 41.67% |
$9.06K - $10.8K
|
28
$26.7K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-20- 2.53% |
$9.06K - $10.8K
|
770
$735K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-20- 4.75% |
$9.06K - $10.8K
|
401
$383K
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-20- 3.68% |
$9.06K - $10.8K
|
524
$500K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-20- 2.69% |
$9.06K - $10.8K
|
724
$691K
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-20- 3.88% |
$9.06K - $10.8K
|
496
$473K
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-20- 3.94% |
$9.06K - $10.8K
|
487
$465K
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 2.15% |
$9.06K - $10.8K
|
911
$869K
|
|
Feb 14, 2023
Q4 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-20- 10.99% |
$9.06K - $10.8K
|
162
$155K
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-21- 1.2% |
$9.51K - $11.3K
|
1.73K
$1.65M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-21- 2.54% |
$9.51K - $11.3K
|
807
$770K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.68% |
$9.51K - $11.3K
|
3.09K
$2.95M
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 2.15% |
$9.97K - $11.9K
|
999
$953K
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-22- 7.59% |
$9.97K - $11.9K
|
268
$256K
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-22- 0.18% |
$9.97K - $11.9K
|
12.3K
$11.7M
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-22- 3.16% |
$9.97K - $11.9K
|
674
$643K
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-23- 2.41% |
$10.4K - $12.4K
|
930
$887K
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-23- 0.71% |
$10.4K - $12.4K
|
3.2K
$3.05M
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-23- 0.58% |
$10.4K - $12.4K
|
3.98K
$3.79M
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-24- 3.87% |
$10.9K - $12.9K
|
596
$569K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-24- 3.65% |
$10.9K - $12.9K
|
633
$604K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 1.58% |
$10.9K - $12.9K
|
1.5K
$1.43M
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-25- 2.85% |
$11.3K - $13.5K
|
852
$813K
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-25- 0.99% |
$11.3K - $13.5K
|
2.5K
$2.38M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 0.16% |
$11.3K - $13.5K
|
15.5K
$14.8M
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-25- 0.52% |
$11.3K - $13.5K
|
4.78K
$4.56M
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-25- 3.33% |
$11.3K - $13.5K
|
726
$693K
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-25- 0.5% |
$11.3K - $13.5K
|
4.94K
$4.71M
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-25- 3.96% |
$11.3K - $13.5K
|
607
$579K
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-25- 1.16% |
$11.3K - $13.5K
|
2.13K
$2.03M
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-26- 0.94% |
$11.8K - $14K
|
2.74K
$2.61M
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-26- 1.6% |
$11.8K - $14K
|
1.6K
$1.52M
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-26- 3.32% |
$11.8K - $14K
|
757
$722K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26- 0.98% |
$11.8K - $14K
|
2.64K
$2.52M
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-27- 5.58% |
$12.2K - $14.6K
|
457
$436K
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-27- 5.21% |
$12.2K - $14.6K
|
491
$468K
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-27- 1.12% |
$12.2K - $14.6K
|
2.39K
$2.28M
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-27- 9.0% |
$12.2K - $14.6K
|
273
$260K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-27- 0.68% |
$12.2K - $14.6K
|
3.97K
$3.79M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27- 0.01% |
$12.2K - $14.6K
|
342K
$326M
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-28- 3.26% |
$12.7K - $15.1K
|
832
$794K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-28- 0.25% |
$12.7K - $15.1K
|
11K
$10.5M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-28- 3.92% |
$12.7K - $15.1K
|
687
$655K
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-28- 3.15% |
$12.7K - $15.1K
|
860
$820K
|