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 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-43- 26.71% |
$19.5K - $23.2K
|
118
$113K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-43- 2.48% |
$19.5K - $23.2K
|
1.69K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-43- 5.58% |
$19.5K - $23.2K
|
727
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-43- 1.71% |
$19.5K - $23.2K
|
2.47K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-44- 3.74% |
$19.9K - $23.7K
|
1.13K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-44- 0.21% |
$19.9K - $23.7K
|
21K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-44- 0.56% |
$19.9K - $23.7K
|
7.86K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-44- 0.39% |
$19.9K - $23.7K
|
11.1K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-45- 2.11% |
$20.4K - $24.3K
|
2.09K
$2M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-45- 5.91% |
$20.4K - $24.3K
|
717
$689K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-45- 2.09% |
$20.4K - $24.3K
|
2.1K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-45- 0.75% |
$20.4K - $24.3K
|
5.95K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-45- 5.65% |
$20.4K - $24.3K
|
751
$722K
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-46- 0.5% |
$20.8K - $24.8K
|
9.11K
$8.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-46- 4.56% |
$20.8K - $24.8K
|
963
$925K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-46- 1.91% |
$20.8K - $24.8K
|
2.36K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-46- 1.69% |
$20.8K - $24.8K
|
2.68K
$2.57M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-46- 0.45% |
$20.8K - $24.8K
|
10.1K
$9.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-47- 3.47% |
$21.3K - $25.3K
|
1.31K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-47- 3.12% |
$21.3K - $25.3K
|
1.46K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ghe, LLC
|
SELL
|
- |
-47- 0.73% |
$21.3K - $25.3K
|
6.42K
$6.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-47- 5.63% |
$21.3K - $25.3K
|
788
$757K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-48- 6.04% |
$21.7K - $25.9K
|
747
$718K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-48- 1.67% |
$21.7K - $25.9K
|
2.83K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-48- 1.26% |
$21.7K - $25.9K
|
3.76K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-48- 0.32% |
$21.7K - $25.9K
|
14.8K
$14.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-49- 6.8% |
$22.2K - $26.4K
|
672
$646K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 0.61% |
$22.2K - $26.4K
|
7.96K
$7.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-50- 8.21% |
$22.6K - $27K
|
559
$537K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-50- 9.92% |
$22.6K - $27K
|
454
$436K
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-50- 10.04% |
$22.6K - $27K
|
448
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.95% |
$22.6K - $27K
|
245
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-50- 0.49% |
$22.6K - $27K
|
10.1K
$9.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 3.59% |
$22.6K - $27K
|
1.34K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-50- 0.99% |
$22.6K - $27K
|
5.01K
$4.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-50- 9.09% |
$22.6K - $27K
|
500
$480K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.55% |
$22.6K - $27K
|
9.03K
$8.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-51- 0.91% |
$23.1K - $27.5K
|
5.52K
$5.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-51- 4.51% |
$23.1K - $27.5K
|
1.08K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 2.86% |
$23.1K - $27.5K
|
1.73K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-51- 1.52% |
$23.1K - $27.5K
|
3.31K
$3.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-51- 5.14% |
$23.1K - $27.5K
|
941
$904K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-52- 10.57% |
$23.6K - $28K
|
440
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-52- 5.01% |
$23.6K - $28K
|
986
$947K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-52- 3.59% |
$23.6K - $28K
|
1.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-52- 3.59% |
$23.6K - $28K
|
1.4K
$1.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-53- 5.13% |
$24K - $28.6K
|
981
$943K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-53- 0.06% |
$24K - $28.6K
|
90.1K
$86.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53- 5.92% |
$24K - $28.6K
|
842
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-53- 0.34% |
$24K - $28.6K
|
15.6K
$15M
|