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 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-54- 0.17% |
$24.5K - $29.1K
|
31.6K
$30.3M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.49% |
$24.5K - $29.1K
|
11K
$10.5M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-55- 0.31% |
$24.9K - $29.7K
|
17.6K
$16.9M
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-55- 1.1% |
$24.9K - $29.7K
|
4.96K
$4.76M
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-55- 2.46% |
$24.9K - $29.7K
|
2.18K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-55- 8.97% |
$24.9K - $29.7K
|
558
$536K
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-56- 1.78% |
$25.4K - $30.2K
|
3.09K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-56- 5.14% |
$25.4K - $30.2K
|
1.03K
$993K
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
SELL
|
- |
-57- 1.05% |
$25.8K - $30.7K
|
5.35K
$5.14M
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-57- 7.78% |
$25.8K - $30.7K
|
676
$650K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 2.59% |
$25.8K - $30.7K
|
2.15K
$2.06M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 1.82% |
$25.8K - $30.7K
|
3.08K
$2.96M
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-57- 1.9% |
$25.8K - $30.7K
|
2.94K
$2.83M
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 6.0% |
$26.3K - $31.3K
|
908
$872K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-58- 11.35% |
$26.3K - $31.3K
|
453
$435K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-58- 1.17% |
$26.3K - $31.3K
|
4.91K
$4.72M
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-59- 1.75% |
$26.7K - $31.8K
|
3.32K
$3.19M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-60- 1.2% |
$27.2K - $32.4K
|
4.95K
$4.76M
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-60- 6.56% |
$27.2K - $32.4K
|
854
$821K
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 3.29% |
$27.2K - $32.4K
|
1.77K
$1.7M
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-60- 8.04% |
$27.2K - $32.4K
|
686
$659K
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-60- 8.11% |
$27.2K - $32.4K
|
680
$653K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-60- 2.87% |
$27.2K - $32.4K
|
2.03K
$1.95M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 11.19% |
$27.2K - $32.4K
|
476
$457K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 0.71% |
$27.6K - $32.9K
|
8.57K
$8.23M
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-61- 0.38% |
$27.6K - $32.9K
|
16.1K
$15.4M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-61- 0.69% |
$27.6K - $32.9K
|
8.77K
$8.43M
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-61- 9.85% |
$27.6K - $32.9K
|
558
$536K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-62- 2.04% |
$28.1K - $33.4K
|
2.97K
$2.86M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-62- 7.04% |
$28.1K - $33.4K
|
819
$787K
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-62- 1.71% |
$28.1K - $33.4K
|
3.57K
$3.43M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-62- 5.94% |
$28.1K - $33.4K
|
981
$943K
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-63- 12.23% |
$28.5K - $34K
|
452
$434K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-63- 2.16% |
$28.5K - $34K
|
2.85K
$2.74M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-63- 1.47% |
$28.5K - $34K
|
4.23K
$4.07M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-63- 14.06% |
$28.5K - $34K
|
385
$370K
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-64- 1.47% |
$29K - $34.5K
|
4.29K
$4.12M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-64- 21.99% |
$29K - $34.5K
|
227
$218K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-64- 1.48% |
$29K - $34.5K
|
4.27K
$4.1M
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 1.52% |
$29.4K - $35.1K
|
4.22K
$4.06M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-65- 2.77% |
$29.4K - $35.1K
|
2.28K
$2.19M
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-66- 2.6% |
$29.9K - $35.6K
|
2.47K
$2.38M
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 13.02% |
$29.9K - $35.6K
|
441
$424K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-66- 3.05% |
$29.9K - $35.6K
|
2.1K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-66- 3.83% |
$29.9K - $35.6K
|
1.66K
$1.59M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 1.1% |
$30.4K - $36.1K
|
6.04K
$5.8M
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-67- 2.88% |
$30.4K - $36.1K
|
2.26K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-68- 2.31% |
$30.8K - $36.7K
|
2.87K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-68- 2.23% |
$30.8K - $36.7K
|
2.98K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-70- 0.76% |
$31.7K - $37.7K
|
9.17K
$8.81M
|