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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.44KNew |
$2.46M - $2.93M
|
5.44K
$5.66M
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5.41K+ 89.45% |
$2.45M - $2.92M
|
11.5K
$11.9M
|
|
Feb 02, 2023
Q4 2022
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
5.35KNew |
$2.42M - $2.88M
|
5.35K
$5.56M
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
5.32KNew |
$2.41M - $2.87M
|
5.32K
$5.54M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.32KNew |
$2.41M - $2.87M
|
5.32K
$5.54M
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.23K+ 63.08% |
$2.37M - $2.82M
|
13.5K
$14.1M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.21K+ 131.1% |
$2.36M - $2.81M
|
9.19K
$9.56M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
5.2K+ 866.67% |
$2.36M - $2.8M
|
5.8K
$6.03M
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.18KNew |
$2.35M - $2.79M
|
5.18K
$5.39M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.17KNew |
$2.34M - $2.79M
|
5.17K
$5.37M
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.15K+ 7.32% |
$2.33M - $2.78M
|
75.5K
$78.5M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.13K+ 2.69% |
$2.32M - $2.77M
|
196K
$204M
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.1KNew |
$2.31M - $2.75M
|
5.1K
$5.3M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
5.08K+ 27.46% |
$2.3M - $2.74M
|
23.6K
$24.5M
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.07K+ 25.54% |
$2.3M - $2.73M
|
24.9K
$25.9M
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
5.05K+ 76.87% |
$2.29M - $2.72M
|
11.6K
$12.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.02K+ 0.95% |
$2.27M - $2.71M
|
534K
$555M
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
4.98KNew |
$2.26M - $2.69M
|
4.98K
$5.18M
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.96KNew |
$2.25M - $2.68M
|
4.96K
$5.16M
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.96K+ 9.74% |
$2.25M - $2.67M
|
55.9K
$58.1M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.94K+ 15.14% |
$2.24M - $2.66M
|
37.6K
$39.1M
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.91K+ 3.89% |
$2.22M - $2.65M
|
131K
$136M
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.88K+ 76.68% |
$2.21M - $2.63M
|
11.2K
$11.7M
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.87K+ 1.22% |
$2.21M - $2.63M
|
405K
$421M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.83KNew |
$2.19M - $2.61M
|
4.83K
$5.03M
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.75K+ 3.63% |
$2.15M - $2.56M
|
136K
$141M
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$2.14M - $2.54M
|
4.72K
$4.91M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.7K+ 9.88% |
$2.13M - $2.53M
|
52.3K
$54.4M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.7K+ 2.36% |
$2.13M - $2.53M
|
204K
$212M
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
4.37K+ 17.73% |
$1.98M - $2.36M
|
29K
$30.2M
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
4.37K+ 82.23% |
$1.98M - $2.35M
|
9.67K
$10.1M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.33KNew |
$1.96M - $2.33M
|
4.33K
$4.5M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.33K+ 12.89% |
$1.96M - $2.33M
|
37.9K
$39.4M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.3KNew |
$1.95M - $2.32M
|
4.3K
$4.47M
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.29K+ 29.64% |
$1.95M - $2.32M
|
18.8K
$19.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.26K+ 2.44% |
$1.93M - $2.3M
|
179K
$186M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.21KNew |
$1.91M - $2.27M
|
4.21K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.17K+ 27.11% |
$1.89M - $2.25M
|
19.6K
$20.4M
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.04K+ 1.13% |
$1.83M - $2.18M
|
362K
$377M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.02K+ 5.5% |
$1.82M - $2.17M
|
77K
$80.1M
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.96K+ 127.19% |
$1.79M - $2.14M
|
7.08K
$7.36M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.89K+ 0.58% |
$1.76M - $2.1M
|
677K
$704M
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.88K+ 2.41% |
$1.76M - $2.09M
|
165K
$172M
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.86KNew |
$1.75M - $2.08M
|
3.86K
$4.02M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 1.21% |
$1.7M - $2.03M
|
315K
$328M
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.75KNew |
$1.7M - $2.02M
|
3.75K
$3.9M
|
|
Feb 03, 2023
Q4 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
3.7KNew |
$1.68M - $2M
|
3.7K
$3.85M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.67K+ 10.03% |
$1.66M - $1.98M
|
40.2K
$41.8M
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.65KNew |
$1.65M - $1.97M
|
3.65K
$3.8M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
3.63KNew |
$1.64M - $1.96M
|
3.63K
$3.77M
|