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 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.47K+ 24.77% |
$665K - $792K
|
7.4K
$6.87M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.43K+ 1.11% |
$648K - $772K
|
131K
$121M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43KNew |
$647K - $770K
|
1.43K
$1.33M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.41K+ 9.36% |
$636K - $758K
|
16.4K
$15.2M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.4K+ 56.84% |
$635K - $755K
|
3.87K
$3.59M
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.4KNew |
$634K - $755K
|
1.4K
$1.3M
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
1.39K+ 21.1% |
$631K - $751K
|
7.99K
$7.42M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.39KNew |
$627K - $747K
|
1.39K
$1.29M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.38KNew |
$626K - $745K
|
1.38K
$1.28M
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.38K+ 145.21% |
$624K - $743K
|
2.33K
$2.16M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.37K+ 13.19% |
$618K - $736K
|
11.7K
$10.9M
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
1.35K+ 216.0% |
$612K - $728K
|
1.98K
$1.83M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.35K+ 52.86% |
$611K - $727K
|
3.9K
$3.62M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.35K+ 6.19% |
$610K - $726K
|
23.1K
$21.5M
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.34KNew |
$607K - $722K
|
1.34K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.34KNew |
$605K - $720K
|
1.34K
$1.24M
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.33KNew |
$603K - $718K
|
1.33K
$1.24M
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.33KNew |
$603K - $718K
|
1.33K
$1.24M
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
1.33K+ 110.83% |
$602K - $717K
|
2.53K
$2.35M
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
1.32KNew |
$597K - $711K
|
1.32K
$1.22M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.32K+ 228.03% |
$597K - $711K
|
1.9K
$1.76M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.31K+ 230.4% |
$594K - $707K
|
1.88K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.3KNew |
$590K - $703K
|
1.3K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.29K+ 40.11% |
$582K - $693K
|
4.49K
$4.17M
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.28KNew |
$578K - $688K
|
1.28K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.27K+ 10.23% |
$573K - $683K
|
13.6K
$12.7M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.26KNew |
$572K - $681K
|
1.26K
$1.17M
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.26KNew |
$571K - $680K
|
1.26K
$1.17M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.23K+ 60.49% |
$559K - $665K
|
3.27K
$3.04M
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$558K - $664K
|
1.23K
$1.14M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.23K+ 4.35% |
$555K - $661K
|
29.4K
$27.3M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.22K+ 13.03% |
$554K - $660K
|
10.6K
$9.85M
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 198.05% |
$553K - $658K
|
1.84K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 22.0% |
$550K - $655K
|
6.73K
$6.25M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 13.3% |
$547K - $651K
|
10.3K
$9.55M
|
|
Jan 25, 2023
Q4 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1.2KNew |
$544K - $647K
|
1.2K
$1.11M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 14.29% |
$540K - $643K
|
9.54K
$8.86M
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.19KNew |
$537K - $640K
|
1.19K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.19KNew |
$537K - $640K
|
1.19K
$1.1M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19KNew |
$537K - $640K
|
1.19K
$1.1M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.18K+ 4.83% |
$534K - $636K
|
25.6K
$23.8M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.18K+ 2.93% |
$534K - $635K
|
41.3K
$38.3M
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$527K - $627K
|
1.16K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.15K+ 36.21% |
$521K - $621K
|
4.33K
$4.02M
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.15K+ 3.37% |
$520K - $619K
|
35.2K
$32.6M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.14KNew |
$515K - $613K
|
1.14K
$1.05M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 7.69% |
$511K - $609K
|
15.8K
$14.7M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12K+ 31.18% |
$509K - $606K
|
4.73K
$4.39M
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.12KNew |
$507K - $604K
|
1.12K
$1.04M
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
1.12K+ 30.85% |
$506K - $602K
|
4.73K
$4.39M
|