Purchases and Sales Made in Q1 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
863New |
$556K - $678K
|
863
$847K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
862+ 6.15% |
$556K - $677K
|
14.9K
$14.6M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
857+ 7.02% |
$552K - $673K
|
13.1K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
854New |
$551K - $671K
|
854
$838K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
853+ 13.51% |
$550K - $670K
|
7.17K
$7.03M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
849+ 6.12% |
$547K - $667K
|
14.7K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
848+ 16.5% |
$547K - $666K
|
5.99K
$5.87M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
847+ 2.15% |
$546K - $665K
|
40.3K
$39.5M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
846New |
$545K - $665K
|
846
$830K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
830+ 17.34% |
$535K - $652K
|
5.62K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
830+ 4.08% |
$535K - $652K
|
21.2K
$20.8M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
827+ 2.64% |
$533K - $650K
|
32.2K
$31.6M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
825+ 125.0% |
$532K - $648K
|
1.49K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
823+ 20.66% |
$531K - $647K
|
4.81K
$4.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
818+ 0.87% |
$527K - $643K
|
94.7K
$92.9M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
817+ 49.4% |
$527K - $642K
|
2.47K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
814+ 62.76% |
$525K - $639K
|
2.11K
$2.07M
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
812New |
$523K - $638K
|
812
$796K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
807+ 17.54% |
$520K - $634K
|
5.41K
$5.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807+ 6.52% |
$520K - $634K
|
13.2K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
805+ 36.88% |
$519K - $632K
|
2.99K
$2.93M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
803+ 2.72% |
$518K - $631K
|
30.3K
$29.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
801+ 107.66% |
$516K - $629K
|
1.55K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
800New |
$516K - $628K
|
800
$785K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
795+ 9.58% |
$513K - $625K
|
9.1K
$8.92M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
793+ 5.27% |
$511K - $623K
|
15.8K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
785+ 0.61% |
$506K - $617K
|
129K
$126M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
783+ 0.74% |
$505K - $615K
|
106K
$104M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
782+ 12.8% |
$504K - $614K
|
6.89K
$6.76M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
759+ 7.55% |
$489K - $596K
|
10.8K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
756+ 36.24% |
$487K - $594K
|
2.84K
$2.79M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
755New |
$487K - $593K
|
755
$741K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
748+ 29.31% |
$482K - $588K
|
3.3K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
741+ 205.83% |
$478K - $582K
|
1.1K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
BUY
|
- |
741+ 0.33% |
$478K - $582K
|
228K
$224M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
739+ 2.46% |
$476K - $581K
|
30.7K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
739+ 76.9% |
$476K - $581K
|
1.7K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
737New |
$475K - $579K
|
737
$723K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
724+ 5.05% |
$467K - $569K
|
15.1K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
724+ 210.47% |
$467K - $569K
|
1.07K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
723+ 11.8% |
$466K - $568K
|
6.85K
$6.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
717+ 18.57% |
$462K - $563K
|
4.58K
$4.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
713+ 3.16% |
$460K - $560K
|
23.3K
$22.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
713+ 51.74% |
$460K - $560K
|
2.09K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
712+ 17800.0% |
$459K - $559K
|
716
$702K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
710+ 61.0% |
$458K - $558K
|
1.87K
$1.84M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
708+ 3.86% |
$456K - $556K
|
19.1K
$18.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
706+ 1.23% |
$455K - $555K
|
58.1K
$57M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
691+ 20.63% |
$445K - $543K
|
4.04K
$3.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
690+ 21.21% |
$445K - $542K
|
3.94K
$3.87M
|