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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
460+ 200.0% |
$297K - $361K
|
690
$648K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
460New |
$297K - $361K
|
460
$432K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
458+ 22.56% |
$295K - $360K
|
2.49K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
457+ 7.9% |
$295K - $359K
|
6.24K
$5.86M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
456+ 0.47% |
$294K - $358K
|
97.4K
$91.5M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
456+ 4.02% |
$294K - $358K
|
11.8K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
450+ 9.37% |
$290K - $354K
|
5.25K
$4.94M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
448New |
$289K - $352K
|
448
$421K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
441+ 1.74% |
$284K - $346K
|
25.8K
$24.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
437+ 15.91% |
$282K - $343K
|
3.18K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
435+ 27.0% |
$280K - $342K
|
2.05K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
434+ 2.06% |
$280K - $341K
|
21.5K
$20.2M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
434+ 125.07% |
$280K - $341K
|
781
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
432+ 18.61% |
$279K - $339K
|
2.75K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
430+ 537.5% |
$277K - $338K
|
510
$479K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
428+ 15.18% |
$276K - $336K
|
3.25K
$3.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
427New |
$275K - $335K
|
427
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
425+ 4.67% |
$274K - $334K
|
9.53K
$8.95M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
425+ 47.65% |
$274K - $334K
|
1.32K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
424+ 6.62% |
$273K - $333K
|
6.83K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
423New |
$273K - $332K
|
423
$397K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
421New |
$271K - $331K
|
421
$396K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
420+ 26.15% |
$271K - $330K
|
2.03K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
419New |
$270K - $329K
|
419
$394K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
414New |
$267K - $325K
|
414
$389K
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
413+ 2.66% |
$266K - $324K
|
16K
$15M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
409New |
$264K - $321K
|
409
$384K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
407New |
$262K - $320K
|
407
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
405+ 81.0% |
$261K - $318K
|
905
$850K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
404New |
$260K - $317K
|
404
$380K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
403+ 3.49% |
$260K - $317K
|
12K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
402+ 12.88% |
$259K - $316K
|
3.52K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
401+ 4.89% |
$259K - $315K
|
8.61K
$8.09M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
401New |
$259K - $315K
|
401
$377K
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$258K - $314K
|
400
$376K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
398+ 0.41% |
$257K - $313K
|
98K
$92.1M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
397+ 1323.33% |
$256K - $312K
|
427
$401K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
395+ 3.92% |
$255K - $310K
|
10.5K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
394+ 12.7% |
$254K - $310K
|
3.5K
$3.29M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
392+ 11.85% |
$253K - $308K
|
3.7K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
392+ 3.48% |
$253K - $308K
|
11.6K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
388+ 7.05% |
$250K - $305K
|
5.89K
$5.54M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
387+ 5.08% |
$249K - $304K
|
8.01K
$7.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
386+ 9.67% |
$249K - $303K
|
4.38K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
386+ 107.52% |
$249K - $303K
|
745
$700K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
386+ 11.76% |
$249K - $303K
|
3.67K
$3.45M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 7.28% |
$248K - $302K
|
5.67K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
385+ 9.66% |
$248K - $302K
|
4.37K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
384+ 3.31% |
$248K - $302K
|
12K
$11.3M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
384New |
$248K - $302K
|
384
$361K
|