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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
323+ 24.92% |
$208K - $254K
|
1.62K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
316+ 22.48% |
$204K - $248K
|
1.72K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
315New |
$203K - $247K
|
315
$296K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
315New |
$203K - $247K
|
315
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
314+ 2.5% |
$202K - $247K
|
12.9K
$12.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
311+ 9.79% |
$200K - $244K
|
3.49K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
311+ 0.34% |
$200K - $244K
|
91.7K
$86.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
310+ 1.91% |
$200K - $244K
|
16.6K
$15.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
310New |
$200K - $244K
|
310
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
310New |
$200K - $244K
|
310
$291K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
310+ 73.29% |
$200K - $244K
|
733
$689K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
308+ 3.67% |
$199K - $242K
|
8.7K
$8.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
307+ 2.67% |
$198K - $241K
|
11.8K
$11.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
306New |
$197K - $240K
|
306
$288K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
305+ 24.24% |
$197K - $240K
|
1.56K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
304+ 16.89% |
$196K - $239K
|
2.1K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
304+ 3.68% |
$196K - $239K
|
8.55K
$8.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
303New |
$195K - $238K
|
303
$285K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
302+ 41.31% |
$195K - $237K
|
1.03K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
302New |
$195K - $237K
|
302
$284K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
302+ 5.59% |
$195K - $237K
|
5.7K
$5.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
300+ 51.19% |
$193K - $236K
|
886
$833K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
300+ 37.5% |
$193K - $236K
|
1.1K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
300+ 32.82% |
$193K - $236K
|
1.21K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
300+ 4.82% |
$193K - $236K
|
6.52K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
300New |
$193K - $236K
|
300
$282K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
300+ 37.5% |
$193K - $236K
|
1.1K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
299New |
$193K - $235K
|
299
$281K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
299New |
$193K - $235K
|
299
$281K
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
299New |
$193K - $235K
|
299
$281K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
299New |
$193K - $235K
|
299
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
297+ 6.02% |
$191K - $233K
|
5.23K
$4.92M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
297New |
$191K - $233K
|
297
$279K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
297+ 2.67% |
$191K - $233K
|
11.4K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
297+ 6.34% |
$191K - $233K
|
4.99K
$4.68M
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
296+ 1.28% |
$191K - $233K
|
23.4K
$22M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
295New |
$190K - $232K
|
295
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
295+ 38.92% |
$190K - $232K
|
1.05K
$989K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
295+ 23.19% |
$190K - $232K
|
1.57K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
294New |
$190K - $231K
|
294
$276K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
293New |
$189K - $230K
|
293
$275K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
292New |
$188K - $229K
|
292
$274K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
292+ 11.07% |
$188K - $229K
|
2.93K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
292New |
$188K - $229K
|
292
$274K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
291+ 84.1% |
$188K - $229K
|
637
$599K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
290New |
$187K - $228K
|
290
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
290New |
$187K - $228K
|
290
$273K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
290New |
$187K - $228K
|
290
$273K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
290+ 16.16% |
$187K - $228K
|
2.08K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
290New |
$187K - $228K
|
290
$273K
|