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
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
289New |
$186K - $227K
|
289
$272K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
289+ 4.83% |
$186K - $227K
|
6.28K
$5.9M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
288New |
$186K - $226K
|
288
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
287New |
$185K - $225K
|
287
$270K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
287New |
$185K - $225K
|
287
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
286+ 7.32% |
$184K - $225K
|
4.19K
$3.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
286New |
$184K - $225K
|
286
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
286+ 9.38% |
$184K - $225K
|
3.34K
$3.13M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
285+ 34.84% |
$184K - $224K
|
1.1K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
285+ 42.99% |
$184K - $224K
|
948
$891K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
284+ 48.88% |
$183K - $223K
|
865
$813K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
283New |
$182K - $222K
|
283
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
282New |
$182K - $222K
|
282
$265K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
282+ 5.05% |
$182K - $222K
|
5.86K
$5.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
282+ 16.58% |
$182K - $222K
|
1.98K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
281New |
$181K - $221K
|
281
$264K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
281New |
$181K - $221K
|
281
$264K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
280+ 2.81% |
$181K - $220K
|
10.2K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
279+ 7.14% |
$180K - $219K
|
4.19K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
278New |
$179K - $218K
|
278
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
277+ 15.76% |
$179K - $218K
|
2.04K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
277+ 4.6% |
$179K - $218K
|
6.3K
$5.92M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
277New |
$179K - $218K
|
277
$260K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
277New |
$179K - $218K
|
277
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
276New |
$178K - $217K
|
276
$259K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
276+ 0.6% |
$178K - $217K
|
46.2K
$43.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
275New |
$177K - $216K
|
275
$258K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
275New |
$177K - $216K
|
275
$258K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
275New |
$177K - $216K
|
275
$258K
|
|
|
May 15, 2024
Q1 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
275New |
$177K - $216K
|
275
$258K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
275+ 38.09% |
$177K - $216K
|
997
$937K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
275New |
$177K - $216K
|
275
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
273+ 1.74% |
$176K - $214K
|
16K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
273New |
$176K - $214K
|
273
$257K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
273New |
$176K - $214K
|
273
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
272+ 16.14% |
$175K - $214K
|
1.96K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
271+ 15.4% |
$175K - $213K
|
2.03K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
268+ 47.1% |
$173K - $211K
|
837
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
267+ 4.81% |
$172K - $210K
|
5.82K
$5.47M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
267+ 5.56% |
$172K - $210K
|
5.07K
$4.77M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
267+ 0.68% |
$172K - $210K
|
39.7K
$37.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
264+ 8.03% |
$170K - $207K
|
3.55K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
264+ 22.86% |
$170K - $207K
|
1.42K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
262+ 5.33% |
$169K - $206K
|
5.18K
$4.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
262+ 5.13% |
$169K - $206K
|
5.37K
$5.05M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
260+ 1.5% |
$168K - $204K
|
17.6K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
260+ 44.83% |
$168K - $204K
|
840
$789K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 0.17% |
$166K - $202K
|
152K
$143M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
257+ 9.39% |
$166K - $202K
|
2.99K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
252+ 9.22% |
$162K - $198K
|
2.99K
$2.81M
|