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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
172+ 5.74% |
$111K - $135K
|
3.17K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
171+ 2.25% |
$110K - $134K
|
7.76K
$7.93M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
170+ 2.88% |
$110K - $134K
|
6.07K
$6.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
169+ 0.2% |
$109K - $133K
|
86.8K
$88.7M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
168+ 1.39% |
$108K - $132K
|
12.2K
$12.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
167+ 15.59% |
$108K - $131K
|
1.24K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
167+ 2.95% |
$108K - $131K
|
5.83K
$5.95M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
166+ 4.09% |
$107K - $130K
|
4.23K
$4.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
166+ 5.19% |
$107K - $130K
|
3.36K
$3.44M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
166+ 4.66% |
$107K - $130K
|
3.73K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
165+ 0.05% |
$106K - $130K
|
304K
$310M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
163+ 4.91% |
$105K - $128K
|
3.49K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
162+ 3.27% |
$104K - $127K
|
5.11K
$5.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
161+ 2.2% |
$104K - $126K
|
7.49K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
161+ 23.17% |
$104K - $126K
|
856
$875K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
156+ 12.08% |
$101K - $123K
|
1.45K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
BUY
|
- |
156+ 0.14% |
$101K - $123K
|
113K
$115M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
156+ 1.87% |
$101K - $123K
|
8.51K
$8.69M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
156+ 32.3% |
$101K - $123K
|
639
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
155+ 16.51% |
$99.9K - $122K
|
1.09K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
154+ 2.42% |
$99.3K - $121K
|
6.52K
$6.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
153+ 14.47% |
$98.6K - $120K
|
1.21K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
153+ 11.09% |
$98.6K - $120K
|
1.53K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
152+ 12.32% |
$98K - $119K
|
1.39K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
151+ 24.88% |
$97.3K - $119K
|
758
$775K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
150+ 9.47% |
$96.7K - $118K
|
1.73K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
150+ 1.86% |
$96.7K - $118K
|
8.2K
$8.38M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
150+ 6.24% |
$96.7K - $118K
|
2.55K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
148+ 5.05% |
$95.4K - $116K
|
3.08K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
148+ 4.06% |
$95.4K - $116K
|
3.79K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
146+ 6.41% |
$94.1K - $115K
|
2.42K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
146+ 0.99% |
$94.1K - $115K
|
14.9K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
146+ 5.36% |
$94.1K - $115K
|
2.87K
$2.93M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
146+ 17.7% |
$94.1K - $115K
|
971
$992K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
146+ 17.49% |
$94.1K - $115K
|
981
$1M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
145+ 8.68% |
$93.5K - $114K
|
1.82K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
145+ 0.47% |
$93.5K - $114K
|
31K
$31.7M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 4.7% |
$92.8K - $113K
|
3.21K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
143New |
$92.2K - $112K
|
143
$146K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
142+ 11.09% |
$91.5K - $112K
|
1.42K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
142+ 4.21% |
$91.5K - $112K
|
3.52K
$3.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
141+ 20.92% |
$90.9K - $111K
|
815
$833K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
141+ 42.73% |
$90.9K - $111K
|
471
$481K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
141+ 7.5% |
$90.9K - $111K
|
2.02K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
140+ 15.04% |
$90.3K - $110K
|
1.07K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
140+ 3.67% |
$90.3K - $110K
|
3.95K
$4.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
139+ 4.93% |
$89.6K - $109K
|
2.96K
$3.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
139+ 34.49% |
$89.6K - $109K
|
542
$554K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
139+ 7.09% |
$89.6K - $109K
|
2.1K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 0.55% |
$89.6K - $109K
|
25.4K
$25.9M
|