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 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
145+ 8.68% |
$93.5K - $114K
|
1.82K
$1.73M
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
145+ 0.47% |
$93.5K - $114K
|
31K
$29.6M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 4.7% |
$92.8K - $113K
|
3.21K
$3.06M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
143New |
$92.2K - $112K
|
143
$136K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
142+ 11.09% |
$91.5K - $112K
|
1.42K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
142+ 4.21% |
$91.5K - $112K
|
3.52K
$3.36M
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
141+ 20.92% |
$90.9K - $111K
|
815
$777K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
141+ 42.73% |
$90.9K - $111K
|
471
$449K
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
141+ 7.5% |
$90.9K - $111K
|
2.02K
$1.93M
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
140+ 15.04% |
$90.3K - $110K
|
1.07K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
140+ 3.67% |
$90.3K - $110K
|
3.95K
$3.77M
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
139+ 4.93% |
$89.6K - $109K
|
2.96K
$2.82M
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
139+ 34.49% |
$89.6K - $109K
|
542
$517K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
139+ 7.09% |
$89.6K - $109K
|
2.1K
$2M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 0.55% |
$89.6K - $109K
|
25.4K
$24.2M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
138New |
$89K - $108K
|
138
$132K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 5.58% |
$89K - $108K
|
2.61K
$2.49M
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
137+ 7.92% |
$88.3K - $108K
|
1.87K
$1.78M
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
137+ 17.89% |
$88.3K - $108K
|
903
$861K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
135+ 2.52% |
$87K - $106K
|
5.49K
$5.24M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
135+ 17.83% |
$87K - $106K
|
892
$851K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
135+ 1.53% |
$87K - $106K
|
8.97K
$8.55M
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
135+ 4.08% |
$87K - $106K
|
3.44K
$3.28M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
134+ 6.11% |
$86.4K - $105K
|
2.33K
$2.22M
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
134+ 0.47% |
$86.4K - $105K
|
28.9K
$27.6M
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
134+ 10.44% |
$86.4K - $105K
|
1.42K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
134+ 0.26% |
$86.4K - $105K
|
50.8K
$48.4M
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
134+ 5.66% |
$86.4K - $105K
|
2.5K
$2.39M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
134+ 33.84% |
$86.4K - $105K
|
530
$506K
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
133+ 0.38% |
$85.7K - $104K
|
35.2K
$33.6M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
133+ 10.68% |
$85.7K - $104K
|
1.38K
$1.31M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
133+ 1.25% |
$85.7K - $104K
|
10.7K
$10.2M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
133+ 1.17% |
$85.7K - $104K
|
11.5K
$11M
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
132+ 18.46% |
$85.1K - $104K
|
847
$808K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
129+ 0.87% |
$83.2K - $101K
|
14.9K
$14.2M
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
129+ 23.67% |
$83.2K - $101K
|
674
$643K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
128+ 0.71% |
$82.5K - $101K
|
18.2K
$17.4M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
128+ 1.53% |
$82.5K - $101K
|
8.49K
$8.1M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
128+ 4.73% |
$82.5K - $101K
|
2.83K
$2.7M
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
126+ 20.62% |
$81.2K - $99K
|
737
$703K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
124+ 6.88% |
$79.9K - $97.4K
|
1.93K
$1.84M
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
124+ 6.05% |
$79.9K - $97.4K
|
2.17K
$2.07M
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
124+ 5.57% |
$79.9K - $97.4K
|
2.35K
$2.24M
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
124+ 21.79% |
$79.9K - $97.4K
|
693
$661K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
123+ 17.3% |
$79.3K - $96.6K
|
834
$796K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
123+ 3.56% |
$79.3K - $96.6K
|
3.58K
$3.41M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
123+ 9.45% |
$79.3K - $96.6K
|
1.43K
$1.36M
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
122+ 6.0% |
$78.7K - $95.8K
|
2.16K
$2.06M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
122+ 27.85% |
$78.7K - $95.8K
|
560
$534K
|
|
Jan 30, 2025
Q1 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
122+ 1.63% |
$78.7K - $95.8K
|
7.62K
$7.27M
|