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 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
138New |
$89K - $108K
|
138
$130K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 5.58% |
$89K - $108K
|
2.61K
$2.46M
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
137+ 7.92% |
$88.3K - $108K
|
1.87K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
137+ 17.89% |
$88.3K - $108K
|
903
$849K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
135+ 2.52% |
$87K - $106K
|
5.49K
$5.16M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
135+ 17.83% |
$87K - $106K
|
892
$838K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
135+ 1.53% |
$87K - $106K
|
8.97K
$8.43M
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
135+ 4.08% |
$87K - $106K
|
3.44K
$3.24M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
134+ 6.11% |
$86.4K - $105K
|
2.33K
$2.19M
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
134+ 0.47% |
$86.4K - $105K
|
28.9K
$27.2M
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
134+ 10.44% |
$86.4K - $105K
|
1.42K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
134+ 0.26% |
$86.4K - $105K
|
50.8K
$47.7M
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
134+ 5.66% |
$86.4K - $105K
|
2.5K
$2.35M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
134+ 33.84% |
$86.4K - $105K
|
530
$498K
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
133+ 0.38% |
$85.7K - $104K
|
35.2K
$33.1M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
133+ 10.68% |
$85.7K - $104K
|
1.38K
$1.29M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
133+ 1.25% |
$85.7K - $104K
|
10.7K
$10.1M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
133+ 1.17% |
$85.7K - $104K
|
11.5K
$10.8M
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
132+ 18.46% |
$85.1K - $104K
|
847
$796K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
129+ 0.87% |
$83.2K - $101K
|
14.9K
$14M
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
129+ 23.67% |
$83.2K - $101K
|
674
$633K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
128+ 0.71% |
$82.5K - $101K
|
18.2K
$17.1M
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
128+ 1.53% |
$82.5K - $101K
|
8.49K
$7.98M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
128+ 4.73% |
$82.5K - $101K
|
2.83K
$2.66M
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
126+ 20.62% |
$81.2K - $99K
|
737
$693K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
124+ 6.88% |
$79.9K - $97.4K
|
1.93K
$1.81M
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
124+ 6.05% |
$79.9K - $97.4K
|
2.17K
$2.04M
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
124+ 5.57% |
$79.9K - $97.4K
|
2.35K
$2.21M
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
124+ 21.79% |
$79.9K - $97.4K
|
693
$651K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
123+ 17.3% |
$79.3K - $96.6K
|
834
$784K
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
123+ 3.56% |
$79.3K - $96.6K
|
3.58K
$3.36M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
123+ 9.45% |
$79.3K - $96.6K
|
1.43K
$1.34M
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
122+ 6.0% |
$78.7K - $95.8K
|
2.16K
$2.03M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
122+ 27.85% |
$78.7K - $95.8K
|
560
$526K
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
121+ 19.09% |
$78K - $95.1K
|
755
$709K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
121New |
$78K - $95.1K
|
121
$114K
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
121+ 7.35% |
$78K - $95.1K
|
1.77K
$1.66M
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
121+ 1.9% |
$78K - $95.1K
|
6.48K
$6.09M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
121+ 0.66% |
$78K - $95.1K
|
18.5K
$17.3M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
120+ 13.7% |
$77.4K - $94.3K
|
996
$936K
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
120+ 3.0% |
$77.4K - $94.3K
|
4.12K
$3.87M
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
120+ 15.36% |
$77.4K - $94.3K
|
901
$847K
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
120+ 1.75% |
$77.4K - $94.3K
|
6.97K
$6.55M
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
120+ 2.79% |
$77.4K - $94.3K
|
4.42K
$4.15M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
120New |
$77.4K - $94.3K
|
120
$113K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
119+ 0.58% |
$76.7K - $93.5K
|
20.5K
$19.3M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
119+ 6.16% |
$76.7K - $93.5K
|
2.05K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
118New |
$76.1K - $92.7K
|
118
$111K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
118+ 4.57% |
$76.1K - $92.7K
|
2.7K
$2.54M
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 1.39% |
$75.4K - $91.9K
|
8.53K
$8.02M
|