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 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
121+ 19.09% |
$78K - $95.1K
|
755
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
121New |
$78K - $95.1K
|
121
$115K
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
121+ 7.35% |
$78K - $95.1K
|
1.77K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
121+ 1.9% |
$78K - $95.1K
|
6.48K
$6.18M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
121+ 0.66% |
$78K - $95.1K
|
18.5K
$17.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
120+ 13.7% |
$77.4K - $94.3K
|
996
$950K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
120+ 3.0% |
$77.4K - $94.3K
|
4.12K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
120+ 15.36% |
$77.4K - $94.3K
|
901
$859K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
120+ 1.75% |
$77.4K - $94.3K
|
6.97K
$6.65M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
120+ 2.79% |
$77.4K - $94.3K
|
4.42K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
120New |
$77.4K - $94.3K
|
120
$114K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
119+ 0.58% |
$76.7K - $93.5K
|
20.5K
$19.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
119+ 6.16% |
$76.7K - $93.5K
|
2.05K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
118New |
$76.1K - $92.7K
|
118
$113K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
118+ 4.57% |
$76.1K - $92.7K
|
2.7K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
117+ 1.39% |
$75.4K - $91.9K
|
8.53K
$8.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
117+ 13.51% |
$75.4K - $91.9K
|
983
$938K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
116+ 4.57% |
$74.8K - $91.1K
|
2.65K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
116+ 5.58% |
$74.8K - $91.1K
|
2.2K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 3.39% |
$74.1K - $90.3K
|
3.51K
$3.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
115+ 0.63% |
$74.1K - $90.3K
|
18.3K
$17.5M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
115+ 38.98% |
$74.1K - $90.3K
|
410
$391K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
115+ 13.61% |
$74.1K - $90.3K
|
960
$916K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
115+ 4.01% |
$74.1K - $90.3K
|
2.98K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
115+ 72.33% |
$74.1K - $90.3K
|
274
$261K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
114+ 15.7% |
$73.5K - $89.6K
|
840
$801K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
114+ 9.03% |
$73.5K - $89.6K
|
1.38K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
114+ 2.74% |
$73.5K - $89.6K
|
4.28K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
113+ 3.9% |
$72.8K - $88.8K
|
3.01K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
112+ 19.34% |
$72.2K - $88K
|
691
$659K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
110+ 6.09% |
$70.9K - $86.4K
|
1.92K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
110+ 2.91% |
$70.9K - $86.4K
|
3.89K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
110+ 2.09% |
$70.9K - $86.4K
|
5.38K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
110+ 9.62% |
$70.9K - $86.4K
|
1.25K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
110+ 1.43% |
$70.9K - $86.4K
|
7.82K
$7.46M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
110+ 6.63% |
$70.9K - $86.4K
|
1.77K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
109+ 2.32% |
$70.3K - $85.6K
|
4.81K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
108+ 19.6% |
$69.6K - $84.8K
|
659
$629K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
108+ 6.94% |
$69.6K - $84.8K
|
1.67K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
108+ 0.52% |
$69.6K - $84.8K
|
21.1K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
107+ 2.56% |
$69K - $84.1K
|
4.28K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
107+ 8.71% |
$69K - $84.1K
|
1.34K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
106+ 26.84% |
$68.3K - $83.3K
|
501
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
106+ 9.51% |
$68.3K - $83.3K
|
1.22K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
106+ 0.89% |
$68.3K - $83.3K
|
12K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 3.21% |
$67.7K - $82.5K
|
3.38K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
105+ 10.56% |
$67.7K - $82.5K
|
1.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
104+ 18.91% |
$67K - $81.7K
|
654
$624K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
104New |
$67K - $81.7K
|
104
$99.2K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
103+ 20.81% |
$66.4K - $80.9K
|
598
$570K
|