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
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 5.92% |
$65.1K - $79.3K
|
1.81K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
101+ 3.25% |
$65.1K - $79.3K
|
3.21K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
BUY
|
- |
101+ 0.64% |
$65.1K - $79.3K
|
15.8K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
100+ 6.36% |
$64.5K - $78.6K
|
1.67K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
100+ 14.53% |
$64.5K - $78.6K
|
788
$769K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100+ 370.37% |
$64.5K - $78.6K
|
127
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
100+ 14.68% |
$64.5K - $78.6K
|
781
$762K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.09% |
$64.5K - $78.6K
|
1.2K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 0.75% |
$64.5K - $78.6K
|
13.4K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
100+ 3.26% |
$64.5K - $78.6K
|
3.16K
$3.09M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.44% |
$64.5K - $78.6K
|
4.2K
$4.1M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
100+ 19.27% |
$64.5K - $78.6K
|
619
$604K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
100+ 3.42% |
$64.5K - $78.6K
|
3.03K
$2.95M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 40.65% |
$64.5K - $78.6K
|
346
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
99+ 6.71% |
$63.8K - $77.8K
|
1.57K
$1.54M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
99+ 0.46% |
$63.8K - $77.8K
|
21.6K
$21M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
99+ 6.47% |
$63.8K - $77.8K
|
1.63K
$1.59M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 9.65% |
$63.8K - $77.8K
|
1.13K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
98+ 5.98% |
$63.2K - $77K
|
1.74K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
98+ 1.56% |
$63.2K - $77K
|
6.38K
$6.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
97+ 5.18% |
$62.5K - $76.2K
|
1.97K
$1.92M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
97+ 5.18% |
$62.5K - $76.2K
|
1.97K
$1.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
95+ 0.41% |
$61.2K - $74.6K
|
23.4K
$22.8M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 6.42% |
$61.2K - $74.6K
|
1.58K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
95+ 2.38% |
$61.2K - $74.6K
|
4.09K
$3.98M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
95+ 3.62% |
$61.2K - $74.6K
|
2.72K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
BUY
|
- |
93+ 4.02% |
$60K - $73.1K
|
2.41K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
93+ 2.62% |
$60K - $73.1K
|
3.64K
$3.55M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
93+ 2.7% |
$60K - $73.1K
|
3.54K
$3.46M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
92+ 7.96% |
$59.3K - $72.3K
|
1.25K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
92+ 0.36% |
$59.3K - $72.3K
|
25.9K
$25.2M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
92+ 0.58% |
$59.3K - $72.3K
|
15.8K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
92+ 124.32% |
$59.3K - $72.3K
|
166
$162K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
92+ 21.55% |
$59.3K - $72.3K
|
519
$506K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
92+ 1.04% |
$59.3K - $72.3K
|
8.95K
$8.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
91+ 0.81% |
$58.7K - $71.5K
|
11.3K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
90+ 3.4% |
$58K - $70.7K
|
2.74K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90+ 2.43% |
$58K - $70.7K
|
3.8K
$3.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
89+ 4.58% |
$57.4K - $69.9K
|
2.03K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
89+ 0.79% |
$57.4K - $69.9K
|
11.3K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
89+ 7.24% |
$57.4K - $69.9K
|
1.32K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
89+ 2.39% |
$57.4K - $69.9K
|
3.81K
$3.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
88+ 1.76% |
$56.7K - $69.1K
|
5.09K
$4.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
88+ 2.95% |
$56.7K - $69.1K
|
3.08K
$3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
87+ 10.93% |
$56.1K - $68.3K
|
883
$861K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
87+ 8.86% |
$56.1K - $68.3K
|
1.07K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
87+ 2.92% |
$56.1K - $68.3K
|
3.07K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
87New |
$56.1K - $68.3K
|
87
$84.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
86+ 1.81% |
$55.4K - $67.6K
|
4.85K
$4.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
85+ 1.5% |
$54.8K - $66.8K
|
5.76K
$5.62M
|