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 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
85+ 1.37% |
$54.8K - $66.8K
|
6.28K
$6.12M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
84+ 1.16% |
$54.2K - $66K
|
7.3K
$7.12M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
84+ 20.29% |
$54.2K - $66K
|
498
$486K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
84+ 5.49% |
$54.2K - $66K
|
1.62K
$1.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
83+ 2.19% |
$53.5K - $65.2K
|
3.88K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
83+ 1.22% |
$53.5K - $65.2K
|
6.86K
$6.69M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
83+ 4.84% |
$53.5K - $65.2K
|
1.8K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
82+ 3.63% |
$52.9K - $64.4K
|
2.34K
$2.28M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
82+ 3.34% |
$52.9K - $64.4K
|
2.53K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
82+ 1.36% |
$52.9K - $64.4K
|
6.1K
$5.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.99% |
$52.2K - $63.6K
|
4.15K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
81+ 1.13% |
$52.2K - $63.6K
|
7.26K
$7.08M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
81New |
$52.2K - $63.6K
|
81
$79K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
80+ 6.97% |
$51.6K - $62.8K
|
1.23K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
79+ 3.06% |
$50.9K - $62.1K
|
2.66K
$2.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
78+ 9.02% |
$50.3K - $61.3K
|
943
$920K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
78+ 8.56% |
$50.3K - $61.3K
|
989
$965K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
78+ 13.18% |
$50.3K - $61.3K
|
670
$654K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
78+ 10.28% |
$50.3K - $61.3K
|
837
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
77+ 0.92% |
$49.6K - $60.5K
|
8.41K
$8.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
77+ 16.35% |
$49.6K - $60.5K
|
548
$535K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
77+ 1.93% |
$49.6K - $60.5K
|
4.06K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
77+ 5.1% |
$49.6K - $60.5K
|
1.59K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
75+ 1.81% |
$48.4K - $58.9K
|
4.22K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
75+ 6.26% |
$48.4K - $58.9K
|
1.27K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 0.62% |
$48.4K - $58.9K
|
12.2K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 1.74% |
$48.4K - $58.9K
|
4.39K
$4.28M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
75+ 1.43% |
$48.4K - $58.9K
|
5.34K
$5.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 11.59% |
$47.1K - $57.3K
|
703
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
73+ 0.6% |
$47.1K - $57.3K
|
12.2K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
73+ 7.57% |
$47.1K - $57.3K
|
1.04K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
72+ 2.31% |
$46.4K - $56.6K
|
3.2K
$3.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
72+ 175.61% |
$46.4K - $56.6K
|
113
$110K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
72+ 4.39% |
$46.4K - $56.6K
|
1.71K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
72+ 7.06% |
$46.4K - $56.6K
|
1.09K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
72+ 1.27% |
$46.4K - $56.6K
|
5.73K
$5.59M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
72+ 0.9% |
$46.4K - $56.6K
|
8.06K
$7.86M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
72+ 1.55% |
$46.4K - $56.6K
|
4.72K
$4.6M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
71+ 5.32% |
$45.8K - $55.8K
|
1.41K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 1.37% |
$45.1K - $55K
|
5.17K
$5.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
70+ 6.37% |
$45.1K - $55K
|
1.17K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 1.62% |
$45.1K - $55K
|
4.39K
$4.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
69+ 11.37% |
$44.5K - $54.2K
|
676
$659K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
67+ 15.02% |
$43.2K - $52.6K
|
513
$500K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
67+ 5.04% |
$43.2K - $52.6K
|
1.4K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
67+ 1.13% |
$43.2K - $52.6K
|
5.99K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
67+ 0.48% |
$43.2K - $52.6K
|
14.1K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
67+ 29.13% |
$43.2K - $52.6K
|
297
$290K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
66+ 4.93% |
$42.5K - $51.8K
|
1.4K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
66+ 3.58% |
$42.5K - $51.8K
|
1.91K
$1.87M
|