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 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
62+ 16.85% |
$40K - $48.7K
|
430
$403K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
61+ 12.27% |
$39.3K - $47.9K
|
558
$523K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 2.08% |
$39.3K - $47.9K
|
2.99K
$2.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
60+ 0.47% |
$38.7K - $47.1K
|
12.8K
$11.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
60+ 1.47% |
$38.7K - $47.1K
|
4.15K
$3.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
60+ 1.84% |
$38.7K - $47.1K
|
3.32K
$3.11M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
59+ 6.7% |
$38K - $46.3K
|
940
$881K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
59+ 2.08% |
$38K - $46.3K
|
2.9K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
59+ 2.03% |
$38K - $46.3K
|
2.97K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
59+ 4.09% |
$38K - $46.3K
|
1.5K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
58+ 6.91% |
$37.4K - $45.6K
|
897
$840K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
58+ 15.1% |
$37.4K - $45.6K
|
442
$414K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
57+ 0.15% |
$36.7K - $44.8K
|
37.8K
$35.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
57+ 3.22% |
$36.7K - $44.8K
|
1.83K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
57+ 16.57% |
$36.7K - $44.8K
|
401
$376K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
57+ 3.03% |
$36.7K - $44.8K
|
1.94K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
57+ 4.09% |
$36.7K - $44.8K
|
1.45K
$1.36M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
57+ 3.62% |
$36.7K - $44.8K
|
1.63K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
56+ 10.45% |
$36.1K - $44K
|
592
$555K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
56+ 14.62% |
$36.1K - $44K
|
439
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
56+ 0.18% |
$36.1K - $44K
|
30.5K
$28.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
56+ 9.82% |
$36.1K - $44K
|
626
$587K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
56+ 23.05% |
$36.1K - $44K
|
299
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
55+ 105.77% |
$35.5K - $43.2K
|
107
$100K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
55+ 0.79% |
$35.5K - $43.2K
|
7.01K
$6.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
54+ 2.94% |
$34.8K - $42.4K
|
1.89K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
54+ 3.54% |
$34.8K - $42.4K
|
1.58K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 4.4% |
$34.8K - $42.4K
|
1.28K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
54+ 2.17% |
$34.8K - $42.4K
|
2.54K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
54+ 10.13% |
$34.8K - $42.4K
|
587
$550K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
53+ 0.41% |
$34.2K - $41.6K
|
12.9K
$12.1M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
53+ 7.16% |
$34.2K - $41.6K
|
793
$743K
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
52+ 0.45% |
$33.5K - $40.9K
|
11.7K
$11M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
52+ 10.3% |
$33.5K - $40.9K
|
557
$522K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
51+ 0.64% |
$32.9K - $40.1K
|
8.03K
$7.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
51+ 5.6% |
$32.9K - $40.1K
|
962
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
51+ 1.62% |
$32.9K - $40.1K
|
3.2K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
51+ 4.88% |
$32.9K - $40.1K
|
1.1K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
51+ 1.79% |
$32.9K - $40.1K
|
2.91K
$2.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 0.87% |
$32.2K - $39.3K
|
5.81K
$5.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
50+ 2.91% |
$32.2K - $39.3K
|
1.77K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 0.74% |
$32.2K - $39.3K
|
6.83K
$6.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
50+ 12.59% |
$32.2K - $39.3K
|
447
$419K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
50+ 11.09% |
$32.2K - $39.3K
|
501
$469K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
50+ 9.09% |
$32.2K - $39.3K
|
600
$562K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
50+ 14.16% |
$32.2K - $39.3K
|
403
$378K
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
50+ 0.31% |
$32.2K - $39.3K
|
16.3K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
50+ 1.55% |
$32.2K - $39.3K
|
3.27K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
50+ 2.37% |
$32.2K - $39.3K
|
2.16K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
49+ 1.27% |
$31.6K - $38.5K
|
3.92K
$3.67M
|