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 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
49+ 10.61% |
$31.6K - $38.5K
|
511
$479K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
49+ 2.93% |
$31.6K - $38.5K
|
1.72K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 7.15% |
$30.9K - $37.7K
|
719
$674K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
48+ 1.1% |
$30.9K - $37.7K
|
4.43K
$4.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
48+ 5.3% |
$30.9K - $37.7K
|
954
$894K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
48+ 0.84% |
$30.9K - $37.7K
|
5.74K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
48+ 1.79% |
$30.9K - $37.7K
|
2.73K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 1.82% |
$30.9K - $37.7K
|
2.69K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
48+ 4.09% |
$30.9K - $37.7K
|
1.22K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
48+ 19.75% |
$30.9K - $37.7K
|
291
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
47+ 15.21% |
$30.3K - $36.9K
|
356
$334K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
47+ 4.57% |
$30.3K - $36.9K
|
1.08K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
46+ 69.7% |
$29.7K - $36.1K
|
112
$105K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 7.03% |
$29.7K - $36.1K
|
700
$656K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
46+ 9.0% |
$29.7K - $36.1K
|
557
$522K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46+ 1.88% |
$29.7K - $36.1K
|
2.5K
$2.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
45+ 13.08% |
$29K - $35.4K
|
389
$364K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45+ 9.64% |
$29K - $35.4K
|
512
$480K
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
45+ 3.96% |
$29K - $35.4K
|
1.18K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
44+ 1.39% |
$28.4K - $34.6K
|
3.21K
$3.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
44+ 2.49% |
$28.4K - $34.6K
|
1.81K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
44+ 8.18% |
$28.4K - $34.6K
|
582
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
44+ 5.49% |
$28.4K - $34.6K
|
845
$792K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
44+ 2.2% |
$28.4K - $34.6K
|
2.04K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44+ 2.61% |
$28.4K - $34.6K
|
1.73K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
44+ 7.84% |
$28.4K - $34.6K
|
605
$567K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
44+ 4.17% |
$28.4K - $34.6K
|
1.1K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
43+ 4.56% |
$27.7K - $33.8K
|
987
$925K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$27.7K - $33.8K
|
43
$40.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
43+ 6.88% |
$27.7K - $33.8K
|
668
$626K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 2.15% |
$27.7K - $33.8K
|
2.04K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
43+ 8.6% |
$27.7K - $33.8K
|
543
$509K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
42+ 1.62% |
$27.1K - $33K
|
2.63K
$2.47M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
42+ 13.46% |
$27.1K - $33K
|
354
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 1.97% |
$26.4K - $32.2K
|
2.12K
$1.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 2.22% |
$26.4K - $32.2K
|
1.89K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
41+ 1.54% |
$26.4K - $32.2K
|
2.7K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
41+ 5.4% |
$26.4K - $32.2K
|
800
$750K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 0.36% |
$26.4K - $32.2K
|
11.5K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
40+ 0.86% |
$25.8K - $31.4K
|
4.67K
$4.37M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
40+ 8.6% |
$25.8K - $31.4K
|
505
$473K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40+ 4.83% |
$25.8K - $31.4K
|
868
$813K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
40+ 2.59% |
$25.8K - $31.4K
|
1.59K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
39+ 10.4% |
$25.1K - $30.6K
|
414
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
39+ 2.89% |
$25.1K - $30.6K
|
1.39K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.85% |
$25.1K - $30.6K
|
4.61K
$4.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
39+ 3.29% |
$25.1K - $30.6K
|
1.22K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
39+ 6.55% |
$25.1K - $30.6K
|
634
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
39+ 2.83% |
$25.1K - $30.6K
|
1.42K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
38+ 0.78% |
$24.5K - $29.9K
|
4.92K
$4.61M
|