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 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
43+ 6.88% |
$27.7K - $33.8K
|
668
$637K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
43+ 2.15% |
$27.7K - $33.8K
|
2.04K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
43+ 8.6% |
$27.7K - $33.8K
|
543
$518K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
42+ 1.62% |
$27.1K - $33K
|
2.63K
$2.51M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
42+ 13.46% |
$27.1K - $33K
|
354
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
41+ 1.97% |
$26.4K - $32.2K
|
2.12K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 2.22% |
$26.4K - $32.2K
|
1.89K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
41+ 1.54% |
$26.4K - $32.2K
|
2.7K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
41+ 5.4% |
$26.4K - $32.2K
|
800
$763K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 0.36% |
$26.4K - $32.2K
|
11.5K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
40+ 0.86% |
$25.8K - $31.4K
|
4.67K
$4.45M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
40+ 8.6% |
$25.8K - $31.4K
|
505
$482K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
40+ 4.83% |
$25.8K - $31.4K
|
868
$828K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
40+ 2.59% |
$25.8K - $31.4K
|
1.59K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
39+ 10.4% |
$25.1K - $30.6K
|
414
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
39+ 2.89% |
$25.1K - $30.6K
|
1.39K
$1.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.85% |
$25.1K - $30.6K
|
4.61K
$4.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
39+ 3.29% |
$25.1K - $30.6K
|
1.22K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
39+ 6.55% |
$25.1K - $30.6K
|
634
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
39+ 2.83% |
$25.1K - $30.6K
|
1.42K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
38+ 0.78% |
$24.5K - $29.9K
|
4.92K
$4.69M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 10.16% |
$24.5K - $29.9K
|
412
$393K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 0.82% |
$24.5K - $29.9K
|
4.67K
$4.46M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
37+ 1.4% |
$23.9K - $29.1K
|
2.68K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
37+ 0.13% |
$23.9K - $29.1K
|
27.7K
$26.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
37+ 3.8% |
$23.9K - $29.1K
|
1.01K
$963K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
37+ 11.42% |
$23.9K - $29.1K
|
361
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.67% |
$23.2K - $28.3K
|
5.39K
$5.14M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36+ 1.8% |
$23.2K - $28.3K
|
2.04K
$1.94M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
36+ 1.63% |
$23.2K - $28.3K
|
2.25K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
36+ 3.59% |
$23.2K - $28.3K
|
1.04K
$992K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
36+ 5.26% |
$23.2K - $28.3K
|
721
$688K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
36+ 6.82% |
$23.2K - $28.3K
|
564
$538K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
36+ 7.68% |
$23.2K - $28.3K
|
505
$482K
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
36+ 11.61% |
$23.2K - $28.3K
|
346
$330K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
35+ 1.32% |
$22.6K - $27.5K
|
2.68K
$2.56M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
35+ 1.55% |
$22.6K - $27.5K
|
2.3K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
35+ 6.54% |
$22.6K - $27.5K
|
570
$544K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
35+ 0.61% |
$22.6K - $27.5K
|
5.77K
$5.51M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
35+ 0.88% |
$22.6K - $27.5K
|
4K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35New |
$22.6K - $27.5K
|
35
$33.4K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
35+ 0.22% |
$22.6K - $27.5K
|
15.7K
$15M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
35+ 0.72% |
$22.6K - $27.5K
|
4.9K
$4.68M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
34+ 10.79% |
$21.9K - $26.7K
|
349
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34+ 4.76% |
$21.9K - $26.7K
|
749
$714K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
34+ 3.71% |
$21.9K - $26.7K
|
950
$906K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34+ 1.61% |
$21.9K - $26.7K
|
2.15K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
33+ 6.4% |
$21.3K - $25.9K
|
549
$524K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
33+ 2.88% |
$21.3K - $25.9K
|
1.18K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
33+ 1.23% |
$21.3K - $25.9K
|
2.73K
$2.6M
|