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 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
38+ 10.16% |
$24.5K - $29.9K
|
412
$386K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 0.82% |
$24.5K - $29.9K
|
4.67K
$4.38M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
37+ 1.4% |
$23.9K - $29.1K
|
2.68K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
37+ 0.13% |
$23.9K - $29.1K
|
27.7K
$26M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
37+ 3.8% |
$23.9K - $29.1K
|
1.01K
$946K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
37+ 11.42% |
$23.9K - $29.1K
|
361
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.67% |
$23.2K - $28.3K
|
5.39K
$5.05M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
36+ 1.8% |
$23.2K - $28.3K
|
2.04K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
36+ 1.63% |
$23.2K - $28.3K
|
2.25K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
36+ 3.59% |
$23.2K - $28.3K
|
1.04K
$974K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
36+ 5.26% |
$23.2K - $28.3K
|
721
$676K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
36+ 6.82% |
$23.2K - $28.3K
|
564
$528K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
36+ 7.68% |
$23.2K - $28.3K
|
505
$473K
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
36+ 11.61% |
$23.2K - $28.3K
|
346
$324K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
35+ 1.32% |
$22.6K - $27.5K
|
2.68K
$2.51M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
35+ 1.55% |
$22.6K - $27.5K
|
2.3K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
35+ 6.54% |
$22.6K - $27.5K
|
570
$534K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
35+ 0.61% |
$22.6K - $27.5K
|
5.77K
$5.41M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
35+ 0.88% |
$22.6K - $27.5K
|
4K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
35New |
$22.6K - $27.5K
|
35
$32.8K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
35+ 0.22% |
$22.6K - $27.5K
|
15.7K
$14.7M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
35+ 0.72% |
$22.6K - $27.5K
|
4.9K
$4.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
34+ 10.79% |
$21.9K - $26.7K
|
349
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
34+ 4.76% |
$21.9K - $26.7K
|
749
$702K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
34+ 3.71% |
$21.9K - $26.7K
|
950
$890K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34+ 1.61% |
$21.9K - $26.7K
|
2.15K
$2.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
33+ 6.4% |
$21.3K - $25.9K
|
549
$514K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
33+ 2.88% |
$21.3K - $25.9K
|
1.18K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
33+ 1.23% |
$21.3K - $25.9K
|
2.73K
$2.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
33+ 0.13% |
$21.3K - $25.9K
|
24.8K
$23.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.54% |
$21.3K - $25.9K
|
6.12K
$5.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.84% |
$21.3K - $25.9K
|
3.95K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
$21.3K - $25.9K
|
33
$30.9K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
33+ 0.59% |
$21.3K - $25.9K
|
5.67K
$5.31M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
33+ 6.29% |
$21.3K - $25.9K
|
558
$523K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
32+ 1.43% |
$20.6K - $25.1K
|
2.27K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 0.81% |
$20.6K - $25.1K
|
3.98K
$3.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 1.24% |
$20.6K - $25.1K
|
2.62K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
32+ 4.29% |
$20.6K - $25.1K
|
778
$729K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
32+ 0.24% |
$20.6K - $25.1K
|
13.1K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
32+ 0.37% |
$20.6K - $25.1K
|
8.8K
$8.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
31+ 3.38% |
$20K - $24.4K
|
947
$887K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
31+ 1.74% |
$20K - $24.4K
|
1.82K
$1.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31+ 3.44% |
$20K - $24.4K
|
933
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
31+ 9.31% |
$20K - $24.4K
|
364
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
31+ 0.78% |
$20K - $24.4K
|
4K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
31+ 1.0% |
$20K - $24.4K
|
3.13K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 5.64% |
$20K - $24.4K
|
581
$544K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 0.86% |
$20K - $24.4K
|
3.65K
$3.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
30+ 1.92% |
$19.3K - $23.6K
|
1.59K
$1.49M
|