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 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
33+ 0.13% |
$21.3K - $25.9K
|
24.8K
$23.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.54% |
$21.3K - $25.9K
|
6.12K
$5.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.84% |
$21.3K - $25.9K
|
3.95K
$3.77M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
33New |
$21.3K - $25.9K
|
33
$31.5K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
33+ 0.59% |
$21.3K - $25.9K
|
5.67K
$5.41M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
33+ 6.29% |
$21.3K - $25.9K
|
558
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
32+ 1.43% |
$20.6K - $25.1K
|
2.27K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 0.81% |
$20.6K - $25.1K
|
3.98K
$3.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
32+ 1.24% |
$20.6K - $25.1K
|
2.62K
$2.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
32+ 4.29% |
$20.6K - $25.1K
|
778
$742K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
32+ 0.24% |
$20.6K - $25.1K
|
13.1K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
32+ 0.37% |
$20.6K - $25.1K
|
8.8K
$8.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
31+ 3.38% |
$20K - $24.4K
|
947
$903K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
31+ 1.74% |
$20K - $24.4K
|
1.82K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31+ 3.44% |
$20K - $24.4K
|
933
$890K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
31+ 9.31% |
$20K - $24.4K
|
364
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
31+ 0.78% |
$20K - $24.4K
|
4K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
31+ 1.0% |
$20K - $24.4K
|
3.13K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31+ 5.64% |
$20K - $24.4K
|
581
$554K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 0.86% |
$20K - $24.4K
|
3.65K
$3.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
30+ 1.92% |
$19.3K - $23.6K
|
1.59K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
30+ 9.06% |
$19.3K - $23.6K
|
361
$344K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 8.62% |
$19.3K - $23.6K
|
378
$361K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
30+ 4.04% |
$19.3K - $23.6K
|
773
$737K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
30+ 0.37% |
$19.3K - $23.6K
|
8.06K
$7.69M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
30+ 2.42% |
$19.3K - $23.6K
|
1.27K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
30+ 46.88% |
$19.3K - $23.6K
|
94
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 2.7% |
$19.3K - $23.6K
|
1.14K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
30+ 0.04% |
$19.3K - $23.6K
|
76.9K
$73.4M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 7.01% |
$19.3K - $23.6K
|
458
$437K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
29+ 0.39% |
$18.7K - $22.8K
|
7.51K
$7.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
28+ 2.4% |
$18.1K - $22K
|
1.2K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
28+ 1.4% |
$18.1K - $22K
|
2.02K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
28+ 3.91% |
$18.1K - $22K
|
745
$711K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
28+ 2.6% |
$18.1K - $22K
|
1.11K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
28+ 0.87% |
$18.1K - $22K
|
3.24K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
28+ 6.15% |
$18.1K - $22K
|
483
$461K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
28+ 0.13% |
$18.1K - $22K
|
21.5K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
28+ 1.21% |
$18.1K - $22K
|
2.35K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
28+ 4.72% |
$18.1K - $22K
|
621
$592K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
27+ 3.35% |
$17.4K - $21.2K
|
832
$794K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
27+ 1.62% |
$17.4K - $21.2K
|
1.7K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
27+ 1.89% |
$17.4K - $21.2K
|
1.45K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.46% |
$17.4K - $21.2K
|
5.87K
$5.59M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
27+ 2.16% |
$17.4K - $21.2K
|
1.28K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
27+ 7.96% |
$17.4K - $21.2K
|
366
$349K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
26+ 8.23% |
$16.8K - $20.4K
|
342
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 1.5% |
$16.8K - $20.4K
|
1.76K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
26+ 0.7% |
$16.8K - $20.4K
|
3.75K
$3.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
26+ 5.5% |
$16.8K - $20.4K
|
499
$476K
|