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
|
Caprock Group, Inc.
|
BUY
|
- |
25+ 0.35% |
$16.1K - $19.6K
|
7.16K
$6.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25+ 17.48% |
$16.1K - $19.6K
|
168
$164K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
25+ 9.73% |
$16.1K - $19.6K
|
282
$275K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.48% |
$16.1K - $19.6K
|
5.2K
$5.07M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 0.76% |
$16.1K - $19.6K
|
3.29K
$3.21M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
25+ 5.35% |
$16.1K - $19.6K
|
492
$480K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 1.66% |
$15.5K - $18.9K
|
1.47K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24+ 1.89% |
$15.5K - $18.9K
|
1.29K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
24+ 6.0% |
$15.5K - $18.9K
|
424
$414K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24+ 2.55% |
$15.5K - $18.9K
|
964
$940K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
24+ 0.37% |
$15.5K - $18.9K
|
6.52K
$6.36M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24+ 1.38% |
$15.5K - $18.9K
|
1.76K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24+ 0.3% |
$15.5K - $18.9K
|
7.95K
$7.76M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 9.7% |
$14.8K - $18.1K
|
260
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
23+ 1.77% |
$14.8K - $18.1K
|
1.33K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
23+ 4.17% |
$14.8K - $18.1K
|
574
$560K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
23+ 0.26% |
$14.8K - $18.1K
|
8.84K
$8.62M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
23+ 0.82% |
$14.8K - $18.1K
|
2.82K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 5.18% |
$14.8K - $18.1K
|
467
$456K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23+ 5.58% |
$14.8K - $18.1K
|
435
$424K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 5.62% |
$14.8K - $18.1K
|
432
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
22+ 5.06% |
$14.2K - $17.3K
|
457
$446K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
22+ 1.26% |
$14.2K - $17.3K
|
1.77K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
22+ 0.02% |
$14.2K - $17.3K
|
90.9K
$88.6M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
22New |
$14.2K - $17.3K
|
22
$21.5K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
22+ 4.74% |
$14.2K - $17.3K
|
486
$474K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
22+ 8.46% |
$14.2K - $17.3K
|
282
$275K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
21+ 0.88% |
$13.5K - $16.5K
|
2.41K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
21+ 2.82% |
$13.5K - $16.5K
|
767
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
21+ 3.91% |
$13.5K - $16.5K
|
558
$544K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
21+ 1.13% |
$13.5K - $16.5K
|
1.87K
$1.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
21+ 2.83% |
$13.5K - $16.5K
|
763
$744K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21+ 4.38% |
$13.5K - $16.5K
|
500
$488K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
21+ 4.2% |
$13.5K - $16.5K
|
521
$508K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.44% |
$12.9K - $15.7K
|
1.41K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 0.71% |
$12.9K - $15.7K
|
2.84K
$2.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
20+ 6.56% |
$12.9K - $15.7K
|
325
$317K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
20+ 5.95% |
$12.9K - $15.7K
|
356
$347K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
20+ 181.82% |
$12.9K - $15.7K
|
31
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
20+ 2.86% |
$12.9K - $15.7K
|
719
$701K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.65% |
$12.9K - $15.7K
|
3.12K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20+ 5.0% |
$12.9K - $15.7K
|
420
$410K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
19+ 2.49% |
$12.2K - $14.9K
|
782
$763K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
19+ 3.25% |
$12.2K - $14.9K
|
604
$589K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 5.51% |
$12.2K - $14.9K
|
364
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19+ 17.43% |
$12.2K - $14.9K
|
128
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.9% |
$12.2K - $14.9K
|
1.02K
$996K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 2.94% |
$12.2K - $14.9K
|
666
$650K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19+ 4.15% |
$12.2K - $14.9K
|
477
$465K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
19+ 0.26% |
$12.2K - $14.9K
|
7.3K
$7.12M
|