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 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 9.7% |
$14.8K - $18.1K
|
260
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
23+ 1.77% |
$14.8K - $18.1K
|
1.33K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
23+ 4.17% |
$14.8K - $18.1K
|
574
$538K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
23+ 0.26% |
$14.8K - $18.1K
|
8.84K
$8.28M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
23+ 0.82% |
$14.8K - $18.1K
|
2.82K
$2.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
23+ 5.18% |
$14.8K - $18.1K
|
467
$438K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
23+ 5.58% |
$14.8K - $18.1K
|
435
$408K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 5.62% |
$14.8K - $18.1K
|
432
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
22+ 5.06% |
$14.2K - $17.3K
|
457
$428K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
22+ 1.26% |
$14.2K - $17.3K
|
1.77K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
22+ 0.02% |
$14.2K - $17.3K
|
90.9K
$85.1M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
22New |
$14.2K - $17.3K
|
22
$20.6K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
22+ 4.74% |
$14.2K - $17.3K
|
486
$455K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
22+ 8.46% |
$14.2K - $17.3K
|
282
$264K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
21+ 0.88% |
$13.5K - $16.5K
|
2.41K
$2.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
21+ 2.82% |
$13.5K - $16.5K
|
767
$719K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
21+ 3.91% |
$13.5K - $16.5K
|
558
$523K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
21+ 1.13% |
$13.5K - $16.5K
|
1.87K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
21+ 2.83% |
$13.5K - $16.5K
|
763
$715K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21+ 4.38% |
$13.5K - $16.5K
|
500
$468K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
21+ 4.2% |
$13.5K - $16.5K
|
521
$488K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20+ 1.44% |
$12.9K - $15.7K
|
1.41K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 0.71% |
$12.9K - $15.7K
|
2.84K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
20+ 6.56% |
$12.9K - $15.7K
|
325
$305K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
20+ 5.95% |
$12.9K - $15.7K
|
356
$334K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
20+ 181.82% |
$12.9K - $15.7K
|
31
$29K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
20+ 2.86% |
$12.9K - $15.7K
|
719
$674K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
20+ 0.65% |
$12.9K - $15.7K
|
3.12K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
20+ 5.0% |
$12.9K - $15.7K
|
420
$394K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
19+ 2.49% |
$12.2K - $14.9K
|
782
$733K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
19+ 3.25% |
$12.2K - $14.9K
|
604
$566K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19+ 5.51% |
$12.2K - $14.9K
|
364
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19+ 17.43% |
$12.2K - $14.9K
|
128
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.9% |
$12.2K - $14.9K
|
1.02K
$957K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 2.94% |
$12.2K - $14.9K
|
666
$624K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19+ 4.15% |
$12.2K - $14.9K
|
477
$447K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
19+ 0.26% |
$12.2K - $14.9K
|
7.3K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19New |
$12.2K - $14.9K
|
19
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
19+ 2.93% |
$12.2K - $14.9K
|
668
$626K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
18+ 2.4% |
$11.6K - $14.1K
|
768
$720K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 360.0% |
$11.6K - $14.1K
|
23
$21.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
18+ 2.65% |
$11.6K - $14.1K
|
697
$653K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
18+ 0.81% |
$11.6K - $14.1K
|
2.24K
$2.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
18+ 4.74% |
$11.6K - $14.1K
|
398
$373K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
18+ 1.3% |
$11.6K - $14.1K
|
1.4K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
18+ 1.22% |
$11.6K - $14.1K
|
1.49K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
17+ 0.85% |
$11K - $13.4K
|
2.01K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
17+ 4.44% |
$11K - $13.4K
|
400
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
17+ 0.26% |
$11K - $13.4K
|
6.55K
$6.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
17New |
$11K - $13.4K
|
17
$15.9K
|