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 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
17+ 1.85% |
$11K - $13.4K
|
937
$878K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
17New |
$11K - $13.4K
|
17
$15.9K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.08% |
$11K - $13.4K
|
22.4K
$21M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
17+ 4.12% |
$11K - $13.4K
|
430
$403K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 0.77% |
$11K - $13.4K
|
2.24K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 1.15% |
$11K - $13.4K
|
1.49K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
17+ 3.86% |
$11K - $13.4K
|
457
$428K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 4.19% |
$10.3K - $12.6K
|
398
$373K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
16+ 5.11% |
$10.3K - $12.6K
|
329
$308K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
16+ 0.45% |
$10.3K - $12.6K
|
3.54K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16+ 2.46% |
$10.3K - $12.6K
|
666
$624K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15+ 0.2% |
$9.67K - $11.8K
|
7.68K
$7.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
15+ 2.45% |
$9.67K - $11.8K
|
627
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
15+ 4.62% |
$9.67K - $11.8K
|
340
$319K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 3.02% |
$9.67K - $11.8K
|
511
$479K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
15+ 3.11% |
$9.67K - $11.8K
|
498
$467K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
15+ 4.81% |
$9.67K - $11.8K
|
327
$306K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15+ 3.92% |
$9.67K - $11.8K
|
398
$373K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
15+ 0.27% |
$9.67K - $11.8K
|
5.48K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 3.02% |
$9.67K - $11.8K
|
512
$480K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14+ 0.92% |
$9.03K - $11K
|
1.54K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14+ 1.23% |
$9.03K - $11K
|
1.16K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$9.03K - $11K
|
4.47K
$4.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
14+ 0.57% |
$9.03K - $11K
|
2.46K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
14+ 1.09% |
$9.03K - $11K
|
1.3K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 19.44% |
$9.03K - $11K
|
86
$80.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.08% |
$9.03K - $11K
|
16.6K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.23% |
$9.03K - $11K
|
6.11K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 1.03% |
$9.03K - $11K
|
1.37K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 1.34% |
$9.03K - $11K
|
1.06K
$990K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
14+ 0.1% |
$9.03K - $11K
|
13.7K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
14+ 0.32% |
$9.03K - $11K
|
4.36K
$4.08M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
13New |
$8.38K - $10.2K
|
13
$12.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.53% |
$8.38K - $10.2K
|
2.48K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
13+ 0.95% |
$8.38K - $10.2K
|
1.38K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$8.38K - $10.2K
|
12.4K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13+ 1.45% |
$8.38K - $10.2K
|
910
$853K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
13+ 0.33% |
$8.38K - $10.2K
|
3.95K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
13+ 0.45% |
$8.38K - $10.2K
|
2.92K
$2.73M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
13+ 0.3% |
$8.38K - $10.2K
|
4.33K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
13+ 3.15% |
$8.38K - $10.2K
|
426
$399K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 1.32% |
$8.38K - $10.2K
|
995
$932K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.86% |
$8.38K - $10.2K
|
1.53K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13+ 0.77% |
$8.38K - $10.2K
|
1.71K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
13+ 1.91% |
$8.38K - $10.2K
|
692
$648K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 1.84% |
$8.38K - $10.2K
|
718
$673K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
12+ 0.15% |
$7.74K - $9.43K
|
8.14K
$7.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 2.55% |
$7.74K - $9.43K
|
483
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12+ 2.14% |
$7.74K - $9.43K
|
573
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 4.6% |
$7.74K - $9.43K
|
273
$256K
|