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 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
12+ 2.14% |
$7.74K - $9.43K
|
573
$538K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 4.6% |
$7.74K - $9.43K
|
273
$257K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
12+ 2.64% |
$7.74K - $9.43K
|
467
$439K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12+ 3.12% |
$7.74K - $9.43K
|
397
$373K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
12+ 1.53% |
$7.74K - $9.43K
|
796
$748K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
12+ 0.93% |
$7.74K - $9.43K
|
1.3K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
11+ 1.76% |
$7.09K - $8.64K
|
635
$597K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.79% |
$7.09K - $8.64K
|
1.41K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
11+ 0.25% |
$7.09K - $8.64K
|
4.38K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
11+ 0.68% |
$7.09K - $8.64K
|
1.62K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
11+ 2.31% |
$7.09K - $8.64K
|
488
$459K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
11+ 1.49% |
$7.09K - $8.64K
|
750
$705K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 3.01% |
$7.09K - $8.64K
|
376
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11+ 2.82% |
$7.09K - $8.64K
|
401
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
11+ 3.0% |
$7.09K - $8.64K
|
378
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
11+ 3.24% |
$7.09K - $8.64K
|
351
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.58% |
$7.09K - $8.64K
|
438
$412K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 1.98% |
$7.09K - $8.64K
|
566
$532K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 50.0% |
$7.09K - $8.64K
|
33
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10+ 1.81% |
$6.45K - $7.86K
|
561
$527K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10+ 0.66% |
$6.45K - $7.86K
|
1.53K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
10+ 1.44% |
$6.45K - $7.86K
|
705
$662K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10+ 1.8% |
$6.45K - $7.86K
|
567
$533K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10+ 0.62% |
$6.45K - $7.86K
|
1.63K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
10+ 0.54% |
$6.45K - $7.86K
|
1.86K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
10+ 7.81% |
$6.45K - $7.86K
|
138
$130K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
10+ 0.15% |
$6.45K - $7.86K
|
6.49K
$6.1M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 7.94% |
$6.45K - $7.86K
|
136
$128K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 3.04% |
$6.45K - $7.86K
|
339
$319K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
10+ 4.17% |
$6.45K - $7.86K
|
250
$235K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.91% |
$6.45K - $7.86K
|
1.11K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
10+ 1.71% |
$6.45K - $7.86K
|
596
$560K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.71% |
$5.8K - $7.07K
|
1.28K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.22% |
$5.8K - $7.07K
|
4.17K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 1.84% |
$5.8K - $7.07K
|
498
$468K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
9+ 1.05% |
$5.8K - $7.07K
|
867
$815K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
9+ 0.37% |
$5.8K - $7.07K
|
2.46K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
9+ 0.08% |
$5.8K - $7.07K
|
11.4K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9+ 0.1% |
$5.8K - $7.07K
|
8.58K
$8.07M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
9+ 28.13% |
$5.8K - $7.07K
|
41
$38.5K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 0.85% |
$5.8K - $7.07K
|
1.07K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9+ 0.67% |
$5.8K - $7.07K
|
1.36K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
8+ 1.93% |
$5.16K - $6.28K
|
422
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 2.23% |
$5.16K - $6.28K
|
366
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
8+ 0.12% |
$5.16K - $6.28K
|
6.46K
$6.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
8+ 2.39% |
$5.16K - $6.28K
|
343
$322K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 1.94% |
$5.16K - $6.28K
|
421
$396K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
8+ 0.13% |
$5.16K - $6.28K
|
5.97K
$5.61M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8+ 1.19% |
$5.16K - $6.28K
|
678
$637K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
8+ 2.06% |
$5.16K - $6.28K
|
396
$372K
|