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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
8+ 1.02% |
$5.16K - $6.28K
|
794
$744K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 27.59% |
$5.16K - $6.28K
|
37
$34.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
7New |
$4.51K - $5.5K
|
7
$6.56K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.18% |
$4.51K - $5.5K
|
3.94K
$3.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
7+ 0.19% |
$4.51K - $5.5K
|
3.64K
$3.41M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
7+ 0.19% |
$4.51K - $5.5K
|
3.62K
$3.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
7+ 0.02% |
$4.51K - $5.5K
|
31.9K
$29.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.99% |
$4.51K - $5.5K
|
711
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
7+ 1.29% |
$4.51K - $5.5K
|
551
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
7+ 0.69% |
$4.51K - $5.5K
|
1.02K
$953K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
7+ 0.27% |
$4.51K - $5.5K
|
2.63K
$2.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 2.41% |
$4.51K - $5.5K
|
298
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7+ 1.24% |
$4.51K - $5.5K
|
573
$537K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$4.51K - $5.5K
|
7
$6.56K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
7+ 1.23% |
$4.51K - $5.5K
|
577
$541K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
7+ 1.8% |
$4.51K - $5.5K
|
396
$371K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 3.48% |
$4.51K - $5.5K
|
208
$195K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7+ 0.41% |
$4.51K - $5.5K
|
1.7K
$1.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.78% |
$3.87K - $4.71K
|
343
$321K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
6+ 0.43% |
$3.87K - $4.71K
|
1.39K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
6+ 1.55% |
$3.87K - $4.71K
|
393
$368K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
6+ 0.09% |
$3.87K - $4.71K
|
6.73K
$6.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.46% |
$3.87K - $4.71K
|
1.3K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6+ 0.23% |
$3.87K - $4.71K
|
2.66K
$2.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 1.86% |
$3.87K - $4.71K
|
329
$308K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6+ 1.67% |
$3.87K - $4.71K
|
366
$343K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6+ 0.15% |
$3.87K - $4.71K
|
4.09K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
6+ 0.11% |
$3.87K - $4.71K
|
5.38K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.23% |
$3.87K - $4.71K
|
275
$258K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 2.49% |
$3.87K - $4.71K
|
247
$231K
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 1.27% |
$3.22K - $3.93K
|
399
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$318K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5+ 0.69% |
$3.22K - $3.93K
|
733
$687K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.71% |
$3.22K - $3.93K
|
712
$667K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$3.22K - $3.93K
|
9K
$8.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5+ 1.19% |
$3.22K - $3.93K
|
425
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.8% |
$3.22K - $3.93K
|
630
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5+ 0.55% |
$3.22K - $3.93K
|
912
$854K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.5% |
$3.22K - $3.93K
|
997
$934K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.03% |
$3.22K - $3.93K
|
16.6K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.66% |
$3.22K - $3.93K
|
764
$716K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$3.22K - $3.93K
|
5
$4.68K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.11% |
$3.22K - $3.93K
|
4.73K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
5+ 0.3% |
$3.22K - $3.93K
|
1.66K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.65% |
$3.22K - $3.93K
|
779
$730K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5+ 0.27% |
$3.22K - $3.93K
|
1.84K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$3.22K - $3.93K
|
5.5K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 6.1% |
$3.22K - $3.93K
|
87
$81.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.16% |
$2.58K - $3.14K
|
2.58K
$2.41M
|