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 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 2.23% |
$3.87K - $4.71K
|
275
$262K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 2.49% |
$3.87K - $4.71K
|
247
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 1.27% |
$3.22K - $3.93K
|
399
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5+ 1.5% |
$3.22K - $3.93K
|
339
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5+ 0.69% |
$3.22K - $3.93K
|
733
$699K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5+ 0.71% |
$3.22K - $3.93K
|
712
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.24% |
$3.22K - $3.93K
|
2.1K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$3.22K - $3.93K
|
9K
$8.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
5+ 1.19% |
$3.22K - $3.93K
|
425
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5+ 0.8% |
$3.22K - $3.93K
|
630
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5+ 0.55% |
$3.22K - $3.93K
|
912
$870K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5+ 0.5% |
$3.22K - $3.93K
|
997
$951K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.03% |
$3.22K - $3.93K
|
16.6K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.66% |
$3.22K - $3.93K
|
764
$729K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$3.22K - $3.93K
|
5
$4.77K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.11% |
$3.22K - $3.93K
|
4.73K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
5+ 0.3% |
$3.22K - $3.93K
|
1.66K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.65% |
$3.22K - $3.93K
|
779
$743K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5+ 0.27% |
$3.22K - $3.93K
|
1.84K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$3.22K - $3.93K
|
5.5K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 6.1% |
$3.22K - $3.93K
|
87
$83K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.16% |
$2.58K - $3.14K
|
2.58K
$2.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
4+ 0.62% |
$2.58K - $3.14K
|
652
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
4+ 0.49% |
$2.58K - $3.14K
|
828
$790K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$2.58K - $3.14K
|
5.54K
$5.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$2.58K - $3.14K
|
2.68K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.39% |
$2.58K - $3.14K
|
1.02K
$973K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4+ 0.34% |
$2.58K - $3.14K
|
1.2K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$2.58K - $3.14K
|
795
$758K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 4.17% |
$2.58K - $3.14K
|
100
$95.4K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 1.25% |
$2.58K - $3.14K
|
325
$310K
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
4+ 1.3% |
$2.58K - $3.14K
|
311
$297K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4+ 0.46% |
$2.58K - $3.14K
|
866
$826K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 0.11% |
$2.58K - $3.14K
|
3.67K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 0.04% |
$2.58K - $3.14K
|
9.58K
$9.13M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 2.82% |
$2.58K - $3.14K
|
146
$139K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 7.14% |
$2.58K - $3.14K
|
60
$57.2K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
4+ 2.3% |
$2.58K - $3.14K
|
178
$170K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4+ 12.9% |
$2.58K - $3.14K
|
35
$33.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.16% |
$1.93K - $2.36K
|
1.93K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.06% |
$1.93K - $2.36K
|
5.22K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.36K
|
910
$868K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3+ 0.22% |
$1.93K - $2.36K
|
1.38K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.4% |
$1.93K - $2.36K
|
751
$716K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$1.93K - $2.36K
|
1.05K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 2.27% |
$1.93K - $2.36K
|
135
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.64% |
$1.93K - $2.36K
|
471
$449K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3+ 0.66% |
$1.93K - $2.36K
|
459
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$1.93K - $2.36K
|
4.49K
$4.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.21% |
$1.93K - $2.36K
|
1.46K
$1.39M
|