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 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
4+ 0.62% |
$2.58K - $3.14K
|
652
$611K
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
4+ 0.49% |
$2.58K - $3.14K
|
828
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
4+ 0.07% |
$2.58K - $3.14K
|
5.54K
$5.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$2.58K - $3.14K
|
2.68K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.39% |
$2.58K - $3.14K
|
1.02K
$956K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4+ 0.34% |
$2.58K - $3.14K
|
1.2K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4+ 0.51% |
$2.58K - $3.14K
|
795
$745K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 4.17% |
$2.58K - $3.14K
|
100
$93.7K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 1.25% |
$2.58K - $3.14K
|
325
$305K
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
4+ 1.3% |
$2.58K - $3.14K
|
311
$291K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
4+ 0.46% |
$2.58K - $3.14K
|
866
$811K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 0.11% |
$2.58K - $3.14K
|
3.67K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 0.04% |
$2.58K - $3.14K
|
9.58K
$8.97M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 2.82% |
$2.58K - $3.14K
|
146
$137K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 7.14% |
$2.58K - $3.14K
|
60
$56.2K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
4+ 2.3% |
$2.58K - $3.14K
|
178
$167K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
4+ 12.9% |
$2.58K - $3.14K
|
35
$32.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.16% |
$1.93K - $2.36K
|
1.93K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.06% |
$1.93K - $2.36K
|
5.22K
$4.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.36K
|
910
$853K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3+ 0.22% |
$1.93K - $2.36K
|
1.38K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3+ 0.4% |
$1.93K - $2.36K
|
751
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$1.93K - $2.36K
|
1.05K
$988K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 2.27% |
$1.93K - $2.36K
|
135
$126K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3+ 0.64% |
$1.93K - $2.36K
|
471
$441K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3+ 0.66% |
$1.93K - $2.36K
|
459
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.07% |
$1.93K - $2.36K
|
4.49K
$4.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.21% |
$1.93K - $2.36K
|
1.46K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3+ 0.61% |
$1.93K - $2.36K
|
492
$461K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 0.62% |
$1.93K - $2.36K
|
486
$455K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 2.38% |
$1.93K - $2.36K
|
129
$121K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.66% |
$1.93K - $2.36K
|
460
$431K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 0.71% |
$1.93K - $2.36K
|
425
$398K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$1.93K - $2.36K
|
785
$735K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3+ 0.27% |
$1.93K - $2.36K
|
1.13K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 1.65% |
$1.93K - $2.36K
|
185
$173K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.1% |
$1.93K - $2.36K
|
3.07K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.93K - $2.36K
|
4.35K
$4.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.12% |
$1.29K - $1.57K
|
1.73K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2+ 0.31% |
$1.29K - $1.57K
|
643
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2+ 0.59% |
$1.29K - $1.57K
|
339
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2+ 0.13% |
$1.29K - $1.57K
|
1.56K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.42% |
$1.29K - $1.57K
|
478
$448K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.28% |
$1.29K - $1.57K
|
716
$671K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.29% |
$1.29K - $1.57K
|
157
$147K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.22% |
$1.29K - $1.57K
|
915
$857K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.52% |
$1.29K - $1.57K
|
384
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.06% |
$1.29K - $1.57K
|
3.45K
$3.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.22% |
$1.29K - $1.57K
|
920
$862K
|