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 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$1.29K - $1.57K
|
2.15K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.02% |
$1.29K - $1.57K
|
9.06K
$8.48M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
658
$617K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$1.29K - $1.57K
|
1.58K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
518
$485K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2+ 0.21% |
$1.29K - $1.57K
|
967
$906K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
668
$626K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
517
$484K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.29K - $1.57K
|
7.62K
$7.14M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.01% |
$1.29K - $1.57K
|
13.6K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.55% |
$1.29K - $1.57K
|
364
$341K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.35% |
$1.29K - $1.57K
|
581
$544K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.37% |
$1.29K - $1.57K
|
148
$139K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
2+ 0.0% |
$1.29K - $1.57K
|
63.8K
$59.8M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
517
$484K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
983
$921K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.69% |
$645 - $786
|
145
$136K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1+ 0.07% |
$645 - $786
|
1.34K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.24% |
$645 - $786
|
426
$399K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$645 - $786
|
710
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.37% |
$645 - $786
|
268
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.15% |
$645 - $786
|
689
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1+ 0.09% |
$645 - $786
|
1.12K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.98% |
$645 - $786
|
103
$96.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$645 - $786
|
1.32K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$645 - $786
|
980
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
1.03K
$966K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.2% |
$645 - $786
|
501
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$645 - $786
|
499
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$645 - $786
|
1.77K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.18% |
$645 - $786
|
562
$527K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.16% |
$645 - $786
|
617
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.16% |
$645 - $786
|
646
$605K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.06% |
$645 - $786
|
1.64K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
1.04K
$976K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$645 - $786
|
1.29K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.29% |
$645 - $786
|
349
$327K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.23% |
$645 - $786
|
439
$411K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.29% |
$645 - $786
|
342
$320K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.16% |
$645 - $786
|
637
$597K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1+ 0.08% |
$645 - $786
|
1.31K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.38% |
$645 - $786
|
264
$247K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.18% |
$645 - $786
|
560
$525K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.44% |
$645 - $786
|
226
$212K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 0.01% |
$645 - $786
|
12.1K
$11.4M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$645 - $786
|
815
$764K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1- 0.2% |
$645 - $786
|
502
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1- 0.22% |
$645 - $786
|
448
$420K
|