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 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
3+ 0.1% |
$1.93K - $2.36K
|
3.07K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.93K - $2.36K
|
4.35K
$4.25M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.1% |
$1.93K - $2.36K
|
3K
$2.94M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.12% |
$1.29K - $1.57K
|
1.73K
$1.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2+ 0.31% |
$1.29K - $1.57K
|
643
$629K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2+ 0.59% |
$1.29K - $1.57K
|
339
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2+ 0.13% |
$1.29K - $1.57K
|
1.56K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.42% |
$1.29K - $1.57K
|
478
$468K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.28% |
$1.29K - $1.57K
|
716
$701K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 1.29% |
$1.29K - $1.57K
|
157
$154K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2+ 0.17% |
$1.29K - $1.57K
|
1.21K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2+ 0.22% |
$1.29K - $1.57K
|
915
$895K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.52% |
$1.29K - $1.57K
|
384
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.06% |
$1.29K - $1.57K
|
3.45K
$3.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.22% |
$1.29K - $1.57K
|
920
$900K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$1.29K - $1.57K
|
2.15K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.02% |
$1.29K - $1.57K
|
9.06K
$8.86M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
658
$644K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$1.29K - $1.57K
|
1.58K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
518
$507K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2+ 0.21% |
$1.29K - $1.57K
|
967
$946K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2+ 0.3% |
$1.29K - $1.57K
|
668
$654K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
517
$506K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.29K - $1.57K
|
7.62K
$7.46M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.01% |
$1.29K - $1.57K
|
13.6K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2+ 0.55% |
$1.29K - $1.57K
|
364
$356K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.35% |
$1.29K - $1.57K
|
581
$569K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.37% |
$1.29K - $1.57K
|
148
$145K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
2+ 0.0% |
$1.29K - $1.57K
|
63.8K
$62.4M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2+ 0.39% |
$1.29K - $1.57K
|
517
$506K
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
983
$962K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.69% |
$645 - $786
|
145
$142K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1+ 0.07% |
$645 - $786
|
1.34K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.24% |
$645 - $786
|
426
$417K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.14% |
$645 - $786
|
710
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.37% |
$645 - $786
|
268
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.15% |
$645 - $786
|
689
$674K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1+ 0.09% |
$645 - $786
|
1.12K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.98% |
$645 - $786
|
103
$101K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$645 - $786
|
1.32K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$645 - $786
|
980
$959K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
1.03K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.2% |
$645 - $786
|
501
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$645 - $786
|
499
$488K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$645 - $786
|
1.77K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.18% |
$645 - $786
|
562
$550K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.16% |
$645 - $786
|
617
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.16% |
$645 - $786
|
646
$632K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.06% |
$645 - $786
|
1.64K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.1% |
$645 - $786
|
1.04K
$1.02M
|