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 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1- 0.2% |
$645 - $786
|
502
$472K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1- 0.22% |
$645 - $786
|
448
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$645 - $786
|
2.87K
$2.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.07% |
$645 - $786
|
1.35K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1- 0.14% |
$645 - $786
|
723
$679K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1- 0.32% |
$645 - $786
|
314
$295K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1- 0.13% |
$645 - $786
|
771
$724K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$645 - $786
|
1.49K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$645 - $786
|
2
$1.88K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1- -0.0% |
$645 - $786
|
34.6K
$32.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2- 0.32% |
$1.29K - $1.57K
|
628
$590K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-2- 0.14% |
$1.29K - $1.57K
|
1.44K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 2.11% |
$1.29K - $1.57K
|
93
$87.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.25% |
$1.29K - $1.57K
|
807
$758K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2- 0.62% |
$1.29K - $1.57K
|
323
$304K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2- 0.11% |
$1.29K - $1.57K
|
1.84K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.93% |
$1.29K - $1.57K
|
214
$201K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2- 2.3% |
$1.29K - $1.57K
|
85
$79.9K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2- 0.35% |
$1.29K - $1.57K
|
562
$528K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2- 4.55% |
$1.29K - $1.57K
|
42
$39.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3- 0.33% |
$1.93K - $2.36K
|
913
$858K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3- 0.6% |
$1.93K - $2.36K
|
501
$471K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-3- 0.24% |
$1.93K - $2.36K
|
1.25K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3- 1.73% |
$1.93K - $2.36K
|
170
$160K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.14% |
$1.93K - $2.36K
|
2.09K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
SELL
|
- |
-3- 0.45% |
$1.93K - $2.36K
|
667
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3- 6.67% |
$1.93K - $2.36K
|
42
$39.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3- 0.27% |
$1.93K - $2.36K
|
1.13K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.18% |
$1.93K - $2.36K
|
1.67K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.32% |
$1.93K - $2.36K
|
923
$867K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3- 0.52% |
$1.93K - $2.36K
|
579
$544K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-3- 42.86% |
$1.93K - $2.36K
|
4
$3.76K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3- 1.46% |
$1.93K - $2.36K
|
203
$191K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3- 0.21% |
$1.93K - $2.36K
|
1.46K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.04% |
$1.93K - $2.36K
|
6.91K
$6.5M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3- 0.57% |
$1.93K - $2.36K
|
526
$494K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4- 0.41% |
$2.58K - $3.14K
|
976
$917K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 3.13% |
$2.58K - $3.14K
|
124
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4- 0.18% |
$2.58K - $3.14K
|
2.25K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4- 0.91% |
$2.58K - $3.14K
|
435
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 1.54% |
$2.58K - $3.14K
|
256
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.17% |
$2.58K - $3.14K
|
2.34K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-4- 0.18% |
$2.58K - $3.14K
|
2.19K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4- 0.14% |
$2.58K - $3.14K
|
2.9K
$2.73M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4- 0.08% |
$2.58K - $3.14K
|
5.03K
$4.72M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 0.27% |
$2.58K - $3.14K
|
1.45K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-4- 0.68% |
$2.58K - $3.14K
|
580
$545K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4- 11.43% |
$2.58K - $3.14K
|
31
$29.1K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.52% |
$2.58K - $3.14K
|
768
$722K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5- 0.73% |
$3.22K - $3.93K
|
684
$643K
|