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 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.86% |
$5.16K - $6.28K
|
921
$901K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-9- 1.45% |
$5.8K - $7.07K
|
611
$598K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-9- 47.37% |
$5.8K - $7.07K
|
10
$9.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-9- 0.87% |
$5.8K - $7.07K
|
1.03K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-9- 0.44% |
$5.8K - $7.07K
|
2.02K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-9- 1.14% |
$5.8K - $7.07K
|
778
$761K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-9- 1.2% |
$5.8K - $7.07K
|
742
$726K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-9- 0.43% |
$5.8K - $7.07K
|
2.11K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-9- 0.76% |
$5.8K - $7.07K
|
1.18K
$1.15M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-10- 1.87% |
$6.45K - $7.86K
|
526
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-10- 0.77% |
$6.45K - $7.86K
|
1.29K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-10- 1.66% |
$6.45K - $7.86K
|
591
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-10- 25.0% |
$6.45K - $7.86K
|
30
$29.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 1.96% |
$6.45K - $7.86K
|
500
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-10- 1.38% |
$6.45K - $7.86K
|
717
$702K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-10- 0.15% |
$6.45K - $7.86K
|
6.8K
$6.66M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 2.45% |
$6.45K - $7.86K
|
398
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 2.14% |
$6.45K - $7.86K
|
458
$448K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 1.18% |
$6.45K - $7.86K
|
837
$819K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-10- 1.68% |
$6.45K - $7.86K
|
586
$573K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 2.07% |
$6.45K - $7.86K
|
472
$462K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-10- 0.14% |
$6.45K - $7.86K
|
7.4K
$7.24M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-10- 0.34% |
$6.45K - $7.86K
|
2.89K
$2.83M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-10- 0.29% |
$6.45K - $7.86K
|
3.44K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-10- 2.63% |
$6.45K - $7.86K
|
370
$362K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10- 2.56% |
$6.45K - $7.86K
|
380
$372K
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 1.91% |
$6.45K - $7.86K
|
513
$502K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-10- 0.34% |
$6.45K - $7.86K
|
2.91K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-10- 0.65% |
$6.45K - $7.86K
|
1.53K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 0.55% |
$6.45K - $7.86K
|
1.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-10- 1.83% |
$6.45K - $7.86K
|
536
$524K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-10- 3.11% |
$6.45K - $7.86K
|
312
$305K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 1.28% |
$6.45K - $7.86K
|
769
$752K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 6.94% |
$6.45K - $7.86K
|
134
$131K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-10- 2.04% |
$6.45K - $7.86K
|
481
$471K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-11- 0.05% |
$7.09K - $8.64K
|
22.6K
$22.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-11- 0.8% |
$7.09K - $8.64K
|
1.36K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-11- 1.12% |
$7.09K - $8.64K
|
970
$949K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-11- 3.42% |
$7.09K - $8.64K
|
311
$304K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11- 3.62% |
$7.09K - $8.64K
|
293
$287K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11- 2.25% |
$7.09K - $8.64K
|
478
$468K
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-11- 1.26% |
$7.09K - $8.64K
|
861
$843K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-12- 11.21% |
$7.74K - $9.43K
|
95
$93K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-12- 2.48% |
$7.74K - $9.43K
|
471
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-12- 2.94% |
$7.74K - $9.43K
|
396
$388K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-12- 2.34% |
$7.74K - $9.43K
|
501
$490K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-12- 1.23% |
$7.74K - $9.43K
|
960
$939K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-12- 0.1% |
$7.74K - $9.43K
|
11.8K
$11.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 0.55% |
$7.74K - $9.43K
|
2.16K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 2.67% |
$7.74K - $9.43K
|
438
$429K
|