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 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-37- 0.57% |
$23.9K - $29.1K
|
6.41K
$6M
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-37- 0.09% |
$23.9K - $29.1K
|
41.1K
$38.6M
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 0.43% |
$23.9K - $29.1K
|
8.49K
$7.95M
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-38- 0.66% |
$24.5K - $29.9K
|
5.73K
$5.37M
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-38- 0.2% |
$24.5K - $29.9K
|
19.2K
$18M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-38- 2.4% |
$24.5K - $29.9K
|
1.55K
$1.45M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 0.52% |
$25.1K - $30.6K
|
7.39K
$6.92M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-39- 1.58% |
$25.1K - $30.6K
|
2.43K
$2.28M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-39- 0.26% |
$25.1K - $30.6K
|
15K
$14M
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-39- 0.69% |
$25.1K - $30.6K
|
5.58K
$5.23M
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-39- 0.39% |
$25.1K - $30.6K
|
9.99K
$9.36M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-39- 1.22% |
$25.1K - $30.6K
|
3.17K
$2.97M
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-40- 0.38% |
$25.8K - $31.4K
|
10.5K
$9.82M
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-40- 4.87% |
$25.8K - $31.4K
|
782
$733K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-40- 0.69% |
$25.8K - $31.4K
|
5.72K
$5.36M
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40- 11.53% |
$25.8K - $31.4K
|
307
$288K
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-40- 0.92% |
$25.8K - $31.4K
|
4.32K
$4.05M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-40- 2.38% |
$25.8K - $31.4K
|
1.64K
$1.54M
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-41- 8.74% |
$26.4K - $32.2K
|
428
$401K
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-41- 3.06% |
$26.4K - $32.2K
|
1.3K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-41- 1.24% |
$26.4K - $32.2K
|
3.26K
$3.06M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-41- 2.34% |
$26.4K - $32.2K
|
1.71K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-41- 5.9% |
$26.4K - $32.2K
|
654
$613K
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-42- 1.31% |
$27.1K - $33K
|
3.16K
$2.96M
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-43- 0.57% |
$27.7K - $33.8K
|
7.47K
$7M
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-43- 0.79% |
$27.7K - $33.8K
|
5.37K
$5.03M
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-43- 0.15% |
$27.7K - $33.8K
|
29.2K
$27.3M
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-44- 0.66% |
$28.4K - $34.6K
|
6.63K
$6.21M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-44- 2.93% |
$28.4K - $34.6K
|
1.46K
$1.37M
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-45- 2.45% |
$29K - $35.4K
|
1.79K
$1.68M
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-45- 6.52% |
$29K - $35.4K
|
645
$604K
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 6.41% |
$29K - $35.4K
|
657
$616K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-45- 6.22% |
$29K - $35.4K
|
679
$636K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-46- 5.23% |
$29.7K - $36.1K
|
834
$781K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-46- 4.1% |
$29.7K - $36.1K
|
1.08K
$1.01M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-46- 13.37% |
$29.7K - $36.1K
|
298
$279K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-46- 5.17% |
$29.7K - $36.1K
|
843
$790K
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-46- 7.48% |
$29.7K - $36.1K
|
569
$533K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-46- 2.66% |
$29.7K - $36.1K
|
1.69K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-46- 3.25% |
$29.7K - $36.1K
|
1.37K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-46- 7.07% |
$29.7K - $36.1K
|
605
$567K
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-46- 6.01% |
$29.7K - $36.1K
|
720
$675K
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-47- 2.51% |
$30.3K - $36.9K
|
1.83K
$1.71M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-47- 0.95% |
$30.3K - $36.9K
|
4.91K
$4.6M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-47- 0.92% |
$30.3K - $36.9K
|
5.08K
$4.76M
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-48- 3.21% |
$30.9K - $37.7K
|
1.45K
$1.36M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-48- 0.34% |
$30.9K - $37.7K
|
14.1K
$13.2M
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-48- 7.62% |
$30.9K - $37.7K
|
582
$545K
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-49- 9.74% |
$31.6K - $38.5K
|
454
$425K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-49- 0.74% |
$31.6K - $38.5K
|
6.57K
$6.16M
|