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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-60- 1.05% |
$38.7K - $47.1K
|
5.65K
$5.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-61- 14.73% |
$39.3K - $47.9K
|
353
$331K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61- 3.82% |
$39.3K - $47.9K
|
1.54K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-62- 0.72% |
$40K - $48.7K
|
8.52K
$7.98M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-62- 2.7% |
$40K - $48.7K
|
2.23K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-62- 1.88% |
$40K - $48.7K
|
3.23K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-62- 2.08% |
$40K - $48.7K
|
2.93K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-62- 4.73% |
$40K - $48.7K
|
1.25K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-63- 2.13% |
$40.6K - $49.5K
|
2.9K
$2.72M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-63- 1.21% |
$40.6K - $49.5K
|
5.13K
$4.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-64- 2.4% |
$41.3K - $50.3K
|
2.6K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-64- 3.0% |
$41.3K - $50.3K
|
2.07K
$1.94M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-64- 14.41% |
$41.3K - $50.3K
|
380
$356K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-65- 3.11% |
$41.9K - $51.1K
|
2.03K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-65- 5.49% |
$41.9K - $51.1K
|
1.12K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-65- 0.71% |
$41.9K - $51.1K
|
9.06K
$8.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-66- 2.11% |
$42.5K - $51.8K
|
3.07K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-66- 9.5% |
$42.5K - $51.8K
|
629
$589K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-66- 3.59% |
$42.5K - $51.8K
|
1.77K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-66- 3.51% |
$42.5K - $51.8K
|
1.82K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-66- 3.85% |
$42.5K - $51.8K
|
1.65K
$1.54M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-66- 1.95% |
$42.5K - $51.8K
|
3.32K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-67- 8.27% |
$43.2K - $52.6K
|
743
$696K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-67- 15.37% |
$43.2K - $52.6K
|
369
$346K
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-68- 19.83% |
$43.8K - $53.4K
|
275
$258K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-68- 1.45% |
$43.8K - $53.4K
|
4.63K
$4.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-69- 2.45% |
$44.5K - $54.2K
|
2.75K
$2.58M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-69- 14.56% |
$44.5K - $54.2K
|
405
$379K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-69- 2.02% |
$44.5K - $54.2K
|
3.35K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-70- 2.0% |
$45.1K - $55K
|
3.43K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-70- 0.36% |
$45.1K - $55K
|
19.6K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 2.51% |
$45.8K - $55.8K
|
2.76K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-71- 6.97% |
$45.8K - $55.8K
|
947
$887K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-71- 4.6% |
$45.8K - $55.8K
|
1.47K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-71- 7.98% |
$45.8K - $55.8K
|
819
$767K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-72- 9.23% |
$46.4K - $56.6K
|
708
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-73- 1.46% |
$47.1K - $57.3K
|
4.93K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-73- 5.21% |
$47.1K - $57.3K
|
1.33K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-73- 1.32% |
$47.1K - $57.3K
|
5.48K
$5.13M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-74- 3.37% |
$47.7K - $58.1K
|
2.12K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-74- 19.22% |
$47.7K - $58.1K
|
311
$291K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-74- 7.21% |
$47.7K - $58.1K
|
952
$892K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-74- 14.07% |
$47.7K - $58.1K
|
452
$423K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.39% |
$48.4K - $58.9K
|
19.3K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-75- 10.52% |
$48.4K - $58.9K
|
638
$598K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-76- 4.48% |
$49K - $59.7K
|
1.62K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-76- 8.23% |
$49K - $59.7K
|
847
$794K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-76- 3.17% |
$49K - $59.7K
|
2.32K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-76- 0.53% |
$49K - $59.7K
|
14.2K
$13.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-77- 1.36% |
$49.6K - $60.5K
|
5.6K
$5.25M
|