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 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-77- 0.89% |
$49.6K - $60.5K
|
8.58K
$8.04M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-77- 1.6% |
$49.6K - $60.5K
|
4.74K
$4.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-79- 4.96% |
$50.9K - $62.1K
|
1.51K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-79- 2.64% |
$50.9K - $62.1K
|
2.91K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-79- 8.79% |
$50.9K - $62.1K
|
820
$768K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-80- 2.15% |
$51.6K - $62.8K
|
3.64K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-80- 7.8% |
$51.6K - $62.8K
|
945
$885K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80- 2.41% |
$51.6K - $62.8K
|
3.24K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-81- 2.62% |
$52.2K - $63.6K
|
3.01K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-81- 9.33% |
$52.2K - $63.6K
|
787
$737K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-82- 3.44% |
$52.9K - $64.4K
|
2.3K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-82- 0.23% |
$52.9K - $64.4K
|
35.8K
$33.6M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-82- 3.75% |
$52.9K - $64.4K
|
2.11K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-83- 10.41% |
$53.5K - $65.2K
|
714
$669K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-83- 1.17% |
$53.5K - $65.2K
|
6.98K
$6.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-83- 17.47% |
$53.5K - $65.2K
|
392
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-83- 0.44% |
$53.5K - $65.2K
|
18.9K
$17.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-83- 2.71% |
$53.5K - $65.2K
|
2.99K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-83- 7.0% |
$53.5K - $65.2K
|
1.1K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-84- 15.38% |
$54.2K - $66K
|
462
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-84- 4.71% |
$54.2K - $66K
|
1.7K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-85- 2.84% |
$54.8K - $66.8K
|
2.9K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-85- 4.75% |
$54.8K - $66.8K
|
1.71K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-85- 6.78% |
$54.8K - $66.8K
|
1.17K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-85- 18.16% |
$54.8K - $66.8K
|
383
$359K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-85- 7.5% |
$54.8K - $66.8K
|
1.05K
$983K
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-86- 0.45% |
$55.4K - $67.6K
|
19.2K
$18M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-86- 2.69% |
$55.4K - $67.6K
|
3.11K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-86- 0.88% |
$55.4K - $67.6K
|
9.73K
$9.11M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-86- 0.65% |
$55.4K - $67.6K
|
13.2K
$12.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-87- 2.65% |
$56.1K - $68.3K
|
3.2K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-87- 1.43% |
$56.1K - $68.3K
|
6.01K
$5.63M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-87- 21.38% |
$56.1K - $68.3K
|
320
$300K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-88- 2.29% |
$56.7K - $69.1K
|
3.76K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-88- 7.55% |
$56.7K - $69.1K
|
1.08K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-89- 7.63% |
$57.4K - $69.9K
|
1.08K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 3.07% |
$58K - $70.7K
|
2.85K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-90- 2.99% |
$58K - $70.7K
|
2.92K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-90- 74.38% |
$58K - $70.7K
|
31
$29K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-91- 0.66% |
$58.7K - $71.5K
|
13.6K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-92- 18.62% |
$59.3K - $72.3K
|
402
$377K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-92- 0.63% |
$59.3K - $72.3K
|
14.6K
$13.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-93- 10.23% |
$60K - $73.1K
|
816
$765K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-93- 6.5% |
$60K - $73.1K
|
1.34K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-93- 6.16% |
$60K - $73.1K
|
1.42K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-94- 0.74% |
$60.6K - $73.8K
|
12.6K
$11.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-94- 8.66% |
$60.6K - $73.8K
|
992
$929K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-94- 4.85% |
$60.6K - $73.8K
|
1.84K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-94- 16.97% |
$60.6K - $73.8K
|
460
$431K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94- 10.47% |
$60.6K - $73.8K
|
804
$753K
|