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 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-70- 0.36% |
$45.1K - $55K
|
19.6K
$19.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 2.51% |
$45.8K - $55.8K
|
2.76K
$2.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-71- 6.97% |
$45.8K - $55.8K
|
947
$925K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-71- 4.6% |
$45.8K - $55.8K
|
1.47K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-71- 7.98% |
$45.8K - $55.8K
|
819
$800K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-72- 9.23% |
$46.4K - $56.6K
|
708
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-73- 1.46% |
$47.1K - $57.3K
|
4.93K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-73- 5.21% |
$47.1K - $57.3K
|
1.33K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-73- 1.32% |
$47.1K - $57.3K
|
5.48K
$5.35M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-74- 3.37% |
$47.7K - $58.1K
|
2.12K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-74- 19.22% |
$47.7K - $58.1K
|
311
$304K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-74- 7.21% |
$47.7K - $58.1K
|
952
$930K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-74- 14.07% |
$47.7K - $58.1K
|
452
$442K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.39% |
$48.4K - $58.9K
|
19.3K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-75- 10.52% |
$48.4K - $58.9K
|
638
$623K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-76- 4.48% |
$49K - $59.7K
|
1.62K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-76- 8.23% |
$49K - $59.7K
|
847
$828K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-76- 3.17% |
$49K - $59.7K
|
2.32K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-76- 0.53% |
$49K - $59.7K
|
14.2K
$13.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-77- 1.36% |
$49.6K - $60.5K
|
5.6K
$5.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-77- 0.89% |
$49.6K - $60.5K
|
8.58K
$8.39M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-77- 1.6% |
$49.6K - $60.5K
|
4.74K
$4.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-79- 4.96% |
$50.9K - $62.1K
|
1.51K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-79- 2.64% |
$50.9K - $62.1K
|
2.91K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-79- 8.79% |
$50.9K - $62.1K
|
820
$801K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-80- 2.15% |
$51.6K - $62.8K
|
3.64K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-80- 7.8% |
$51.6K - $62.8K
|
945
$923K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-80- 2.41% |
$51.6K - $62.8K
|
3.24K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-81- 2.62% |
$52.2K - $63.6K
|
3.01K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-81- 9.33% |
$52.2K - $63.6K
|
787
$769K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-82- 3.44% |
$52.9K - $64.4K
|
2.3K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-82- 0.23% |
$52.9K - $64.4K
|
35.8K
$35M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-82- 3.75% |
$52.9K - $64.4K
|
2.11K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-83- 10.41% |
$53.5K - $65.2K
|
714
$698K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-83- 1.17% |
$53.5K - $65.2K
|
6.98K
$6.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-83- 17.47% |
$53.5K - $65.2K
|
392
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-83- 0.44% |
$53.5K - $65.2K
|
18.9K
$18.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-83- 2.71% |
$53.5K - $65.2K
|
2.99K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-83- 7.0% |
$53.5K - $65.2K
|
1.1K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-84- 15.38% |
$54.2K - $66K
|
462
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-84- 4.71% |
$54.2K - $66K
|
1.7K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-85- 2.84% |
$54.8K - $66.8K
|
2.9K
$2.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-85- 4.75% |
$54.8K - $66.8K
|
1.71K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-85- 6.78% |
$54.8K - $66.8K
|
1.17K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-85- 18.16% |
$54.8K - $66.8K
|
383
$374K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-85- 7.5% |
$54.8K - $66.8K
|
1.05K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-86- 0.45% |
$55.4K - $67.6K
|
19.2K
$18.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-86- 2.69% |
$55.4K - $67.6K
|
3.11K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-86- 0.88% |
$55.4K - $67.6K
|
9.73K
$9.51M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-86- 0.65% |
$55.4K - $67.6K
|
13.2K
$12.9M
|