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
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-186- 27.27% |
$120K - $146K
|
496
$465K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-187- 1.77% |
$121K - $147K
|
10.4K
$9.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-188- 29.01% |
$121K - $148K
|
460
$431K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-188- 30.82% |
$121K - $148K
|
422
$395K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-192- 2.06% |
$124K - $151K
|
9.15K
$8.57M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-193- 7.74% |
$124K - $152K
|
2.3K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-195- 4.26% |
$126K - $153K
|
4.38K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-195- 27.01% |
$126K - $153K
|
527
$494K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-197- 3.07% |
$127K - $155K
|
6.23K
$5.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-198- 3.25% |
$128K - $156K
|
5.89K
$5.51M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.65% |
$129K - $157K
|
11.9K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-200- 25.0% |
$129K - $157K
|
600
$562K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-203- 33.33% |
$131K - $159K
|
406
$380K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-206- 2.69% |
$133K - $162K
|
7.44K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-207- 2.72% |
$133K - $163K
|
7.4K
$6.93M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-207- 15.78% |
$133K - $163K
|
1.11K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-209- 13.09% |
$135K - $164K
|
1.39K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-209- 2.34% |
$135K - $164K
|
8.71K
$8.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-210- 3.77% |
$135K - $165K
|
5.36K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211- 5.0% |
$136K - $166K
|
4.01K
$3.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-212- 3.12% |
$137K - $167K
|
6.59K
$6.17M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-212- 26.3% |
$137K - $167K
|
594
$557K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-212- 2.45% |
$137K - $167K
|
8.44K
$7.91M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-213- 56.35% |
$137K - $167K
|
165
$155K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-213- 2.44% |
$137K - $167K
|
8.51K
$7.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-214- 3.05% |
$138K - $168K
|
6.79K
$6.37M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-214- 4.05% |
$138K - $168K
|
5.08K
$4.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-215- 2.01% |
$139K - $169K
|
10.5K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-215- 17.49% |
$139K - $169K
|
1.01K
$950K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-217- 4.05% |
$140K - $170K
|
5.15K
$4.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-217- 3.33% |
$140K - $170K
|
6.3K
$5.9M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-217- 16.63% |
$140K - $170K
|
1.09K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-220- 1.86% |
$142K - $173K
|
11.6K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-221- 35.3% |
$142K - $174K
|
405
$379K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-221- 6.84% |
$142K - $174K
|
3.01K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-221- 36.35% |
$142K - $174K
|
387
$363K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 2.22% |
$142K - $174K
|
9.76K
$9.14M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-223- 10.06% |
$144K - $175K
|
1.99K
$1.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-225- 13.17% |
$145K - $177K
|
1.48K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-228- 2.77% |
$147K - $179K
|
8.01K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-232- 1.25% |
$150K - $182K
|
18.4K
$17.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-233- 3.8% |
$150K - $183K
|
5.89K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-234- 0.72% |
$151K - $184K
|
32.1K
$30M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-235- 5.14% |
$152K - $185K
|
4.34K
$4.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-237- 10.07% |
$153K - $186K
|
2.12K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-239- 16.76% |
$154K - $188K
|
1.19K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-239- 2.76% |
$154K - $188K
|
8.43K
$7.89M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-239- 10.89% |
$154K - $188K
|
1.96K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-242- 5.16% |
$156K - $190K
|
4.44K
$4.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-245- 1.94% |
$158K - $192K
|
12.4K
$11.6M
|