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 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-172- 1.07% |
$111K - $135K
|
15.9K
$15.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-173- 16.15% |
$112K - $136K
|
898
$877K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-175- 2.75% |
$113K - $137K
|
6.18K
$6.04M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-175- 1.65% |
$113K - $137K
|
10.4K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-175- 5.53% |
$113K - $137K
|
2.99K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-175- 50.0% |
$113K - $137K
|
175
$171K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-177- 17.93% |
$114K - $139K
|
810
$791K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 4.74% |
$114K - $139K
|
3.56K
$3.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-177- 1.8% |
$114K - $139K
|
9.67K
$9.45M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-177- 10.1% |
$114K - $139K
|
1.58K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-180- 2.42% |
$116K - $141K
|
7.26K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-180- 50.85% |
$116K - $141K
|
174
$170K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-180- 0.89% |
$116K - $141K
|
20.1K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-181- 0.94% |
$117K - $142K
|
19.1K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-181- 0.8% |
$117K - $142K
|
22.5K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-182- 2.38% |
$117K - $143K
|
7.48K
$7.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-183- 10.27% |
$118K - $144K
|
1.6K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-185- 4.45% |
$119K - $145K
|
3.98K
$3.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-186- 2.91% |
$120K - $146K
|
6.21K
$6.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-186- 4.37% |
$120K - $146K
|
4.07K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-186- 17.14% |
$120K - $146K
|
899
$878K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-186- 27.27% |
$120K - $146K
|
496
$485K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-187- 1.77% |
$121K - $147K
|
10.4K
$10.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-188- 29.01% |
$121K - $148K
|
460
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-188- 30.82% |
$121K - $148K
|
422
$412K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-192- 2.06% |
$124K - $151K
|
9.15K
$8.94M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-193- 7.74% |
$124K - $152K
|
2.3K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-195- 4.26% |
$126K - $153K
|
4.38K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-195- 27.01% |
$126K - $153K
|
527
$515K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-197- 3.07% |
$127K - $155K
|
6.23K
$6.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-198- 3.25% |
$128K - $156K
|
5.89K
$5.75M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-200- 1.65% |
$129K - $157K
|
11.9K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-200- 25.0% |
$129K - $157K
|
600
$586K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-203- 33.33% |
$131K - $159K
|
406
$397K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-206- 2.69% |
$133K - $162K
|
7.44K
$7.27M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-207- 2.72% |
$133K - $163K
|
7.4K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-207- 15.78% |
$133K - $163K
|
1.11K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-209- 13.09% |
$135K - $164K
|
1.39K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-209- 2.34% |
$135K - $164K
|
8.71K
$8.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-210- 3.77% |
$135K - $165K
|
5.36K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-211- 5.0% |
$136K - $166K
|
4.01K
$3.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-212- 3.12% |
$137K - $167K
|
6.59K
$6.44M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-212- 26.3% |
$137K - $167K
|
594
$580K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-212- 2.45% |
$137K - $167K
|
8.44K
$8.25M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-213- 56.35% |
$137K - $167K
|
165
$161K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-213- 2.44% |
$137K - $167K
|
8.51K
$8.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-214- 3.05% |
$138K - $168K
|
6.79K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-214- 4.05% |
$138K - $168K
|
5.08K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-215- 2.01% |
$139K - $169K
|
10.5K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-215- 17.49% |
$139K - $169K
|
1.01K
$991K
|