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 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-410- 7.09% |
$264K - $322K
|
5.37K
$5.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-411- 19.01% |
$265K - $323K
|
1.75K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-412- 12.44% |
$266K - $324K
|
2.9K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-416- 10.96% |
$268K - $327K
|
3.38K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-418- 12.99% |
$269K - $328K
|
2.8K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-424- 6.29% |
$273K - $333K
|
6.32K
$6.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-429- 3.6% |
$277K - $337K
|
11.5K
$11.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-429- 10.16% |
$277K - $337K
|
3.79K
$3.71M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-429- 55.28% |
$277K - $337K
|
347
$339K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-433- 7.05% |
$279K - $340K
|
5.71K
$5.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-438- 33.08% |
$282K - $344K
|
886
$866K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-440- 5.65% |
$284K - $346K
|
7.35K
$7.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-445- 2.25% |
$287K - $350K
|
19.4K
$18.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-448- 1.84% |
$289K - $352K
|
23.8K
$23.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-452- 7.4% |
$291K - $355K
|
5.66K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-453- 25.17% |
$292K - $356K
|
1.35K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-456- 3.78% |
$294K - $358K
|
11.6K
$11.3M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-463- 25.78% |
$298K - $364K
|
1.33K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-464- 0.68% |
$299K - $365K
|
68K
$66.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-471- 16.65% |
$304K - $370K
|
2.36K
$2.3M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-471- 5.95% |
$304K - $370K
|
7.45K
$7.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-474- 23.32% |
$306K - $372K
|
1.56K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-474- 8.82% |
$306K - $372K
|
4.9K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-476- 11.58% |
$307K - $374K
|
3.64K
$3.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-478- 0.63% |
$308K - $376K
|
74.8K
$73.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-481- 2.87% |
$310K - $378K
|
16.3K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-482- 8.51% |
$311K - $379K
|
5.18K
$5.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-484- 1.34% |
$312K - $380K
|
35.6K
$34.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-489- 3.69% |
$315K - $384K
|
12.8K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-492- 4.56% |
$317K - $387K
|
10.3K
$10.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-495- 0.83% |
$319K - $389K
|
59.2K
$57.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-497- 62.59% |
$320K - $390K
|
297
$290K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-498- 3.15% |
$321K - $391K
|
15.3K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-499- 2.75% |
$322K - $392K
|
17.6K
$17.2M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-499- 33.49% |
$322K - $392K
|
991
$968K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-499- 43.54% |
$322K - $392K
|
647
$632K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-500- 4.7% |
$322K - $393K
|
10.1K
$9.9M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-505- 7.17% |
$326K - $397K
|
6.54K
$6.39M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-506- 58.63% |
$326K - $398K
|
357
$349K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-507- 4.47% |
$327K - $398K
|
10.8K
$10.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-516- 12.61% |
$333K - $405K
|
3.58K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-516- 1.74% |
$333K - $405K
|
29.1K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-516- 3.79% |
$333K - $405K
|
13.1K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-525- 5.27% |
$338K - $412K
|
9.45K
$9.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-526- 4.68% |
$339K - $413K
|
10.7K
$10.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-530- 5.58% |
$342K - $416K
|
8.97K
$8.76M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-530- 6.62% |
$342K - $416K
|
7.48K
$7.31M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-530- 4.05% |
$342K - $416K
|
12.5K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-530- 13.12% |
$342K - $416K
|
3.51K
$3.43M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-539- 49.54% |
$347K - $423K
|
549
$536K
|