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 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 13.19% |
$2.08M - $2.54M
|
27.7K
$27.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21KNew |
$2.07M - $2.52M
|
3.21K
$3.15M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21K+ 7.83% |
$2.07M - $2.52M
|
44.2K
$43.3M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.2K+ 0.91% |
$2.06M - $2.52M
|
356K
$349M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.17K+ 140.13% |
$2.04M - $2.49M
|
5.43K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.16K+ 113.26% |
$2.04M - $2.48M
|
5.95K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14K+ 5.47% |
$2.03M - $2.47M
|
60.6K
$59.5M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.12K+ 10.19% |
$2.01M - $2.45M
|
33.7K
$33.1M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.12KNew |
$2.01M - $2.45M
|
3.12K
$3.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.08K+ 20.04% |
$1.98M - $2.42M
|
18.4K
$18.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.07KNew |
$1.98M - $2.41M
|
3.07K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.01K+ 19.5% |
$1.94M - $2.36M
|
18.4K
$18.1M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
3K+ 69.46% |
$1.93M - $2.36M
|
7.32K
$7.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.97K+ 247.25% |
$1.91M - $2.33M
|
4.17K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.94KNew |
$1.89M - $2.31M
|
2.94K
$2.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
2.91KNew |
$1.88M - $2.29M
|
2.91K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.91K+ 120.07% |
$1.87M - $2.28M
|
5.33K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.83K+ 11.33% |
$1.83M - $2.22M
|
27.8K
$27.3M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.79KNew |
$1.8M - $2.19M
|
2.79K
$2.74M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.77K+ 2.23% |
$1.79M - $2.18M
|
127K
$125M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.75K+ 26.73% |
$1.77M - $2.16M
|
13K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.73KNew |
$1.76M - $2.15M
|
2.73K
$2.68M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.7K+ 11.71% |
$1.74M - $2.12M
|
25.8K
$25.3M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.67K+ 4.51% |
$1.72M - $2.1M
|
62K
$60.8M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.67K+ 26.95% |
$1.72M - $2.1M
|
12.6K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.63K+ 224.21% |
$1.7M - $2.07M
|
3.8K
$3.73M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.62K+ 4.51% |
$1.69M - $2.06M
|
60.7K
$59.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.61K+ 9.94% |
$1.68M - $2.05M
|
28.9K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.61KNew |
$1.68M - $2.05M
|
2.61K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.59KNew |
$1.67M - $2.04M
|
2.59K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.58KNew |
$1.66M - $2.03M
|
2.58K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.56K+ 5.26% |
$1.65M - $2.01M
|
51.2K
$50.2M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 7.5% |
$1.64M - $2M
|
36.5K
$35.8M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.53K+ 7.87% |
$1.63M - $1.99M
|
34.7K
$34M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
2.52K+ 1.97% |
$1.62M - $1.98M
|
130K
$128M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.4K+ 4.73% |
$1.54M - $1.88M
|
53K
$52M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.39K+ 444.98% |
$1.54M - $1.88M
|
2.93K
$2.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.38K+ 194.84% |
$1.53M - $1.87M
|
3.6K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.34KNew |
$1.51M - $1.84M
|
2.34K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.33KNew |
$1.5M - $1.83M
|
2.33K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.33K+ 177.57% |
$1.5M - $1.83M
|
3.64K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.32K+ 18.81% |
$1.5M - $1.82M
|
14.6K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.27KNew |
$1.47M - $1.79M
|
2.27K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.27K+ 3.71% |
$1.46M - $1.78M
|
63.4K
$62.2M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.25KNew |
$1.45M - $1.77M
|
2.25K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.22K+ 7.1% |
$1.43M - $1.74M
|
33.5K
$32.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.21K+ 9.3% |
$1.43M - $1.74M
|
26K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.21KNew |
$1.43M - $1.74M
|
2.21K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
2.2KNew |
$1.42M - $1.73M
|
2.2K
$2.16M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 16.49% |
$1.42M - $1.73M
|
15.5K
$15.2M
|