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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.48K+ 6.51% |
$954K - $1.16M
|
24.2K
$25.9M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.48K+ 5.75% |
$952K - $1.16M
|
27.2K
$29.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.48K+ 9.85% |
$951K - $1.16M
|
16.5K
$17.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 18.06% |
$945K - $1.15M
|
9.58K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.46KNew |
$944K - $1.15M
|
1.46K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.45K+ 8044.44% |
$934K - $1.14M
|
1.47K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.44K+ 22.61% |
$927K - $1.13M
|
7.8K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
1.42KNew |
$914K - $1.11M
|
1.42K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.41K+ 22.31% |
$908K - $1.11M
|
7.72K
$8.27M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 9.19% |
$900K - $1.1M
|
16.6K
$17.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.39K+ 35.18% |
$893K - $1.09M
|
5.32K
$5.7M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.39K+ 9.89% |
$893K - $1.09M
|
15.4K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 47.59% |
$892K - $1.09M
|
4.29K
$4.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 87.84% |
$885K - $1.08M
|
2.94K
$3.15M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.37K+ 4.71% |
$883K - $1.08M
|
30.4K
$32.6M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.37KNew |
$883K - $1.08M
|
1.37K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.35K+ 0.69% |
$872K - $1.06M
|
198K
$212M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.35K+ 10.84% |
$868K - $1.06M
|
13.8K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.35K+ 20.54% |
$867K - $1.06M
|
7.89K
$8.46M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.34K+ 8.07% |
$861K - $1.05M
|
17.9K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.32KNew |
$852K - $1.04M
|
1.32K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
1.31K+ 328.25% |
$846K - $1.03M
|
1.71K
$1.84M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.3KNew |
$835K - $1.02M
|
1.3K
$1.39M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 58.19% |
$831K - $1.01M
|
3.5K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 42.21% |
$830K - $1.01M
|
4.34K
$4.65M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.28KNew |
$826K - $1.01M
|
1.28K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.28K+ 28.34% |
$825K - $1M
|
5.79K
$6.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.28K+ 5.73% |
$824K - $1M
|
23.6K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.26K+ 31.58% |
$815K - $993K
|
5.27K
$5.64M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.26K+ 23.46% |
$812K - $989K
|
6.63K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.24KNew |
$800K - $975K
|
1.24K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.23K+ 10.2% |
$793K - $966K
|
13.3K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.22K+ 8.51% |
$785K - $956K
|
15.5K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$781K - $952K
|
1.21K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$781K - $951K
|
1.21K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 11.39% |
$772K - $941K
|
11.7K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.19K+ 3.27% |
$765K - $932K
|
37.4K
$40.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.18K+ 10.47% |
$763K - $929K
|
12.5K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.18KNew |
$761K - $927K
|
1.18K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.18K+ 10.34% |
$760K - $926K
|
12.6K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18K+ 20.54% |
$758K - $924K
|
6.9K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
1.16K+ 0.45% |
$750K - $914K
|
259K
$278M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.15K+ 11.7% |
$744K - $907K
|
11K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13K+ 24.11% |
$731K - $891K
|
5.84K
$6.26M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.13K+ 3.08% |
$725K - $884K
|
37.7K
$40.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.11K+ 63.19% |
$718K - $875K
|
2.88K
$3.08M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.11K+ 28.85% |
$718K - $875K
|
4.98K
$5.33M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.11K+ 1.41% |
$715K - $871K
|
79.6K
$85.3M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.11K+ 5.97% |
$712K - $868K
|
19.6K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.1KNew |
$708K - $863K
|
1.1K
$1.18M
|