Purchases and Sales Made in Q2 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
260+ 1.83% |
$183K - $226K
|
14.5K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
260+ 2.15% |
$183K - $226K
|
12.4K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
260+ 1.66% |
$183K - $226K
|
16K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
259New |
$183K - $226K
|
259
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
259New |
$183K - $226K
|
259
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
259+ 8.82% |
$183K - $226K
|
3.2K
$3.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
259New |
$183K - $226K
|
259
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 2.91% |
$182K - $225K
|
9.14K
$8.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
258+ 3.26% |
$182K - $225K
|
8.18K
$7.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
258New |
$182K - $225K
|
258
$249K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
257New |
$181K - $224K
|
257
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
257New |
$181K - $224K
|
257
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
257+ 15.47% |
$181K - $224K
|
1.92K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
256New |
$180K - $223K
|
256
$247K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
255+ 5.42% |
$180K - $222K
|
4.96K
$4.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
255+ 1.33% |
$180K - $222K
|
19.4K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
255+ 19.16% |
$180K - $222K
|
1.59K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
254New |
$179K - $221K
|
254
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
254New |
$179K - $221K
|
254
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
253+ 1.9% |
$178K - $220K
|
13.5K
$13.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
252+ 5.5% |
$178K - $219K
|
4.83K
$4.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
252+ 4.56% |
$178K - $219K
|
5.78K
$5.57M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
252+ 7.11% |
$178K - $219K
|
3.79K
$3.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
251+ 14.48% |
$177K - $219K
|
1.99K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
251New |
$177K - $219K
|
251
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
251+ 12.36% |
$177K - $219K
|
2.28K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
251New |
$177K - $219K
|
251
$242K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
251New |
$177K - $219K
|
251
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
250+ 20.42% |
$176K - $218K
|
1.47K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
250New |
$176K - $218K
|
250
$241K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
250New |
$176K - $218K
|
250
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
250+ 10.28% |
$176K - $218K
|
2.68K
$2.59M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
250New |
$176K - $218K
|
250
$241K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
250New |
$176K - $218K
|
250
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
249+ 2.33% |
$176K - $217K
|
10.9K
$10.5M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
249New |
$176K - $217K
|
249
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
248New |
$175K - $216K
|
248
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
248+ 3.61% |
$175K - $216K
|
7.12K
$6.87M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
247New |
$174K - $215K
|
247
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
247New |
$174K - $215K
|
247
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
247New |
$174K - $215K
|
247
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
247New |
$174K - $215K
|
247
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
247New |
$174K - $215K
|
247
$238K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
246New |
$173K - $214K
|
246
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
246New |
$173K - $214K
|
246
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
246New |
$173K - $214K
|
246
$237K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
245New |
$173K - $213K
|
245
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
245+ 6.49% |
$173K - $213K
|
4.02K
$3.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
245New |
$173K - $213K
|
245
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
245+ 3.03% |
$173K - $213K
|
8.34K
$8.04M
|