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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
246New |
$173K - $214K
|
246
$264K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
245New |
$173K - $213K
|
245
$263K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
245+ 6.49% |
$173K - $213K
|
4.02K
$4.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
245New |
$173K - $213K
|
245
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
245+ 3.03% |
$173K - $213K
|
8.34K
$8.94M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
245+ 19.07% |
$173K - $213K
|
1.53K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
244New |
$172K - $212K
|
244
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
244New |
$172K - $212K
|
244
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
243+ 6.27% |
$171K - $212K
|
4.12K
$4.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
243New |
$171K - $212K
|
243
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
243New |
$171K - $212K
|
243
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
242New |
$171K - $211K
|
242
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
242+ 10.4% |
$171K - $211K
|
2.57K
$2.75M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
242New |
$171K - $211K
|
242
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
241+ 33.52% |
$170K - $210K
|
960
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
241+ 14.92% |
$170K - $210K
|
1.86K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
BUY
|
- |
241New |
$170K - $210K
|
241
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
241+ 3.25% |
$170K - $210K
|
7.67K
$8.22M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
240+ 3.21% |
$169K - $209K
|
7.72K
$8.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
240New |
$169K - $209K
|
240
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
240New |
$169K - $209K
|
240
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
239New |
$168K - $208K
|
239
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
239New |
$168K - $208K
|
239
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
239New |
$168K - $208K
|
239
$256K
|
|
|
Dec 09, 2024
Q2 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
239+ 1.02% |
$168K - $208K
|
23.7K
$25.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
238New |
$168K - $207K
|
238
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
238New |
$168K - $207K
|
238
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
238New |
$168K - $207K
|
238
$255K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
237+ 11.2% |
$167K - $206K
|
2.35K
$2.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
236New |
$166K - $205K
|
236
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
235+ 1.03% |
$166K - $205K
|
23K
$24.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
234+ 2.34% |
$165K - $204K
|
10.2K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
233+ 37.52% |
$164K - $203K
|
854
$915K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
231+ 1.9% |
$163K - $201K
|
12.4K
$13.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
227+ 5.67% |
$160K - $198K
|
4.23K
$4.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
226+ 1883.33% |
$159K - $197K
|
238
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
225+ 0.31% |
$159K - $196K
|
73K
$78.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
225+ 2.04% |
$159K - $196K
|
11.3K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
224+ 13.87% |
$158K - $195K
|
1.84K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
223+ 33.99% |
$157K - $194K
|
879
$942K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
223+ 6.08% |
$157K - $194K
|
3.89K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
223+ 11.18% |
$157K - $194K
|
2.22K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
222+ 0.59% |
$156K - $193K
|
38.1K
$40.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
221+ 70.61% |
$156K - $192K
|
534
$572K
|
|
|
Jul 29, 2024
Q2 2024
|
Coerente Capital Management
|
BUY
|
- |
220+ 67.69% |
$155K - $192K
|
545
$584K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
219+ 6.51% |
$154K - $191K
|
3.58K
$3.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
217+ 11.3% |
$153K - $189K
|
2.14K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
217+ 6.24% |
$153K - $189K
|
3.7K
$3.96M
|