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 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
168+ 2.63% |
$118K - $146K
|
6.55K
$6.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
166+ 6.87% |
$117K - $145K
|
2.58K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
166+ 3.82% |
$117K - $145K
|
4.52K
$4.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
164+ 4.69% |
$116K - $143K
|
3.66K
$3.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
164+ 3.52% |
$116K - $143K
|
4.82K
$4.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
164+ 3.82% |
$116K - $143K
|
4.45K
$4.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
163+ 7.91% |
$115K - $142K
|
2.22K
$2.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
160+ 8.81% |
$113K - $139K
|
1.98K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
160+ 27.78% |
$113K - $139K
|
736
$703K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
158+ 0.97% |
$111K - $138K
|
16.5K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
158+ 3.26% |
$111K - $138K
|
5.01K
$4.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
158+ 0.75% |
$111K - $138K
|
21.3K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
158+ 3.23% |
$111K - $138K
|
5.06K
$4.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
156+ 33.99% |
$110K - $136K
|
615
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
156+ 13.0% |
$110K - $136K
|
1.36K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
154+ 2.93% |
$109K - $134K
|
5.41K
$5.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
154+ 15.48% |
$109K - $134K
|
1.15K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
151+ 5.15% |
$106K - $131K
|
3.08K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
151+ 0.28% |
$106K - $131K
|
54.7K
$52.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
150+ 5.99% |
$106K - $131K
|
2.65K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
150+ 20.8% |
$106K - $131K
|
871
$832K
|
|
|
Sep 10, 2024
Q2 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
150+ 5.44% |
$106K - $131K
|
2.91K
$2.78M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
149+ 31.91% |
$105K - $130K
|
616
$589K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
148+ 2.01% |
$104K - $129K
|
7.5K
$7.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
148+ 0.42% |
$104K - $129K
|
35.6K
$34.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
148+ 9.49% |
$104K - $129K
|
1.71K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
148+ 2.75% |
$104K - $129K
|
5.53K
$5.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
146+ 24.05% |
$103K - $127K
|
753
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
145+ 1.94% |
$102K - $126K
|
7.63K
$7.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
145+ 8.96% |
$102K - $126K
|
1.76K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
144+ 11.09% |
$102K - $125K
|
1.44K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 4.11% |
$102K - $125K
|
3.65K
$3.49M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
143+ 4.62% |
$101K - $125K
|
3.24K
$3.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
143+ 4.93% |
$101K - $125K
|
3.04K
$2.91M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142+ 8.21% |
$100K - $124K
|
1.87K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
141+ 2.26% |
$99.4K - $123K
|
6.38K
$6.1M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
141+ 14.7% |
$99.4K - $123K
|
1.1K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
140+ 29.47% |
$98.7K - $122K
|
615
$588K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
139+ 8.66% |
$98K - $121K
|
1.74K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
139+ 5.15% |
$98K - $121K
|
2.84K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
138+ 34.94% |
$97.3K - $120K
|
533
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
138+ 3.26% |
$97.3K - $120K
|
4.37K
$4.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
138New |
$97.3K - $120K
|
138
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
138+ 2.72% |
$97.3K - $120K
|
5.21K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
138+ 17.38% |
$97.3K - $120K
|
932
$891K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
137+ 113.22% |
$96.6K - $119K
|
258
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
137+ 0.74% |
$96.6K - $119K
|
18.7K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
136+ 2.24% |
$95.9K - $118K
|
6.21K
$5.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
135+ 25.19% |
$95.2K - $118K
|
671
$641K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
135+ 5.57% |
$95.2K - $118K
|
2.56K
$2.44M
|