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 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
134+ 0.62% |
$94.5K - $117K
|
21.9K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
132+ 12.88% |
$93K - $115K
|
1.16K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
132+ 25.43% |
$93K - $115K
|
651
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
131+ 20.73% |
$92.3K - $114K
|
763
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
131+ 11.61% |
$92.3K - $114K
|
1.26K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
131+ 0.15% |
$92.3K - $114K
|
89.8K
$85.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
130+ 6.39% |
$91.6K - $113K
|
2.17K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
130+ 21.67% |
$91.6K - $113K
|
730
$698K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
129+ 12.25% |
$90.9K - $112K
|
1.18K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
129+ 12.2% |
$90.9K - $112K
|
1.19K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
129+ 8.46% |
$90.9K - $112K
|
1.65K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
128+ 3.54% |
$90.2K - $111K
|
3.75K
$3.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
127+ 3.24% |
$89.5K - $111K
|
4.04K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
127+ 4.8% |
$89.5K - $111K
|
2.78K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
125+ 29.48% |
$88.1K - $109K
|
549
$525K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
125+ 6.54% |
$88.1K - $109K
|
2.04K
$1.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
124+ 8.46% |
$87.4K - $108K
|
1.59K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
124+ 12.06% |
$87.4K - $108K
|
1.15K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
123+ 1.82% |
$86.7K - $107K
|
6.87K
$6.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
121+ 1.85% |
$85.3K - $105K
|
6.64K
$6.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
120+ 5.97% |
$84.6K - $104K
|
2.13K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
120+ 1.03% |
$84.6K - $104K
|
11.8K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
119+ 8.58% |
$83.9K - $104K
|
1.51K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
117+ 2.62% |
$82.5K - $102K
|
4.59K
$4.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
117+ 28.06% |
$82.5K - $102K
|
534
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
117+ 4.98% |
$82.5K - $102K
|
2.47K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
117+ 20.56% |
$82.5K - $102K
|
686
$656K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
116+ 3.72% |
$81.8K - $101K
|
3.23K
$3.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
116+ 1.35% |
$81.8K - $101K
|
8.7K
$8.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
116+ 0.72% |
$81.8K - $101K
|
16.3K
$15.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
115+ 0.81% |
$81.1K - $100K
|
14.2K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
115+ 15.35% |
$81.1K - $100K
|
864
$826K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
115+ 4.24% |
$81.1K - $100K
|
2.83K
$2.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
115+ 12.62% |
$81.1K - $100K
|
1.03K
$980K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
115+ 8.38% |
$81.1K - $100K
|
1.49K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
114+ 34.65% |
$80.4K - $99.3K
|
443
$423K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
113+ 14.45% |
$79.7K - $98.4K
|
895
$855K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
111+ 1.43% |
$78.2K - $96.7K
|
7.86K
$7.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
110+ 0.8% |
$77.5K - $95.8K
|
13.9K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
110+ 10.86% |
$77.5K - $95.8K
|
1.12K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
110+ 12.85% |
$77.5K - $95.8K
|
966
$923K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
110+ 0.43% |
$77.5K - $95.8K
|
25.5K
$24.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
110+ 6.18% |
$77.5K - $95.8K
|
1.89K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
109+ 1.3% |
$76.8K - $94.9K
|
8.5K
$8.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
109+ 11.24% |
$76.8K - $94.9K
|
1.08K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
109+ 1.28% |
$76.8K - $94.9K
|
8.6K
$8.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
108+ 6.36% |
$76.1K - $94K
|
1.81K
$1.73M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
108+ 3.32% |
$76.1K - $94K
|
3.36K
$3.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
107+ 7.78% |
$75.4K - $93.2K
|
1.48K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
106+ 1.76% |
$74.7K - $92.3K
|
6.11K
$5.84M
|