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
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
106+ 10.63% |
$74.7K - $92.3K
|
1.1K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
105+ 31.91% |
$74K - $91.4K
|
434
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
105+ 20.19% |
$74K - $91.4K
|
625
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
105+ 23.44% |
$74K - $91.4K
|
553
$528K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
104+ 4.59% |
$73.3K - $90.6K
|
2.37K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
104+ 12.18% |
$73.3K - $90.6K
|
958
$916K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
104+ 1.43% |
$73.3K - $90.6K
|
7.4K
$7.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
103+ 1.21% |
$72.6K - $89.7K
|
8.64K
$8.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
103+ 2.13% |
$72.6K - $89.7K
|
4.95K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
103+ 21.68% |
$72.6K - $89.7K
|
578
$552K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
102+ 21.66% |
$71.9K - $88.8K
|
573
$548K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
102+ 0.35% |
$71.9K - $88.8K
|
29.3K
$28M
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
102+ 0.62% |
$71.9K - $88.8K
|
16.6K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
102+ 0.02% |
$71.9K - $88.8K
|
432K
$413M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
102+ 1.6% |
$71.9K - $88.8K
|
6.48K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
102+ 22.32% |
$71.9K - $88.8K
|
559
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
101+ 1.11% |
$71.2K - $87.9K
|
9.2K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
101+ 13.7% |
$71.2K - $87.9K
|
838
$801K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 19.49% |
$70.5K - $87.1K
|
613
$586K
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
100+ 28.9% |
$70.5K - $87.1K
|
446
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
100+ 25.0% |
$70.5K - $87.1K
|
500
$478K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.28% |
$70.5K - $87.1K
|
4.49K
$4.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 2.81% |
$70.5K - $87.1K
|
3.65K
$3.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
100+ 3.45% |
$70.5K - $87.1K
|
3K
$2.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
100+ 2.74% |
$70.5K - $87.1K
|
3.76K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
100New |
$70.5K - $87.1K
|
100
$95.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
100+ 0.24% |
$70.5K - $87.1K
|
41.7K
$39.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
98+ 5.68% |
$69.1K - $85.3K
|
1.82K
$1.74M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
97+ 7.77% |
$68.4K - $84.5K
|
1.35K
$1.29M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
97+ 4.58% |
$68.4K - $84.5K
|
2.22K
$2.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
97+ 2.16% |
$68.4K - $84.5K
|
4.59K
$4.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
97+ 7.91% |
$68.4K - $84.5K
|
1.32K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
97+ 12.17% |
$68.4K - $84.5K
|
894
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
BUY
|
- |
97+ 0.95% |
$68.4K - $84.5K
|
10.3K
$9.85M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
97+ 8.74% |
$68.4K - $84.5K
|
1.21K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
95+ 2.21% |
$67K - $82.7K
|
4.38K
$4.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
94+ 34.18% |
$66.3K - $81.9K
|
369
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
93+ 3.94% |
$65.6K - $81K
|
2.46K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
93+ 7.15% |
$65.6K - $81K
|
1.39K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
92+ 1.28% |
$64.8K - $80.1K
|
7.26K
$6.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
92+ 4.35% |
$64.8K - $80.1K
|
2.21K
$2.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
92+ 1.6% |
$64.8K - $80.1K
|
5.85K
$5.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
92+ 33.58% |
$64.8K - $80.1K
|
366
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
92+ 6.68% |
$64.8K - $80.1K
|
1.47K
$1.4M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
92+ 2.51% |
$64.8K - $80.1K
|
3.76K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
91+ 6.46% |
$64.1K - $79.2K
|
1.5K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
91+ 9.54% |
$64.1K - $79.2K
|
1.05K
$999K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
90+ 1.38% |
$63.4K - $78.4K
|
6.63K
$6.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
90+ 8.27% |
$63.4K - $78.4K
|
1.18K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
90+ 2.31% |
$63.4K - $78.4K
|
3.98K
$3.81M
|