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 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
89+ 14.02% |
$62.7K - $77.5K
|
724
$692K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
89+ 29.08% |
$62.7K - $77.5K
|
395
$377K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
89+ 2.58% |
$62.7K - $77.5K
|
3.54K
$3.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
89+ 4.64% |
$62.7K - $77.5K
|
2.01K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
89+ 3.14% |
$62.7K - $77.5K
|
2.93K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 4.47% |
$62K - $76.6K
|
2.06K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
88+ 4.29% |
$62K - $76.6K
|
2.14K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
88+ 4.31% |
$62K - $76.6K
|
2.13K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
88+ 2.44% |
$62K - $76.6K
|
3.69K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 6.53% |
$62K - $76.6K
|
1.44K
$1.37M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
88+ 4.47% |
$62K - $76.6K
|
2.06K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
87+ 9.3% |
$61.3K - $75.8K
|
1.02K
$977K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
86+ 10.39% |
$60.6K - $74.9K
|
914
$873K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
86+ 25.83% |
$60.6K - $74.9K
|
419
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
86+ 6.2% |
$60.6K - $74.9K
|
1.47K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
86+ 1.6% |
$60.6K - $74.9K
|
5.46K
$5.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
86+ 3.38% |
$60.6K - $74.9K
|
2.63K
$2.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
85+ 2.72% |
$59.9K - $74K
|
3.21K
$3.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
85+ 26.73% |
$59.9K - $74K
|
403
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
85+ 0.79% |
$59.9K - $74K
|
10.8K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
84+ 4.33% |
$59.2K - $73.1K
|
2.02K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
84New |
$59.2K - $73.1K
|
84
$80.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
84+ 9.48% |
$59.2K - $73.1K
|
970
$927K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
84+ 11.67% |
$59.2K - $73.1K
|
804
$768K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
83+ 2.36% |
$58.5K - $72.3K
|
3.6K
$3.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
82+ 5.27% |
$57.8K - $71.4K
|
1.64K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
82+ 3.55% |
$57.8K - $71.4K
|
2.39K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
82+ 14.7% |
$57.8K - $71.4K
|
640
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
81+ 7.79% |
$57.1K - $70.5K
|
1.12K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
80+ 12.8% |
$56.4K - $69.7K
|
705
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
80+ 0.38% |
$56.4K - $69.7K
|
21.2K
$20.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
80+ 28.78% |
$56.4K - $69.7K
|
358
$342K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
79+ 15.96% |
$55.7K - $68.8K
|
574
$549K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
79+ 27.62% |
$55.7K - $68.8K
|
365
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
79+ 2.62% |
$55.7K - $68.8K
|
3.09K
$2.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
78+ 2.23% |
$55K - $67.9K
|
3.57K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
78+ 0.33% |
$55K - $67.9K
|
23.7K
$22.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
77+ 26.19% |
$54.3K - $67K
|
371
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
77+ 2.4% |
$54.3K - $67K
|
3.29K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 9.13% |
$54.3K - $67K
|
920
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 1.85% |
$54.3K - $67K
|
4.24K
$4.05M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
77+ 3.51% |
$54.3K - $67K
|
2.27K
$2.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 2.26% |
$53.6K - $66.2K
|
3.44K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
76+ 3.45% |
$53.6K - $66.2K
|
2.28K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
75+ 0.25% |
$52.9K - $65.3K
|
30.6K
$29.2M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
75+ 7.98% |
$52.9K - $65.3K
|
1.02K
$970K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
75+ 19.33% |
$52.9K - $65.3K
|
463
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
75+ 3.22% |
$52.9K - $65.3K
|
2.41K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75+ 2.78% |
$52.9K - $65.3K
|
2.77K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
74+ 0.22% |
$52.2K - $64.4K
|
33.1K
$31.6M
|