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 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
47+ 4.27% |
$33.1K - $40.9K
|
1.15K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
46+ 1.6% |
$32.4K - $40.1K
|
2.92K
$2.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
46+ 4.46% |
$32.4K - $40.1K
|
1.08K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46+ 6.8% |
$32.4K - $40.1K
|
722
$694K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
46+ 1.8% |
$32.4K - $40.1K
|
2.6K
$2.5M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
46+ 2.17% |
$32.4K - $40.1K
|
2.17K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
46+ 1.05% |
$32.4K - $40.1K
|
4.42K
$4.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 0.04% |
$32.4K - $40.1K
|
120K
$115M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
46+ 230.0% |
$32.4K - $40.1K
|
66
$63.4K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
45+ 1.92% |
$31.7K - $39.2K
|
2.39K
$2.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
45+ 4.56% |
$31.7K - $39.2K
|
1.03K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
45+ 22.17% |
$31.7K - $39.2K
|
248
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
44+ 2.72% |
$31K - $38.3K
|
1.66K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
44+ 2.96% |
$31K - $38.3K
|
1.53K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
44+ 11.14% |
$31K - $38.3K
|
439
$422K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
44+ 5.8% |
$31K - $38.3K
|
802
$771K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
43+ 1.83% |
$30.3K - $37.4K
|
2.39K
$2.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 6.12% |
$30.3K - $37.4K
|
746
$717K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
43+ 6.22% |
$30.3K - $37.4K
|
734
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
43+ 8.85% |
$30.3K - $37.4K
|
529
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
43+ 1.42% |
$30.3K - $37.4K
|
3.07K
$2.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
42+ 6.17% |
$29.6K - $36.6K
|
723
$695K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42+ 10.47% |
$29.6K - $36.6K
|
443
$426K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
42+ 2.68% |
$29.6K - $36.6K
|
1.61K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
42+ 2.15% |
$29.6K - $36.6K
|
2K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
42+ 3.35% |
$29.6K - $36.6K
|
1.3K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
42+ 5.7% |
$29.6K - $36.6K
|
779
$749K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 8.2% |
$29.6K - $36.6K
|
554
$532K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
42+ 3.34% |
$29.6K - $36.6K
|
1.3K
$1.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41+ 2.22% |
$28.9K - $35.7K
|
1.89K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
41+ 7.47% |
$28.9K - $35.7K
|
590
$567K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.39% |
$28.9K - $35.7K
|
10.6K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 2.32% |
$28.9K - $35.7K
|
1.81K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
41+ 10.17% |
$28.9K - $35.7K
|
444
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
41+ 2.23% |
$28.9K - $35.7K
|
1.88K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
41+ 3.84% |
$28.9K - $35.7K
|
1.11K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
41+ 2.26% |
$28.9K - $35.7K
|
1.86K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
40+ 0.57% |
$28.2K - $34.8K
|
7.02K
$6.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 0.4% |
$28.2K - $34.8K
|
10.1K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
40+ 7.92% |
$28.2K - $34.8K
|
545
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 2.63% |
$28.2K - $34.8K
|
1.56K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
40+ 0.91% |
$28.2K - $34.8K
|
4.42K
$4.24M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
40+ 7.01% |
$28.2K - $34.8K
|
611
$587K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
39+ 557.14% |
$27.5K - $34K
|
46
$44.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
39+ 0.52% |
$27.5K - $34K
|
7.53K
$7.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 1.59% |
$27.5K - $34K
|
2.49K
$2.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39+ 3.69% |
$27.5K - $34K
|
1.1K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
39+ 5.05% |
$27.5K - $34K
|
812
$780K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39+ 0.28% |
$27.5K - $34K
|
14K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
38+ 2.43% |
$26.8K - $33.1K
|
1.6K
$1.54M
|