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 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
38+ 0.24% |
$26.8K - $33.1K
|
15.9K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
37+ 2.42% |
$26.1K - $32.2K
|
1.57K
$1.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
37+ 1.24% |
$26.1K - $32.2K
|
3.03K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
37+ 10.36% |
$26.1K - $32.2K
|
394
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
37+ 0.81% |
$26.1K - $32.2K
|
4.59K
$4.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
37+ 1.27% |
$26.1K - $32.2K
|
2.95K
$2.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37+ 24.67% |
$26.1K - $32.2K
|
187
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.49% |
$26.1K - $32.2K
|
7.66K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
37+ 7.64% |
$26.1K - $32.2K
|
521
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
37+ 1.73% |
$26.1K - $32.2K
|
2.18K
$2.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
36+ 2.14% |
$25.4K - $31.3K
|
1.72K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 3.06% |
$25.4K - $31.3K
|
1.21K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 21.08% |
$24.7K - $30.5K
|
201
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
35+ 0.63% |
$24.7K - $30.5K
|
5.58K
$5.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.21% |
$24.7K - $30.5K
|
2.93K
$2.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
35+ 8.82% |
$24.7K - $30.5K
|
432
$416K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
34+ 6.79% |
$24K - $29.6K
|
535
$516K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
34+ 2.05% |
$24K - $29.6K
|
1.69K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 1.3% |
$24K - $29.6K
|
2.65K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
34+ 3.17% |
$24K - $29.6K
|
1.11K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
34+ 7.76% |
$24K - $29.6K
|
472
$455K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 0.82% |
$24K - $29.6K
|
4.2K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
34+ 0.05% |
$24K - $29.6K
|
75.2K
$72.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
34+ 2.18% |
$24K - $29.6K
|
1.6K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
33+ 0.36% |
$23.3K - $28.7K
|
9.23K
$8.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
33+ 0.74% |
$23.3K - $28.7K
|
4.46K
$4.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
33+ 5.01% |
$23.3K - $28.7K
|
692
$667K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
33+ 0.84% |
$23.3K - $28.7K
|
3.99K
$3.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
33+ 1.82% |
$23.3K - $28.7K
|
1.85K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 3.36% |
$23.3K - $28.7K
|
1.02K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
33+ 16.02% |
$23.3K - $28.7K
|
239
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
33+ 0.41% |
$23.3K - $28.7K
|
8.09K
$7.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
33New |
$23.3K - $28.7K
|
33
$31.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.23% |
$23.3K - $28.7K
|
14.1K
$13.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
32+ 4.98% |
$22.6K - $27.9K
|
675
$651K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
32+ 2.44% |
$22.6K - $27.9K
|
1.34K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32+ 2.87% |
$22.6K - $27.9K
|
1.15K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
32New |
$22.6K - $27.9K
|
32
$30.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
32+ 0.88% |
$22.6K - $27.9K
|
3.68K
$3.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
31+ 7.79% |
$21.9K - $27K
|
429
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
31+ 1.99% |
$21.9K - $27K
|
1.59K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
31+ 1.55% |
$21.9K - $27K
|
2.03K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
31+ 9.97% |
$21.9K - $27K
|
342
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
31+ 0.43% |
$21.9K - $27K
|
7.26K
$7M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
31+ 0.48% |
$21.9K - $27K
|
6.47K
$6.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
30+ 5.31% |
$21.1K - $26.1K
|
595
$574K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 2.72% |
$21.1K - $26.1K
|
1.13K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
30+ 2.33% |
$21.1K - $26.1K
|
1.32K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.72% |
$21.1K - $26.1K
|
4.18K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
30+ 5.44% |
$21.1K - $26.1K
|
581
$560K
|