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 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30+ 1.57% |
$21.1K - $26.1K
|
1.94K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
30+ 6.8% |
$21.1K - $26.1K
|
471
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
30+ 4.24% |
$21.1K - $26.1K
|
738
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30+ 2.29% |
$21.1K - $26.1K
|
1.34K
$1.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 1.5% |
$20.4K - $25.3K
|
1.96K
$1.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
29+ 1.97% |
$20.4K - $25.3K
|
1.5K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
29+ 2.66% |
$20.4K - $25.3K
|
1.12K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29+ 1.54% |
$20.4K - $25.3K
|
1.92K
$1.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
29+ 0.67% |
$20.4K - $25.3K
|
4.38K
$4.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
29+ 1.38% |
$20.4K - $25.3K
|
2.13K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29+ 2.74% |
$20.4K - $25.3K
|
1.09K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
28+ 3.35% |
$19.7K - $24.4K
|
865
$834K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
28+ 3.36% |
$19.7K - $24.4K
|
862
$831K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
28+ 1.24% |
$19.7K - $24.4K
|
2.29K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
28New |
$19.7K - $24.4K
|
28
$27K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 1.94% |
$19.7K - $24.4K
|
1.47K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 2.15% |
$19.7K - $24.4K
|
1.33K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28+ 1.38% |
$19.7K - $24.4K
|
2.06K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
28+ 2.85% |
$19.7K - $24.4K
|
1.01K
$973K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.91% |
$19.7K - $24.4K
|
1.49K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
28+ 0.41% |
$19.7K - $24.4K
|
6.85K
$6.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
27+ 7.65% |
$19K - $23.5K
|
380
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
27+ 0.13% |
$19K - $23.5K
|
21.6K
$20.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
27+ 3.18% |
$19K - $23.5K
|
876
$844K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
27+ 3.92% |
$19K - $23.5K
|
716
$690K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
27+ 3.69% |
$19K - $23.5K
|
758
$731K
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
27+ 0.52% |
$19K - $23.5K
|
5.26K
$5.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
27+ 1.71% |
$19K - $23.5K
|
1.61K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
27+ 1.5% |
$19K - $23.5K
|
1.83K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 1.62% |
$19K - $23.5K
|
1.7K
$1.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
26+ 1.89% |
$18.3K - $22.6K
|
1.4K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
26+ 3.7% |
$18.3K - $22.6K
|
729
$703K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
26+ 1.79% |
$18.3K - $22.6K
|
1.48K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
26+ 4.38% |
$18.3K - $22.6K
|
620
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
26+ 3.49% |
$18.3K - $22.6K
|
771
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
26+ 0.45% |
$18.3K - $22.6K
|
5.85K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
26+ 3.76% |
$18.3K - $22.6K
|
718
$692K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
25+ 3.97% |
$17.6K - $21.8K
|
655
$631K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25+ 2.35% |
$17.6K - $21.8K
|
1.09K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25+ 3.6% |
$17.6K - $21.8K
|
719
$693K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25+ 73.53% |
$17.6K - $21.8K
|
59
$56.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25+ 0.44% |
$17.6K - $21.8K
|
5.73K
$5.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
25+ 2.46% |
$17.6K - $21.8K
|
1.04K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
25+ 0.13% |
$17.6K - $21.8K
|
19.7K
$19M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
25+ 2.27% |
$17.6K - $21.8K
|
1.13K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 1.89% |
$17.6K - $21.8K
|
1.35K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
25+ 7.46% |
$17.6K - $21.8K
|
360
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25+ 1.74% |
$17.6K - $21.8K
|
1.47K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.92% |
$17.6K - $21.8K
|
1.33K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 3.48% |
$17.6K - $21.8K
|
743
$716K
|