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
|
Tag Stone Capital, Inc.
|
BUY
|
- |
25+ 0.42% |
$17.6K - $21.8K
|
6K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 0.29% |
$17.6K - $21.8K
|
8.68K
$8.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
25+ 4.42% |
$17.6K - $21.8K
|
591
$568K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
24+ 1.77% |
$16.9K - $20.9K
|
1.38K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
24+ 0.4% |
$16.9K - $20.9K
|
6.04K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
24+ 4.82% |
$16.9K - $20.9K
|
522
$502K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 126.32% |
$16.9K - $20.9K
|
43
$41.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24+ 2.56% |
$16.9K - $20.9K
|
961
$923K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
24+ 0.37% |
$16.9K - $20.9K
|
6.59K
$6.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 1.7% |
$16.9K - $20.9K
|
1.43K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 6.94% |
$16.9K - $20.9K
|
370
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
24+ 2.84% |
$16.9K - $20.9K
|
870
$836K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
24+ 1.23% |
$16.9K - $20.9K
|
1.98K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
23+ 0.58% |
$16.2K - $20K
|
4K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
23+ 1.5% |
$16.2K - $20K
|
1.55K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
22+ 4.85% |
$15.5K - $19.2K
|
476
$457K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
22+ 3.72% |
$15.5K - $19.2K
|
614
$590K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
22+ 0.18% |
$15.5K - $19.2K
|
12.6K
$12.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
22+ 2.43% |
$15.5K - $19.2K
|
927
$891K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22+ 5.53% |
$15.5K - $19.2K
|
420
$404K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
22+ 1.63% |
$15.5K - $19.2K
|
1.37K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
22+ 0.34% |
$15.5K - $19.2K
|
6.54K
$6.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
22+ 5.67% |
$15.5K - $19.2K
|
410
$394K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
21+ 0.53% |
$14.8K - $18.3K
|
3.96K
$3.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21+ 0.39% |
$14.8K - $18.3K
|
5.38K
$5.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
21+ 0.56% |
$14.8K - $18.3K
|
3.79K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
20+ 4.01% |
$14.1K - $17.4K
|
519
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
20+ 5.03% |
$14.1K - $17.4K
|
418
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
20+ 0.63% |
$14.1K - $17.4K
|
3.18K
$3.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
20+ 0.64% |
$14.1K - $17.4K
|
3.15K
$3.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
20+ 5.45% |
$14.1K - $17.4K
|
387
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 1.87% |
$14.1K - $17.4K
|
1.09K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20+ 4.02% |
$14.1K - $17.4K
|
517
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20+ 6.87% |
$14.1K - $17.4K
|
311
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20+ 0.17% |
$14.1K - $17.4K
|
11.5K
$11M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
20+ 6.21% |
$14.1K - $17.4K
|
342
$329K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
19New |
$13.4K - $16.5K
|
19
$18.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 1.08% |
$13.4K - $16.5K
|
1.78K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
19+ 2.75% |
$13.4K - $16.5K
|
709
$681K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
19+ 1.94% |
$13.4K - $16.5K
|
998
$959K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19+ 2.67% |
$13.4K - $16.5K
|
731
$702K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
19+ 2.89% |
$13.4K - $16.5K
|
676
$650K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
19+ 5.0% |
$13.4K - $16.5K
|
399
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
19+ 0.76% |
$13.4K - $16.5K
|
2.53K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 0.72% |
$13.4K - $16.5K
|
2.67K
$2.56M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
18+ 1.04% |
$12.7K - $15.7K
|
1.75K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
18+ 3.51% |
$12.7K - $15.7K
|
531
$510K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
18+ 12.24% |
$12.7K - $15.7K
|
165
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
18+ 18.0% |
$12.7K - $15.7K
|
118
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
18+ 4.95% |
$12.7K - $15.7K
|
382
$367K
|