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 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
18+ 13.04% |
$12.7K - $15.7K
|
156
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
18+ 0.78% |
$12.7K - $15.7K
|
2.34K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
18+ 0.32% |
$12.7K - $15.7K
|
5.56K
$5.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
17+ 0.18% |
$12K - $14.8K
|
9.59K
$9.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
17+ 4.0% |
$12K - $14.8K
|
442
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17+ 0.99% |
$12K - $14.8K
|
1.74K
$1.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 0.03% |
$11.3K - $13.9K
|
51.4K
$49.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
16+ 4.08% |
$11.3K - $13.9K
|
408
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 1.19% |
$11.3K - $13.9K
|
1.36K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
16+ 5.16% |
$11.3K - $13.9K
|
326
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 2.05% |
$11.3K - $13.9K
|
796
$765K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
15+ 3.4% |
$10.6K - $13.1K
|
456
$438K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
15+ 0.33% |
$10.6K - $13.1K
|
4.51K
$4.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
15+ 3.25% |
$10.6K - $13.1K
|
476
$457K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15+ 1.79% |
$10.6K - $13.1K
|
855
$822K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
15+ 1.95% |
$10.6K - $13.1K
|
783
$752K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 3.51% |
$10.6K - $13.1K
|
442
$425K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15+ 11.81% |
$10.6K - $13.1K
|
142
$136K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15+ 0.56% |
$10.6K - $13.1K
|
2.68K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
15+ 1.66% |
$10.6K - $13.1K
|
916
$880K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
15+ 4.59% |
$10.6K - $13.1K
|
342
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
15+ 2.25% |
$10.6K - $13.1K
|
681
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
15+ 2.22% |
$10.6K - $13.1K
|
690
$663K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
15+ 1.95% |
$10.6K - $13.1K
|
786
$755K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15+ 45.45% |
$10.6K - $13.1K
|
48
$46.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 2.69% |
$10.6K - $13.1K
|
573
$551K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15+ 1.11% |
$10.6K - $13.1K
|
1.37K
$1.32M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 14.74% |
$9.87K - $12.2K
|
109
$105K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 1.72% |
$9.87K - $12.2K
|
829
$797K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
14+ 3.29% |
$9.87K - $12.2K
|
439
$422K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
14+ 2.79% |
$9.87K - $12.2K
|
515
$495K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
14+ 1.39% |
$9.87K - $12.2K
|
1.02K
$984K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 0.99% |
$9.87K - $12.2K
|
1.43K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
14+ 0.75% |
$9.87K - $12.2K
|
1.88K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
14+ 3.29% |
$9.87K - $12.2K
|
440
$423K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
14+ 0.47% |
$9.87K - $12.2K
|
2.98K
$2.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
14+ 0.1% |
$9.87K - $12.2K
|
14.7K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14+ 3.62% |
$9.87K - $12.2K
|
401
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14+ 2.31% |
$9.87K - $12.2K
|
619
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14+ 14.89% |
$9.87K - $12.2K
|
108
$104K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
13+ 1.67% |
$9.16K - $11.3K
|
790
$759K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
13+ 3.77% |
$9.16K - $11.3K
|
358
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
13+ 2.32% |
$9.16K - $11.3K
|
574
$552K
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13+ 0.29% |
$9.16K - $11.3K
|
4.53K
$4.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
13+ 2.6% |
$9.16K - $11.3K
|
513
$493K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
13+ 3.39% |
$9.16K - $11.3K
|
397
$381K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
13+ 1.54% |
$9.16K - $11.3K
|
858
$824K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
13+ 1.37% |
$9.16K - $11.3K
|
961
$923K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13+ 1.01% |
$9.16K - $11.3K
|
1.3K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13+ 0.4% |
$9.16K - $11.3K
|
3.25K
$3.13M
|