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 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13+ 0.19% |
$9.16K - $11.3K
|
6.9K
$6.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 0.9% |
$9.16K - $11.3K
|
1.46K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
13New |
$9.16K - $11.3K
|
13
$12.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
13+ 0.49% |
$9.16K - $11.3K
|
2.68K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13+ 4.45% |
$9.16K - $11.3K
|
305
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
12+ 0.27% |
$8.46K - $10.4K
|
4.4K
$4.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
12+ 0.24% |
$8.46K - $10.4K
|
4.93K
$4.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
12+ 0.68% |
$8.46K - $10.4K
|
1.79K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
12+ 3.81% |
$8.46K - $10.4K
|
327
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.03% |
$8.46K - $10.4K
|
310
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
12+ 1.87% |
$8.46K - $10.4K
|
653
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
12+ 3.56% |
$8.46K - $10.4K
|
349
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12+ 0.21% |
$8.46K - $10.4K
|
5.76K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.59% |
$8.46K - $10.4K
|
2.06K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.88% |
$8.46K - $10.4K
|
1.38K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.37% |
$7.75K - $9.58K
|
3K
$2.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
11+ 0.84% |
$7.75K - $9.58K
|
1.31K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$7.75K - $9.58K
|
2.37K
$2.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 12.79% |
$7.75K - $9.58K
|
97
$93.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11New |
$7.75K - $9.58K
|
11
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11+ 0.19% |
$7.75K - $9.58K
|
5.88K
$5.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
11+ 1.11% |
$7.75K - $9.58K
|
1K
$967K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
10+ 1.28% |
$7.05K - $8.71K
|
790
$762K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
10+ 1.81% |
$7.05K - $8.71K
|
562
$542K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.93% |
$7.05K - $8.71K
|
1.08K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.0% |
$7.05K - $8.71K
|
509
$491K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10+ 0.37% |
$7.05K - $8.71K
|
2.74K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10+ 1.23% |
$7.05K - $8.71K
|
823
$793K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$9.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$9.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 1.63% |
$7.05K - $8.71K
|
622
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.75% |
$7.05K - $8.71K
|
1.35K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10+ 1.26% |
$7.05K - $8.71K
|
805
$776K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
10+ 2.11% |
$7.05K - $8.71K
|
483
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10+ 0.65% |
$7.05K - $8.71K
|
1.54K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10+ 0.89% |
$7.05K - $8.71K
|
1.13K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
10+ 0.51% |
$7.05K - $8.71K
|
1.97K
$1.9M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.87% |
$7.05K - $8.71K
|
1.16K
$1.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
9+ 1.11% |
$6.34K - $7.84K
|
817
$788K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.67% |
$6.34K - $7.84K
|
1.35K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.64% |
$6.34K - $7.84K
|
1.43K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
9+ 0.1% |
$6.34K - $7.84K
|
9.33K
$9M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 2.17% |
$6.34K - $7.84K
|
423
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
9+ 0.8% |
$6.34K - $7.84K
|
1.14K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
9+ 0.32% |
$6.34K - $7.84K
|
2.78K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
9+ 0.27% |
$6.34K - $7.84K
|
3.33K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 1.75% |
$6.34K - $7.84K
|
522
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9+ 4.33% |
$6.34K - $7.84K
|
217
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.56% |
$6.34K - $7.84K
|
1.63K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.32% |
$6.34K - $7.84K
|
2.84K
$2.74M
|