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
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.73% |
$1.41K - $1.74K
|
275
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.58% |
$1.41K - $1.74K
|
344
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2+ 0.14% |
$1.41K - $1.74K
|
1.4K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.35% |
$1.41K - $1.74K
|
150
$144K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.19% |
$705 - $871
|
527
$506K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
1+ 0.13% |
$705 - $871
|
781
$750K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
1+ 0.03% |
$705 - $871
|
2.98K
$2.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1+ 0.17% |
$705 - $871
|
586
$563K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.04% |
$705 - $871
|
2.6K
$2.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.2% |
$705 - $871
|
499
$479K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1+ 0.11% |
$705 - $871
|
916
$880K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1+ 0.07% |
$705 - $871
|
1.37K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1+ 0.11% |
$705 - $871
|
914
$878K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1+ 0.05% |
$705 - $871
|
2.18K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1+ 0.22% |
$705 - $871
|
454
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.06% |
$705 - $871
|
1.64K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$705 - $871
|
968
$930K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$705 - $871
|
300
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.2% |
$705 - $871
|
493
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1+ 0.37% |
$705 - $871
|
274
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.08% |
$705 - $871
|
1.22K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$705 - $871
|
981
$943K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
1+ 0.05% |
$705 - $871
|
1.97K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.78% |
$705 - $871
|
130
$125K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1+ 0.24% |
$705 - $871
|
422
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$705 - $871
|
410
$394K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1+ 0.07% |
$705 - $871
|
1.45K
$1.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1+ 0.32% |
$705 - $871
|
312
$300K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$705 - $871
|
14.2K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.17% |
$705 - $871
|
582
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.25% |
$705 - $871
|
397
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$705 - $871
|
990
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$705 - $871
|
1.1K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.4% |
$705 - $871
|
248
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 3.03% |
$705 - $871
|
34
$32.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1+ 0.27% |
$705 - $871
|
377
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$705 - $871
|
16.3K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.15% |
$705 - $871
|
679
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$705 - $871
|
594
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.27% |
$705 - $871
|
365
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.01% |
$705 - $871
|
18.2K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.15% |
$705 - $871
|
661
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1+ 0.19% |
$705 - $871
|
522
$502K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.09% |
$705 - $871
|
1.1K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-1- 0.05% |
$705 - $871
|
1.87K
$1.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1- 0.13% |
$705 - $871
|
750
$721K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-1- 0.08% |
$705 - $871
|
1.19K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1- 0.35% |
$705 - $871
|
281
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1- 0.08% |
$705 - $871
|
1.28K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1- 0.24% |
$705 - $871
|
416
$400K
|