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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-34- 7.42% |
$24K - $29.6K
|
424
$446K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-35- 3.7% |
$24.7K - $30.5K
|
912
$959K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-35- 7.58% |
$24.7K - $30.5K
|
427
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-35- 0.65% |
$24.7K - $30.5K
|
5.38K
$5.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-35- 1.66% |
$24.7K - $30.5K
|
2.08K
$2.18M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-35- 0.63% |
$24.7K - $30.5K
|
5.55K
$5.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-35- 2.13% |
$24.7K - $30.5K
|
1.61K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-35- 3.2% |
$24.7K - $30.5K
|
1.06K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 0.65% |
$24.7K - $30.5K
|
5.35K
$5.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-35- 7.32% |
$24.7K - $30.5K
|
443
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-35- 0.56% |
$24.7K - $30.5K
|
6.27K
$6.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-35- 0.54% |
$24.7K - $30.5K
|
6.49K
$6.82M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-36- 3.01% |
$25.4K - $31.3K
|
1.16K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-36- 0.77% |
$25.4K - $31.3K
|
4.63K
$4.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-36- 7.58% |
$25.4K - $31.3K
|
439
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-36- 3.73% |
$25.4K - $31.3K
|
928
$975K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-37- 27.41% |
$26.1K - $32.2K
|
98
$103K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-37- 3.44% |
$26.1K - $32.2K
|
1.04K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 8.43% |
$26.1K - $32.2K
|
402
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-37- 1.52% |
$26.1K - $32.2K
|
2.39K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-37- 2.26% |
$26.1K - $32.2K
|
1.6K
$1.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-38- 1.31% |
$26.8K - $33.1K
|
2.86K
$3.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-38- 0.65% |
$26.8K - $33.1K
|
5.79K
$6.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-38- 0.95% |
$26.8K - $33.1K
|
3.96K
$4.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-38- 8.26% |
$26.8K - $33.1K
|
422
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-38- 7.0% |
$26.8K - $33.1K
|
505
$531K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-39- 0.43% |
$27.5K - $34K
|
8.96K
$9.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-39- 0.88% |
$27.5K - $34K
|
4.41K
$4.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-40- 8.13% |
$28.2K - $34.8K
|
452
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-40- 8.7% |
$28.2K - $34.8K
|
420
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-40- 4.61% |
$28.2K - $34.8K
|
828
$870K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.85% |
$28.2K - $34.8K
|
4.69K
$4.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-40- 2.76% |
$28.2K - $34.8K
|
1.41K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-40- 1.15% |
$28.2K - $34.8K
|
3.45K
$3.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-41- 1.49% |
$28.9K - $35.7K
|
2.71K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-41- 5.08% |
$28.9K - $35.7K
|
766
$805K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-41- 6.77% |
$28.9K - $35.7K
|
565
$594K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-41- 0.57% |
$28.9K - $35.7K
|
7.11K
$7.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 2.33% |
$28.9K - $35.7K
|
1.72K
$1.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-41- 1.9% |
$28.9K - $35.7K
|
2.12K
$2.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42- 0.62% |
$29.6K - $36.6K
|
6.75K
$7.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-42- 0.96% |
$29.6K - $36.6K
|
4.33K
$4.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-42- 1.85% |
$29.6K - $36.6K
|
2.23K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-43- 10.21% |
$30.3K - $37.4K
|
378
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-43- 5.08% |
$30.3K - $37.4K
|
804
$845K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-44- 9.63% |
$31K - $38.3K
|
413
$434K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-44- 2.49% |
$31K - $38.3K
|
1.72K
$1.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-45- 0.83% |
$31.7K - $39.2K
|
5.37K
$5.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 0.55% |
$31.7K - $39.2K
|
8.09K
$8.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-45- 5.68% |
$31.7K - $39.2K
|
747
$785K
|