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 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 5.18% |
$718K - $886K
|
20.7K
$19.3M
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.01K+ 152.89% |
$709K - $876K
|
1.66K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 7.6% |
$706K - $872K
|
14.2K
$13.2M
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1KNew |
$706K - $872K
|
1K
$936K
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1K+ 24.77% |
$706K - $872K
|
5.04K
$4.71M
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
998+ 33.27% |
$703K - $869K
|
4K
$3.73M
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
997+ 0.14% |
$703K - $868K
|
726K
$678M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
990+ 7.04% |
$698K - $862K
|
15K
$14M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
988+ 6.73% |
$696K - $860K
|
15.7K
$14.6M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
985+ 23.52% |
$694K - $858K
|
5.17K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
983+ 11.35% |
$693K - $856K
|
9.65K
$9.01M
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
978+ 2.41% |
$689K - $852K
|
41.5K
$38.8M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
977+ 370.08% |
$689K - $851K
|
1.24K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
974New |
$687K - $848K
|
974
$910K
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
971+ 3.16% |
$684K - $845K
|
31.7K
$29.6M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
970+ 3.67% |
$684K - $845K
|
27.4K
$25.6M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
967+ 11.37% |
$682K - $842K
|
9.47K
$8.85M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
963+ 2.5% |
$679K - $839K
|
39.5K
$36.9M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
962New |
$678K - $838K
|
962
$898K
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
954+ 130.51% |
$672K - $831K
|
1.69K
$1.57M
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
947+ 118.38% |
$668K - $825K
|
1.75K
$1.63M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
942New |
$664K - $820K
|
942
$880K
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
934+ 147.55% |
$658K - $813K
|
1.57K
$1.46M
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
932+ 11.82% |
$657K - $812K
|
8.82K
$8.24M
|
|
Aug 07, 2024
Q2 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
900+ 2.8% |
$634K - $784K
|
33.1K
$30.9M
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
900+ 144.69% |
$634K - $784K
|
1.52K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
900New |
$634K - $784K
|
900
$840K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
897+ 5.41% |
$632K - $781K
|
17.5K
$16.3M
|
|
Jul 25, 2025
Q2 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
897+ 5.57% |
$632K - $781K
|
17K
$15.9M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
885New |
$624K - $771K
|
885
$826K
|
|
Aug 08, 2024
Q2 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
878+ 89.41% |
$619K - $765K
|
1.86K
$1.74M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
875+ 245.79% |
$617K - $762K
|
1.23K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
872+ 1.05% |
$615K - $759K
|
83.7K
$78.2M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
867+ 128.64% |
$611K - $755K
|
1.54K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
864+ 1.0% |
$609K - $752K
|
87.7K
$81.9M
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
858New |
$605K - $747K
|
858
$801K
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
852+ 296.86% |
$601K - $742K
|
1.14K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
837New |
$590K - $729K
|
837
$782K
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
834New |
$588K - $726K
|
834
$779K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
833+ 19.17% |
$587K - $725K
|
5.18K
$4.84M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
830+ 7.24% |
$585K - $723K
|
12.3K
$11.5M
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
827+ 4.93% |
$583K - $720K
|
17.6K
$16.4M
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
820+ 1.45% |
$578K - $714K
|
57.5K
$53.7M
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
814+ 22.5% |
$574K - $709K
|
4.43K
$4.14M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
811+ 3.65% |
$572K - $706K
|
23.1K
$21.5M
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
811New |
$572K - $706K
|
811
$757K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
805+ 7.45% |
$567K - $701K
|
11.6K
$10.8M
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
800New |
$564K - $697K
|
800
$747K
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
800New |
$564K - $697K
|
800
$747K
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
800New |
$564K - $697K
|
800
$747K
|