Purchases and Sales Made in Q3 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
429+ 9.08% |
$344K - $393K
|
5.15K
$4.95M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
426+ 6.46% |
$342K - $391K
|
7.02K
$6.75M
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
425+ 66.41% |
$341K - $390K
|
1.07K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
424+ 2.52% |
$340K - $389K
|
17.2K
$16.6M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
424New |
$340K - $389K
|
424
$408K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
420+ 8.1% |
$337K - $385K
|
5.6K
$5.39M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
417New |
$334K - $382K
|
417
$401K
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
416+ 1.31% |
$334K - $381K
|
32.1K
$30.9M
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
416+ 7.5% |
$334K - $381K
|
5.96K
$5.73M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
414+ 5.21% |
$332K - $380K
|
8.37K
$8.05M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
409New |
$328K - $375K
|
409
$393K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
406+ 73.82% |
$326K - $372K
|
956
$919K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
403+ 5.58% |
$323K - $370K
|
7.63K
$7.34M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
402+ 16.96% |
$322K - $369K
|
2.77K
$2.67M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
400+ 1.39% |
$321K - $367K
|
29.2K
$28.1M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
399+ 105.84% |
$320K - $366K
|
776
$746K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
399+ 18.27% |
$320K - $366K
|
2.58K
$2.48M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
398+ 13.36% |
$319K - $365K
|
3.38K
$3.25M
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
396+ 102.06% |
$318K - $363K
|
784
$754K
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
393+ 5.02% |
$315K - $360K
|
8.23K
$7.91M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
393+ 2.16% |
$315K - $360K
|
18.6K
$17.9M
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
391+ 10.37% |
$314K - $359K
|
4.16K
$4M
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
391+ 102.36% |
$314K - $359K
|
773
$743K
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
390+ 0.09% |
$313K - $358K
|
432K
$416M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
386+ 3.19% |
$310K - $354K
|
12.5K
$12M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
383+ 19.29% |
$307K - $351K
|
2.37K
$2.28M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
382+ 1.97% |
$306K - $350K
|
19.7K
$19M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
381+ 12.52% |
$305K - $349K
|
3.43K
$3.29M
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
381+ 5.89% |
$305K - $349K
|
6.85K
$6.58M
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
380New |
$305K - $348K
|
380
$365K
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
380New |
$305K - $348K
|
380
$365K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
380New |
$305K - $348K
|
380
$365K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
380New |
$305K - $348K
|
380
$365K
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
379+ 1.04% |
$304K - $348K
|
36.7K
$35.3M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
378+ 4.83% |
$303K - $347K
|
8.21K
$7.89M
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
376+ 36.54% |
$301K - $345K
|
1.41K
$1.35M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
374+ 2.26% |
$300K - $343K
|
16.9K
$16.3M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
369+ 9.81% |
$296K - $338K
|
4.13K
$3.97M
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
369+ 1.24% |
$296K - $338K
|
30.2K
$29M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
365+ 121.67% |
$293K - $335K
|
665
$639K
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
363+ 4.9% |
$291K - $333K
|
7.77K
$7.47M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
360+ 5.07% |
$289K - $330K
|
7.47K
$7.18M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
359+ 15.0% |
$288K - $329K
|
2.75K
$2.65M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
359+ 5.44% |
$288K - $329K
|
6.96K
$6.69M
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
357+ 11.23% |
$286K - $327K
|
3.54K
$3.4M
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
357New |
$286K - $327K
|
357
$343K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
356+ 5.4% |
$285K - $326K
|
6.95K
$6.68M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
355+ 17.87% |
$285K - $326K
|
2.34K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
351New |
$281K - $322K
|
351
$338K
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 6.06% |
$281K - $321K
|
6.13K
$5.89M
|