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 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
440+ 176.0% |
$353K - $404K
|
690
$684K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
440+ 8.85% |
$353K - $404K
|
5.41K
$5.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
440New |
$353K - $404K
|
440
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
437+ 87.23% |
$350K - $401K
|
938
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
437+ 23.55% |
$350K - $401K
|
2.29K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
437+ 3.86% |
$350K - $401K
|
11.8K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
436New |
$350K - $400K
|
436
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
436+ 37.2% |
$350K - $400K
|
1.61K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
436+ 33.26% |
$350K - $400K
|
1.75K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
435+ 86.48% |
$349K - $399K
|
938
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
435+ 5.21% |
$349K - $399K
|
8.78K
$8.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
433+ 0.46% |
$347K - $397K
|
95.5K
$94.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
432New |
$346K - $396K
|
432
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
430+ 16.84% |
$345K - $394K
|
2.98K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
429+ 9.08% |
$344K - $393K
|
5.15K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
426+ 6.46% |
$342K - $391K
|
7.02K
$6.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
425+ 66.41% |
$341K - $390K
|
1.07K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
424+ 2.52% |
$340K - $389K
|
17.2K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
424New |
$340K - $389K
|
424
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
420+ 8.1% |
$337K - $385K
|
5.6K
$5.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
417New |
$334K - $382K
|
417
$413K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
416+ 1.31% |
$334K - $381K
|
32.1K
$31.8M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
416+ 7.5% |
$334K - $381K
|
5.96K
$5.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
414+ 5.21% |
$332K - $380K
|
8.37K
$8.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
409New |
$328K - $375K
|
409
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
406+ 73.82% |
$326K - $372K
|
956
$948K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
403+ 5.58% |
$323K - $370K
|
7.63K
$7.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
402+ 16.96% |
$322K - $369K
|
2.77K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
400+ 1.39% |
$321K - $367K
|
29.2K
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
399+ 105.84% |
$320K - $366K
|
776
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
399+ 18.27% |
$320K - $366K
|
2.58K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
398+ 13.36% |
$319K - $365K
|
3.38K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
396+ 102.06% |
$318K - $363K
|
784
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
393+ 5.02% |
$315K - $360K
|
8.23K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
393+ 2.16% |
$315K - $360K
|
18.6K
$18.5M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
391+ 10.37% |
$314K - $359K
|
4.16K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
391+ 102.36% |
$314K - $359K
|
773
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
390+ 0.09% |
$313K - $358K
|
432K
$428M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
386+ 3.19% |
$310K - $354K
|
12.5K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
383+ 19.29% |
$307K - $351K
|
2.37K
$2.35M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
382+ 1.97% |
$306K - $350K
|
19.7K
$19.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
381+ 12.52% |
$305K - $349K
|
3.43K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
381+ 5.89% |
$305K - $349K
|
6.85K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
380New |
$305K - $348K
|
380
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
380New |
$305K - $348K
|
380
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
380New |
$305K - $348K
|
380
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
380New |
$305K - $348K
|
380
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
379+ 1.04% |
$304K - $348K
|
36.7K
$36.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
378+ 4.83% |
$303K - $347K
|
8.21K
$8.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
376+ 36.54% |
$301K - $345K
|
1.41K
$1.39M
|