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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
308+ 47.09% |
$247K - $282K
|
962
$954K
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
307+ 14.6% |
$246K - $282K
|
2.41K
$2.39M
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
307+ 12.83% |
$246K - $282K
|
2.7K
$2.68M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
305+ 4.0% |
$245K - $280K
|
7.94K
$7.87M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
305+ 14.71% |
$245K - $280K
|
2.38K
$2.36M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
304New |
$244K - $279K
|
304
$301K
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
302+ 14.14% |
$242K - $277K
|
2.44K
$2.42M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
301+ 22.38% |
$241K - $276K
|
1.65K
$1.63M
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
300+ 0.49% |
$241K - $275K
|
62K
$61.5M
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
299+ 12.28% |
$240K - $274K
|
2.73K
$2.71M
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
298+ 124.69% |
$239K - $273K
|
537
$532K
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
297+ 2.42% |
$238K - $272K
|
12.6K
$12.4M
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
297New |
$238K - $272K
|
297
$294K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
296+ 11.31% |
$237K - $271K
|
2.91K
$2.89M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
296New |
$237K - $271K
|
296
$293K
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
296+ 74.94% |
$237K - $271K
|
691
$685K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
295+ 39.92% |
$237K - $271K
|
1.03K
$1.02M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
294New |
$236K - $270K
|
294
$291K
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
294New |
$236K - $270K
|
294
$291K
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
294+ 8.24% |
$236K - $270K
|
3.86K
$3.83M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
293+ 7.11% |
$235K - $269K
|
4.41K
$4.37M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
293+ 11.93% |
$235K - $269K
|
2.75K
$2.72M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
291+ 1.67% |
$233K - $267K
|
17.7K
$17.6M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
290+ 7.55% |
$233K - $266K
|
4.13K
$4.09M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
282New |
$226K - $259K
|
282
$280K
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
282+ 16.83% |
$226K - $259K
|
1.96K
$1.94M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
280New |
$225K - $257K
|
280
$278K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
279+ 3.94% |
$224K - $256K
|
7.36K
$7.3M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
278+ 95.21% |
$223K - $255K
|
570
$565K
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
277New |
$222K - $254K
|
277
$275K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
277+ 0.74% |
$222K - $254K
|
37.7K
$37.3M
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
275New |
$221K - $252K
|
275
$273K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
275+ 76.82% |
$221K - $252K
|
633
$627K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
273New |
$219K - $250K
|
273
$271K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
271+ 7.23% |
$217K - $249K
|
4.02K
$3.98M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
270New |
$216K - $248K
|
270
$268K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 11.16% |
$216K - $247K
|
2.68K
$2.66M
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
268New |
$215K - $246K
|
268
$266K
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
268New |
$215K - $246K
|
268
$266K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
266+ 1.45% |
$213K - $244K
|
18.5K
$18.4M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
265New |
$212K - $243K
|
265
$263K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
264+ 6.97% |
$212K - $242K
|
4.05K
$4.02M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
264+ 182.07% |
$212K - $242K
|
409
$405K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
262+ 11.05% |
$210K - $240K
|
2.63K
$2.61M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
262New |
$210K - $240K
|
262
$260K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261New |
$209K - $239K
|
261
$259K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
260+ 8.06% |
$208K - $238K
|
3.48K
$3.45M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259+ 4.35% |
$208K - $238K
|
6.22K
$6.16M
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
259+ 89.93% |
$208K - $238K
|
547
$542K
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
259New |
$208K - $238K
|
259
$257K
|