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 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
295+ 39.92% |
$237K - $271K
|
1.03K
$1M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
294New |
$236K - $270K
|
294
$286K
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
294New |
$236K - $270K
|
294
$286K
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
293+ 7.11% |
$235K - $269K
|
4.41K
$4.29M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
293+ 11.93% |
$235K - $269K
|
2.75K
$2.67M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
291+ 1.67% |
$233K - $267K
|
17.7K
$17.2M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
290+ 7.55% |
$233K - $266K
|
4.13K
$4.01M
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
282New |
$226K - $259K
|
282
$274K
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
282+ 16.83% |
$226K - $259K
|
1.96K
$1.9M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
280New |
$225K - $257K
|
280
$272K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
279+ 3.94% |
$224K - $256K
|
7.36K
$7.16M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
278+ 95.21% |
$223K - $255K
|
570
$554K
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
277New |
$222K - $254K
|
277
$269K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
277+ 0.74% |
$222K - $254K
|
37.7K
$36.6M
|
|
Nov 14, 2024
Q3 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
275New |
$221K - $252K
|
275
$267K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
275+ 76.82% |
$221K - $252K
|
633
$615K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
273New |
$219K - $250K
|
273
$265K
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
271+ 7.23% |
$217K - $249K
|
4.02K
$3.9M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
270New |
$216K - $248K
|
270
$262K
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 11.16% |
$216K - $247K
|
2.68K
$2.6M
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
268New |
$215K - $246K
|
268
$260K
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
268New |
$215K - $246K
|
268
$260K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
266+ 1.45% |
$213K - $244K
|
18.5K
$18M
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
265New |
$212K - $243K
|
265
$258K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
264+ 6.97% |
$212K - $242K
|
4.05K
$3.94M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
264+ 182.07% |
$212K - $242K
|
409
$397K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
262+ 11.05% |
$210K - $240K
|
2.63K
$2.56M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
262New |
$210K - $240K
|
262
$255K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
261New |
$209K - $239K
|
261
$254K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
260+ 8.06% |
$208K - $238K
|
3.48K
$3.39M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
259+ 4.35% |
$208K - $238K
|
6.22K
$6.04M
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
259+ 89.93% |
$208K - $238K
|
547
$532K
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
259New |
$208K - $238K
|
259
$252K
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
258+ 2.29% |
$207K - $237K
|
11.5K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
257+ 36.45% |
$206K - $236K
|
962
$935K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
257+ 1.82% |
$206K - $236K
|
14.4K
$14M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
256+ 6.7% |
$205K - $235K
|
4.08K
$3.96M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
253+ 48.75% |
$203K - $232K
|
772
$750K
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
253+ 2.49% |
$203K - $232K
|
10.4K
$10.1M
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
252+ 14.42% |
$202K - $231K
|
2K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
252+ 25.87% |
$202K - $231K
|
1.23K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
251+ 2.82% |
$201K - $230K
|
9.14K
$8.88M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
251New |
$201K - $230K
|
251
$244K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
250+ 13.3% |
$200K - $229K
|
2.13K
$2.07M
|
|
Nov 04, 2024
Q3 2024
|
Investment Management Associates Inc
|
BUY
|
- |
250New |
$200K - $229K
|
250
$243K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
249New |
$200K - $228K
|
249
$242K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
248New |
$199K - $227K
|
248
$241K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
248+ 10.55% |
$199K - $227K
|
2.6K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
248+ 6.71% |
$199K - $227K
|
3.95K
$3.83M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
247+ 8.15% |
$198K - $227K
|
3.28K
$3.18M
|