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
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
247+ 0.6% |
$198K - $227K
|
41.6K
$40M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
246+ 2.37% |
$197K - $226K
|
10.6K
$10.2M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
245New |
$196K - $225K
|
245
$236K
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
245+ 11.59% |
$196K - $225K
|
2.36K
$2.27M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
244+ 6.69% |
$196K - $224K
|
3.89K
$3.74M
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
244New |
$196K - $224K
|
244
$235K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
243+ 6.05% |
$195K - $223K
|
4.26K
$4.09M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
241New |
$193K - $221K
|
241
$232K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
241New |
$193K - $221K
|
241
$232K
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
241+ 7.29% |
$193K - $221K
|
3.55K
$3.41M
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
240New |
$192K - $220K
|
240
$231K
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
240+ 1.09% |
$192K - $220K
|
22.3K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
240New |
$192K - $220K
|
240
$231K
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
239New |
$192K - $219K
|
239
$230K
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
238+ 6.12% |
$191K - $218K
|
4.13K
$3.97M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
237+ 1.09% |
$190K - $217K
|
22.1K
$21.2M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
237New |
$190K - $217K
|
237
$228K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
236+ 1.42% |
$189K - $216K
|
16.9K
$16.2M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
236New |
$189K - $216K
|
236
$227K
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
236+ 3.31% |
$189K - $216K
|
7.36K
$7.08M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
235New |
$188K - $216K
|
235
$226K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
235New |
$188K - $216K
|
235
$226K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
234New |
$188K - $215K
|
234
$225K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
234+ 8.09% |
$188K - $215K
|
3.13K
$3.01M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
233New |
$187K - $214K
|
233
$224K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
232New |
$186K - $213K
|
232
$223K
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
232New |
$186K - $213K
|
232
$223K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
231New |
$185K - $212K
|
231
$222K
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
231New |
$185K - $212K
|
231
$222K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
230+ 30.87% |
$184K - $211K
|
975
$938K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
230New |
$184K - $211K
|
230
$221K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
229New |
$184K - $210K
|
229
$220K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
228New |
$183K - $209K
|
228
$219K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
228+ 0.99% |
$183K - $209K
|
23.2K
$22.3M
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
228+ 95.0% |
$183K - $209K
|
468
$450K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
227+ 22.59% |
$182K - $208K
|
1.23K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
227New |
$182K - $208K
|
227
$218K
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
226New |
$181K - $207K
|
226
$217K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
226+ 1.43% |
$181K - $207K
|
16.1K
$15.5M
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
226New |
$181K - $207K
|
226
$217K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
226New |
$181K - $207K
|
226
$217K
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
225+ 2.28% |
$180K - $206K
|
10.1K
$9.72M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
225+ 0.57% |
$180K - $206K
|
39.6K
$38.1M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
224+ 12.21% |
$180K - $205K
|
2.06K
$1.98M
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$180K - $205K
|
224
$215K
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
224+ 4.37% |
$180K - $205K
|
5.35K
$5.14M
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
223+ 2.56% |
$179K - $205K
|
8.92K
$8.58M
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
222+ 11.83% |
$178K - $204K
|
2.1K
$2.02M
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
222+ 0.71% |
$178K - $204K
|
31.6K
$30.4M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
220+ 14.04% |
$176K - $202K
|
1.79K
$1.72M
|