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 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
228New |
$183K - $209K
|
228
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
228+ 0.99% |
$183K - $209K
|
23.2K
$23M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
228+ 95.0% |
$183K - $209K
|
468
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
227+ 22.59% |
$182K - $208K
|
1.23K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
227New |
$182K - $208K
|
227
$225K
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
227New |
$182K - $208K
|
227
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
226New |
$181K - $207K
|
226
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
226+ 1.43% |
$181K - $207K
|
16.1K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
226New |
$181K - $207K
|
226
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
226New |
$181K - $207K
|
226
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
225+ 2.28% |
$180K - $206K
|
10.1K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
225+ 0.57% |
$180K - $206K
|
39.6K
$39.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
224+ 12.21% |
$180K - $205K
|
2.06K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$180K - $205K
|
224
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
224+ 4.37% |
$180K - $205K
|
5.35K
$5.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
223+ 2.56% |
$179K - $205K
|
8.92K
$8.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
222+ 11.83% |
$178K - $204K
|
2.1K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
222+ 0.71% |
$178K - $204K
|
31.6K
$31.3M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
222+ 79.0% |
$178K - $204K
|
503
$499K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
220+ 14.04% |
$176K - $202K
|
1.79K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
220+ 18.09% |
$176K - $202K
|
1.44K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
220New |
$176K - $202K
|
220
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
219+ 20.15% |
$176K - $201K
|
1.31K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
219+ 0.13% |
$176K - $201K
|
163K
$162M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
219+ 10.91% |
$176K - $201K
|
2.23K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
218+ 1.44% |
$175K - $200K
|
15.3K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
217+ 12.02% |
$174K - $199K
|
2.02K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
217+ 15.58% |
$174K - $199K
|
1.61K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
216+ 1.13% |
$173K - $198K
|
19.3K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
216+ 7.14% |
$173K - $198K
|
3.24K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
216+ 1.35% |
$173K - $198K
|
16.2K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
216+ 3.13% |
$173K - $198K
|
7.12K
$7.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
214+ 48.97% |
$172K - $196K
|
651
$645K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
212+ 9.16% |
$170K - $194K
|
2.53K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
212+ 71.38% |
$170K - $194K
|
509
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
212+ 2.9% |
$170K - $194K
|
7.52K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
211+ 8.08% |
$169K - $193K
|
2.82K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
211+ 1.7% |
$169K - $193K
|
12.6K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
211+ 1.29% |
$169K - $193K
|
16.5K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
210+ 7.55% |
$168K - $193K
|
2.99K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
210+ 5.71% |
$168K - $193K
|
3.89K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
210+ 4.19% |
$168K - $193K
|
5.22K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
209+ 26.06% |
$168K - $192K
|
1.01K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
209+ 6.13% |
$168K - $192K
|
3.62K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
208+ 3.44% |
$167K - $191K
|
6.26K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
208+ 3.27% |
$167K - $191K
|
6.57K
$6.52M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
206+ 61.86% |
$165K - $189K
|
539
$534K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
206+ 7.16% |
$165K - $189K
|
3.08K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
206+ 25.43% |
$165K - $189K
|
1.02K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
205+ 34.51% |
$164K - $188K
|
799
$792K
|