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 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
196+ 13.4% |
$157K - $180K
|
1.66K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
195+ 14.13% |
$156K - $179K
|
1.58K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
195+ 4.24% |
$156K - $179K
|
4.79K
$5.06M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
194+ 25.23% |
$156K - $178K
|
963
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
194+ 2.6% |
$156K - $178K
|
7.67K
$8.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
193+ 6.04% |
$155K - $177K
|
3.39K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
192+ 1.0% |
$154K - $176K
|
19.4K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
192+ 5.99% |
$154K - $176K
|
3.4K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
191+ 34.48% |
$153K - $175K
|
745
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
190+ 1.15% |
$152K - $174K
|
16.7K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
190+ 1.33% |
$152K - $174K
|
14.5K
$15.3M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
187+ 34.95% |
$150K - $171K
|
722
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
187+ 0.11% |
$150K - $171K
|
173K
$183M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
186+ 1.87% |
$149K - $171K
|
10.2K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
186+ 4.63% |
$149K - $171K
|
4.21K
$4.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
186+ 1.52% |
$149K - $171K
|
12.4K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
185+ 34.71% |
$148K - $170K
|
718
$758K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
185+ 7.66% |
$148K - $170K
|
2.6K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
185+ 28.95% |
$148K - $170K
|
824
$870K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
184+ 32.57% |
$148K - $169K
|
749
$791K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
184+ 5.1% |
$148K - $169K
|
3.79K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
182+ 3.96% |
$146K - $167K
|
4.77K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
182+ 2.58% |
$146K - $167K
|
7.23K
$7.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
182+ 15.33% |
$146K - $167K
|
1.37K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
181+ 12.31% |
$145K - $166K
|
1.65K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
181+ 8.2% |
$145K - $166K
|
2.39K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
181+ 11.88% |
$145K - $166K
|
1.7K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
180+ 6.06% |
$144K - $165K
|
3.15K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
180+ 11.77% |
$144K - $165K
|
1.71K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
179+ 3.11% |
$144K - $164K
|
5.94K
$6.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
179+ 17.81% |
$144K - $164K
|
1.18K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
178+ 16.06% |
$143K - $163K
|
1.29K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
177+ 113.46% |
$142K - $162K
|
333
$352K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
176New |
$141K - $161K
|
176
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
176+ 15.76% |
$141K - $161K
|
1.29K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
176+ 14.81% |
$141K - $161K
|
1.36K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
176+ 2.18% |
$141K - $161K
|
8.27K
$8.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
176+ 21.97% |
$141K - $161K
|
977
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
176+ 3.76% |
$141K - $161K
|
4.86K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
175+ 3.95% |
$140K - $160K
|
4.6K
$4.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
173+ 3.42% |
$139K - $159K
|
5.23K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
173+ 5.45% |
$139K - $159K
|
3.35K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$3.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
172+ 5.49% |
$138K - $158K
|
3.3K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
172+ 8.97% |
$138K - $158K
|
2.09K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
171+ 5.64% |
$137K - $157K
|
3.2K
$3.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
171+ 10.93% |
$137K - $157K
|
1.74K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
170+ 0.79% |
$136K - $156K
|
21.6K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
169+ 5.66% |
$136K - $155K
|
3.15K
$3.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
168+ 3.41% |
$135K - $154K
|
5.09K
$5.37M
|