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 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
163+ 2.39% |
$131K - $149K
|
7K
$6.73M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
162+ 3.12% |
$130K - $149K
|
5.35K
$5.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 4.37% |
$128K - $147K
|
3.82K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
160+ 2.36% |
$128K - $147K
|
6.94K
$6.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
158+ 0.91% |
$127K - $145K
|
17.5K
$16.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
157+ 8.04% |
$126K - $144K
|
2.11K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
157+ 5.92% |
$126K - $144K
|
2.81K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157+ 9.34% |
$126K - $144K
|
1.84K
$1.77M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 2.0% |
$126K - $144K
|
8K
$7.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
156+ 14.22% |
$125K - $143K
|
1.25K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
155+ 37.8% |
$124K - $142K
|
565
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
155+ 5.89% |
$124K - $142K
|
2.79K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
155+ 11.43% |
$124K - $142K
|
1.51K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
154+ 5.9% |
$123K - $141K
|
2.77K
$2.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
153+ 12.19% |
$123K - $140K
|
1.41K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
153+ 7.54% |
$123K - $140K
|
2.18K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 0.29% |
$120K - $138K
|
51.5K
$49.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
150+ 18.14% |
$120K - $138K
|
977
$939K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
149+ 0.42% |
$119K - $137K
|
35.3K
$34M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
149+ 15.14% |
$119K - $137K
|
1.13K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
149+ 20.0% |
$119K - $137K
|
894
$860K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
149+ 2.04% |
$119K - $137K
|
7.46K
$7.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
148+ 2.07% |
$119K - $136K
|
7.3K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
147+ 18.47% |
$118K - $135K
|
943
$907K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
146+ 35.78% |
$117K - $134K
|
554
$533K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
146+ 10.07% |
$117K - $134K
|
1.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
146+ 2.57% |
$117K - $134K
|
5.82K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 7.58% |
$117K - $134K
|
2.07K
$1.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
145+ 0.7% |
$116K - $133K
|
20.8K
$20M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
145+ 23.42% |
$116K - $133K
|
764
$735K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 8.71% |
$115K - $132K
|
1.8K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
144+ 4.61% |
$115K - $132K
|
3.27K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.2% |
$115K - $132K
|
6.69K
$6.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
140+ 0.59% |
$112K - $128K
|
24K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
140+ 1.22% |
$112K - $128K
|
11.6K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
140+ 6.43% |
$112K - $128K
|
2.32K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
139+ 46.96% |
$111K - $127K
|
435
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
138+ 0.99% |
$111K - $127K
|
14.1K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
137+ 1.7% |
$110K - $126K
|
8.18K
$7.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 4.34% |
$110K - $126K
|
3.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
137New |
$110K - $126K
|
137
$132K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
136+ 24.2% |
$109K - $125K
|
698
$671K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
135New |
$108K - $124K
|
135
$130K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
135+ 7.23% |
$108K - $124K
|
2K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 3.06% |
$107K - $123K
|
4.52K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
134+ 4.47% |
$107K - $123K
|
3.13K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.82% |
$106K - $121K
|
7.39K
$7.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
131+ 11.17% |
$105K - $120K
|
1.3K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.17% |
$105K - $120K
|
11.3K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
131+ 3.48% |
$105K - $120K
|
3.9K
$3.75M
|