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
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
176+ 3.76% |
$141K - $161K
|
4.86K
$4.81M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
175+ 3.95% |
$140K - $160K
|
4.6K
$4.56M
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
175+ 34.72% |
$140K - $160K
|
679
$673K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
173+ 3.42% |
$139K - $159K
|
5.23K
$5.18M
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
173+ 5.45% |
$139K - $159K
|
3.35K
$3.32M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$3.23M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
172+ 5.49% |
$138K - $158K
|
3.3K
$3.27M
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
172+ 8.97% |
$138K - $158K
|
2.09K
$2.07M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
171+ 5.64% |
$137K - $157K
|
3.2K
$3.18M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
171+ 10.93% |
$137K - $157K
|
1.74K
$1.72M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
170+ 0.79% |
$136K - $156K
|
21.6K
$21.4M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
169+ 5.66% |
$136K - $155K
|
3.15K
$3.13M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
168+ 3.41% |
$135K - $154K
|
5.09K
$5.04M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
168+ 4.67% |
$135K - $154K
|
3.76K
$3.73M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
167+ 2.1% |
$134K - $153K
|
8.13K
$8.06M
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
166+ 1.94% |
$133K - $152K
|
8.74K
$8.66M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
166+ 0.21% |
$133K - $152K
|
78.6K
$77.9M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
165New |
$132K - $151K
|
165
$164K
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
163+ 3.65% |
$131K - $149K
|
4.63K
$4.59M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
163+ 13.35% |
$131K - $149K
|
1.38K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
163+ 1.14% |
$131K - $149K
|
14.5K
$14.4M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
163+ 2.39% |
$131K - $149K
|
7K
$6.93M
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
162+ 3.12% |
$130K - $149K
|
5.35K
$5.31M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
162+ 4.27% |
$130K - $149K
|
3.95K
$3.92M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 4.37% |
$128K - $147K
|
3.82K
$3.79M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
160+ 2.36% |
$128K - $147K
|
6.94K
$6.88M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
158+ 0.91% |
$127K - $145K
|
17.5K
$17.3M
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
157+ 8.04% |
$126K - $144K
|
2.11K
$2.09M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
157+ 5.92% |
$126K - $144K
|
2.81K
$2.78M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
157+ 9.34% |
$126K - $144K
|
1.84K
$1.82M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 2.0% |
$126K - $144K
|
8K
$7.93M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
156+ 14.22% |
$125K - $143K
|
1.25K
$1.24M
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
155+ 37.8% |
$124K - $142K
|
565
$560K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
155+ 5.89% |
$124K - $142K
|
2.79K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
155+ 11.43% |
$124K - $142K
|
1.51K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
154+ 5.9% |
$123K - $141K
|
2.77K
$2.74M
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
153+ 12.19% |
$123K - $140K
|
1.41K
$1.4M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
153+ 7.54% |
$123K - $140K
|
2.18K
$2.16M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 0.29% |
$120K - $138K
|
51.5K
$51.1M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
150+ 18.14% |
$120K - $138K
|
977
$968K
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
149+ 0.42% |
$119K - $137K
|
35.3K
$35M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
149+ 15.14% |
$119K - $137K
|
1.13K
$1.12M
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
149+ 20.0% |
$119K - $137K
|
894
$886K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
149+ 2.04% |
$119K - $137K
|
7.46K
$7.39M
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
148+ 2.07% |
$119K - $136K
|
7.3K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
147+ 18.47% |
$118K - $135K
|
943
$935K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
146+ 35.78% |
$117K - $134K
|
554
$549K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
146+ 10.07% |
$117K - $134K
|
1.6K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
146+ 2.57% |
$117K - $134K
|
5.82K
$5.77M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
146+ 7.58% |
$117K - $134K
|
2.07K
$2.05M
|