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 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
145+ 0.7% |
$116K - $133K
|
20.8K
$20.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
145+ 23.42% |
$116K - $133K
|
764
$757K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
144+ 8.71% |
$115K - $132K
|
1.8K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
144+ 4.61% |
$115K - $132K
|
3.27K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.2% |
$115K - $132K
|
6.69K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
140+ 0.59% |
$112K - $128K
|
24K
$23.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
140+ 1.22% |
$112K - $128K
|
11.6K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
140+ 6.43% |
$112K - $128K
|
2.32K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
139+ 46.96% |
$111K - $127K
|
435
$431K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
138+ 0.99% |
$111K - $127K
|
14.1K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
137+ 1.7% |
$110K - $126K
|
8.18K
$8.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 4.34% |
$110K - $126K
|
3.3K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
137New |
$110K - $126K
|
137
$136K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
136+ 24.2% |
$109K - $125K
|
698
$692K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
135New |
$108K - $124K
|
135
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
135+ 7.23% |
$108K - $124K
|
2K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 3.06% |
$107K - $123K
|
4.52K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
134+ 4.47% |
$107K - $123K
|
3.13K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
132+ 1.82% |
$106K - $121K
|
7.39K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
131+ 11.17% |
$105K - $120K
|
1.3K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.17% |
$105K - $120K
|
11.3K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
131+ 3.48% |
$105K - $120K
|
3.9K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130+ 1.47% |
$104K - $119K
|
8.95K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
130+ 1.81% |
$104K - $119K
|
7.3K
$7.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
129+ 7.55% |
$103K - $118K
|
1.84K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
129+ 1.54% |
$103K - $118K
|
8.52K
$8.44M
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
129+ 0.54% |
$103K - $118K
|
23.8K
$23.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
128+ 12.18% |
$103K - $117K
|
1.18K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
128+ 37.43% |
$103K - $117K
|
470
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
128+ 2.1% |
$103K - $117K
|
6.22K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
127+ 4.25% |
$102K - $116K
|
3.12K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
126+ 28.51% |
$101K - $116K
|
568
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
126+ 10.37% |
$101K - $116K
|
1.34K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
126+ 8.68% |
$101K - $116K
|
1.58K
$1.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
125+ 17.31% |
$100K - $115K
|
847
$840K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
125+ 14.22% |
$100K - $115K
|
1K
$995K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
125+ 29.76% |
$100K - $115K
|
545
$540K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
125+ 9.84% |
$100K - $115K
|
1.4K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
123+ 14.7% |
$98.6K - $113K
|
960
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
123+ 4.26% |
$98.6K - $113K
|
3.01K
$2.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
123+ 6.12% |
$98.6K - $113K
|
2.13K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
123+ 0.67% |
$98.6K - $113K
|
18.4K
$18.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
122+ 111.93% |
$97.8K - $112K
|
231
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
122+ 1.93% |
$97.8K - $112K
|
6.44K
$6.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
122+ 39.35% |
$97.8K - $112K
|
432
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
122+ 0.64% |
$97.8K - $112K
|
19.2K
$19M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
121+ 10.26% |
$97K - $111K
|
1.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
121+ 7.17% |
$97K - $111K
|
1.81K
$1.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
120+ 0.36% |
$96.2K - $110K
|
33.4K
$33.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
120+ 48.58% |
$96.2K - $110K
|
367
$364K
|