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 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
119+ 3.56% |
$95.4K - $109K
|
3.46K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
119+ 18.28% |
$95.4K - $109K
|
770
$763K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
117+ 8.89% |
$93.8K - $107K
|
1.43K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
117+ 0.79% |
$93.8K - $107K
|
14.9K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
117+ 27.46% |
$93.8K - $107K
|
543
$538K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
116+ 4.79% |
$93K - $106K
|
2.54K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 3.28% |
$93K - $106K
|
3.65K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
116+ 3.93% |
$93K - $106K
|
3.07K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
114+ 6.57% |
$91.4K - $105K
|
1.85K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
114+ 12.28% |
$91.4K - $105K
|
1.04K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
114+ 6.73% |
$91.4K - $105K
|
1.81K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
113+ 33.33% |
$90.6K - $104K
|
452
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
113+ 2.18% |
$90.6K - $104K
|
5.29K
$5.25M
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
113+ 116.49% |
$90.6K - $104K
|
210
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
112+ 0.34% |
$89.8K - $103K
|
33.2K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
112+ 23.63% |
$89.8K - $103K
|
586
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
112+ 17.5% |
$89.8K - $103K
|
752
$745K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
112+ 10.15% |
$89.8K - $103K
|
1.22K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
112+ 3.85% |
$89.8K - $103K
|
3.02K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
111+ 0.69% |
$89K - $102K
|
16.3K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
111+ 4.25% |
$89K - $102K
|
2.73K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
111+ 15.81% |
$89K - $102K
|
813
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
111+ 6.85% |
$89K - $102K
|
1.73K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
110+ 11.96% |
$88.2K - $101K
|
1.03K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 3.67% |
$88.2K - $101K
|
3.11K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
110+ 0.96% |
$88.2K - $101K
|
11.6K
$11.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
109+ 13.8% |
$87.4K - $100K
|
899
$891K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
109+ 10.89% |
$87.4K - $100K
|
1.11K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
109+ 1.32% |
$87.4K - $100K
|
8.36K
$8.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
109+ 3.16% |
$87.4K - $100K
|
3.56K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
107+ 4.15% |
$85.8K - $98.1K
|
2.68K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
106+ 7.98% |
$85K - $97.2K
|
1.44K
$1.42M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
106+ 2.7% |
$85K - $97.2K
|
4.03K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
105+ 1.76% |
$84.2K - $96.3K
|
6.06K
$6.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
105+ 9.55% |
$84.2K - $96.3K
|
1.21K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
105+ 5.21% |
$84.2K - $96.3K
|
2.12K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
104+ 5.35% |
$83.4K - $95.4K
|
2.05K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
104+ 7.73% |
$83.4K - $95.4K
|
1.45K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
103+ 5.91% |
$82.6K - $94.5K
|
1.85K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
103+ 2.82% |
$82.6K - $94.5K
|
3.75K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
103+ 10.6% |
$82.6K - $94.5K
|
1.08K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
102+ 1.87% |
$81.8K - $93.5K
|
5.56K
$5.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
102+ 2.79% |
$81.8K - $93.5K
|
3.76K
$3.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
102+ 6.27% |
$81.8K - $93.5K
|
1.73K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
102+ 1.87% |
$81.8K - $93.5K
|
5.56K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
102+ 38.2% |
$81.8K - $93.5K
|
369
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
102+ 8.97% |
$81.8K - $93.5K
|
1.24K
$1.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
101+ 3.29% |
$81K - $92.6K
|
3.17K
$3.14M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
101+ 4.84% |
$81K - $92.6K
|
2.19K
$2.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 8.4% |
$80.2K - $91.7K
|
1.29K
$1.28M
|