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 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
91+ 5.99% |
$73K - $83.5K
|
1.61K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
90+ 2.71% |
$72.2K - $82.5K
|
3.41K
$3.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
90+ 37.04% |
$72.2K - $82.5K
|
333
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
89+ 10.74% |
$71.4K - $81.6K
|
918
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
89+ 22.14% |
$71.4K - $81.6K
|
491
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.2% |
$71.4K - $81.6K
|
4.13K
$3.97M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
89+ 1483.33% |
$71.4K - $81.6K
|
95
$91.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88+ 26.19% |
$70.6K - $80.7K
|
424
$408K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
87+ 9.72% |
$69.8K - $79.8K
|
982
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
87+ 0.99% |
$69.8K - $79.8K
|
8.87K
$8.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
86+ 10.55% |
$69K - $78.9K
|
901
$866K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
86+ 16.9% |
$69K - $78.9K
|
595
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
86+ 1.51% |
$69K - $78.9K
|
5.79K
$5.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
85+ 13.14% |
$68.2K - $77.9K
|
732
$704K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
85+ 4.59% |
$68.2K - $77.9K
|
1.94K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.24% |
$68.2K - $77.9K
|
2.09K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 16.87% |
$68.2K - $77.9K
|
589
$566K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
84+ 22.76% |
$67.4K - $77K
|
453
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
84+ 6.34% |
$67.4K - $77K
|
1.41K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
84+ 2.64% |
$67.4K - $77K
|
3.26K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
84+ 0.68% |
$67.4K - $77K
|
12.5K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
84+ 3.27% |
$67.4K - $77K
|
2.65K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
84+ 2.8% |
$67.4K - $77K
|
3.09K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
83+ 1.9% |
$66.6K - $76.1K
|
4.46K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
83+ 176.6% |
$66.6K - $76.1K
|
130
$125K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 2.31% |
$65.8K - $75.2K
|
3.63K
$3.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
81+ 12.0% |
$64.9K - $74.3K
|
756
$727K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
81+ 0.37% |
$64.9K - $74.3K
|
21.8K
$21M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
81+ 31.4% |
$64.9K - $74.3K
|
339
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80New |
$64.1K - $73.4K
|
80
$76.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
80+ 5.43% |
$64.1K - $73.4K
|
1.55K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
80+ 21.51% |
$64.1K - $73.4K
|
452
$435K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
80+ 0.42% |
$64.1K - $73.4K
|
19K
$18.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 3.83% |
$63.3K - $72.4K
|
2.14K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
79+ 2.38% |
$63.3K - $72.4K
|
3.41K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
79+ 7.88% |
$63.3K - $72.4K
|
1.08K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
78+ 16.32% |
$62.5K - $71.5K
|
556
$535K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
77+ 3.11% |
$61.7K - $70.6K
|
2.55K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
77+ 4.93% |
$61.7K - $70.6K
|
1.64K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$61.7K - $70.6K
|
9.97K
$9.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
76+ 31.15% |
$60.9K - $69.7K
|
320
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
76+ 2.02% |
$60.9K - $69.7K
|
3.83K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
76+ 6.82% |
$60.9K - $69.7K
|
1.19K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 3.46% |
$60.1K - $68.8K
|
2.24K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 0.41% |
$60.1K - $68.8K
|
18.2K
$17.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
75+ 20.49% |
$60.1K - $68.8K
|
441
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
75+ 15.53% |
$60.1K - $68.8K
|
558
$537K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
75New |
$60.1K - $68.8K
|
75
$72.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 8.05% |
$60.1K - $68.8K
|
1.01K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
75+ 2.45% |
$60.1K - $68.8K
|
3.14K
$3.02M
|