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 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100+ 30.4% |
$80.2K - $91.7K
|
429
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
100+ 4.49% |
$80.2K - $91.7K
|
2.33K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
100+ 0.59% |
$80.2K - $91.7K
|
17.2K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.13% |
$80.2K - $91.7K
|
75.8K
$75.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
99+ 6.2% |
$79.4K - $90.8K
|
1.7K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
99+ 25.85% |
$79.4K - $90.8K
|
482
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
99+ 5.38% |
$79.4K - $90.8K
|
1.94K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
99+ 11.59% |
$79.4K - $90.8K
|
953
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 13.41% |
$79.4K - $90.8K
|
837
$830K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
98+ 41.18% |
$78.6K - $89.9K
|
336
$333K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
98+ 1.86% |
$78.6K - $89.9K
|
5.36K
$5.31M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
97+ 10.85% |
$77.8K - $89K
|
991
$982K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
96+ 0.09% |
$77K - $88K
|
105K
$104M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
95+ 20.17% |
$76.2K - $87.1K
|
566
$561K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
95+ 2.26% |
$76.2K - $87.1K
|
4.3K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
94+ 3.08% |
$75.4K - $86.2K
|
3.15K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
94+ 2.78% |
$75.4K - $86.2K
|
3.48K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
93+ 8.3% |
$74.6K - $85.3K
|
1.21K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
93+ 14.07% |
$74.6K - $85.3K
|
754
$747K
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
93New |
$74.6K - $85.3K
|
93
$92.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
93+ 3.49% |
$74.6K - $85.3K
|
2.76K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
92+ 12.71% |
$73.8K - $84.4K
|
816
$809K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
92+ 7.11% |
$73.8K - $84.4K
|
1.39K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
91+ 3.21% |
$73K - $83.5K
|
2.93K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
91+ 0.43% |
$73K - $83.5K
|
21.1K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
91+ 5.99% |
$73K - $83.5K
|
1.61K
$1.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
90+ 2.71% |
$72.2K - $82.5K
|
3.41K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
90+ 37.04% |
$72.2K - $82.5K
|
333
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
89+ 10.74% |
$71.4K - $81.6K
|
918
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
89+ 22.14% |
$71.4K - $81.6K
|
491
$487K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
89+ 2.2% |
$71.4K - $81.6K
|
4.13K
$4.09M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
89+ 1483.33% |
$71.4K - $81.6K
|
95
$94.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88+ 26.19% |
$70.6K - $80.7K
|
424
$420K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
87+ 9.72% |
$69.8K - $79.8K
|
982
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
87+ 0.99% |
$69.8K - $79.8K
|
8.87K
$8.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
86+ 10.55% |
$69K - $78.9K
|
901
$893K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
86+ 16.9% |
$69K - $78.9K
|
595
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
86+ 1.51% |
$69K - $78.9K
|
5.79K
$5.74M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
86+ 12.84% |
$69K - $78.9K
|
756
$749K
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
85+ 13.14% |
$68.2K - $77.9K
|
732
$726K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
85+ 4.59% |
$68.2K - $77.9K
|
1.94K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 4.24% |
$68.2K - $77.9K
|
2.09K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
85+ 16.87% |
$68.2K - $77.9K
|
589
$584K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
84+ 22.76% |
$67.4K - $77K
|
453
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
84+ 6.34% |
$67.4K - $77K
|
1.41K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
84+ 2.64% |
$67.4K - $77K
|
3.26K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
84+ 0.68% |
$67.4K - $77K
|
12.5K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
84+ 3.27% |
$67.4K - $77K
|
2.65K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
84+ 2.8% |
$67.4K - $77K
|
3.09K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
83+ 1.9% |
$66.6K - $76.1K
|
4.46K
$4.42M
|