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 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$53.7K - $61.4K
|
1.09K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.26% |
$53.7K - $61.4K
|
26.3K
$26M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 4.14% |
$53.7K - $61.4K
|
1.69K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
67+ 4.02% |
$53.7K - $61.4K
|
1.73K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 0.2% |
$53.7K - $61.4K
|
33.1K
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
67+ 8.26% |
$53.7K - $61.4K
|
878
$870K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66+ 7.72% |
$52.9K - $60.5K
|
921
$913K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
66+ 7.71% |
$52.9K - $60.5K
|
922
$914K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
66+ 0.54% |
$52.9K - $60.5K
|
12.3K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
66+ 12.48% |
$52.9K - $60.5K
|
595
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
65+ 2.01% |
$52.1K - $59.6K
|
3.3K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65New |
$52.1K - $59.6K
|
65
$64.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
65+ 7.94% |
$52.1K - $59.6K
|
884
$876K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
64+ 11.15% |
$51.3K - $58.7K
|
638
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
64+ 18.08% |
$51.3K - $58.7K
|
418
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
64+ 8.19% |
$51.3K - $58.7K
|
845
$838K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
63+ 6.1% |
$50.5K - $57.8K
|
1.1K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
63+ 6.89% |
$50.5K - $57.8K
|
977
$968K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
62+ 2.25% |
$49.7K - $56.9K
|
2.81K
$2.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
62+ 2.32% |
$49.7K - $56.9K
|
2.73K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
62+ 1.67% |
$49.7K - $56.9K
|
3.77K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
62+ 1.29% |
$49.7K - $56.9K
|
4.88K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
62+ 17.32% |
$49.7K - $56.9K
|
420
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
62+ 6.55% |
$49.7K - $56.9K
|
1.01K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
62+ 14.29% |
$49.7K - $56.9K
|
496
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
60+ 0.51% |
$48.1K - $55K
|
11.8K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
60+ 1.71% |
$48.1K - $55K
|
3.57K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
59+ 2.13% |
$47.3K - $54.1K
|
2.83K
$2.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
59+ 4.71% |
$47.3K - $54.1K
|
1.31K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
59+ 15.45% |
$47.3K - $54.1K
|
441
$437K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
58+ 7.47% |
$46.5K - $53.2K
|
834
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
58+ 0.39% |
$46.5K - $53.2K
|
15.1K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
58+ 0.5% |
$46.5K - $53.2K
|
11.8K
$11.7M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
58+ 14.95% |
$46.5K - $53.2K
|
446
$442K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 0.52% |
$45.7K - $52.3K
|
11.1K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
57+ 2.9% |
$45.7K - $52.3K
|
2.02K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
57+ 9.83% |
$45.7K - $52.3K
|
637
$631K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
56+ 3.67% |
$44.9K - $51.4K
|
1.58K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
56+ 329.41% |
$44.9K - $51.4K
|
73
$72.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
56+ 5.07% |
$44.9K - $51.4K
|
1.16K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$44.9K - $51.4K
|
8.11K
$8.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
56+ 1120.0% |
$44.9K - $51.4K
|
61
$60.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.52% |
$44.1K - $50.4K
|
10.7K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
55+ 8.77% |
$44.1K - $50.4K
|
682
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
55+ 0.35% |
$44.1K - $50.4K
|
15.6K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
55+ 6.84% |
$44.1K - $50.4K
|
859
$851K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 3.78% |
$42.5K - $48.6K
|
1.46K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
53+ 9.69% |
$42.5K - $48.6K
|
600
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
53+ 1.78% |
$42.5K - $48.6K
|
3.03K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 0.29% |
$42.5K - $48.6K
|
18.2K
$18.1M
|