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 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
60+ 1.71% |
$48.1K - $55K
|
3.57K
$3.43M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
59+ 2.13% |
$47.3K - $54.1K
|
2.83K
$2.72M
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
59+ 4.71% |
$47.3K - $54.1K
|
1.31K
$1.26M
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
59+ 15.45% |
$47.3K - $54.1K
|
441
$424K
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
58+ 7.47% |
$46.5K - $53.2K
|
834
$802K
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
58+ 0.39% |
$46.5K - $53.2K
|
15.1K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
58+ 0.5% |
$46.5K - $53.2K
|
11.8K
$11.3M
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
57+ 0.52% |
$45.7K - $52.3K
|
11.1K
$10.7M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
57+ 2.9% |
$45.7K - $52.3K
|
2.02K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
57+ 9.83% |
$45.7K - $52.3K
|
637
$613K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
56+ 3.67% |
$44.9K - $51.4K
|
1.58K
$1.52M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
56+ 329.41% |
$44.9K - $51.4K
|
73
$70.2K
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
56+ 5.07% |
$44.9K - $51.4K
|
1.16K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$44.9K - $51.4K
|
8.11K
$7.8M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
56+ 1120.0% |
$44.9K - $51.4K
|
61
$58.7K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
55+ 0.52% |
$44.1K - $50.4K
|
10.7K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
55+ 8.77% |
$44.1K - $50.4K
|
682
$656K
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
55+ 0.35% |
$44.1K - $50.4K
|
15.6K
$15M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
55+ 6.84% |
$44.1K - $50.4K
|
859
$826K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 3.78% |
$42.5K - $48.6K
|
1.46K
$1.4M
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
53+ 9.69% |
$42.5K - $48.6K
|
600
$577K
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
53+ 1.78% |
$42.5K - $48.6K
|
3.03K
$2.92M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 0.29% |
$42.5K - $48.6K
|
18.2K
$17.5M
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
53+ 9.93% |
$42.5K - $48.6K
|
587
$564K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
53+ 1.0% |
$42.5K - $48.6K
|
5.38K
$5.17M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
52+ 4.03% |
$41.7K - $47.7K
|
1.34K
$1.29M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.26% |
$41.7K - $47.7K
|
19.7K
$19M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.34% |
$41.7K - $47.7K
|
15.4K
$14.8M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
52+ 1.19% |
$41.7K - $47.7K
|
4.42K
$4.25M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
52+ 0.55% |
$41.7K - $47.7K
|
9.48K
$9.11M
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
52+ 19.62% |
$41.7K - $47.7K
|
317
$305K
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
52+ 8.71% |
$41.7K - $47.7K
|
649
$624K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 7.57% |
$41.7K - $47.7K
|
739
$711K
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
51+ 15.0% |
$40.9K - $46.8K
|
391
$376K
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
51+ 8.28% |
$40.9K - $46.8K
|
667
$641K
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
51+ 1.28% |
$40.9K - $46.8K
|
4.04K
$3.88M
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
51+ 8.33% |
$40.9K - $46.8K
|
663
$638K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
51+ 19.25% |
$40.9K - $46.8K
|
316
$304K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
50+ 16.56% |
$40.1K - $45.9K
|
352
$338K
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
50+ 4.05% |
$40.1K - $45.9K
|
1.28K
$1.23M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
50+ 4.39% |
$40.1K - $45.9K
|
1.19K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
50+ 4.81% |
$40.1K - $45.9K
|
1.09K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 1.95% |
$40.1K - $45.9K
|
2.62K
$2.52M
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 0.74% |
$40.1K - $45.9K
|
6.83K
$6.57M
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
50+ 0.86% |
$40.1K - $45.9K
|
5.84K
$5.61M
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
50+ 1.92% |
$40.1K - $45.9K
|
2.65K
$2.55M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 2.56% |
$40.1K - $45.9K
|
2K
$1.92M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
50+ 13.09% |
$40.1K - $45.9K
|
432
$415K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49+ 3.71% |
$39.3K - $44.9K
|
1.37K
$1.32M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.8% |
$37.7K - $43.1K
|
5.9K
$5.67M
|