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 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
43+ 5.28% |
$34.5K - $39.4K
|
858
$850K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
42+ 6.6% |
$33.7K - $38.5K
|
678
$672K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
42+ 4.38% |
$33.7K - $38.5K
|
1K
$991K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 1.15% |
$32.9K - $37.6K
|
3.62K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.09% |
$32.9K - $37.6K
|
48.2K
$47.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
41+ 14.44% |
$32.9K - $37.6K
|
325
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
40+ 4.99% |
$32.1K - $36.7K
|
841
$834K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
40+ 1.56% |
$32.1K - $36.7K
|
2.61K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
40+ 2.02% |
$32.1K - $36.7K
|
2.02K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
40+ 2.8% |
$32.1K - $36.7K
|
1.47K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
39+ 3.3% |
$31.3K - $35.8K
|
1.22K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
39+ 10.57% |
$31.3K - $35.8K
|
408
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 7.3% |
$31.3K - $35.8K
|
573
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
38+ 2.31% |
$30.5K - $34.8K
|
1.68K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
38+ 1.38% |
$30.5K - $34.8K
|
2.8K
$2.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
38+ 15.32% |
$30.5K - $34.8K
|
286
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
38+ 0.72% |
$30.5K - $34.8K
|
5.3K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
38+ 5.61% |
$30.5K - $34.8K
|
715
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
38+ 0.33% |
$30.5K - $34.8K
|
11.7K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
38+ 8.12% |
$30.5K - $34.8K
|
506
$502K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
37+ 1.08% |
$29.7K - $33.9K
|
3.48K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
37+ 6.17% |
$29.7K - $33.9K
|
637
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
37+ 14.45% |
$29.7K - $33.9K
|
293
$290K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
37+ 3.0% |
$29.7K - $33.9K
|
1.27K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
37+ 2.33% |
$29.7K - $33.9K
|
1.62K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
37+ 6.4% |
$29.7K - $33.9K
|
615
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
37+ 6.02% |
$29.7K - $33.9K
|
652
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
37+ 0.51% |
$29.7K - $33.9K
|
7.3K
$7.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
36+ 0.87% |
$28.9K - $33K
|
4.15K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 0.72% |
$28.9K - $33K
|
5.04K
$5M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
36+ 8.05% |
$28.9K - $33K
|
483
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
36+ 0.72% |
$28.9K - $33K
|
5.06K
$5.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
36+ 5.27% |
$28.9K - $33K
|
719
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
36+ 1.71% |
$28.9K - $33K
|
2.14K
$2.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
35+ 1.46% |
$28.1K - $32.1K
|
2.43K
$2.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
35+ 4.44% |
$28.1K - $32.1K
|
824
$817K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
35+ 1.3% |
$28.1K - $32.1K
|
2.74K
$2.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 9.43% |
$28.1K - $32.1K
|
406
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
35+ 10.26% |
$28.1K - $32.1K
|
376
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
35+ 1.62% |
$28.1K - $32.1K
|
2.2K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
35+ 6.28% |
$28.1K - $32.1K
|
592
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
35+ 1.38% |
$28.1K - $32.1K
|
2.58K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
34+ 0.28% |
$27.3K - $31.2K
|
12.1K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
34+ 3.96% |
$27.3K - $31.2K
|
893
$885K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34+ 2.32% |
$27.3K - $31.2K
|
1.5K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
34+ 3.83% |
$27.3K - $31.2K
|
921
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
34+ 0.17% |
$27.3K - $31.2K
|
19.9K
$19.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
33+ 2.53% |
$26.5K - $30.3K
|
1.34K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
33+ 0.34% |
$26.5K - $30.3K
|
9.61K
$9.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
33+ 10.71% |
$26.5K - $30.3K
|
341
$338K
|