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 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
33New |
$26.5K - $30.3K
|
33
$32.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32+ 5.57% |
$25.7K - $29.3K
|
606
$601K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
32+ 3.05% |
$25.7K - $29.3K
|
1.08K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32+ 11.68% |
$25.7K - $29.3K
|
306
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.53% |
$25.7K - $29.3K
|
6.07K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
32+ 2.12% |
$25.7K - $29.3K
|
1.54K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
31+ 2.02% |
$24.9K - $28.4K
|
1.56K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 2.59% |
$24.9K - $28.4K
|
1.23K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
31+ 3.3% |
$24.9K - $28.4K
|
969
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
31+ 0.15% |
$24.9K - $28.4K
|
21.2K
$21M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
30+ 1.72% |
$24.1K - $27.5K
|
1.78K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 3.91% |
$24.1K - $27.5K
|
797
$790K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
30+ 2.52% |
$24.1K - $27.5K
|
1.22K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
30+ 0.91% |
$24.1K - $27.5K
|
3.32K
$3.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 2.68% |
$24.1K - $27.5K
|
1.15K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
30+ 0.73% |
$24.1K - $27.5K
|
4.16K
$4.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.64% |
$24.1K - $27.5K
|
1.86K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
30+ 3.61% |
$24.1K - $27.5K
|
861
$853K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
29+ 0.51% |
$23.3K - $26.6K
|
5.72K
$5.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
29+ 4.5% |
$23.3K - $26.6K
|
674
$668K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29+ 0.56% |
$23.3K - $26.6K
|
5.21K
$5.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
29+ 9.12% |
$23.3K - $26.6K
|
347
$344K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
29+ 0.91% |
$23.3K - $26.6K
|
3.23K
$3.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
29+ 6.87% |
$23.3K - $26.6K
|
451
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
28+ 1.21% |
$22.5K - $25.7K
|
2.35K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
28+ 0.12% |
$22.5K - $25.7K
|
23.8K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
28+ 4.05% |
$22.5K - $25.7K
|
719
$713K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
28+ 1.5% |
$22.5K - $25.7K
|
1.9K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.61% |
$22.5K - $25.7K
|
4.61K
$4.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
27+ 6.91% |
$21.6K - $24.8K
|
418
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
27+ 4.85% |
$21.6K - $24.8K
|
584
$579K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
27+ 6.11% |
$21.6K - $24.8K
|
469
$465K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
27+ 0.6% |
$21.6K - $24.8K
|
4.54K
$4.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27+ 6.29% |
$21.6K - $24.8K
|
456
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
26+ 3.21% |
$20.8K - $23.8K
|
836
$829K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26+ 2.11% |
$20.8K - $23.8K
|
1.26K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 1.16% |
$20.8K - $23.8K
|
2.26K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$20.8K - $23.8K
|
5.82K
$5.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
26+ 3.2% |
$20.8K - $23.8K
|
838
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
26+ 5.92% |
$20.8K - $23.8K
|
465
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
26+ 2.61% |
$20.8K - $23.8K
|
1.02K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
26+ 0.51% |
$20.8K - $23.8K
|
5.08K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26+ 1.9% |
$20.8K - $23.8K
|
1.4K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.61% |
$20.8K - $23.8K
|
4.31K
$4.27M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
26+ 1.14% |
$20.8K - $23.8K
|
2.3K
$2.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
25+ 3.6% |
$20K - $22.9K
|
719
$713K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25+ 8.9% |
$20K - $22.9K
|
306
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25+ 3.04% |
$20K - $22.9K
|
848
$841K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
25+ 1.34% |
$20K - $22.9K
|
1.9K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
25+ 3.31% |
$20K - $22.9K
|
781
$774K
|