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 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
27+ 6.91% |
$21.6K - $24.8K
|
418
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
27+ 4.85% |
$21.6K - $24.8K
|
584
$562K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
27+ 6.11% |
$21.6K - $24.8K
|
469
$451K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
27+ 0.6% |
$21.6K - $24.8K
|
4.54K
$4.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27+ 6.29% |
$21.6K - $24.8K
|
456
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
26+ 3.21% |
$20.8K - $23.8K
|
836
$804K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
26+ 2.11% |
$20.8K - $23.8K
|
1.26K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
26+ 1.16% |
$20.8K - $23.8K
|
2.26K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$20.8K - $23.8K
|
5.82K
$5.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
26+ 3.2% |
$20.8K - $23.8K
|
838
$806K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
26+ 5.92% |
$20.8K - $23.8K
|
465
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
26+ 2.61% |
$20.8K - $23.8K
|
1.02K
$982K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
26+ 0.51% |
$20.8K - $23.8K
|
5.08K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26+ 1.9% |
$20.8K - $23.8K
|
1.4K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.61% |
$20.8K - $23.8K
|
4.31K
$4.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
25+ 3.6% |
$20K - $22.9K
|
719
$691K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
25+ 8.9% |
$20K - $22.9K
|
306
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25+ 3.04% |
$20K - $22.9K
|
848
$815K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
25+ 1.34% |
$20K - $22.9K
|
1.9K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
25+ 3.31% |
$20K - $22.9K
|
781
$751K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 4.81% |
$20K - $22.9K
|
545
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
25+ 1.7% |
$20K - $22.9K
|
1.5K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25+ 0.36% |
$20K - $22.9K
|
6.89K
$6.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25+ 1.92% |
$20K - $22.9K
|
1.33K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
25+ 3.39% |
$20K - $22.9K
|
762
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.48% |
$20K - $22.9K
|
5.23K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
25+ 2.26% |
$20K - $22.9K
|
1.13K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
25+ 1.54% |
$20K - $22.9K
|
1.65K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
24+ 0.39% |
$19.2K - $22K
|
6.23K
$5.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
24+ 7.0% |
$19.2K - $22K
|
367
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
24+ 0.19% |
$19.2K - $22K
|
12.5K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
24+ 3.38% |
$19.2K - $22K
|
735
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
24+ 4.54% |
$19.2K - $22K
|
553
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
23+ 3.31% |
$18.4K - $21.1K
|
718
$690K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
23+ 0.87% |
$18.4K - $21.1K
|
2.67K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
BUY
|
- |
23+ 0.36% |
$18.4K - $21.1K
|
6.48K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
23+ 2.11% |
$18.4K - $21.1K
|
1.12K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 1.77% |
$18.4K - $21.1K
|
1.32K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 2.93% |
$18.4K - $21.1K
|
808
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
23+ 7.32% |
$18.4K - $21.1K
|
337
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 10.6% |
$18.4K - $21.1K
|
240
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
22+ 0.41% |
$17.6K - $20.2K
|
5.4K
$5.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22+ 3.26% |
$17.6K - $20.2K
|
697
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22+ 7.83% |
$17.6K - $20.2K
|
303
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 0.68% |
$17.6K - $20.2K
|
3.28K
$3.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 4.1% |
$17.6K - $20.2K
|
559
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
22+ 2.54% |
$17.6K - $20.2K
|
887
$853K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
22+ 16.3% |
$17.6K - $20.2K
|
157
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
22+ 3.01% |
$17.6K - $20.2K
|
753
$724K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 1.65% |
$17.6K - $20.2K
|
1.35K
$1.3M
|