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 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.94% |
$12.8K - $14.7K
|
422
$410K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
16+ 2.2% |
$12.8K - $14.7K
|
742
$721K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 2.15% |
$12.8K - $14.7K
|
759
$738K
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16+ 0.16% |
$12.8K - $14.7K
|
10K
$9.75M
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
16+ 4.23% |
$12.8K - $14.7K
|
394
$383K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
16+ 1.45% |
$12.8K - $14.7K
|
1.12K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.92% |
$12.8K - $14.7K
|
1.76K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16+ 0.32% |
$12.8K - $14.7K
|
5.04K
$4.9M
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16+ 2.91% |
$12.8K - $14.7K
|
566
$550K
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
15+ 1.02% |
$12K - $13.8K
|
1.48K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.74% |
$12K - $13.8K
|
877
$852K
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
15+ 2.26% |
$12K - $13.8K
|
679
$660K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 20.83% |
$12K - $13.8K
|
87
$84.6K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 2.54% |
$12K - $13.8K
|
606
$589K
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15+ 2.17% |
$12K - $13.8K
|
706
$686K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15+ 0.17% |
$12K - $13.8K
|
9.01K
$8.76M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 3.44% |
$12K - $13.8K
|
451
$438K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15+ 5.64% |
$12K - $13.8K
|
281
$273K
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
15+ 2.03% |
$12K - $13.8K
|
755
$734K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 13.16% |
$12K - $13.8K
|
129
$125K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 0.58% |
$12K - $13.8K
|
2.62K
$2.55M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
14+ 0.92% |
$11.2K - $12.8K
|
1.53K
$1.49M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 3.05% |
$11.2K - $12.8K
|
473
$460K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.38% |
$11.2K - $12.8K
|
3.73K
$3.63M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
14+ 0.55% |
$11.2K - $12.8K
|
2.54K
$2.47M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14+ 2.07% |
$11.2K - $12.8K
|
690
$671K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
14+ 3.5% |
$11.2K - $12.8K
|
414
$402K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14+ 0.77% |
$11.2K - $12.8K
|
1.83K
$1.78M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14+ 1.99% |
$11.2K - $12.8K
|
719
$699K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14+ 1.02% |
$11.2K - $12.8K
|
1.38K
$1.34M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14+ 0.57% |
$11.2K - $12.8K
|
2.48K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
14+ 2.14% |
$11.2K - $12.8K
|
667
$648K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
14+ 4.95% |
$11.2K - $12.8K
|
297
$289K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.46% |
$11.2K - $12.8K
|
3.03K
$2.94M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
13+ 2.02% |
$10.4K - $11.9K
|
658
$639K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13+ 0.74% |
$10.4K - $11.9K
|
1.77K
$1.72M
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
13+ 0.11% |
$10.4K - $11.9K
|
11.7K
$11.3M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 7.65% |
$10.4K - $11.9K
|
183
$178K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 1.07% |
$10.4K - $11.9K
|
1.23K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$10.4K - $11.9K
|
13
$12.6K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
13+ 4.87% |
$10.4K - $11.9K
|
280
$272K
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
13+ 0.34% |
$10.4K - $11.9K
|
3.85K
$3.74M
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 1.74% |
$10.4K - $11.9K
|
760
$739K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
13+ 40.63% |
$10.4K - $11.9K
|
45
$43.7K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
12+ 0.26% |
$9.62K - $11K
|
4.68K
$4.54M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.18% |
$9.62K - $11K
|
6.59K
$6.4M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 1.79% |
$9.62K - $11K
|
683
$664K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12+ 3.47% |
$9.62K - $11K
|
358
$348K
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
12+ 0.05% |
$9.62K - $11K
|
21.8K
$21.2M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12+ 1.4% |
$9.62K - $11K
|
870
$846K
|