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 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9+ 8.74% |
$7.22K - $8.25K
|
112
$108K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
9+ 1.99% |
$7.22K - $8.25K
|
462
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9+ 4.48% |
$7.22K - $8.25K
|
210
$202K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.16% |
$7.22K - $8.25K
|
5.8K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9+ 0.89% |
$7.22K - $8.25K
|
1.02K
$979K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9+ 2.1% |
$7.22K - $8.25K
|
438
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.75% |
$7.22K - $8.25K
|
1.22K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9+ 0.63% |
$7.22K - $8.25K
|
1.43K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9+ 0.19% |
$7.22K - $8.25K
|
4.79K
$4.61M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8+ 0.25% |
$6.41K - $7.34K
|
3.21K
$3.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
8+ 0.18% |
$6.41K - $7.34K
|
4.44K
$4.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 1.07% |
$6.41K - $7.34K
|
759
$730K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 1.66% |
$6.41K - $7.34K
|
491
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8+ 0.8% |
$6.41K - $7.34K
|
1.01K
$967K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8+ 0.44% |
$6.41K - $7.34K
|
1.83K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 25.81% |
$6.41K - $7.34K
|
39
$37.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
8+ 0.2% |
$6.41K - $7.34K
|
4K
$3.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
8+ 1.22% |
$6.41K - $7.34K
|
664
$638K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8+ 0.16% |
$6.41K - $7.34K
|
5.09K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
8+ 1.57% |
$6.41K - $7.34K
|
517
$497K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.03% |
$5.61K - $6.42K
|
25.4K
$24.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 2.82% |
$5.61K - $6.42K
|
255
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7+ 6.36% |
$5.61K - $6.42K
|
117
$113K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
7+ 0.93% |
$5.61K - $6.42K
|
757
$728K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.47% |
$5.61K - $6.42K
|
1.5K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 1.2% |
$5.61K - $6.42K
|
588
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7+ 2.03% |
$5.61K - $6.42K
|
351
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7+ 2.33% |
$5.61K - $6.42K
|
307
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.96% |
$5.61K - $6.42K
|
364
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7+ 0.44% |
$5.61K - $6.42K
|
1.61K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
7New |
$5.61K - $6.42K
|
7
$6.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7+ 2.38% |
$5.61K - $6.42K
|
301
$289K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
7+ 2.26% |
$5.61K - $6.42K
|
317
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
6+ 1.3% |
$4.81K - $5.5K
|
466
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.67% |
$4.81K - $5.5K
|
904
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 4.51% |
$4.81K - $5.5K
|
139
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6+ 0.72% |
$4.81K - $5.5K
|
838
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 0.64% |
$4.81K - $5.5K
|
945
$909K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6+ 1.63% |
$4.81K - $5.5K
|
375
$361K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.44% |
$4.81K - $5.5K
|
1.37K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.3% |
$4.81K - $5.5K
|
1.99K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.3% |
$4.81K - $5.5K
|
2.02K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 1.93% |
$4.81K - $5.5K
|
317
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 2.04% |
$4.81K - $5.5K
|
300
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.27% |
$4.81K - $5.5K
|
2.24K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6+ 28.57% |
$4.81K - $5.5K
|
27
$26K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 3.47% |
$4.81K - $5.5K
|
179
$172K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.69% |
$4.01K - $4.59K
|
734
$706K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
5+ 0.57% |
$4.01K - $4.59K
|
883
$849K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 1.32% |
$4.01K - $4.59K
|
385
$370K
|