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 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.11% |
$4.01K - $4.59K
|
4.7K
$4.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 1.47% |
$4.01K - $4.59K
|
346
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
5+ 0.72% |
$4.01K - $4.59K
|
700
$694K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.39% |
$4.01K - $4.59K
|
1.29K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$4.01K - $4.59K
|
1.95K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.13% |
$4.01K - $4.59K
|
3.82K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.32% |
$4.01K - $4.59K
|
1.58K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5+ 0.57% |
$4.01K - $4.59K
|
875
$867K
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.32% |
$4.01K - $4.59K
|
1.58K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4+ 0.6% |
$3.21K - $3.67K
|
672
$666K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.23% |
$3.21K - $3.67K
|
1.73K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4New |
$3.21K - $3.67K
|
4
$3.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4+ 1.63% |
$3.21K - $3.67K
|
250
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$3.21K - $3.67K
|
4.19K
$4.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.17% |
$3.21K - $3.67K
|
2.4K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 1.21% |
$3.21K - $3.67K
|
335
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.24% |
$3.21K - $3.67K
|
1.64K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.21% |
$3.21K - $3.67K
|
1.9K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4+ 0.99% |
$3.21K - $3.67K
|
409
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4+ 0.92% |
$3.21K - $3.67K
|
439
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4+ 0.06% |
$3.21K - $3.67K
|
6.59K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
4New |
$3.21K - $3.67K
|
4
$3.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.07% |
$3.21K - $3.67K
|
6K
$5.95M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
4+ 0.11% |
$3.21K - $3.67K
|
3.7K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 6.38% |
$2.41K - $2.75K
|
50
$49.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3+ 0.29% |
$2.41K - $2.75K
|
1.05K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$2.41K - $2.75K
|
919
$911K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$2.41K - $2.75K
|
533
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.03% |
$2.41K - $2.75K
|
293
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.19% |
$2.41K - $2.75K
|
1.57K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.64% |
$2.41K - $2.75K
|
471
$467K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.87% |
$2.41K - $2.75K
|
347
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
3+ 1.21% |
$2.41K - $2.75K
|
250
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3+ 0.79% |
$2.41K - $2.75K
|
385
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
3+ 0.44% |
$2.41K - $2.75K
|
681
$675K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$2.41K - $2.75K
|
3.34K
$3.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.48% |
$2.41K - $2.75K
|
622
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.11% |
$2.41K - $2.75K
|
2.78K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.02% |
$2.41K - $2.75K
|
12.8K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3+ 0.26% |
$2.41K - $2.75K
|
1.16K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3+ 0.02% |
$2.41K - $2.75K
|
14.4K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3+ 0.43% |
$2.41K - $2.75K
|
705
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
3+ 0.48% |
$2.41K - $2.75K
|
625
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3+ 0.96% |
$2.41K - $2.75K
|
317
$314K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.09% |
$2.41K - $2.75K
|
3.41K
$3.38M
|
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.94% |
$2.41K - $2.75K
|
323
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.26% |
$1.6K - $1.83K
|
768
$761K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.11% |
$1.6K - $1.83K
|
1.8K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 0.13% |
$1.6K - $1.83K
|
1.58K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2+ 0.13% |
$1.6K - $1.83K
|
1.59K
$1.58M
|