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
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.36% |
$1.6K - $1.83K
|
556
$551K
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$1.6K - $1.83K
|
3.22K
$3.19M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.09% |
$1.6K - $1.83K
|
2.15K
$2.13M
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.28% |
$1.6K - $1.83K
|
706
$700K
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2+ 0.17% |
$1.6K - $1.83K
|
1.18K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$1.6K - $1.83K
|
1.39K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.93% |
$1.6K - $1.83K
|
218
$216K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 2.06% |
$1.6K - $1.83K
|
99
$98.1K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2+ 0.15% |
$1.6K - $1.83K
|
1.3K
$1.29M
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.36% |
$1.6K - $1.83K
|
551
$546K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2+ 7.14% |
$1.6K - $1.83K
|
30
$29.7K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.23% |
$1.6K - $1.83K
|
888
$880K
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2+ 0.44% |
$1.6K - $1.83K
|
454
$450K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2+ 0.16% |
$1.6K - $1.83K
|
1.23K
$1.22M
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2+ 0.02% |
$1.6K - $1.83K
|
11.4K
$11.3M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.55% |
$1.6K - $1.83K
|
368
$365K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.14% |
$1.6K - $1.83K
|
1.44K
$1.43M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2+ 0.15% |
$1.6K - $1.83K
|
1.3K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
2+ 0.04% |
$1.6K - $1.83K
|
5.35K
$5.3M
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
2+ 0.38% |
$1.6K - $1.83K
|
525
$520K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.29% |
$1.6K - $1.83K
|
700
$694K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$1.6K - $1.83K
|
5.11K
$5.07M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2+ 0.21% |
$1.6K - $1.83K
|
947
$939K
|
|
Apr 28, 2025
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2+ 0.12% |
$1.6K - $1.83K
|
1.69K
$1.67M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.34% |
$802 - $917
|
291
$288K
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.35% |
$802 - $917
|
288
$285K
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1+ 0.22% |
$802 - $917
|
452
$448K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.14% |
$802 - $917
|
708
$702K
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1+ 0.25% |
$802 - $917
|
395
$392K
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$802 - $917
|
500
$496K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.12% |
$802 - $917
|
866
$858K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.64K
$2.62M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.38% |
$802 - $917
|
263
$261K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.15% |
$802 - $917
|
677
$671K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.23% |
$802 - $917
|
428
$424K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$802 - $917
|
279
$277K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.05% |
$802 - $917
|
1.94K
$1.93M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.03% |
$802 - $917
|
3.3K
$3.28M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$802 - $917
|
993
$984K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.4K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
389
$386K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$802 - $917
|
982
$973K
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
523
$518K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$802 - $917
|
1.33K
$1.32M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
1.02K
$1.02M
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
379
$376K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.48K
$2.46M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.39% |
$802 - $917
|
255
$253K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$802 - $917
|
5
$4.96K
|