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 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.12K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$802 - $917
|
848
$841K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1+ 0.13% |
$802 - $917
|
764
$757K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.27% |
$802 - $917
|
371
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
518
$513K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$802 - $917
|
7.66K
$7.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$802 - $917
|
353
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.68K
$2.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
963
$955K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.51K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.31% |
$802 - $917
|
319
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$802 - $917
|
4.07K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$802 - $917
|
1.22K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.64% |
$802 - $917
|
158
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.28% |
$802 - $917
|
357
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.06K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.2% |
$802 - $917
|
505
$501K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
972
$963K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.5K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1+ 0.4% |
$802 - $917
|
252
$250K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.55% |
$802 - $917
|
182
$180K
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
529
$524K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1- 0.05% |
$802 - $917
|
2.01K
$1.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1- 0.11% |
$802 - $917
|
911
$903K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.29% |
$802 - $917
|
338
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.15% |
$802 - $917
|
678
$672K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.13% |
$802 - $917
|
31
$30.7K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 0.26% |
$802 - $917
|
383
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1- 0.05% |
$802 - $917
|
2.07K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.18% |
$802 - $917
|
558
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1- 0.08% |
$802 - $917
|
1.22K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1- 0.22% |
$802 - $917
|
458
$454K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.27% |
$802 - $917
|
369
$366K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1- 0.11% |
$802 - $917
|
901
$893K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1- 0.25% |
$802 - $917
|
402
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.7% |
$802 - $917
|
141
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1- 0.09% |
$802 - $917
|
1.14K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1- 0.04% |
$802 - $917
|
2.39K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1- 0.16% |
$802 - $917
|
620
$615K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1- 0.19% |
$802 - $917
|
526
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-2- 3.57% |
$1.6K - $1.83K
|
54
$53.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 1.61% |
$1.6K - $1.83K
|
122
$121K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 0.02% |
$1.6K - $1.83K
|
10.8K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.41% |
$1.6K - $1.83K
|
490
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2- 0.62% |
$1.6K - $1.83K
|
319
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 1.0% |
$1.6K - $1.83K
|
199
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-2- 0.09% |
$1.6K - $1.83K
|
2.23K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.77% |
$1.6K - $1.83K
|
257
$255K
|