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 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 0.4% |
$3.21K - $3.67K
|
986
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.11% |
$3.21K - $3.67K
|
3.54K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5- 0.03% |
$4.01K - $4.59K
|
15.5K
$14.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5- 2.05% |
$4.01K - $4.59K
|
239
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.54% |
$4.01K - $4.59K
|
922
$887K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-5- 0.58% |
$4.01K - $4.59K
|
862
$829K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.45% |
$4.01K - $4.59K
|
1.1K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$4.01K - $4.59K
|
5.55K
$5.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-5- 1.31% |
$4.01K - $4.59K
|
377
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 0.32% |
$4.01K - $4.59K
|
1.57K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-5- 0.3% |
$4.01K - $4.59K
|
1.69K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-5- 0.09% |
$4.01K - $4.59K
|
5.86K
$5.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.15% |
$4.01K - $4.59K
|
3.41K
$3.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 4.46% |
$4.01K - $4.59K
|
107
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$4.01K - $4.59K
|
4.26K
$4.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$4.01K - $4.59K
|
2.46K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5- 0.08% |
$4.01K - $4.59K
|
6.21K
$5.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-5- 0.62% |
$4.01K - $4.59K
|
804
$773K
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-5- 0.01% |
$4.01K - $4.59K
|
63.8K
$61.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5- 0.52% |
$4.01K - $4.59K
|
949
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-5- 2.02% |
$4.01K - $4.59K
|
242
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 2.08% |
$4.01K - $4.59K
|
235
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 1.18% |
$4.01K - $4.59K
|
420
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5- 0.8% |
$4.01K - $4.59K
|
623
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6- 0.75% |
$4.81K - $5.5K
|
798
$767K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.18% |
$4.81K - $5.5K
|
3.3K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6- 2.11% |
$4.81K - $5.5K
|
278
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6- 0.63% |
$4.81K - $5.5K
|
940
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-6- 0.29% |
$4.81K - $5.5K
|
2.04K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-6- 4.14% |
$4.81K - $5.5K
|
139
$134K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 0.48% |
$4.81K - $5.5K
|
1.25K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 0.97% |
$4.81K - $5.5K
|
610
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6- 0.56% |
$4.81K - $5.5K
|
1.06K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-6- 0.72% |
$4.81K - $5.5K
|
826
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6- 0.19% |
$4.81K - $5.5K
|
3.15K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6- 0.43% |
$4.81K - $5.5K
|
1.4K
$1.34M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.53% |
$4.81K - $5.5K
|
1.13K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.64% |
$5.61K - $6.42K
|
1.09K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.39% |
$5.61K - $6.42K
|
1.81K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7- 1.08% |
$5.61K - $6.42K
|
642
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$5.61K - $6.42K
|
3.01K
$2.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7- 0.31% |
$5.61K - $6.42K
|
2.22K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-7- 1.02% |
$5.61K - $6.42K
|
679
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-7- 0.36% |
$5.61K - $6.42K
|
1.96K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.32% |
$5.61K - $6.42K
|
2.21K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8- 0.54% |
$6.41K - $7.34K
|
1.48K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.23% |
$6.41K - $7.34K
|
3.42K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-8- 0.91% |
$6.41K - $7.34K
|
868
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-8- 2.24% |
$6.41K - $7.34K
|
349
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.3% |
$6.41K - $7.34K
|
2.66K
$2.55M
|