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
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8- 0.91% |
$6.41K - $7.34K
|
874
$840K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8- 6.78% |
$6.41K - $7.34K
|
110
$106K
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8- 1.52% |
$6.41K - $7.34K
|
520
$500K
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 2.03% |
$6.41K - $7.34K
|
387
$372K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9- 1.69% |
$7.22K - $8.25K
|
522
$502K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-9- 1.22% |
$7.22K - $8.25K
|
731
$703K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.21% |
$7.22K - $8.25K
|
4.24K
$4.07M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9- 0.14% |
$7.22K - $8.25K
|
6.48K
$6.23M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-9- 0.81% |
$7.22K - $8.25K
|
1.11K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-9- 0.47% |
$7.22K - $8.25K
|
1.91K
$1.84M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10- 0.5% |
$8.02K - $9.17K
|
2K
$1.92M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10- 0.84% |
$8.02K - $9.17K
|
1.18K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 0.36% |
$8.02K - $9.17K
|
2.77K
$2.66M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10- 0.66% |
$8.02K - $9.17K
|
1.51K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-10- 2.95% |
$8.02K - $9.17K
|
329
$316K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-10- 3.38% |
$8.02K - $9.17K
|
286
$275K
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.37% |
$8.02K - $9.17K
|
2.67K
$2.57M
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-10- 1.1% |
$8.02K - $9.17K
|
895
$861K
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-10- 0.57% |
$8.02K - $9.17K
|
1.75K
$1.68M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-10- 3.58% |
$8.02K - $9.17K
|
269
$259K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 2.25% |
$8.02K - $9.17K
|
434
$417K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-10- 0.27% |
$8.02K - $9.17K
|
3.75K
$3.6M
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.75% |
$8.02K - $9.17K
|
1.33K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10- 1.68% |
$8.02K - $9.17K
|
585
$563K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 2.28% |
$8.02K - $9.17K
|
429
$413K
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 5.56% |
$8.02K - $9.17K
|
170
$163K
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10- 0.4% |
$8.02K - $9.17K
|
2.48K
$2.38M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-10- 1.64% |
$8.02K - $9.17K
|
600
$577K
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10- 3.19% |
$8.02K - $9.17K
|
303
$291K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 2.3% |
$8.02K - $9.17K
|
425
$409K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.13% |
$8.02K - $9.17K
|
7.53K
$7.24M
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-11- 0.31% |
$8.82K - $10.1K
|
3.53K
$3.39M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-11- 2.14% |
$8.82K - $10.1K
|
502
$483K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-11- 1.54% |
$8.82K - $10.1K
|
705
$678K
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11- 50.0% |
$8.82K - $10.1K
|
11
$10.6K
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-11- 7.75% |
$8.82K - $10.1K
|
131
$126K
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.39% |
$8.82K - $10.1K
|
2.84K
$2.73M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-11- 3.22% |
$8.82K - $10.1K
|
331
$318K
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 2.51% |
$8.82K - $10.1K
|
428
$412K
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11- 1.24% |
$8.82K - $10.1K
|
874
$840K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-12- 4.55% |
$9.62K - $11K
|
252
$242K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 20.34% |
$9.62K - $11K
|
47
$45.2K
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-12- 0.13% |
$9.62K - $11K
|
9.42K
$9.05M
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-12- 0.48% |
$9.62K - $11K
|
2.48K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-12- 0.23% |
$9.62K - $11K
|
5.25K
$5.05M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 0.36% |
$9.62K - $11K
|
3.34K
$3.21M
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.52% |
$9.62K - $11K
|
2.29K
$2.21M
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-12- 0.94% |
$9.62K - $11K
|
1.26K
$1.22M
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12- 0.16% |
$9.62K - $11K
|
7.48K
$7.19M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 1.02% |
$10.4K - $11.9K
|
1.26K
$1.21M
|