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 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 5.56% |
$8.02K - $9.17K
|
170
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-10- 0.4% |
$8.02K - $9.17K
|
2.48K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-10- 1.64% |
$8.02K - $9.17K
|
600
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10- 3.19% |
$8.02K - $9.17K
|
303
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-10- 2.3% |
$8.02K - $9.17K
|
425
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.13% |
$8.02K - $9.17K
|
7.53K
$8.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-11- 0.31% |
$8.82K - $10.1K
|
3.53K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-11- 2.14% |
$8.82K - $10.1K
|
502
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-11- 1.54% |
$8.82K - $10.1K
|
705
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11- 50.0% |
$8.82K - $10.1K
|
11
$11.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-11- 7.75% |
$8.82K - $10.1K
|
131
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.39% |
$8.82K - $10.1K
|
2.84K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-11- 3.22% |
$8.82K - $10.1K
|
331
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-11- 2.51% |
$8.82K - $10.1K
|
428
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11- 1.24% |
$8.82K - $10.1K
|
874
$937K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-12- 4.55% |
$9.62K - $11K
|
252
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 20.34% |
$9.62K - $11K
|
47
$50.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-12- 0.13% |
$9.62K - $11K
|
9.42K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-12- 0.48% |
$9.62K - $11K
|
2.48K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-12- 0.23% |
$9.62K - $11K
|
5.25K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 0.36% |
$9.62K - $11K
|
3.34K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.52% |
$9.62K - $11K
|
2.29K
$2.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-12- 0.94% |
$9.62K - $11K
|
1.26K
$1.35M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12- 0.16% |
$9.62K - $11K
|
7.48K
$8.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-13- 1.02% |
$10.4K - $11.9K
|
1.26K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-13- 2.01% |
$10.4K - $11.9K
|
634
$680K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 2.57% |
$10.4K - $11.9K
|
493
$528K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.06% |
$10.4K - $11.9K
|
21.3K
$22.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-13- 4.61% |
$10.4K - $11.9K
|
269
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-13- 1.41% |
$10.4K - $11.9K
|
907
$972K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13- 0.62% |
$10.4K - $11.9K
|
2.08K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-13- 0.38% |
$10.4K - $11.9K
|
3.37K
$3.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-13- 1.96% |
$10.4K - $11.9K
|
651
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-13- 3.8% |
$10.4K - $11.9K
|
329
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 0.63% |
$10.4K - $11.9K
|
2.04K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13- 4.42% |
$10.4K - $11.9K
|
281
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-13- 2.67% |
$10.4K - $11.9K
|
473
$507K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-13- 3.22% |
$10.4K - $11.9K
|
391
$419K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-14- 0.15% |
$11.2K - $12.8K
|
9.32K
$9.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-14- 0.6% |
$11.2K - $12.8K
|
2.31K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-14- 0.87% |
$11.2K - $12.8K
|
1.59K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-14- 29.17% |
$11.2K - $12.8K
|
34
$36.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-15- 1.99% |
$12K - $13.8K
|
737
$790K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-15- 0.32% |
$12K - $13.8K
|
4.61K
$4.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-15- 1.73% |
$12K - $13.8K
|
850
$911K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-15- 1.02% |
$12K - $13.8K
|
1.46K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
SELL
|
- |
-15- 2.28% |
$12K - $13.8K
|
643
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-15- 0.11% |
$12K - $13.8K
|
13.1K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-15- 3.91% |
$12K - $13.8K
|
369
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-15- 1.75% |
$12K - $13.8K
|
842
$902K
|