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
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.16K+ 15.98% |
$1.73M - $1.98M
|
15.7K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.15K+ 16.13% |
$1.73M - $1.98M
|
15.5K
$15M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.14K+ 13.8% |
$1.72M - $1.96M
|
17.7K
$17M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13K+ 3.74% |
$1.71M - $1.95M
|
59.1K
$57M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.12K+ 0.59% |
$1.7M - $1.95M
|
363K
$350M
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.1K+ 23.88% |
$1.68M - $1.92M
|
10.9K
$10.5M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.08K+ 43.0% |
$1.67M - $1.9M
|
6.91K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.07K+ 28.31% |
$1.66M - $1.9M
|
9.38K
$9.04M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05K+ 9.31% |
$1.64M - $1.88M
|
24.1K
$23.2M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.05K+ 123.27% |
$1.64M - $1.88M
|
3.7K
$3.57M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.04K+ 181.71% |
$1.63M - $1.87M
|
3.16K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.97K+ 7.55% |
$1.58M - $1.81M
|
28.1K
$27.1M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.93K+ 84.71% |
$1.55M - $1.77M
|
4.22K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.92K+ 49.48% |
$1.54M - $1.76M
|
5.8K
$5.59M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.92K+ 25.09% |
$1.54M - $1.76M
|
9.56K
$9.22M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.88K+ 163.45% |
$1.51M - $1.73M
|
3.04K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.88K+ 11.05% |
$1.51M - $1.72M
|
18.9K
$18.2M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.88K+ 33.43% |
$1.5M - $1.72M
|
7.49K
$7.22M
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.87K+ 8.31% |
$1.5M - $1.72M
|
24.4K
$23.5M
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.87K+ 2.75% |
$1.5M - $1.72M
|
69.8K
$67.3M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.86K+ 406.78% |
$1.49M - $1.7M
|
2.32K
$2.23M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.85K+ 32.12% |
$1.48M - $1.7M
|
7.61K
$7.34M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.83K+ 7.32% |
$1.47M - $1.68M
|
26.8K
$25.8M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.8K+ 5.19% |
$1.44M - $1.65M
|
36.5K
$35.2M
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.8KNew |
$1.44M - $1.65M
|
1.8K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$1.44M - $1.65M
|
1.8K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.77KNew |
$1.42M - $1.62M
|
1.77K
$1.7M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.75K+ 7.17% |
$1.4M - $1.61M
|
26.2K
$25.2M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.75K+ 1.05% |
$1.4M - $1.6M
|
169K
$163M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.72K+ 312.91% |
$1.38M - $1.58M
|
2.27K
$2.19M
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.71KNew |
$1.37M - $1.57M
|
1.71K
$1.65M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.68K+ 5.6% |
$1.35M - $1.54M
|
31.7K
$30.5M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 3.79% |
$1.34M - $1.53M
|
45.8K
$44.1M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.65K+ 2.67% |
$1.33M - $1.52M
|
63.6K
$61.3M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.65K+ 165.0% |
$1.32M - $1.51M
|
2.65K
$2.55M
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 1457.52% |
$1.32M - $1.51M
|
1.76K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
1.65KNew |
$1.32M - $1.51M
|
1.65K
$1.59M
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.62KNew |
$1.3M - $1.48M
|
1.62K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.61K+ 30.68% |
$1.29M - $1.48M
|
6.86K
$6.62M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 12.98% |
$1.29M - $1.47M
|
14K
$13.5M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.6KNew |
$1.28M - $1.47M
|
1.6K
$1.54M
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
1.59K+ 24.19% |
$1.27M - $1.46M
|
8.15K
$7.86M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
1.56K+ 176.93% |
$1.25M - $1.43M
|
2.44K
$2.35M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.54KNew |
$1.23M - $1.41M
|
1.54K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.53K+ 116.3% |
$1.22M - $1.4M
|
2.84K
$2.74M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.53KNew |
$1.22M - $1.4M
|
1.53K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 13.3% |
$1.22M - $1.4M
|
13K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.51K+ 71.78% |
$1.21M - $1.38M
|
3.61K
$3.48M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.51K+ 3.31% |
$1.21M - $1.38M
|
47K
$45.3M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.49K+ 15.9% |
$1.19M - $1.36M
|
10.8K
$10.4M
|