Purchases and Sales Made in Q4 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.26MNew |
$1.1B - $1.25B
|
1.26M
$1.27B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
795K+ 100422.35% |
$695M - $791M
|
796K
$801M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
417KNew |
$364M - $415M
|
417K
$419M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
382K+ 55.71% |
$334M - $380M
|
1.07M
$1.08B
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
171KNew |
$150M - $170M
|
171K
$172M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
131K+ 622.3% |
$115M - $130M
|
152K
$153M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
88.3K+ 23.11% |
$77.1M - $87.8M
|
470K
$473M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
41.9K+ 47.51% |
$36.6M - $41.7M
|
130K
$131M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
36.4K+ 44.99% |
$31.8M - $36.2M
|
117K
$118M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20.8K+ 65.17% |
$18.2M - $20.7M
|
52.7K
$53M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17K+ 13.02% |
$14.8M - $16.9M
|
147K
$148M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
16.6K+ 2.64% |
$14.5M - $16.5M
|
644K
$647M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.8K+ 13.97% |
$13.8M - $15.7M
|
129K
$130M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
15.6K+ 123.44% |
$13.6M - $15.5M
|
28.2K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.5K+ 36.62% |
$12.7M - $14.5M
|
54.2K
$54.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.5K+ 100.59% |
$11.8M - $13.5M
|
27K
$27.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.5K+ 752.54% |
$11.8M - $13.4M
|
15.3K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
11.2K+ 2240.0% |
$9.78M - $11.1M
|
11.7K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
9.8KNew |
$8.56M - $9.75M
|
9.8K
$9.86M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.56K+ 266.37% |
$8.35M - $9.51M
|
13.1K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
9.2KNew |
$8.04M - $9.15M
|
9.2K
$9.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.84KNew |
$7.73M - $8.8M
|
8.84K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.12K+ 4.82% |
$7.1M - $8.08M
|
177K
$178M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.94K+ 35.66% |
$6.94M - $7.9M
|
30.2K
$30.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.8K+ 6.73% |
$6.81M - $7.76M
|
124K
$124M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7.49KNew |
$6.54M - $7.45M
|
7.49K
$7.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.53K+ 101.26% |
$5.7M - $6.5M
|
13K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.85K+ 242.08% |
$5.11M - $5.82M
|
8.27K
$8.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.81K+ 20.51% |
$5.07M - $5.77M
|
34.1K
$34.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.76K+ 6.37% |
$5.03M - $5.73M
|
96.1K
$96.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.26KNew |
$4.6M - $5.23M
|
5.26K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
4.94KNew |
$4.31M - $4.91M
|
4.94K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.76K+ 55.13% |
$4.16M - $4.73M
|
13.4K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
4.68KNew |
$4.09M - $4.65M
|
4.68K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
4.66K+ 405.22% |
$4.07M - $4.64M
|
5.81K
$5.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
4.5KNew |
$3.93M - $4.48M
|
4.5K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
4.45KNew |
$3.88M - $4.42M
|
4.45K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
4.43KNew |
$3.87M - $4.41M
|
4.43K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.43KNew |
$3.87M - $4.4M
|
4.43K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
4.41K+ 220.49% |
$3.85M - $4.39M
|
6.41K
$6.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.35K+ 25.18% |
$3.8M - $4.33M
|
21.6K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.32K+ 6.6% |
$3.77M - $4.29M
|
69.7K
$70.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
4.18KNew |
$3.65M - $4.16M
|
4.18K
$4.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.01K+ 117.29% |
$3.5M - $3.99M
|
7.43K
$7.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.9K+ 14.89% |
$3.4M - $3.88M
|
30.1K
$30.2M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.89K+ 62.4% |
$3.4M - $3.87M
|
10.1K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.82K+ 23.12% |
$3.34M - $3.8M
|
20.4K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 6.81% |
$3.26M - $3.71M
|
58.5K
$58.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.71K+ 42.18% |
$3.24M - $3.69M
|
12.5K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.54KNew |
$3.09M - $3.52M
|
3.54K
$3.56M
|