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 |
|---|---|---|---|---|---|---|---|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.24KNew |
$1.08M - $1.23M
|
1.24K
$1.21M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.23KNew |
$1.08M - $1.23M
|
1.23K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.23K+ 0.63% |
$1.07M - $1.22M
|
195K
$191M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.22KNew |
$1.07M - $1.22M
|
1.22K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.22KNew |
$1.06M - $1.21M
|
1.22K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.22K+ 2.27% |
$1.06M - $1.21M
|
54.7K
$53.7M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.22K+ 75.67% |
$1.06M - $1.21M
|
2.82K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.21KNew |
$1.06M - $1.21M
|
1.21K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.21K+ 31.45% |
$1.06M - $1.21M
|
5.07K
$4.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
1.21KNew |
$1.06M - $1.2M
|
1.21K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.21KNew |
$1.06M - $1.2M
|
1.21K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 3.81% |
$1.05M - $1.2M
|
32.9K
$32.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.2K+ 5.55% |
$1.05M - $1.19M
|
22.8K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 254.89% |
$1.05M - $1.19M
|
1.67K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.2KNew |
$1.05M - $1.19M
|
1.2K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.19K+ 7.21% |
$1.04M - $1.18M
|
17.6K
$17.3M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.18KNew |
$1.03M - $1.18M
|
1.18K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.18KNew |
$1.03M - $1.17M
|
1.18K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 5.97% |
$1.03M - $1.17M
|
20.9K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.16K+ 395.24% |
$1.02M - $1.16M
|
1.46K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.15K+ 4.4% |
$1M - $1.14M
|
27.2K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.14K+ 3.55% |
$995K - $1.13M
|
33.3K
$32.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 2.06% |
$989K - $1.13M
|
56.1K
$55M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.13K+ 13.72% |
$986K - $1.12M
|
9.36K
$9.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.13K+ 201.79% |
$985K - $1.12M
|
1.69K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.12KNew |
$982K - $1.12M
|
1.12K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.12K+ 9.12% |
$975K - $1.11M
|
13.4K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.11K+ 6.23% |
$973K - $1.11M
|
19K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 20.38% |
$973K - $1.11M
|
6.58K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.11K+ 19.32% |
$970K - $1.1M
|
6.86K
$6.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.11K+ 48.03% |
$968K - $1.1M
|
3.42K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.09KNew |
$949K - $1.08M
|
1.09K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.09K+ 1.26% |
$948K - $1.08M
|
87.2K
$85.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.08K+ 7.43% |
$947K - $1.08M
|
15.7K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.08KNew |
$947K - $1.08M
|
1.08K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08K+ 89.28% |
$946K - $1.08M
|
2.3K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.08K+ 83.2% |
$943K - $1.07M
|
2.38K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 1.82% |
$943K - $1.07M
|
60.4K
$59.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.08KNew |
$941K - $1.07M
|
1.08K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.08KNew |
$941K - $1.07M
|
1.08K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.07KNew |
$938K - $1.07M
|
1.07K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 281.53% |
$932K - $1.06M
|
1.45K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.06K+ 0.25% |
$927K - $1.06M
|
425K
$417M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 7020.0% |
$920K - $1.05M
|
1.07K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.04KNew |
$908K - $1.03M
|
1.04K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
1.04KNew |
$907K - $1.03M
|
1.04K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.03K+ 139.92% |
$897K - $1.02M
|
1.76K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.02K+ 9.11% |
$892K - $1.02M
|
12.2K
$12M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 48.34% |
$891K - $1.01M
|
3.13K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 426.05% |
$886K - $1.01M
|
1.25K
$1.23M
|