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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
191+ 7.87% |
$167K - $190K
|
2.62K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
190+ 41.13% |
$166K - $189K
|
652
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
189New |
$165K - $188K
|
189
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
188+ 14.02% |
$164K - $187K
|
1.53K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
187+ 2.9% |
$163K - $186K
|
6.63K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
186+ 6.65% |
$162K - $185K
|
2.98K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 51.11% |
$161K - $183K
|
544
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
183New |
$160K - $182K
|
183
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
181+ 5.89% |
$158K - $180K
|
3.26K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
179+ 6.71% |
$156K - $178K
|
2.85K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 7.15% |
$155K - $177K
|
2.67K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
177+ 1.46% |
$155K - $176K
|
12.3K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
176+ 34.31% |
$154K - $175K
|
689
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
175+ 4.18% |
$153K - $174K
|
4.36K
$4.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
175New |
$153K - $174K
|
175
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
174+ 67.44% |
$152K - $173K
|
432
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
174+ 5.75% |
$152K - $173K
|
3.2K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
174+ 3.84% |
$152K - $173K
|
4.7K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
171+ 12.61% |
$149K - $170K
|
1.53K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
171+ 7.53% |
$149K - $170K
|
2.44K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
171+ 8.51% |
$149K - $170K
|
2.18K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171+ 5.18% |
$149K - $170K
|
3.47K
$3.63M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
170+ 4.81% |
$149K - $169K
|
3.71K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
169+ 0.37% |
$148K - $168K
|
46K
$48M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
167+ 8.05% |
$146K - $166K
|
2.24K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
166New |
$145K - $165K
|
166
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
166+ 1.08% |
$145K - $165K
|
15.6K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
165+ 57.69% |
$144K - $164K
|
451
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
165+ 2.55% |
$144K - $164K
|
6.64K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
164+ 4.54% |
$143K - $163K
|
3.78K
$3.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
163+ 66.26% |
$142K - $162K
|
409
$427K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
163+ 3.53% |
$142K - $162K
|
4.78K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159+ 2.96% |
$139K - $158K
|
5.54K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
157+ 0.4% |
$137K - $156K
|
39.5K
$41.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156+ 0.86% |
$136K - $155K
|
18.4K
$19.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
154+ 32.56% |
$135K - $153K
|
627
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
154+ 2.66% |
$135K - $153K
|
5.95K
$6.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
153+ 0.61% |
$134K - $152K
|
25.4K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
152+ 3.68% |
$133K - $151K
|
4.28K
$4.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
151+ 0.81% |
$132K - $150K
|
18.7K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
150+ 7.47% |
$131K - $149K
|
2.16K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
150+ 55.35% |
$131K - $149K
|
421
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150+ 35.05% |
$131K - $149K
|
578
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
150+ 31.98% |
$131K - $149K
|
619
$646K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
149+ 2.81% |
$130K - $148K
|
5.45K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
148+ 4.2% |
$129K - $147K
|
3.67K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
147+ 7.47% |
$128K - $146K
|
2.12K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
147+ 0.54% |
$128K - $146K
|
27.2K
$28.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
146+ 0.67% |
$128K - $145K
|
22K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
145+ 4.14% |
$127K - $144K
|
3.65K
$3.81M
|