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 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$63.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
63+ 10.5% |
$55K - $62.7K
|
663
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
63+ 2.24% |
$55K - $62.7K
|
2.87K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
62+ 3.58% |
$54.2K - $61.7K
|
1.79K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
62+ 3.36% |
$54.2K - $61.7K
|
1.91K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
62+ 13.54% |
$54.2K - $61.7K
|
520
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
61+ 4.61% |
$53.3K - $60.7K
|
1.39K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
61+ 0.46% |
$53.3K - $60.7K
|
13.3K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
61+ 12.68% |
$53.3K - $60.7K
|
542
$545K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
60+ 25.97% |
$52.4K - $59.7K
|
291
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
60+ 1.96% |
$52.4K - $59.7K
|
3.13K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 12.4% |
$52.4K - $59.7K
|
544
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
59New |
$51.5K - $58.7K
|
59
$59.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
59+ 8.01% |
$51.5K - $58.7K
|
796
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
59+ 1.1% |
$51.5K - $58.7K
|
5.43K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
59+ 2.68% |
$51.5K - $58.7K
|
2.26K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
59+ 2.65% |
$51.5K - $58.7K
|
2.29K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 24.38% |
$51.5K - $58.7K
|
301
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 7.4% |
$48.9K - $55.7K
|
813
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 13.66% |
$48.9K - $55.7K
|
466
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
55+ 18.09% |
$48K - $54.7K
|
359
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55+ 18.21% |
$48K - $54.7K
|
357
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 16.57% |
$48K - $54.7K
|
387
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
55+ 2.97% |
$48K - $54.7K
|
1.91K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 0.32% |
$47.2K - $53.7K
|
16.8K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 0.52% |
$46.3K - $52.7K
|
10.3K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
53+ 0.26% |
$46.3K - $52.7K
|
20.3K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 12.74% |
$46.3K - $52.7K
|
469
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 2.53% |
$46.3K - $52.7K
|
2.14K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.88% |
$45.4K - $51.7K
|
5.95K
$5.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
52+ 7.66% |
$45.4K - $51.7K
|
731
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
52+ 1.77% |
$45.4K - $51.7K
|
2.98K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
51+ 2.5% |
$44.6K - $50.7K
|
2.09K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
51+ 9.36% |
$44.6K - $50.7K
|
596
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
51+ 3.54% |
$44.6K - $50.7K
|
1.49K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 7.29% |
$44.6K - $50.7K
|
751
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 11.47% |
$43.7K - $49.7K
|
486
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
50+ 12.25% |
$43.7K - $49.7K
|
458
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 1.89% |
$43.7K - $49.7K
|
2.7K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
50+ 9.96% |
$43.7K - $49.7K
|
552
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50+ 1.6% |
$43.7K - $49.7K
|
3.17K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
49+ 7.68% |
$42.8K - $48.7K
|
687
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 2.8% |
$42.8K - $48.7K
|
1.8K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
48+ 0.31% |
$41.9K - $47.7K
|
15.7K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 1.32% |
$41.9K - $47.7K
|
3.7K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
48+ 3.18% |
$41.9K - $47.7K
|
1.56K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$41.1K - $46.8K
|
917
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 11.58% |
$41.1K - $46.8K
|
453
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
47+ 5.89% |
$41.1K - $46.8K
|
845
$850K
|