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
|
Prairie View Partners, LLC
|
BUY
|
- |
33+ 3.42% |
$28.8K - $32.8K
|
997
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
33+ 4.49% |
$28.8K - $32.8K
|
768
$772K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32+ 2.99% |
$28K - $31.8K
|
1.1K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
32+ 1.61% |
$28K - $31.8K
|
2.01K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.28% |
$28K - $31.8K
|
1.44K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
31+ 0.97% |
$27.1K - $30.8K
|
3.24K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
31+ 3.58% |
$27.1K - $30.8K
|
897
$902K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 2.57% |
$27.1K - $30.8K
|
1.24K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
31+ 32.63% |
$27.1K - $30.8K
|
126
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
31+ 0.76% |
$27.1K - $30.8K
|
4.09K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
31+ 1.89% |
$27.1K - $30.8K
|
1.67K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
31+ 1.19% |
$27.1K - $30.8K
|
2.63K
$2.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 0.91% |
$26.2K - $29.8K
|
3.33K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30+ 2.08% |
$26.2K - $29.8K
|
1.48K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
30+ 13.1% |
$26.2K - $29.8K
|
259
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 2.89% |
$25.3K - $28.8K
|
1.03K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.85% |
$25.3K - $28.8K
|
3.44K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 5.17% |
$25.3K - $28.8K
|
590
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
28+ 1.14% |
$24.5K - $27.9K
|
2.49K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28+ 3.76% |
$24.5K - $27.9K
|
773
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
27+ 7.56% |
$23.6K - $26.9K
|
384
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 1.5% |
$23.6K - $26.9K
|
1.83K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27+ 0.82% |
$23.6K - $26.9K
|
3.33K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
27+ 4.71% |
$23.6K - $26.9K
|
600
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 13.83% |
$22.7K - $25.9K
|
214
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26+ 3.77% |
$22.7K - $25.9K
|
716
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26+ 2.31% |
$22.7K - $25.9K
|
1.15K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
26+ 2.83% |
$22.7K - $25.9K
|
944
$950K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26+ 3.14% |
$22.7K - $25.9K
|
854
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 2.12% |
$22.7K - $25.9K
|
1.25K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
26+ 3.84% |
$22.7K - $25.9K
|
703
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
25+ 3.58% |
$21.8K - $24.9K
|
723
$727K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.75% |
$21.8K - $24.9K
|
3.38K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 1.65% |
$21.8K - $24.9K
|
1.54K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
25+ 4.13% |
$21.8K - $24.9K
|
631
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
25+ 0.1% |
$21.8K - $24.9K
|
23.8K
$24M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
25+ 0.95% |
$21.8K - $24.9K
|
2.67K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
25+ 1.19% |
$21.8K - $24.9K
|
2.12K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
25+ 5.83% |
$21.8K - $24.9K
|
454
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
24+ 1.42% |
$21K - $23.9K
|
1.72K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
24+ 2.24% |
$21K - $23.9K
|
1.1K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
23+ 2.74% |
$20.1K - $22.9K
|
861
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.45% |
$20.1K - $22.9K
|
445
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 1.27% |
$20.1K - $22.9K
|
1.83K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 1.29% |
$20.1K - $22.9K
|
1.8K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$20.1K - $22.9K
|
5.51K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
23+ 4.9% |
$20.1K - $22.9K
|
492
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
23+ 4.97% |
$20.1K - $22.9K
|
486
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
23+ 2.11% |
$20.1K - $22.9K
|
1.11K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
23+ 0.56% |
$20.1K - $22.9K
|
4.1K
$4.12M
|