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 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.86% |
$19.2K - $21.9K
|
2.57K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
22+ 0.57% |
$19.2K - $21.9K
|
3.85K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22+ 5.0% |
$19.2K - $21.9K
|
462
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
22+ 1.12% |
$19.2K - $21.9K
|
1.98K
$1.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.22% |
$18.3K - $20.9K
|
9.7K
$9.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 1.61% |
$18.3K - $20.9K
|
1.33K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 1.73% |
$18.3K - $20.9K
|
1.24K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21+ 6.58% |
$18.3K - $20.9K
|
340
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
21+ 1.04% |
$18.3K - $20.9K
|
2.03K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
21+ 4.61% |
$18.3K - $20.9K
|
477
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21+ 2.74% |
$18.3K - $20.9K
|
787
$792K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
20+ 2.36% |
$17.5K - $19.9K
|
866
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 2.98% |
$17.5K - $19.9K
|
692
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 6.04% |
$17.5K - $19.9K
|
351
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
20+ 0.06% |
$17.5K - $19.9K
|
33.2K
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 6.54% |
$17.5K - $19.9K
|
326
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
20+ 0.53% |
$17.5K - $19.9K
|
3.77K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
20+ 0.84% |
$17.5K - $19.9K
|
2.41K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
20+ 8.13% |
$17.5K - $19.9K
|
266
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20+ 4.88% |
$17.5K - $19.9K
|
430
$433K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
19+ 0.9% |
$16.6K - $18.9K
|
2.13K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19+ 1.86% |
$16.6K - $18.9K
|
1.04K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
19+ 4.83% |
$16.6K - $18.9K
|
412
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
19+ 2.51% |
$16.6K - $18.9K
|
775
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
19+ 1.37% |
$16.6K - $18.9K
|
1.4K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19+ 1.48% |
$16.6K - $18.9K
|
1.3K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
19+ 1.03% |
$16.6K - $18.9K
|
1.86K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 2.37% |
$15.7K - $17.9K
|
777
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 4.24% |
$15.7K - $17.9K
|
443
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18+ 2.21% |
$15.7K - $17.9K
|
831
$836K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 3.07% |
$14.9K - $16.9K
|
571
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 1.74% |
$14.9K - $16.9K
|
994
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
17+ 2.81% |
$14.9K - $16.9K
|
622
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 2.65% |
$14.9K - $16.9K
|
659
$663K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 5.47% |
$14.9K - $16.9K
|
328
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
17+ 0.39% |
$14.9K - $16.9K
|
4.41K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 1.96% |
$14K - $15.9K
|
832
$837K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
16+ 2.97% |
$14K - $15.9K
|
555
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 4.31% |
$14K - $15.9K
|
387
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 3.55% |
$14K - $15.9K
|
467
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 59.26% |
$14K - $15.9K
|
43
$43.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
16+ 0.28% |
$14K - $15.9K
|
5.74K
$5.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 2.98% |
$14K - $15.9K
|
553
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 0.67% |
$13.1K - $14.9K
|
2.25K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15+ 2.01% |
$13.1K - $14.9K
|
763
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
15+ 5.42% |
$13.1K - $14.9K
|
292
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.5% |
$13.1K - $14.9K
|
3K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
15+ 1.98% |
$13.1K - $14.9K
|
773
$778K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 2.25% |
$13.1K - $14.9K
|
682
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
15+ 1.24% |
$13.1K - $14.9K
|
1.22K
$1.23M
|