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 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
508+ 42.72% |
$444K - $505K
|
1.7K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
507New |
$443K - $504K
|
507
$484K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
BUY
|
- |
505+ 51.85% |
$441K - $502K
|
1.48K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
504+ 0.36% |
$440K - $501K
|
139K
$133M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
504+ 6.33% |
$440K - $501K
|
8.47K
$8.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
504+ 7.34% |
$440K - $501K
|
7.37K
$7.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
503+ 5.36% |
$439K - $500K
|
9.88K
$9.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
503New |
$439K - $500K
|
503
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
501+ 4.93% |
$438K - $498K
|
10.7K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
500+ 86.06% |
$437K - $497K
|
1.08K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
499+ 6.69% |
$436K - $496K
|
7.96K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
498+ 1.97% |
$435K - $495K
|
25.7K
$24.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
497New |
$434K - $494K
|
497
$474K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
495+ 59.28% |
$432K - $492K
|
1.33K
$1.27M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
495New |
$432K - $492K
|
495
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
493New |
$431K - $490K
|
493
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
493New |
$431K - $490K
|
493
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
487+ 5.05% |
$425K - $484K
|
10.1K
$9.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
485+ 1.99% |
$424K - $482K
|
24.9K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
479+ 8.03% |
$418K - $476K
|
6.44K
$6.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
478+ 1.51% |
$418K - $475K
|
32.1K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
478+ 2.01% |
$418K - $475K
|
24.2K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
477+ 46.95% |
$417K - $474K
|
1.49K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
474+ 3.33% |
$414K - $471K
|
14.7K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
474+ 2.35% |
$414K - $471K
|
20.7K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
470+ 6.08% |
$411K - $468K
|
8.2K
$7.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
469+ 131.74% |
$410K - $467K
|
825
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
467+ 7.08% |
$408K - $465K
|
7.06K
$6.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
461New |
$403K - $459K
|
461
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
460New |
$402K - $458K
|
460
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
459+ 2.06% |
$401K - $457K
|
22.8K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
458New |
$400K - $456K
|
458
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
457+ 5.3% |
$399K - $455K
|
9.07K
$8.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
456+ 4.33% |
$398K - $454K
|
11K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
455+ 5.65% |
$397K - $453K
|
8.5K
$8.11M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
455New |
$397K - $453K
|
455
$434K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
455New |
$397K - $453K
|
455
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
449+ 204.09% |
$392K - $447K
|
669
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
448+ 10.79% |
$391K - $446K
|
4.6K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
448+ 37.06% |
$391K - $446K
|
1.66K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
447+ 2.09% |
$390K - $445K
|
21.8K
$20.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
446New |
$390K - $444K
|
446
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
445New |
$389K - $443K
|
445
$424K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
445+ 5.61% |
$389K - $443K
|
8.37K
$7.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
443New |
$387K - $441K
|
443
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
439New |
$384K - $437K
|
439
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
439New |
$384K - $437K
|
439
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
438New |
$383K - $436K
|
438
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
434+ 4.97% |
$379K - $432K
|
9.17K
$8.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
434New |
$379K - $432K
|
434
$414K
|