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
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 15.15% |
$13.1K - $14.9K
|
114
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15+ 300.0% |
$13.1K - $14.9K
|
20
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14+ 3.99% |
$12.2K - $13.9K
|
365
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
14+ 0.58% |
$12.2K - $13.9K
|
2.42K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$12.2K - $13.9K
|
14
$14.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.05% |
$12.2K - $13.9K
|
1.34K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13+ 3.54% |
$11.4K - $12.9K
|
380
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.5K - $11.9K
|
1.72K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12+ 0.44% |
$10.5K - $11.9K
|
2.74K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 1.76% |
$10.5K - $11.9K
|
695
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12+ 0.92% |
$10.5K - $11.9K
|
1.32K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 1.26% |
$10.5K - $11.9K
|
965
$971K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12+ 1.85% |
$10.5K - $11.9K
|
662
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.3% |
$9.61K - $10.9K
|
3.71K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.87% |
$9.61K - $10.9K
|
1.27K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$9.61K - $10.9K
|
1.35K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
11+ 1.74% |
$9.61K - $10.9K
|
645
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 1.53% |
$9.61K - $10.9K
|
730
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
11+ 2.31% |
$9.61K - $10.9K
|
488
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 8.4% |
$9.61K - $10.9K
|
142
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 1.35% |
$9.61K - $10.9K
|
827
$832K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 7.41% |
$8.74K - $9.95K
|
145
$146K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.41% |
$8.74K - $9.95K
|
718
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
10+ 1.65% |
$8.74K - $9.95K
|
616
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.9% |
$8.74K - $9.95K
|
1.12K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.27% |
$8.74K - $9.95K
|
450
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 2.64% |
$8.74K - $9.95K
|
389
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.25% |
$8.74K - $9.95K
|
4.07K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.77% |
$8.74K - $9.95K
|
1.3K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 4.02% |
$8.74K - $9.95K
|
259
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 0.88% |
$8.74K - $9.95K
|
1.14K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$8.74K - $9.95K
|
3.49K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 1.93% |
$7.86K - $8.95K
|
475
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$7.86K - $8.95K
|
3.05K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9+ 3.35% |
$7.86K - $8.95K
|
278
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 1.81% |
$7.86K - $8.95K
|
505
$508K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8+ 0.4% |
$6.99K - $7.96K
|
2.02K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 1.81% |
$6.99K - $7.96K
|
449
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8+ 0.25% |
$6.99K - $7.96K
|
3.25K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.18% |
$6.99K - $7.96K
|
4.46K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$6.99K - $7.96K
|
789
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8+ 2.36% |
$6.99K - $7.96K
|
347
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.24% |
$6.99K - $7.96K
|
3.29K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8+ 0.29% |
$6.99K - $7.96K
|
2.81K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
8+ 1.11% |
$6.99K - $7.96K
|
726
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7+ 8.64% |
$6.12K - $6.96K
|
88
$88.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7+ 0.03% |
$6.12K - $6.96K
|
25.5K
$25.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7+ 1.41% |
$6.12K - $6.96K
|
503
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.83% |
$6.12K - $6.96K
|
854
$859K
|