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 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.04% |
$6.12K - $6.96K
|
19.7K
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7+ 2.51% |
$6.12K - $6.96K
|
286
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
7+ 0.48% |
$6.12K - $6.96K
|
1.47K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 2.33% |
$5.24K - $5.97K
|
263
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 1.88% |
$5.24K - $5.97K
|
325
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 2.11% |
$5.24K - $5.97K
|
290
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6+ 0.13% |
$5.24K - $5.97K
|
4.63K
$4.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
6+ 0.55% |
$5.24K - $5.97K
|
1.11K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.85% |
$5.24K - $5.97K
|
708
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 2.29% |
$5.24K - $5.97K
|
268
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6+ 2.5% |
$5.24K - $5.97K
|
246
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
6+ 3.17% |
$5.24K - $5.97K
|
195
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6+ 0.86% |
$5.24K - $5.97K
|
704
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6+ 1.42% |
$5.24K - $5.97K
|
430
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.14% |
$5.24K - $5.97K
|
4.2K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6+ 1.62% |
$5.24K - $5.97K
|
376
$384K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.23% |
$4.37K - $4.97K
|
2.15K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5+ 0.9% |
$4.37K - $4.97K
|
561
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5+ 0.61% |
$4.37K - $4.97K
|
822
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5+ 2.04% |
$4.37K - $4.97K
|
250
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5+ 0.08% |
$4.37K - $4.97K
|
6.43K
$6.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.26% |
$4.37K - $4.97K
|
1.91K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.29% |
$4.37K - $4.97K
|
1.74K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.53% |
$4.37K - $4.97K
|
950
$971K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.52% |
$4.37K - $4.97K
|
968
$989K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.19% |
$4.37K - $4.97K
|
2.68K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5+ 1.2% |
$4.37K - $4.97K
|
423
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.92% |
$4.37K - $4.97K
|
547
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 1.15% |
$3.49K - $3.98K
|
352
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$4.09K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$3.49K - $3.98K
|
3.74K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4+ 0.58% |
$3.49K - $3.98K
|
694
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$4.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4+ 0.95% |
$3.49K - $3.98K
|
424
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.35K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 1.04% |
$2.62K - $2.98K
|
292
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.34% |
$2.62K - $2.98K
|
897
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3+ 0.23% |
$2.62K - $2.98K
|
1.33K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3+ 0.45% |
$2.62K - $2.98K
|
663
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$2.62K - $2.98K
|
1.92K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3New |
$2.62K - $2.98K
|
3
$3.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.25% |
$2.62K - $2.98K
|
1.2K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 1.9% |
$2.62K - $2.98K
|
161
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.58% |
$2.62K - $2.98K
|
516
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3+ 0.09% |
$2.62K - $2.98K
|
3.43K
$3.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.38K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2+ 0.17% |
$1.75K - $1.99K
|
1.18K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$1.75K - $1.99K
|
504
$515K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
2+ 0.83% |
$1.75K - $1.99K
|
242
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.24K
$1.26M
|