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 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-1- 0.34% |
$874 - $995
|
297
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.18% |
$874 - $995
|
557
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.05% |
$874 - $995
|
1.94K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.34% |
$874 - $995
|
292
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1- 0.06% |
$874 - $995
|
1.64K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1- 0.04% |
$874 - $995
|
2.26K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1- 0.55% |
$874 - $995
|
182
$186K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 2.04% |
$1.75K - $1.99K
|
96
$98.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2- 0.65% |
$1.75K - $1.99K
|
304
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-2- 0.51% |
$1.75K - $1.99K
|
388
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2- 0.17% |
$1.75K - $1.99K
|
1.18K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2- 0.16% |
$1.75K - $1.99K
|
1.28K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$1.75K - $1.99K
|
4.61K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2- 0.2% |
$1.75K - $1.99K
|
980
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.09% |
$1.75K - $1.99K
|
2.3K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2- 0.12% |
$1.75K - $1.99K
|
1.69K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.14% |
$1.75K - $1.99K
|
1.43K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$1.75K - $1.99K
|
9.42K
$9.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.18% |
$1.75K - $1.99K
|
1.13K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2- 0.68% |
$1.75K - $1.99K
|
292
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.23% |
$1.75K - $1.99K
|
885
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3- 0.06% |
$2.62K - $2.98K
|
5.31K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-3- 0.07% |
$2.62K - $2.98K
|
4.09K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$2.62K - $2.98K
|
3.77K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.03% |
$2.62K - $2.98K
|
11.4K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.79K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.72K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3- 0.54% |
$2.62K - $2.98K
|
553
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.29% |
$2.62K - $2.98K
|
1.02K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3- 0.07% |
$2.62K - $2.98K
|
4.38K
$4.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3- 0.12% |
$2.62K - $2.98K
|
2.56K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.24% |
$2.62K - $2.98K
|
1.25K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.21% |
$2.62K - $2.98K
|
1.44K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-4- 0.36% |
$3.49K - $3.98K
|
1.12K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.13% |
$3.49K - $3.98K
|
3.03K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$3.49K - $3.98K
|
907
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-4- 0.7% |
$3.49K - $3.98K
|
564
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-4- 0.99% |
$3.49K - $3.98K
|
401
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-4- 1.19% |
$3.49K - $3.98K
|
331
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4- 0.57% |
$3.49K - $3.98K
|
696
$711K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$3.49K - $3.98K
|
1.44K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$3.49K - $3.98K
|
11
$11.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5- 0.25% |
$4.37K - $4.97K
|
2K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.62% |
$4.37K - $4.97K
|
800
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.36% |
$4.37K - $4.97K
|
1.38K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5- 1.69% |
$4.37K - $4.97K
|
291
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 2.18% |
$4.37K - $4.97K
|
224
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5- 1.4% |
$4.37K - $4.97K
|
353
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.15% |
$4.37K - $4.97K
|
3.29K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 1.93% |
$4.37K - $4.97K
|
254
$260K
|