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 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
291+ 6.56% |
$254K - $289K
|
4.73K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
291+ 2.8% |
$254K - $289K
|
10.7K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
286New |
$250K - $284K
|
286
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
284+ 7.83% |
$248K - $282K
|
3.91K
$3.73M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
283New |
$247K - $281K
|
283
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
283+ 28.1% |
$247K - $281K
|
1.29K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
283New |
$247K - $281K
|
283
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
282New |
$246K - $281K
|
282
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
282+ 34.73% |
$246K - $281K
|
1.09K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
282+ 4.22% |
$246K - $281K
|
6.96K
$6.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
281New |
$245K - $280K
|
281
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
281+ 93.67% |
$245K - $280K
|
581
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
280+ 3.06% |
$245K - $279K
|
9.42K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
280+ 36.36% |
$245K - $279K
|
1.05K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
279New |
$244K - $278K
|
279
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
279New |
$244K - $278K
|
279
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
279+ 3.52% |
$244K - $278K
|
8.21K
$7.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
279+ 6.49% |
$244K - $278K
|
4.58K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
278New |
$243K - $277K
|
278
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
278New |
$243K - $277K
|
278
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
273New |
$238K - $272K
|
273
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
272New |
$238K - $271K
|
272
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
271New |
$237K - $270K
|
271
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
270+ 2.63% |
$236K - $269K
|
10.5K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269+ 4.49% |
$235K - $268K
|
6.25K
$5.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
269+ 2.09% |
$235K - $268K
|
13.1K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
268+ 1.14% |
$234K - $267K
|
23.8K
$22.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
266New |
$232K - $265K
|
266
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
265New |
$232K - $264K
|
265
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
263+ 5.72% |
$230K - $262K
|
4.86K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
263+ 1.69% |
$230K - $262K
|
15.8K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
262New |
$229K - $261K
|
262
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
262+ 19.54% |
$229K - $261K
|
1.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
261New |
$228K - $260K
|
261
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
261+ 21.75% |
$228K - $260K
|
1.46K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
260New |
$227K - $259K
|
260
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
259+ 21.49% |
$226K - $258K
|
1.46K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
259+ 8.53% |
$226K - $258K
|
3.29K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
259New |
$226K - $258K
|
259
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
258New |
$225K - $257K
|
258
$246K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
258New |
$225K - $257K
|
258
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
257New |
$225K - $256K
|
257
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
255+ 326.92% |
$223K - $254K
|
333
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
255New |
$223K - $254K
|
255
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
255New |
$223K - $254K
|
255
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
254+ 14.86% |
$222K - $253K
|
1.96K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
254New |
$222K - $253K
|
254
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
253New |
$221K - $252K
|
253
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
253+ 2.34% |
$221K - $252K
|
11.1K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
252+ 1.49% |
$220K - $251K
|
17.2K
$16.4M
|