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
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.53K+ 59.03% |
$3.09M - $3.52M
|
9.52K
$9.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.5KNew |
$3.06M - $3.48M
|
3.5K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
3.45KNew |
$3.02M - $3.43M
|
3.45K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.17K+ 46.94% |
$2.77M - $3.16M
|
9.93K
$9.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.13K+ 6.14% |
$2.73M - $3.11M
|
54.1K
$54.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.01K+ 14.48% |
$2.63M - $3M
|
23.8K
$24M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.98K+ 1262.29% |
$2.6M - $2.96M
|
3.22K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.92K+ 5.49% |
$2.55M - $2.9M
|
56.1K
$56.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.91K+ 18.28% |
$2.54M - $2.9M
|
18.8K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
2.8KNew |
$2.45M - $2.79M
|
2.8K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.8K+ 42.55% |
$2.44M - $2.78M
|
9.37K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
2.63KNew |
$2.29M - $2.61M
|
2.63K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.6K+ 462.46% |
$2.27M - $2.59M
|
3.16K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.58K+ 406.47% |
$2.25M - $2.56M
|
3.21K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$2.23M - $2.54M
|
2.56K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.49KNew |
$2.18M - $2.48M
|
2.49K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.47K+ 14.81% |
$2.16M - $2.46M
|
19.2K
$19.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.47KNew |
$2.16M - $2.46M
|
2.47K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.36KNew |
$2.06M - $2.34M
|
2.36K
$2.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.36K+ 30.86% |
$2.06M - $2.34M
|
9.99K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.35K+ 17.88% |
$2.05M - $2.33M
|
15.5K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.22K+ 16.49% |
$1.94M - $2.2M
|
15.7K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.18KNew |
$1.91M - $2.17M
|
2.18K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.17K+ 27.72% |
$1.9M - $2.16M
|
10K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 12.3% |
$1.9M - $2.16M
|
19.8K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.02KNew |
$1.77M - $2.01M
|
2.02K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2KNew |
$1.75M - $1.99M
|
2K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.97K+ 5.4% |
$1.72M - $1.96M
|
38.5K
$38.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.95KNew |
$1.7M - $1.94M
|
1.95K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.92KNew |
$1.68M - $1.91M
|
1.92K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.91K+ 15.63% |
$1.67M - $1.9M
|
14.1K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.89K+ 30.52% |
$1.65M - $1.88M
|
8.1K
$8.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 9.96% |
$1.62M - $1.85M
|
20.5K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$1.61M - $1.83M
|
1.84K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$1.6M - $1.82M
|
68.8K
$69.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.82K+ 11.39% |
$1.59M - $1.81M
|
17.8K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.82KNew |
$1.59M - $1.81M
|
1.82K
$1.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 12.31% |
$1.58M - $1.79M
|
16.4K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.76K+ 37.91% |
$1.54M - $1.75M
|
6.4K
$6.44M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 18.31% |
$1.53M - $1.74M
|
11.3K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$1.52M - $1.73M
|
1.74K
$1.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.7K+ 54.84% |
$1.49M - $1.69M
|
4.8K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.68K+ 2.5% |
$1.47M - $1.67M
|
68.9K
$69.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.63KNew |
$1.42M - $1.62M
|
1.63K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 15.4% |
$1.39M - $1.58M
|
11.9K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.41% |
$1.39M - $1.58M
|
20.5K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.59K+ 13.87% |
$1.39M - $1.58M
|
13.1K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.86% |
$1.38M - $1.57M
|
56.6K
$56.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.54KNew |
$1.34M - $1.53M
|
1.54K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1.54KNew |
$1.34M - $1.53M
|
1.54K
$1.55M
|