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
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5- 0.28% |
$4.37K - $4.97K
|
1.77K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-5- 0.22% |
$4.37K - $4.97K
|
2.23K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5- 0.22% |
$4.37K - $4.97K
|
2.25K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5- 0.77% |
$4.37K - $4.97K
|
648
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5- 0.58% |
$4.37K - $4.97K
|
853
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5- 0.77% |
$4.37K - $4.97K
|
646
$660K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 10.0% |
$4.37K - $4.97K
|
45
$46K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5- 1.96% |
$4.37K - $4.97K
|
250
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5- 0.27% |
$4.37K - $4.97K
|
1.87K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-6- 0.29% |
$5.24K - $5.97K
|
2.07K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.2% |
$5.24K - $5.97K
|
2.96K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-6- 0.41% |
$5.24K - $5.97K
|
1.47K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-6- 0.23% |
$5.24K - $5.97K
|
2.61K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 1.07% |
$5.24K - $5.97K
|
557
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-6- 0.04% |
$5.24K - $5.97K
|
15K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 0.69% |
$5.24K - $5.97K
|
858
$877K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-7- 0.81% |
$6.12K - $6.96K
|
861
$880K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-7- 0.33% |
$6.12K - $6.96K
|
2.14K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$6.12K - $6.96K
|
1.21K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7- 0.91% |
$6.12K - $6.96K
|
765
$782K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 2.3% |
$6.12K - $6.96K
|
298
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7- 0.76% |
$6.12K - $6.96K
|
917
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-7- 3.08% |
$6.12K - $6.96K
|
220
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-7- 0.5% |
$6.12K - $6.96K
|
1.39K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 2.56% |
$6.99K - $7.96K
|
304
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-8- 0.93% |
$6.99K - $7.96K
|
854
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-8- 2.31% |
$6.99K - $7.96K
|
338
$345K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-9- 0.85% |
$7.86K - $8.95K
|
1.05K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-9- 0.7% |
$7.86K - $8.95K
|
1.28K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9- 3.24% |
$7.86K - $8.95K
|
269
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-9- 2.97% |
$7.86K - $8.95K
|
294
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-9- 0.82% |
$7.86K - $8.95K
|
1.09K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-9- 1.91% |
$7.86K - $8.95K
|
462
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-9- 0.33% |
$7.86K - $8.95K
|
2.76K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 0.7% |
$7.86K - $8.95K
|
1.28K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.25% |
$8.74K - $9.95K
|
4.03K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-10- 1.81% |
$8.74K - $9.95K
|
541
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-10- 0.58% |
$8.74K - $9.95K
|
1.7K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-10- 1.86% |
$8.74K - $9.95K
|
527
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10- 0.36% |
$8.74K - $9.95K
|
2.78K
$2.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-10- 2.44% |
$8.74K - $9.95K
|
399
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 6.37% |
$8.74K - $9.95K
|
147
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.4% |
$8.74K - $9.95K
|
2.5K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$8.74K - $9.95K
|
8.09K
$8.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 0.6% |
$8.74K - $9.95K
|
1.67K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-10- 0.24% |
$8.74K - $9.95K
|
4.11K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10- 1.32% |
$8.74K - $9.95K
|
750
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-10- 1.81% |
$8.74K - $9.95K
|
541
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-11- 0.34% |
$9.61K - $10.9K
|
3.18K
$3.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-11- 3.43% |
$9.61K - $10.9K
|
310
$317K
|