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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
229New |
$200K - $228K
|
229
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$200K - $228K
|
229
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
228New |
$199K - $227K
|
228
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
228+ 7.31% |
$199K - $227K
|
3.35K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
227New |
$198K - $226K
|
227
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
227+ 4.5% |
$198K - $226K
|
5.27K
$5.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
227New |
$198K - $226K
|
227
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
227+ 10.91% |
$198K - $226K
|
2.31K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
227New |
$198K - $226K
|
227
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
226+ 8.94% |
$197K - $225K
|
2.75K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
226+ 2.59% |
$197K - $225K
|
8.97K
$8.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
226New |
$197K - $225K
|
226
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
226New |
$197K - $225K
|
226
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
225New |
$197K - $224K
|
225
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
224+ 6.13% |
$196K - $223K
|
3.88K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
224New |
$196K - $223K
|
224
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$196K - $223K
|
224
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
224+ 1.46% |
$196K - $223K
|
15.5K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 8.82% |
$195K - $222K
|
2.75K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
223New |
$195K - $222K
|
223
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
223New |
$195K - $222K
|
223
$213K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
223+ 9.7% |
$195K - $222K
|
2.52K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
222New |
$194K - $221K
|
222
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
222+ 9.9% |
$194K - $221K
|
2.47K
$2.35M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
222+ 4.2% |
$194K - $221K
|
5.51K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
221New |
$193K - $220K
|
221
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
220New |
$192K - $219K
|
220
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
220New |
$192K - $219K
|
220
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
220+ 338.46% |
$192K - $219K
|
285
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
220New |
$192K - $219K
|
220
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
219+ 24.09% |
$191K - $218K
|
1.13K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
219New |
$191K - $218K
|
219
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
219+ 5.14% |
$191K - $218K
|
4.48K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
219New |
$191K - $218K
|
219
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
218New |
$190K - $217K
|
218
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
217+ 1.54% |
$190K - $216K
|
14.3K
$13.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
215+ 4.87% |
$188K - $214K
|
4.63K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
215+ 2.64% |
$188K - $214K
|
8.37K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
214+ 9.19% |
$187K - $213K
|
2.54K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
211+ 52.88% |
$184K - $210K
|
610
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
210+ 9.38% |
$183K - $209K
|
2.45K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
209+ 19.3% |
$183K - $208K
|
1.29K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
208+ 1.53% |
$182K - $207K
|
13.8K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
208+ 7.23% |
$182K - $207K
|
3.08K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
206+ 3.26% |
$180K - $205K
|
6.53K
$6.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
206New |
$180K - $205K
|
206
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
205+ 4.37% |
$179K - $204K
|
4.9K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
204+ 5.05% |
$178K - $203K
|
4.24K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
203+ 6.88% |
$177K - $202K
|
3.15K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203+ 54.13% |
$177K - $202K
|
578
$551K
|