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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
203+ 4.39% |
$177K - $202K
|
4.82K
$4.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
202New |
$176K - $201K
|
202
$193K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
201+ 3.49% |
$176K - $200K
|
5.96K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
200+ 17.23% |
$175K - $199K
|
1.36K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
200+ 0.68% |
$175K - $199K
|
29.4K
$28M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
200+ 7.41% |
$175K - $199K
|
2.9K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
198+ 9.95% |
$173K - $197K
|
2.19K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
197+ 0.88% |
$172K - $196K
|
22.6K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
197+ 9.51% |
$172K - $196K
|
2.27K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
196+ 53.7% |
$171K - $195K
|
561
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
196+ 11.09% |
$171K - $195K
|
1.96K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
196+ 17.16% |
$171K - $195K
|
1.34K
$1.28M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
196+ 5.29% |
$171K - $195K
|
3.9K
$3.72M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
196New |
$171K - $195K
|
196
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
195+ 25.97% |
$170K - $194K
|
946
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
193+ 13.44% |
$169K - $192K
|
1.63K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
193+ 0.51% |
$169K - $192K
|
37.7K
$36M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
192+ 6.25% |
$168K - $191K
|
3.27K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
191+ 7.87% |
$167K - $190K
|
2.62K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
190+ 41.13% |
$166K - $189K
|
652
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
190+ 2.77% |
$166K - $189K
|
7.04K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
190+ 57.4% |
$166K - $189K
|
521
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
189New |
$165K - $188K
|
189
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
189+ 34.81% |
$165K - $188K
|
732
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
188+ 14.02% |
$164K - $187K
|
1.53K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
187+ 2.9% |
$163K - $186K
|
6.63K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
186+ 6.65% |
$162K - $185K
|
2.98K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
186+ 2.33% |
$162K - $185K
|
8.18K
$7.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
185+ 2.79% |
$162K - $184K
|
6.82K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 51.11% |
$161K - $183K
|
544
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
183New |
$160K - $182K
|
183
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
181+ 5.89% |
$158K - $180K
|
3.26K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
179+ 6.71% |
$156K - $178K
|
2.85K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 7.15% |
$155K - $177K
|
2.67K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
177+ 1.46% |
$155K - $176K
|
12.3K
$11.7M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
177+ 0.79% |
$155K - $176K
|
22.4K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
176+ 34.31% |
$154K - $175K
|
689
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
176+ 2.03% |
$154K - $175K
|
8.83K
$8.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
176+ 0.83% |
$154K - $175K
|
21.5K
$20.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
175+ 4.18% |
$153K - $174K
|
4.36K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
175New |
$153K - $174K
|
175
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
174+ 67.44% |
$152K - $173K
|
432
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
174+ 5.75% |
$152K - $173K
|
3.2K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
174+ 3.84% |
$152K - $173K
|
4.7K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
174+ 21.12% |
$152K - $173K
|
998
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
173+ 0.24% |
$151K - $172K
|
73.6K
$70.2M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
173New |
$151K - $172K
|
173
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
171+ 12.61% |
$149K - $170K
|
1.53K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
171+ 7.53% |
$149K - $170K
|
2.44K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
171+ 8.51% |
$149K - $170K
|
2.18K
$2.08M
|