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 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
143+ 6.83% |
$125K - $142K
|
2.24K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
142+ 6.65% |
$124K - $141K
|
2.28K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
142+ 2.24% |
$124K - $141K
|
6.49K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
141+ 42.09% |
$123K - $140K
|
476
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
141+ 1.24% |
$123K - $140K
|
11.5K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
140+ 1.95% |
$122K - $139K
|
7.32K
$6.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
138+ 5.05% |
$121K - $137K
|
2.87K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
138+ 2.22% |
$121K - $137K
|
6.35K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
137+ 45.97% |
$120K - $136K
|
435
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
137+ 3.28% |
$120K - $136K
|
4.32K
$4.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
136+ 34.78% |
$119K - $135K
|
527
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
136+ 4.41% |
$119K - $135K
|
3.22K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
135+ 7.29% |
$118K - $134K
|
1.99K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 2.97% |
$117K - $133K
|
4.65K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
134New |
$117K - $133K
|
134
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
134+ 13.18% |
$117K - $133K
|
1.15K
$1.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
133+ 4.2% |
$116K - $132K
|
3.3K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
133+ 43.61% |
$116K - $132K
|
438
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 4.21% |
$115K - $131K
|
3.27K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
132+ 3.92% |
$115K - $131K
|
3.5K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
132+ 33.42% |
$115K - $131K
|
527
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
132+ 37.18% |
$115K - $131K
|
487
$465K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
131+ 7.96% |
$114K - $130K
|
1.78K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
131+ 7.56% |
$114K - $130K
|
1.86K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
130+ 13.09% |
$114K - $129K
|
1.12K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
130+ 0.88% |
$114K - $129K
|
14.9K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
130+ 5.11% |
$114K - $129K
|
2.67K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 15.39% |
$113K - $128K
|
967
$922K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
129+ 22.32% |
$113K - $128K
|
707
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
128New |
$112K - $127K
|
128
$122K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
128+ 3.24% |
$112K - $127K
|
4.08K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
126+ 15.07% |
$110K - $125K
|
962
$918K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
126+ 10.42% |
$110K - $125K
|
1.34K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
125+ 21.22% |
$109K - $124K
|
714
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124+ 4.15% |
$108K - $123K
|
3.12K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
124+ 11.06% |
$108K - $123K
|
1.25K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
124+ 0.82% |
$108K - $123K
|
15.2K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
123+ 3.64% |
$107K - $122K
|
3.5K
$3.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
122+ 7.52% |
$107K - $121K
|
1.75K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
120+ 29.34% |
$105K - $119K
|
529
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
120+ 1.65% |
$105K - $119K
|
7.39K
$7.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
120New |
$105K - $119K
|
120
$114K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
119+ 47.22% |
$104K - $118K
|
371
$354K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
119+ 6.99% |
$104K - $118K
|
1.82K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
119+ 1.92% |
$104K - $118K
|
6.31K
$6.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
118+ 12.58% |
$103K - $117K
|
1.06K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
118+ 2.81% |
$103K - $117K
|
4.32K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
118+ 16.74% |
$103K - $117K
|
823
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
118+ 0.58% |
$103K - $117K
|
20.5K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
118+ 4.55% |
$103K - $117K
|
2.71K
$2.59M
|