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 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-60- 10.27% |
$52.4K - $59.7K
|
524
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-60- 9.22% |
$52.4K - $59.7K
|
591
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-60- 5.56% |
$52.4K - $59.7K
|
1.02K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-61- 0.63% |
$53.3K - $60.7K
|
9.65K
$9.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-62- 1.32% |
$54.2K - $61.7K
|
4.63K
$4.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-62- 4.4% |
$54.2K - $61.7K
|
1.35K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-62- 11.63% |
$54.2K - $61.7K
|
471
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-62- 3.39% |
$54.2K - $61.7K
|
1.77K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-62- 3.41% |
$54.2K - $61.7K
|
1.76K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-62- 10.13% |
$54.2K - $61.7K
|
550
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-62- 3.27% |
$54.2K - $61.7K
|
1.84K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-62- 4.77% |
$54.2K - $61.7K
|
1.24K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-64- 2.8% |
$55.9K - $63.7K
|
2.22K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-64- 0.53% |
$55.9K - $63.7K
|
12.1K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-64- 2.93% |
$55.9K - $63.7K
|
2.12K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-64- 14.13% |
$55.9K - $63.7K
|
389
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-66- 0.82% |
$57.7K - $65.6K
|
7.97K
$8.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-66- 2.6% |
$57.7K - $65.6K
|
2.47K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-66- 2.12% |
$57.7K - $65.6K
|
3.04K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-66- 19.94% |
$57.7K - $65.6K
|
265
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-66- 1.08% |
$57.7K - $65.6K
|
6.06K
$6.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-67- 0.07% |
$58.5K - $66.6K
|
101K
$102M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 12.29% |
$58.5K - $66.6K
|
478
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-67- 17.82% |
$58.5K - $66.6K
|
309
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-67- 1.12% |
$58.5K - $66.6K
|
5.9K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 13.85% |
$59.4K - $67.6K
|
423
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-68- 9.63% |
$59.4K - $67.6K
|
638
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
SELL
|
- |
-68- 0.83% |
$59.4K - $67.6K
|
8.1K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-68- 6.0% |
$59.4K - $67.6K
|
1.07K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-69- 0.85% |
$60.3K - $68.6K
|
8.09K
$8.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-69- 0.77% |
$60.3K - $68.6K
|
8.93K
$8.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-70- 0.39% |
$61.2K - $69.6K
|
18K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-70- 2.28% |
$61.2K - $69.6K
|
3K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-70- 5.31% |
$61.2K - $69.6K
|
1.25K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-70- 5.75% |
$61.2K - $69.6K
|
1.15K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-70- 11.82% |
$61.2K - $69.6K
|
522
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-71- 5.13% |
$62K - $70.6K
|
1.31K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-71- 2.25% |
$62K - $70.6K
|
3.09K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-72- 2.49% |
$62.9K - $71.6K
|
2.82K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-73- 0.96% |
$63.8K - $72.6K
|
7.57K
$7.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-73- 1.31% |
$63.8K - $72.6K
|
5.49K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 0.22% |
$65.5K - $74.6K
|
34.5K
$34.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-75- 5.56% |
$65.5K - $74.6K
|
1.28K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-76- 1.02% |
$66.4K - $75.6K
|
7.35K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-76- 11.28% |
$66.4K - $75.6K
|
598
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 9.62% |
$66.4K - $75.6K
|
714
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-76- 2.51% |
$66.4K - $75.6K
|
2.95K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-77- 0.93% |
$67.3K - $76.6K
|
8.17K
$8.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-77- 3.39% |
$67.3K - $76.6K
|
2.2K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-78- 1.01% |
$68.1K - $77.6K
|
7.65K
$7.69M
|