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 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
117+ 0.76% |
$102K - $116K
|
15.5K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
117New |
$102K - $116K
|
117
$112K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
116+ 16.86% |
$101K - $115K
|
804
$767K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
116+ 10.73% |
$101K - $115K
|
1.2K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
116+ 0.61% |
$101K - $115K
|
19.1K
$18.2M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
115+ 85.19% |
$100K - $114K
|
250
$238K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.02% |
$100K - $114K
|
11.4K
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
115+ 1.59% |
$100K - $114K
|
7.35K
$7.01M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
115+ 8.4% |
$100K - $114K
|
1.48K
$1.42M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
114+ 3.79% |
$99.6K - $113K
|
3.13K
$2.98M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
114+ 4.92% |
$99.6K - $113K
|
2.43K
$2.32M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
113+ 2.51% |
$98.7K - $112K
|
4.61K
$4.39M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
113+ 16.03% |
$98.7K - $112K
|
818
$780K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
113+ 26.04% |
$98.7K - $112K
|
547
$522K
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
113+ 8.08% |
$98.7K - $112K
|
1.51K
$1.44M
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
112+ 4.1% |
$97.8K - $111K
|
2.85K
$2.71M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
112+ 2.79% |
$97.8K - $111K
|
4.13K
$3.94M
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
112+ 9.04% |
$97.8K - $111K
|
1.35K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$97K - $110K
|
111
$106K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
111+ 3.04% |
$97K - $110K
|
3.76K
$3.59M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
111+ 3.52% |
$97K - $110K
|
3.26K
$3.11M
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
111+ 4.77% |
$97K - $110K
|
2.44K
$2.33M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
110+ 13.37% |
$96.1K - $109K
|
933
$890K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
110+ 0.95% |
$96.1K - $109K
|
11.7K
$11.1M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
108+ 12.31% |
$94.3K - $107K
|
985
$940K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108+ 6.54% |
$94.3K - $107K
|
1.76K
$1.68M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
108+ 5.12% |
$94.3K - $107K
|
2.22K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
107+ 8.62% |
$93.5K - $106K
|
1.35K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
106+ 3.05% |
$92.6K - $105K
|
3.58K
$3.41M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
106+ 1.45% |
$92.6K - $105K
|
7.4K
$7.06M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
105+ 8.79% |
$91.7K - $104K
|
1.3K
$1.24M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
105+ 3.77% |
$91.7K - $104K
|
2.89K
$2.76M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
105+ 13.27% |
$91.7K - $104K
|
896
$855K
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
105+ 14.6% |
$91.7K - $104K
|
824
$786K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
105+ 7.94% |
$91.7K - $104K
|
1.43K
$1.36M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
105+ 6.15% |
$91.7K - $104K
|
1.81K
$1.73M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
104+ 1.49% |
$90.9K - $103K
|
7.1K
$6.77M
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
104+ 2.55% |
$90.9K - $103K
|
4.18K
$3.99M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
104+ 7.1% |
$90.9K - $103K
|
1.57K
$1.5M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
104+ 40.15% |
$90.9K - $103K
|
363
$346K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
104+ 38.81% |
$90.9K - $103K
|
372
$355K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
103+ 11.43% |
$90K - $102K
|
1K
$958K
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
103+ 9.96% |
$90K - $102K
|
1.14K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
102+ 16.16% |
$89.1K - $101K
|
733
$699K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
102+ 5.36% |
$89.1K - $101K
|
2.01K
$1.91M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
101+ 13.36% |
$88.2K - $100K
|
857
$818K
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$87.4K - $99.5K
|
100
$95.4K
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
100+ 3.65% |
$87.4K - $99.5K
|
2.84K
$2.71M
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
100+ 9.79% |
$87.4K - $99.5K
|
1.12K
$1.07M
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
100+ 2.48% |
$87.4K - $99.5K
|
4.14K
$3.95M
|