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 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 1.73% |
$87.4K - $99.5K
|
5.89K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 1.37% |
$87.4K - $99.5K
|
7.4K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100+ 36.63% |
$87.4K - $99.5K
|
373
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
100+ 19.19% |
$87.4K - $99.5K
|
621
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
100New |
$87.4K - $99.5K
|
100
$95.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 11.1% |
$87.4K - $99.5K
|
1K
$955K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10000.0% |
$87.4K - $99.5K
|
101
$96.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
99+ 0.83% |
$86.5K - $98.5K
|
12K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
99+ 1.72% |
$86.5K - $98.5K
|
5.87K
$5.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
99+ 3.9% |
$86.5K - $98.5K
|
2.64K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
99+ 6.57% |
$86.5K - $98.5K
|
1.61K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
99+ 6.91% |
$86.5K - $98.5K
|
1.53K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
98+ 3.38% |
$85.6K - $97.5K
|
3K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
98+ 10.03% |
$85.6K - $97.5K
|
1.08K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
97+ 36.06% |
$84.7K - $96.5K
|
366
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
96+ 3.27% |
$83.9K - $95.5K
|
3.03K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
96+ 6.03% |
$83.9K - $95.5K
|
1.69K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
95+ 5.99% |
$83K - $94.5K
|
1.68K
$1.6M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
95+ 17.86% |
$83K - $94.5K
|
627
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
94+ 1.49% |
$82.1K - $93.5K
|
6.4K
$6.11M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
94+ 16.04% |
$82.1K - $93.5K
|
680
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
94+ 0.75% |
$82.1K - $93.5K
|
12.6K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94+ 2.72% |
$82.1K - $93.5K
|
3.56K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
93+ 1.25% |
$81.2K - $92.5K
|
7.54K
$7.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
93+ 0.36% |
$81.2K - $92.5K
|
25.9K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
92+ 13.63% |
$80.4K - $91.5K
|
767
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
92+ 0.39% |
$80.4K - $91.5K
|
23.5K
$22.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
91+ 21.06% |
$79.5K - $90.5K
|
523
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 2.61% |
$79.5K - $90.5K
|
3.58K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
90New |
$78.6K - $89.5K
|
90
$85.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
90+ 38.14% |
$78.6K - $89.5K
|
326
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
89+ 8.46% |
$77.7K - $88.5K
|
1.14K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
89+ 3.08% |
$77.7K - $88.5K
|
2.98K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 7.1% |
$77.7K - $88.5K
|
1.34K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
89+ 3.73% |
$77.7K - $88.5K
|
2.48K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
89+ 37.24% |
$77.7K - $88.5K
|
328
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
88+ 0.41% |
$76.9K - $87.5K
|
21.4K
$20.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
88+ 22.86% |
$76.9K - $87.5K
|
473
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 1.48% |
$76.9K - $87.5K
|
6.03K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
87+ 1.77% |
$76K - $86.5K
|
5K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
87+ 5.5% |
$76K - $86.5K
|
1.67K
$1.59M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.3% |
$76K - $86.5K
|
6.78K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
86+ 1.44% |
$75.1K - $85.5K
|
6.05K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
86+ 11.91% |
$75.1K - $85.5K
|
808
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
85New |
$74.3K - $84.5K
|
85
$81.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
85+ 1.15% |
$74.3K - $84.5K
|
7.45K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
84+ 19.31% |
$73.4K - $83.6K
|
519
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
84+ 21.71% |
$73.4K - $83.6K
|
471
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
84+ 3.74% |
$73.4K - $83.6K
|
2.33K
$2.22M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
84+ 9.04% |
$73.4K - $83.6K
|
1.01K
$966K
|