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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
82+ 4.48% |
$71.6K - $81.6K
|
1.91K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
82+ 2.95% |
$71.6K - $81.6K
|
2.86K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
82+ 8.7% |
$71.6K - $81.6K
|
1.02K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
82+ 10.93% |
$71.6K - $81.6K
|
832
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
81+ 11.07% |
$70.8K - $80.6K
|
813
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
81+ 23.89% |
$70.8K - $80.6K
|
420
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
81+ 1.1% |
$70.8K - $80.6K
|
7.47K
$7.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
80+ 0.71% |
$69.9K - $79.6K
|
11.4K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
80+ 1.44% |
$69.9K - $79.6K
|
5.65K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
80+ 3.64% |
$69.9K - $79.6K
|
2.28K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
79+ 4.22% |
$69K - $78.6K
|
1.95K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
79+ 3.71% |
$69K - $78.6K
|
2.21K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
79New |
$69K - $78.6K
|
79
$75.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 0.35% |
$69K - $78.6K
|
22.7K
$21.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
78+ 1.66% |
$68.1K - $77.6K
|
4.79K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
78+ 3.27% |
$68.1K - $77.6K
|
2.46K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
78+ 13.29% |
$68.1K - $77.6K
|
665
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
77+ 9.66% |
$67.3K - $76.6K
|
874
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
76+ 30.65% |
$66.4K - $75.6K
|
324
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
76+ 8.48% |
$66.4K - $75.6K
|
972
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
76+ 16.85% |
$66.4K - $75.6K
|
527
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
76+ 6.23% |
$66.4K - $75.6K
|
1.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
76+ 41.76% |
$66.4K - $75.6K
|
258
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
75+ 7.12% |
$65.5K - $74.6K
|
1.13K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
75+ 3.51% |
$65.5K - $74.6K
|
2.21K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
75+ 4.08% |
$65.5K - $74.6K
|
1.91K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
75+ 5.66% |
$65.5K - $74.6K
|
1.4K
$1.34M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
75+ 28.96% |
$65.5K - $74.6K
|
334
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
74+ 1.29% |
$64.6K - $73.6K
|
5.79K
$5.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
74+ 15.74% |
$64.6K - $73.6K
|
544
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
74+ 2.82% |
$64.6K - $73.6K
|
2.7K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
74+ 2.21% |
$64.6K - $73.6K
|
3.42K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
73+ 27.55% |
$63.8K - $72.6K
|
338
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
73+ 1.91% |
$63.8K - $72.6K
|
3.89K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
73+ 3.41% |
$63.8K - $72.6K
|
2.21K
$2.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
73+ 1.73% |
$63.8K - $72.6K
|
4.28K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
73New |
$63.8K - $72.6K
|
73
$69.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
71+ 2.17% |
$62K - $70.6K
|
3.35K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
71+ 0.61% |
$62K - $70.6K
|
11.7K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
71+ 0.38% |
$62K - $70.6K
|
18.5K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
71+ 2.3% |
$62K - $70.6K
|
3.16K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
70+ 4.88% |
$61.2K - $69.6K
|
1.51K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
70+ 2.69% |
$61.2K - $69.6K
|
2.67K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
69+ 9.21% |
$60.3K - $68.6K
|
818
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
69New |
$60.3K - $68.6K
|
69
$65.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
68+ 4.46% |
$59.4K - $67.6K
|
1.59K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
68+ 0.73% |
$59.4K - $67.6K
|
9.39K
$8.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
68+ 0.99% |
$59.4K - $67.6K
|
6.94K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
68+ 13.44% |
$59.4K - $67.6K
|
574
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67+ 3.45% |
$58.5K - $66.6K
|
2.01K
$1.92M
|