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 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-176- 0.48% |
$154K - $175K
|
36.2K
$36.4M
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-176- 0.48% |
$154K - $175K
|
36.2K
$36.4M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-179- 2.07% |
$156K - $178K
|
8.45K
$8.5M
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-180- 3.14% |
$157K - $179K
|
5.55K
$5.58M
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-181- 0.71% |
$158K - $180K
|
25.3K
$25.4M
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-182- 7.73% |
$159K - $181K
|
2.17K
$2.18M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-182- 1.72% |
$159K - $181K
|
10.4K
$10.4M
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-183- 3.16% |
$160K - $182K
|
5.61K
$5.65M
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-184- 6.47% |
$161K - $183K
|
2.66K
$2.68M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-186- 3.16% |
$162K - $185K
|
5.69K
$5.73M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-186- 1.22% |
$162K - $185K
|
15.1K
$15.2M
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-188- 12.43% |
$164K - $187K
|
1.33K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-192- 5.62% |
$168K - $191K
|
3.22K
$3.24M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-192- 4.97% |
$168K - $191K
|
3.67K
$3.69M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-196- 1.8% |
$171K - $195K
|
10.7K
$10.7M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-197- 1.75% |
$172K - $196K
|
11.1K
$11.2M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-199- 3.81% |
$174K - $198K
|
5.03K
$5.06M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-200- 4.96% |
$175K - $199K
|
3.83K
$3.86M
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 23.81% |
$175K - $199K
|
640
$644K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200- 18.96% |
$175K - $199K
|
855
$860K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 1.38% |
$175K - $199K
|
14.3K
$14.4M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-201- 16.56% |
$176K - $200K
|
1.01K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-201- 15.94% |
$176K - $200K
|
1.06K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-206- 5.18% |
$180K - $205K
|
3.77K
$3.79M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-211- 10.17% |
$184K - $210K
|
1.86K
$1.87M
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-213- 15.86% |
$186K - $212K
|
1.13K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-215- 5.81% |
$188K - $214K
|
3.49K
$3.51M
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-215- 4.49% |
$188K - $214K
|
4.58K
$4.6M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-219- 0.86% |
$191K - $218K
|
25.2K
$25.4M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-219- 1.57% |
$191K - $218K
|
13.8K
$13.8M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-220- 9.35% |
$192K - $219K
|
2.13K
$2.15M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 2.06% |
$192K - $219K
|
10.5K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-222- 7.38% |
$194K - $221K
|
2.79K
$2.8M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-223- 7.15% |
$195K - $222K
|
2.89K
$2.91M
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-227- 2.78% |
$198K - $226K
|
7.93K
$7.98M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-230- 1.45% |
$201K - $229K
|
15.6K
$15.7M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-230- 16.44% |
$201K - $229K
|
1.17K
$1.18M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-238- 4.22% |
$208K - $237K
|
5.4K
$5.43M
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-240- 6.05% |
$210K - $239K
|
3.73K
$3.75M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-244- 9.91% |
$213K - $243K
|
2.22K
$2.23M
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-245- 7.23% |
$214K - $244K
|
3.14K
$3.16M
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-246- 15.06% |
$215K - $245K
|
1.39K
$1.4M
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-246- 1.72% |
$215K - $245K
|
14K
$14.1M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-252- 48.28% |
$220K - $251K
|
270
$272K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-256- 4.23% |
$224K - $255K
|
5.8K
$5.83M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-256- 1.54% |
$224K - $255K
|
16.3K
$16.4M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-257- 7.4% |
$225K - $256K
|
3.22K
$3.24M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-259- 4.13% |
$226K - $258K
|
6.01K
$6.04M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-261- 1.79% |
$228K - $260K
|
14.3K
$14.4M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-274- 18.95% |
$239K - $273K
|
1.17K
$1.18M
|