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 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
67+ 7.8% |
$58.5K - $66.6K
|
926
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
66+ 2.35% |
$57.7K - $65.6K
|
2.88K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
66+ 0.39% |
$57.7K - $65.6K
|
17.1K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
66+ 27.85% |
$57.7K - $65.6K
|
303
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 1.08% |
$56.8K - $64.7K
|
6.06K
$5.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
65+ 16.88% |
$56.8K - $64.7K
|
450
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
65+ 2.72% |
$56.8K - $64.7K
|
2.46K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
65+ 15.55% |
$56.8K - $64.7K
|
483
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
65+ 15.59% |
$56.8K - $64.7K
|
482
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
65+ 5.58% |
$56.8K - $64.7K
|
1.23K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
64+ 21.62% |
$55.9K - $63.7K
|
360
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
64+ 0.79% |
$55.9K - $63.7K
|
8.18K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
64+ 2.81% |
$55.9K - $63.7K
|
2.34K
$2.23M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
64New |
$55.9K - $63.7K
|
64
$61.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$60.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
63+ 10.5% |
$55K - $62.7K
|
663
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
63+ 2.24% |
$55K - $62.7K
|
2.87K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
63+ 20.79% |
$55K - $62.7K
|
366
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
63+ 4.55% |
$55K - $62.7K
|
1.45K
$1.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$60.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
62+ 3.58% |
$54.2K - $61.7K
|
1.79K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
62+ 3.36% |
$54.2K - $61.7K
|
1.91K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
62+ 13.54% |
$54.2K - $61.7K
|
520
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
62+ 5.64% |
$54.2K - $61.7K
|
1.16K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62+ 0.38% |
$54.2K - $61.7K
|
16.6K
$15.8M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
62+ 7.64% |
$54.2K - $61.7K
|
874
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
61+ 4.61% |
$53.3K - $60.7K
|
1.39K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
61+ 0.46% |
$53.3K - $60.7K
|
13.3K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
61+ 12.68% |
$53.3K - $60.7K
|
542
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
61+ 19.18% |
$53.3K - $60.7K
|
379
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
61+ 0.58% |
$53.3K - $60.7K
|
10.5K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
61+ 7.23% |
$53.3K - $60.7K
|
905
$863K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
60+ 25.97% |
$52.4K - $59.7K
|
291
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
60+ 1.96% |
$52.4K - $59.7K
|
3.13K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 12.4% |
$52.4K - $59.7K
|
544
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 1.21% |
$52.4K - $59.7K
|
5.03K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60+ 9.84% |
$52.4K - $59.7K
|
670
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
59New |
$51.5K - $58.7K
|
59
$56.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
59+ 8.01% |
$51.5K - $58.7K
|
796
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
59+ 1.1% |
$51.5K - $58.7K
|
5.43K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
59+ 2.68% |
$51.5K - $58.7K
|
2.26K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
59+ 2.65% |
$51.5K - $58.7K
|
2.29K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59+ 24.38% |
$51.5K - $58.7K
|
301
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
59+ 6.04% |
$51.5K - $58.7K
|
1.04K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
59+ 1.63% |
$51.5K - $58.7K
|
3.68K
$3.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
59+ 4.92% |
$51.5K - $58.7K
|
1.26K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57+ 2.07% |
$49.8K - $56.7K
|
2.81K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 7.4% |
$48.9K - $55.7K
|
813
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 13.66% |
$48.9K - $55.7K
|
466
$445K
|