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 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
55+ 18.09% |
$48K - $54.7K
|
359
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55+ 18.21% |
$48K - $54.7K
|
357
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
55+ 16.57% |
$48K - $54.7K
|
387
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
55+ 2.97% |
$48K - $54.7K
|
1.91K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
55+ 1.04% |
$48K - $54.7K
|
5.36K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 0.32% |
$47.2K - $53.7K
|
16.8K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
54+ 3.78% |
$47.2K - $53.7K
|
1.48K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 17.03% |
$47.2K - $53.7K
|
371
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
54+ 19.64% |
$47.2K - $53.7K
|
329
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 0.52% |
$46.3K - $52.7K
|
10.3K
$9.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
53+ 0.26% |
$46.3K - $52.7K
|
20.3K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 12.74% |
$46.3K - $52.7K
|
469
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 2.53% |
$46.3K - $52.7K
|
2.14K
$2.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
53+ 0.43% |
$46.3K - $52.7K
|
12.4K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
52+ 0.88% |
$45.4K - $51.7K
|
5.95K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
52+ 7.66% |
$45.4K - $51.7K
|
731
$697K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
52+ 1.77% |
$45.4K - $51.7K
|
2.98K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
52+ 6.05% |
$45.4K - $51.7K
|
911
$869K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
51+ 2.5% |
$44.6K - $50.7K
|
2.09K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
51+ 9.36% |
$44.6K - $50.7K
|
596
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
51+ 3.54% |
$44.6K - $50.7K
|
1.49K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 7.29% |
$44.6K - $50.7K
|
751
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
51+ 1.23% |
$44.6K - $50.7K
|
4.18K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 11.47% |
$43.7K - $49.7K
|
486
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
50+ 12.25% |
$43.7K - $49.7K
|
458
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 1.89% |
$43.7K - $49.7K
|
2.7K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
50+ 9.96% |
$43.7K - $49.7K
|
552
$527K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50+ 1.6% |
$43.7K - $49.7K
|
3.17K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
50+ 3.16% |
$43.7K - $49.7K
|
1.63K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
50+ 5.38% |
$43.7K - $49.7K
|
980
$935K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50New |
$43.7K - $49.7K
|
50
$47.7K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
50New |
$43.7K - $49.7K
|
50
$47.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
49+ 7.68% |
$42.8K - $48.7K
|
687
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 2.8% |
$42.8K - $48.7K
|
1.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
49+ 7.52% |
$42.8K - $48.7K
|
701
$669K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
48+ 0.31% |
$41.9K - $47.7K
|
15.7K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 1.32% |
$41.9K - $47.7K
|
3.7K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
48+ 3.18% |
$41.9K - $47.7K
|
1.56K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
48+ 5.85% |
$41.9K - $47.7K
|
869
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
48+ 4.76% |
$41.9K - $47.7K
|
1.06K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
48+ 20.0% |
$41.9K - $47.7K
|
288
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
47+ 2.05% |
$41.1K - $46.8K
|
2.34K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$41.1K - $46.8K
|
917
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
47+ 11.58% |
$41.1K - $46.8K
|
453
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
47+ 5.89% |
$41.1K - $46.8K
|
845
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
47+ 33.33% |
$41.1K - $46.8K
|
188
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
47+ 3.6% |
$41.1K - $46.8K
|
1.35K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47+ 12.7% |
$41.1K - $46.8K
|
417
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
46+ 8.36% |
$40.2K - $45.8K
|
596
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
46+ 14.7% |
$40.2K - $45.8K
|
359
$342K
|