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 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$2.23M - $2.54M
|
2.56K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 2.7% |
$2.22M - $2.53M
|
96.7K
$101M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.49KNew |
$2.18M - $2.48M
|
2.49K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.47K+ 14.81% |
$2.16M - $2.46M
|
19.2K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.47K+ 4.2% |
$2.16M - $2.46M
|
61.3K
$64M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.47KNew |
$2.16M - $2.46M
|
2.47K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.36KNew |
$2.06M - $2.34M
|
2.36K
$2.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.36K+ 30.86% |
$2.06M - $2.34M
|
9.99K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.35K+ 17.88% |
$2.05M - $2.33M
|
15.5K
$16.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.27K+ 5.17% |
$1.98M - $2.26M
|
46.1K
$48.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.22K+ 16.49% |
$1.94M - $2.2M
|
15.7K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.18KNew |
$1.91M - $2.17M
|
2.18K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.17K+ 27.72% |
$1.9M - $2.16M
|
10K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 12.3% |
$1.9M - $2.16M
|
19.8K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.14K+ 6.5% |
$1.87M - $2.13M
|
35.1K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.05K+ 5.11% |
$1.79M - $2.04M
|
42.1K
$43.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.02KNew |
$1.77M - $2.01M
|
2.02K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2KNew |
$1.75M - $1.99M
|
2K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.97K+ 5.4% |
$1.72M - $1.96M
|
38.5K
$40.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.95KNew |
$1.7M - $1.94M
|
1.95K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.94K+ 56.73% |
$1.69M - $1.93M
|
5.36K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.92KNew |
$1.68M - $1.91M
|
1.92K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.91K+ 18.53% |
$1.67M - $1.9M
|
12.2K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.91K+ 15.63% |
$1.67M - $1.9M
|
14.1K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.89K+ 30.52% |
$1.65M - $1.88M
|
8.1K
$8.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.89KNew |
$1.65M - $1.88M
|
1.89K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 9.96% |
$1.62M - $1.85M
|
20.5K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$1.61M - $1.83M
|
1.84K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$1.6M - $1.82M
|
68.8K
$71.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.82K+ 11.39% |
$1.59M - $1.81M
|
17.8K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.82KNew |
$1.59M - $1.81M
|
1.82K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 12.31% |
$1.58M - $1.79M
|
16.4K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.76K+ 37.91% |
$1.54M - $1.75M
|
6.4K
$6.68M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 18.31% |
$1.53M - $1.74M
|
11.3K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$1.52M - $1.73M
|
1.74K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.7K+ 54.84% |
$1.49M - $1.69M
|
4.8K
$5.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.69K+ 1.33% |
$1.48M - $1.68M
|
129K
$134M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.68K+ 2.5% |
$1.47M - $1.67M
|
68.9K
$72M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.63KNew |
$1.42M - $1.62M
|
1.63K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.61K+ 8.02% |
$1.41M - $1.6M
|
21.7K
$22.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 15.4% |
$1.39M - $1.58M
|
11.9K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.41% |
$1.39M - $1.58M
|
20.5K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.59K+ 13.87% |
$1.39M - $1.58M
|
13.1K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.86% |
$1.38M - $1.57M
|
56.6K
$59.1M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.55K+ 3.92% |
$1.36M - $1.55M
|
41.2K
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.55KNew |
$1.35M - $1.54M
|
1.55K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.54KNew |
$1.34M - $1.53M
|
1.54K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1.54KNew |
$1.34M - $1.53M
|
1.54K
$1.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
1.54K+ 4.88% |
$1.34M - $1.53M
|
33K
$34.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
1.53KNew |
$1.34M - $1.53M
|
1.53K
$1.6M
|