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
|
Argent Capital Management LLC
|
SELL
|
- |
-440- 13.99% |
$384K - $438K
|
2.71K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-460- 39.83% |
$402K - $458K
|
695
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-479- 4.54% |
$418K - $476K
|
10.1K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-488- 22.98% |
$426K - $485K
|
1.64K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-492- 1.84% |
$430K - $489K
|
26.3K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-494- 15.82% |
$432K - $491K
|
2.63K
$2.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-495- 3.36% |
$432K - $492K
|
14.3K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-495- 9.16% |
$432K - $492K
|
4.91K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-500- 10.29% |
$437K - $497K
|
4.36K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 2.31% |
$437K - $497K
|
21.2K
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-502- 41.35% |
$439K - $499K
|
712
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-505- 37.94% |
$441K - $502K
|
826
$831K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-513- 1.62% |
$448K - $510K
|
31.1K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-524- 5.66% |
$458K - $521K
|
8.74K
$8.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-530- 1.9% |
$463K - $527K
|
27.4K
$27.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-531- 2.22% |
$464K - $528K
|
23.4K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-550- 9.01% |
$480K - $547K
|
5.55K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-552- 29.33% |
$482K - $549K
|
1.33K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-559- 15.65% |
$488K - $556K
|
3.01K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-572- 48.31% |
$500K - $569K
|
612
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-599- 1.39% |
$523K - $596K
|
42.4K
$42.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-602- 17.28% |
$526K - $599K
|
2.88K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-603- 4.22% |
$527K - $600K
|
13.7K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-609- 0.4% |
$532K - $606K
|
153K
$154M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-622- 3.94% |
$543K - $619K
|
15.1K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-629- 4.09% |
$549K - $626K
|
14.7K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-637- 5.94% |
$556K - $634K
|
10.1K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-648- 2.7% |
$566K - $645K
|
23.4K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-655- 32.38% |
$572K - $652K
|
1.37K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-658- 5.37% |
$575K - $655K
|
11.6K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-658- 1.19% |
$575K - $655K
|
54.5K
$54.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-666- 6.76% |
$582K - $662K
|
9.18K
$9.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-667- 3.1% |
$583K - $663K
|
20.8K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-679- 2.57% |
$593K - $675K
|
25.7K
$25.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-695- 20.23% |
$607K - $691K
|
2.74K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-696- 10.02% |
$608K - $692K
|
6.25K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-705- 6.0% |
$616K - $701K
|
11K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-713- 42.44% |
$623K - $709K
|
967
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-719- 2.19% |
$628K - $715K
|
32.1K
$32.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-775- 2.31% |
$677K - $771K
|
32.8K
$33M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-782- 1.45% |
$683K - $778K
|
53.3K
$53.6M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-800- 73.13% |
$699K - $796K
|
294
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-804- 16.5% |
$702K - $800K
|
4.07K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-806- 2.61% |
$704K - $802K
|
30.1K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-807- 9.83% |
$705K - $803K
|
7.4K
$7.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-812- 4.93% |
$709K - $808K
|
15.7K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-829- 4.64% |
$724K - $825K
|
17K
$17.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-831- 3.52% |
$726K - $827K
|
22.8K
$22.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-887- 7.59% |
$775K - $882K
|
10.8K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-891- 12.3% |
$778K - $886K
|
6.36K
$6.39M
|