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 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
46+ 1.93% |
$40.2K - $45.8K
|
2.42K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
46+ 4.06% |
$40.2K - $45.8K
|
1.18K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46+ 8.9% |
$40.2K - $45.8K
|
563
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 1.6% |
$39.3K - $44.8K
|
2.86K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
45New |
$39.3K - $44.8K
|
45
$42.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
45+ 3.39% |
$39.3K - $44.8K
|
1.37K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
45New |
$39.3K - $44.8K
|
45
$42.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
45+ 5.91% |
$39.3K - $44.8K
|
807
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.67% |
$38.4K - $43.8K
|
6.62K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
44+ 1.17% |
$38.4K - $43.8K
|
3.8K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
44+ 0.12% |
$38.4K - $43.8K
|
38K
$36.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
44+ 9.17% |
$38.4K - $43.8K
|
524
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
43+ 2.73% |
$37.6K - $42.8K
|
1.62K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
43+ 3.08% |
$37.6K - $42.8K
|
1.44K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
42+ 3.27% |
$36.7K - $41.8K
|
1.33K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 3.89% |
$36.7K - $41.8K
|
1.12K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
42+ 5.04% |
$36.7K - $41.8K
|
876
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
42+ 7.13% |
$36.7K - $41.8K
|
631
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
42+ 0.47% |
$36.7K - $41.8K
|
8.89K
$8.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
42+ 2.48% |
$36.7K - $41.8K
|
1.74K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
42+ 0.97% |
$36.7K - $41.8K
|
4.35K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
41+ 0.17% |
$35.8K - $40.8K
|
23.8K
$22.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
41+ 0.55% |
$35.8K - $40.8K
|
7.53K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
41+ 5.51% |
$35.8K - $40.8K
|
785
$749K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 1.95% |
$35.8K - $40.8K
|
2.14K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
41+ 14.49% |
$35.8K - $40.8K
|
324
$309K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
41+ 3.33% |
$35.8K - $40.8K
|
1.27K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
40+ 2.71% |
$34.9K - $39.8K
|
1.52K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
40+ 0.48% |
$34.9K - $39.8K
|
8.4K
$8.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
40+ 0.84% |
$34.9K - $39.8K
|
4.81K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 5.16% |
$34.9K - $39.8K
|
815
$777K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
40+ 5.87% |
$34.9K - $39.8K
|
722
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
40+ 1.86% |
$34.9K - $39.8K
|
2.19K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
40+ 0.35% |
$34.9K - $39.8K
|
11.5K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39+ 3.08% |
$34.1K - $38.8K
|
1.31K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
39+ 10.57% |
$34.1K - $38.8K
|
408
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.25% |
$34.1K - $38.8K
|
3.15K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
38+ 2.6% |
$33.2K - $37.8K
|
1.5K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
38+ 2.77% |
$33.2K - $37.8K
|
1.41K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 11.66% |
$33.2K - $37.8K
|
364
$347K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
38+ 0.54% |
$33.2K - $37.8K
|
7.08K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
38New |
$33.2K - $37.8K
|
38
$36.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
38+ 1.74% |
$33.2K - $37.8K
|
2.22K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
38+ 0.73% |
$33.2K - $37.8K
|
5.27K
$5.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
38+ 1.63% |
$33.2K - $37.8K
|
2.37K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
38+ 9.5% |
$33.2K - $37.8K
|
438
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
38+ 8.66% |
$33.2K - $37.8K
|
477
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
37+ 0.89% |
$32.3K - $36.8K
|
4.19K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
37+ 15.68% |
$32.3K - $36.8K
|
273
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
37+ 3.49% |
$32.3K - $36.8K
|
1.1K
$1.05M
|