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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
37+ 28.68% |
$32.3K - $36.8K
|
166
$158K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
37+ 2.33% |
$32.3K - $36.8K
|
1.63K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36+ 0.55% |
$31.4K - $35.8K
|
6.62K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36New |
$31.4K - $35.8K
|
36
$34.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
36+ 3.91% |
$31.4K - $35.8K
|
957
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
36+ 0.27% |
$31.4K - $35.8K
|
13.3K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
36+ 2.08% |
$31.4K - $35.8K
|
1.77K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
36+ 1.38% |
$31.4K - $35.8K
|
2.64K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
36+ 3.28% |
$31.4K - $35.8K
|
1.13K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
35+ 7.23% |
$30.6K - $34.8K
|
519
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
35+ 13.41% |
$30.6K - $34.8K
|
296
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
35+ 2.43% |
$30.6K - $34.8K
|
1.48K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
35+ 1.98% |
$30.6K - $34.8K
|
1.8K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
35+ 1.18% |
$30.6K - $34.8K
|
3K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
35+ 3.67% |
$30.6K - $34.8K
|
988
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
35+ 5.76% |
$30.6K - $34.8K
|
643
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35+ 0.34% |
$30.6K - $34.8K
|
10.2K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
35+ 1.41% |
$30.6K - $34.8K
|
2.52K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
34+ 12.14% |
$29.7K - $33.8K
|
314
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
34+ 0.86% |
$29.7K - $33.8K
|
3.99K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34+ 8.5% |
$29.7K - $33.8K
|
434
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
34+ 2.6% |
$29.7K - $33.8K
|
1.34K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
34New |
$29.7K - $33.8K
|
34
$32.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
34+ 1.48% |
$29.7K - $33.8K
|
2.33K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 6.92% |
$28.8K - $32.8K
|
510
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
33+ 3.42% |
$28.8K - $32.8K
|
997
$951K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
33+ 4.49% |
$28.8K - $32.8K
|
768
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 2.54% |
$28.8K - $32.8K
|
1.33K
$1.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
32+ 2.99% |
$28K - $31.8K
|
1.1K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
32+ 1.61% |
$28K - $31.8K
|
2.01K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.28% |
$28K - $31.8K
|
1.44K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
31+ 0.97% |
$27.1K - $30.8K
|
3.24K
$3.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
31+ 3.58% |
$27.1K - $30.8K
|
897
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
31+ 2.57% |
$27.1K - $30.8K
|
1.24K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
31+ 32.63% |
$27.1K - $30.8K
|
126
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
31+ 0.76% |
$27.1K - $30.8K
|
4.09K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
31+ 1.89% |
$27.1K - $30.8K
|
1.67K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
31+ 1.19% |
$27.1K - $30.8K
|
2.63K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
31+ 0.26% |
$27.1K - $30.8K
|
12.1K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 0.91% |
$26.2K - $29.8K
|
3.33K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
30+ 2.08% |
$26.2K - $29.8K
|
1.48K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
30+ 13.1% |
$26.2K - $29.8K
|
259
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
30+ 1.13% |
$26.2K - $29.8K
|
2.68K
$2.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 0.96% |
$26.2K - $29.8K
|
3.17K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
30+ 10.71% |
$26.2K - $29.8K
|
310
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
30+ 1.64% |
$26.2K - $29.8K
|
1.86K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$26.2K - $29.8K
|
30
$28.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
30+ 10.0% |
$26.2K - $29.8K
|
330
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
30+ 0.21% |
$26.2K - $29.8K
|
14.4K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 2.89% |
$25.3K - $28.8K
|
1.03K
$985K
|