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 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.85% |
$25.3K - $28.8K
|
3.44K
$3.28M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
29+ 5.17% |
$25.3K - $28.8K
|
590
$563K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29+ 1.65% |
$25.3K - $28.8K
|
1.79K
$1.71M
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
29+ 1.42% |
$25.3K - $28.8K
|
2.07K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
29+ 7.95% |
$25.3K - $28.8K
|
394
$376K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
29+ 3.47% |
$25.3K - $28.8K
|
864
$824K
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
29+ 5.95% |
$25.3K - $28.8K
|
516
$492K
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
29+ 1.29% |
$25.3K - $28.8K
|
2.28K
$2.18M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
28+ 1.14% |
$24.5K - $27.9K
|
2.49K
$2.38M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28+ 3.76% |
$24.5K - $27.9K
|
773
$737K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 2.81% |
$24.5K - $27.9K
|
1.02K
$977K
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
28+ 11.62% |
$24.5K - $27.9K
|
269
$257K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
28+ 7.04% |
$24.5K - $27.9K
|
426
$406K
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
28+ 3.17% |
$24.5K - $27.9K
|
912
$870K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
28+ 7.8% |
$24.5K - $27.9K
|
387
$369K
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
27+ 7.56% |
$23.6K - $26.9K
|
384
$366K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 1.5% |
$23.6K - $26.9K
|
1.83K
$1.75M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
27+ 0.82% |
$23.6K - $26.9K
|
3.33K
$3.18M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
27+ 4.71% |
$23.6K - $26.9K
|
600
$572K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
27+ 1.05% |
$23.6K - $26.9K
|
2.6K
$2.48M
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
27+ 4.88% |
$23.6K - $26.9K
|
580
$553K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
27+ 7.78% |
$23.6K - $26.9K
|
374
$357K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
27New |
$23.6K - $26.9K
|
27
$25.8K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 13.83% |
$22.7K - $25.9K
|
214
$204K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26+ 3.77% |
$22.7K - $25.9K
|
716
$683K
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
26+ 2.31% |
$22.7K - $25.9K
|
1.15K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
26+ 2.83% |
$22.7K - $25.9K
|
944
$900K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26+ 3.14% |
$22.7K - $25.9K
|
854
$815K
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 2.12% |
$22.7K - $25.9K
|
1.25K
$1.2M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
26+ 3.84% |
$22.7K - $25.9K
|
703
$671K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
26+ 2.24% |
$22.7K - $25.9K
|
1.19K
$1.13M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
26+ 6.88% |
$22.7K - $25.9K
|
404
$385K
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
26+ 11.16% |
$22.7K - $25.9K
|
259
$247K
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26+ 4.63% |
$22.7K - $25.9K
|
587
$560K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
26+ 4.55% |
$22.7K - $25.9K
|
597
$569K
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
25+ 3.58% |
$21.8K - $24.9K
|
723
$690K
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.75% |
$21.8K - $24.9K
|
3.38K
$3.22M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 1.65% |
$21.8K - $24.9K
|
1.54K
$1.47M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
25+ 4.13% |
$21.8K - $24.9K
|
631
$602K
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
25+ 0.1% |
$21.8K - $24.9K
|
23.8K
$22.7M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
25+ 0.95% |
$21.8K - $24.9K
|
2.67K
$2.54M
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
25+ 1.19% |
$21.8K - $24.9K
|
2.12K
$2.03M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
25+ 5.83% |
$21.8K - $24.9K
|
454
$433K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
25+ 250.0% |
$21.8K - $24.9K
|
35
$33.4K
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
25+ 6.28% |
$21.8K - $24.9K
|
423
$404K
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
25+ 3.91% |
$21.8K - $24.9K
|
665
$634K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
25New |
$21.8K - $24.9K
|
25
$23.8K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
24+ 1.42% |
$21K - $23.9K
|
1.72K
$1.64M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
24+ 2.24% |
$21K - $23.9K
|
1.1K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
24+ 1.9% |
$21K - $23.9K
|
1.28K
$1.22M
|