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 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
24+ 2.07% |
$21K - $23.9K
|
1.19K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
24+ 0.12% |
$21K - $23.9K
|
19.4K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
23+ 2.74% |
$20.1K - $22.9K
|
861
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.45% |
$20.1K - $22.9K
|
445
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 1.27% |
$20.1K - $22.9K
|
1.83K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 1.29% |
$20.1K - $22.9K
|
1.8K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$20.1K - $22.9K
|
5.51K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
23+ 4.9% |
$20.1K - $22.9K
|
492
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
23+ 4.97% |
$20.1K - $22.9K
|
486
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
23+ 2.11% |
$20.1K - $22.9K
|
1.11K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
23+ 0.56% |
$20.1K - $22.9K
|
4.1K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
23+ 2.91% |
$20.1K - $22.9K
|
814
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 0.33% |
$20.1K - $22.9K
|
6.91K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 11.22% |
$20.1K - $22.9K
|
228
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
23+ 0.37% |
$20.1K - $22.9K
|
6.29K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 1.35% |
$20.1K - $22.9K
|
1.73K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.86% |
$19.2K - $21.9K
|
2.57K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
22+ 0.57% |
$19.2K - $21.9K
|
3.85K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
22+ 5.0% |
$19.2K - $21.9K
|
462
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
22+ 1.12% |
$19.2K - $21.9K
|
1.98K
$1.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
22+ 5.09% |
$19.2K - $21.9K
|
454
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.22% |
$18.3K - $20.9K
|
9.7K
$9.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 1.61% |
$18.3K - $20.9K
|
1.33K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 1.73% |
$18.3K - $20.9K
|
1.24K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
21+ 6.58% |
$18.3K - $20.9K
|
340
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
21+ 1.04% |
$18.3K - $20.9K
|
2.03K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
21+ 4.61% |
$18.3K - $20.9K
|
477
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21+ 2.74% |
$18.3K - $20.9K
|
787
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
21+ 1.76% |
$18.3K - $20.9K
|
1.21K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
21+ 6.93% |
$18.3K - $20.9K
|
324
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
21New |
$18.3K - $20.9K
|
21
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
21+ 0.57% |
$18.3K - $20.9K
|
3.72K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 1.68% |
$18.3K - $20.9K
|
1.27K
$1.21M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
21+ 6.38% |
$18.3K - $20.9K
|
350
$334K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
20+ 2.36% |
$17.5K - $19.9K
|
866
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
20+ 2.98% |
$17.5K - $19.9K
|
692
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
20+ 6.04% |
$17.5K - $19.9K
|
351
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
20+ 0.06% |
$17.5K - $19.9K
|
33.2K
$31.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20+ 6.54% |
$17.5K - $19.9K
|
326
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
20+ 0.53% |
$17.5K - $19.9K
|
3.77K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
20+ 0.84% |
$17.5K - $19.9K
|
2.41K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
20+ 8.13% |
$17.5K - $19.9K
|
266
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
20+ 4.88% |
$17.5K - $19.9K
|
430
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
20+ 2.46% |
$17.5K - $19.9K
|
832
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
20+ 1.33% |
$17.5K - $19.9K
|
1.52K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
20+ 1.0% |
$17.5K - $19.9K
|
2.02K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 2.71% |
$17.5K - $19.9K
|
758
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
20+ 0.74% |
$17.5K - $19.9K
|
2.73K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 1.34% |
$17.5K - $19.9K
|
1.51K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
20+ 0.46% |
$17.5K - $19.9K
|
4.35K
$4.15M
|