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 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
19+ 0.9% |
$16.6K - $18.9K
|
2.13K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19+ 1.86% |
$16.6K - $18.9K
|
1.04K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
19+ 4.83% |
$16.6K - $18.9K
|
412
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
19+ 2.51% |
$16.6K - $18.9K
|
775
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
19+ 1.37% |
$16.6K - $18.9K
|
1.4K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19+ 1.48% |
$16.6K - $18.9K
|
1.3K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
19+ 1.03% |
$16.6K - $18.9K
|
1.86K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
19+ 0.68% |
$16.6K - $18.9K
|
2.81K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
19+ 1.8% |
$16.6K - $18.9K
|
1.08K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
19+ 0.09% |
$16.6K - $18.9K
|
21.9K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
19+ 0.53% |
$16.6K - $18.9K
|
3.58K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 14.39% |
$16.6K - $18.9K
|
151
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
19+ 8.12% |
$16.6K - $18.9K
|
253
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
19+ 6.69% |
$16.6K - $18.9K
|
303
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
19New |
$16.6K - $18.9K
|
19
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 2.37% |
$15.7K - $17.9K
|
777
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
18+ 4.24% |
$15.7K - $17.9K
|
443
$423K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18+ 2.21% |
$15.7K - $17.9K
|
831
$793K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.13% |
$15.7K - $17.9K
|
14.1K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 3.07% |
$14.9K - $16.9K
|
571
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 1.74% |
$14.9K - $16.9K
|
994
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
17+ 2.81% |
$14.9K - $16.9K
|
622
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17+ 2.65% |
$14.9K - $16.9K
|
659
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 5.47% |
$14.9K - $16.9K
|
328
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
17+ 0.39% |
$14.9K - $16.9K
|
4.41K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
17+ 5.84% |
$14.9K - $16.9K
|
308
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 1.96% |
$14K - $15.9K
|
832
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
16+ 2.97% |
$14K - $15.9K
|
555
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 4.31% |
$14K - $15.9K
|
387
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 3.55% |
$14K - $15.9K
|
467
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 59.26% |
$14K - $15.9K
|
43
$41K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
16+ 0.28% |
$14K - $15.9K
|
5.74K
$5.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 2.98% |
$14K - $15.9K
|
553
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
16+ 1.46% |
$14K - $15.9K
|
1.11K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16+ 4.75% |
$14K - $15.9K
|
353
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
16+ 2.94% |
$14K - $15.9K
|
561
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16+ 0.73% |
$14K - $15.9K
|
2.22K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 0.67% |
$13.1K - $14.9K
|
2.25K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15+ 2.01% |
$13.1K - $14.9K
|
763
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
15+ 5.42% |
$13.1K - $14.9K
|
292
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.5% |
$13.1K - $14.9K
|
3K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
15+ 1.98% |
$13.1K - $14.9K
|
773
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
15+ 2.25% |
$13.1K - $14.9K
|
682
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
15+ 1.24% |
$13.1K - $14.9K
|
1.22K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15+ 15.15% |
$13.1K - $14.9K
|
114
$109K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15+ 300.0% |
$13.1K - $14.9K
|
20
$19.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15+ 0.97% |
$13.1K - $14.9K
|
1.56K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.69% |
$13.1K - $14.9K
|
2.18K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
15+ 0.62% |
$13.1K - $14.9K
|
2.43K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15New |
$13.1K - $14.9K
|
15
$14.3K
|