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 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-115- 6.64% |
$100K - $114K
|
1.62K
$1.69M
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$102K - $116K
|
16.2K
$16.9M
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-118- 5.0% |
$103K - $117K
|
2.24K
$2.34M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-119- 16.57% |
$104K - $118K
|
599
$625K
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-119- 0.61% |
$104K - $118K
|
19.3K
$20.1M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-119- 1.41% |
$104K - $118K
|
8.3K
$8.67M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-119- 0.96% |
$104K - $118K
|
12.3K
$12.8M
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-120- 0.55% |
$105K - $119K
|
21.7K
$22.7M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-120- 1.96% |
$105K - $119K
|
5.99K
$6.25M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 4.51% |
$106K - $120K
|
2.56K
$2.67M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-121- 12.66% |
$106K - $120K
|
835
$872K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-122- 3.05% |
$107K - $121K
|
3.88K
$4.05M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-122- 0.65% |
$107K - $121K
|
18.8K
$19.6M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-123- 0.62% |
$107K - $122K
|
19.7K
$20.6M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-124- 0.72% |
$108K - $123K
|
17.1K
$17.9M
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-125- 1.64% |
$109K - $124K
|
7.51K
$7.84M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 10.28% |
$109K - $124K
|
1.09K
$1.14M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-127- 50.8% |
$111K - $126K
|
123
$128K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-127- 0.39% |
$111K - $126K
|
32.2K
$33.6M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-127- 25.35% |
$111K - $126K
|
374
$390K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-128- 1.35% |
$112K - $127K
|
9.35K
$9.76M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-128- 0.71% |
$112K - $127K
|
18K
$18.8M
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-129- 2.73% |
$113K - $128K
|
4.59K
$4.79M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-132- 2.62% |
$115K - $131K
|
4.91K
$5.13M
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-132- 3.17% |
$115K - $131K
|
4.03K
$4.21M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-133- 4.49% |
$116K - $132K
|
2.83K
$2.95M
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-134- 4.76% |
$117K - $133K
|
2.68K
$2.8M
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-134- 11.37% |
$117K - $133K
|
1.05K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-136- 7.18% |
$119K - $135K
|
1.76K
$1.84M
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-137- 0.23% |
$120K - $136K
|
59.5K
$62.1M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-137- 1.01% |
$120K - $136K
|
13.4K
$14M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-138- 3.51% |
$121K - $137K
|
3.79K
$3.96M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-138- 4.87% |
$121K - $137K
|
2.7K
$2.81M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-139- 11.99% |
$121K - $138K
|
1.02K
$1.06M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-139- 13.11% |
$121K - $138K
|
921
$961K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-139- 2.17% |
$121K - $138K
|
6.26K
$6.53M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-139- 1.15% |
$121K - $138K
|
12K
$12.5M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-141- 5.08% |
$123K - $140K
|
2.64K
$2.75M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-142- 18.59% |
$124K - $141K
|
622
$649K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-142- 0.3% |
$124K - $141K
|
47.6K
$49.7M
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-144- 11.39% |
$126K - $143K
|
1.12K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-144- 1.8% |
$126K - $143K
|
7.86K
$8.21M
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-145- 4.51% |
$127K - $144K
|
3.07K
$3.2M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-146- 7.36% |
$128K - $145K
|
1.84K
$1.92M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 1.49% |
$128K - $145K
|
9.68K
$10.1M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-147- 2.07% |
$128K - $146K
|
6.97K
$7.27M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-148- 6.38% |
$129K - $147K
|
2.17K
$2.27M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-148- 0.64% |
$129K - $147K
|
23K
$24M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-149- 6.36% |
$130K - $148K
|
2.19K
$2.29M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-150- 9.2% |
$131K - $149K
|
1.48K
$1.55M
|