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 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15+ 1.44% |
$13.1K - $14.9K
|
1.06K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
15+ 0.73% |
$13.1K - $14.9K
|
2.07K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
15+ 5.62% |
$13.1K - $14.9K
|
282
$269K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
15New |
$13.1K - $14.9K
|
15
$14.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14+ 3.99% |
$12.2K - $13.9K
|
365
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
14+ 0.58% |
$12.2K - $13.9K
|
2.42K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
14New |
$12.2K - $13.9K
|
14
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.05% |
$12.2K - $13.9K
|
1.34K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
14+ 2.9% |
$12.2K - $13.9K
|
497
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14+ 2.56% |
$12.2K - $13.9K
|
561
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 4.78% |
$12.2K - $13.9K
|
307
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
14+ 0.86% |
$12.2K - $13.9K
|
1.65K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
14+ 0.1% |
$12.2K - $13.9K
|
14.2K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
14+ 0.2% |
$12.2K - $13.9K
|
7.03K
$6.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14+ 0.01% |
$12.2K - $13.9K
|
150K
$143M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
14+ 0.39% |
$12.2K - $13.9K
|
3.56K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
14+ 3.23% |
$12.2K - $13.9K
|
447
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
13+ 3.54% |
$11.4K - $12.9K
|
380
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
13+ 0.41% |
$11.4K - $12.9K
|
3.17K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13+ 2.16% |
$11.4K - $12.9K
|
614
$586K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
13+ 0.47% |
$11.4K - $12.9K
|
2.78K
$2.65M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13+ 5.73% |
$11.4K - $12.9K
|
240
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.5K - $11.9K
|
1.72K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
12+ 0.44% |
$10.5K - $11.9K
|
2.74K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
12+ 1.76% |
$10.5K - $11.9K
|
695
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12+ 0.92% |
$10.5K - $11.9K
|
1.32K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 1.26% |
$10.5K - $11.9K
|
965
$921K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
12+ 1.85% |
$10.5K - $11.9K
|
662
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
12+ 0.27% |
$10.5K - $11.9K
|
4.45K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12+ 4.98% |
$10.5K - $11.9K
|
253
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
12+ 3.48% |
$10.5K - $11.9K
|
357
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12+ 0.06% |
$10.5K - $11.9K
|
21.2K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 0.41% |
$10.5K - $11.9K
|
2.92K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
12+ 4.36% |
$10.5K - $11.9K
|
287
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11+ 0.3% |
$9.61K - $10.9K
|
3.71K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.87% |
$9.61K - $10.9K
|
1.27K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$9.61K - $10.9K
|
1.35K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
11+ 1.74% |
$9.61K - $10.9K
|
645
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 1.53% |
$9.61K - $10.9K
|
730
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
11+ 2.31% |
$9.61K - $10.9K
|
488
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11+ 8.4% |
$9.61K - $10.9K
|
142
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 1.35% |
$9.61K - $10.9K
|
827
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
11+ 0.83% |
$9.61K - $10.9K
|
1.34K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 1.24% |
$9.61K - $10.9K
|
895
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
11New |
$9.61K - $10.9K
|
11
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 1.14% |
$9.61K - $10.9K
|
980
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 0.32% |
$9.61K - $10.9K
|
3.44K
$3.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 7.41% |
$8.74K - $9.95K
|
145
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
10+ 1.41% |
$8.74K - $9.95K
|
718
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
10+ 1.65% |
$8.74K - $9.95K
|
616
$588K
|