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 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-150- 29.94% |
$131K - $149K
|
351
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-150- 34.09% |
$131K - $149K
|
290
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-150- 19.13% |
$131K - $149K
|
634
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-152- 2.99% |
$133K - $151K
|
4.93K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-153- 3.68% |
$134K - $152K
|
4.01K
$4.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-154- 37.11% |
$135K - $153K
|
261
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-155- 1.46% |
$135K - $154K
|
10.5K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-155- 23.41% |
$135K - $154K
|
507
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-155- 2.1% |
$135K - $154K
|
7.23K
$7.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-156- 0.61% |
$136K - $155K
|
25.6K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-158- 3.36% |
$138K - $157K
|
4.54K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-158- 2.19% |
$138K - $157K
|
7.05K
$7.36M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-158- 11.58% |
$138K - $157K
|
1.21K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-159- 0.15% |
$139K - $158K
|
108K
$112M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-159- 1.92% |
$139K - $158K
|
8.11K
$8.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-160- 0.41% |
$140K - $159K
|
38.9K
$40.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-164- 23.77% |
$143K - $163K
|
526
$549K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-165- 10.34% |
$144K - $164K
|
1.43K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-165- 1.82% |
$144K - $164K
|
8.92K
$9.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-166- 18.8% |
$145K - $165K
|
717
$748K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-166- 2.13% |
$145K - $165K
|
7.63K
$7.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-168- 6.26% |
$147K - $167K
|
2.52K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-168- 2.25% |
$147K - $167K
|
7.29K
$7.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-168- 2.28% |
$147K - $167K
|
7.19K
$7.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-171- 20.0% |
$149K - $170K
|
684
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-171- 6.18% |
$149K - $170K
|
2.59K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-174- 7.99% |
$152K - $173K
|
2.01K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-176- 0.48% |
$154K - $175K
|
36.2K
$37.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-176- 0.48% |
$154K - $175K
|
36.2K
$37.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-179- 2.07% |
$156K - $178K
|
8.45K
$8.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-180- 3.14% |
$157K - $179K
|
5.55K
$5.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-181- 0.71% |
$158K - $180K
|
25.3K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-182- 7.73% |
$159K - $181K
|
2.17K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-182- 1.72% |
$159K - $181K
|
10.4K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-183- 3.16% |
$160K - $182K
|
5.61K
$5.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-184- 6.47% |
$161K - $183K
|
2.66K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-186- 3.16% |
$162K - $185K
|
5.69K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-186- 1.22% |
$162K - $185K
|
15.1K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-188- 12.43% |
$164K - $187K
|
1.33K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-190- 1.44% |
$166K - $189K
|
13K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-191- 1.85% |
$167K - $190K
|
10.1K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-192- 5.62% |
$168K - $191K
|
3.22K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-192- 4.97% |
$168K - $191K
|
3.67K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-196- 1.8% |
$171K - $195K
|
10.7K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-197- 1.75% |
$172K - $196K
|
11.1K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-199- 3.81% |
$174K - $198K
|
5.03K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-199- 8.9% |
$174K - $198K
|
2.04K
$2.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-200- 4.96% |
$175K - $199K
|
3.83K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 23.81% |
$175K - $199K
|
640
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-200- 18.96% |
$175K - $199K
|
855
$892K
|