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 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10+ 0.9% |
$8.74K - $9.95K
|
1.12K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.27% |
$8.74K - $9.95K
|
450
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 2.64% |
$8.74K - $9.95K
|
389
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.25% |
$8.74K - $9.95K
|
4.07K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
10+ 0.77% |
$8.74K - $9.95K
|
1.3K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10+ 4.02% |
$8.74K - $9.95K
|
259
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 0.88% |
$8.74K - $9.95K
|
1.14K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
10+ 0.29% |
$8.74K - $9.95K
|
3.49K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
10+ 0.33% |
$8.74K - $9.95K
|
3.08K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 3.5% |
$8.74K - $9.95K
|
296
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
10+ 1.94% |
$8.74K - $9.95K
|
525
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
10+ 0.62% |
$8.74K - $9.95K
|
1.62K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 22.22% |
$8.74K - $9.95K
|
55
$52.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10+ 1.24% |
$8.74K - $9.95K
|
818
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 1.6% |
$8.74K - $9.95K
|
636
$607K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$8.74K - $9.95K
|
10
$9.54K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 4.76% |
$8.74K - $9.95K
|
220
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 1.93% |
$7.86K - $8.95K
|
475
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.3% |
$7.86K - $8.95K
|
3.05K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
9+ 3.35% |
$7.86K - $8.95K
|
278
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 1.81% |
$7.86K - $8.95K
|
505
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9+ 0.58% |
$7.86K - $8.95K
|
1.57K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
9+ 2.21% |
$7.86K - $8.95K
|
417
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 3.83% |
$7.86K - $8.95K
|
244
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
9+ 2.52% |
$7.86K - $8.95K
|
366
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9+ 1.58% |
$7.86K - $8.95K
|
579
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
9+ 0.22% |
$7.86K - $8.95K
|
4.01K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
9+ 0.4% |
$7.86K - $8.95K
|
2.26K
$2.15M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
9+ 2.77% |
$7.86K - $8.95K
|
334
$319K
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 3.83% |
$7.86K - $8.95K
|
244
$233K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8+ 0.4% |
$6.99K - $7.96K
|
2.02K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 1.81% |
$6.99K - $7.96K
|
449
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8+ 0.25% |
$6.99K - $7.96K
|
3.25K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.18% |
$6.99K - $7.96K
|
4.46K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$6.99K - $7.96K
|
789
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8+ 2.36% |
$6.99K - $7.96K
|
347
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.24% |
$6.99K - $7.96K
|
3.29K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8+ 0.29% |
$6.99K - $7.96K
|
2.81K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
8+ 1.11% |
$6.99K - $7.96K
|
726
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
8+ 38.1% |
$6.99K - $7.96K
|
29
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8+ 0.84% |
$6.99K - $7.96K
|
964
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8+ 0.25% |
$6.99K - $7.96K
|
3.25K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.32% |
$6.99K - $7.96K
|
2.53K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
8New |
$6.99K - $7.96K
|
8
$7.63K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
7+ 8.64% |
$6.12K - $6.96K
|
88
$83.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7+ 0.03% |
$6.12K - $6.96K
|
25.5K
$24.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7+ 1.41% |
$6.12K - $6.96K
|
503
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.83% |
$6.12K - $6.96K
|
854
$815K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
7+ 0.04% |
$6.12K - $6.96K
|
19.7K
$18.8M
|