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 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7+ 2.51% |
$6.12K - $6.96K
|
286
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
7+ 0.48% |
$6.12K - $6.96K
|
1.47K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7+ 2.72% |
$6.12K - $6.96K
|
264
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7+ 1.22% |
$6.12K - $6.96K
|
579
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$6.12K - $6.96K
|
1.82K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.12% |
$6.12K - $6.96K
|
5.91K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7+ 0.26% |
$6.12K - $6.96K
|
2.66K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 0.63% |
$6.12K - $6.96K
|
1.12K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
7+ 2.54% |
$6.12K - $6.96K
|
283
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.35% |
$6.12K - $6.96K
|
2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7+ 5.11% |
$6.12K - $6.96K
|
144
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7+ 1.79% |
$6.12K - $6.96K
|
398
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6+ 2.33% |
$5.24K - $5.97K
|
263
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6+ 1.88% |
$5.24K - $5.97K
|
325
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 2.11% |
$5.24K - $5.97K
|
290
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6+ 0.13% |
$5.24K - $5.97K
|
4.63K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
6+ 0.55% |
$5.24K - $5.97K
|
1.11K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.85% |
$5.24K - $5.97K
|
708
$675K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 2.29% |
$5.24K - $5.97K
|
268
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6+ 2.5% |
$5.24K - $5.97K
|
246
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
6+ 3.17% |
$5.24K - $5.97K
|
195
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6+ 0.86% |
$5.24K - $5.97K
|
704
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6+ 1.42% |
$5.24K - $5.97K
|
430
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
6+ 0.14% |
$5.24K - $5.97K
|
4.2K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6+ 1.62% |
$5.24K - $5.97K
|
376
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
6+ 0.08% |
$5.24K - $5.97K
|
7.63K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.3% |
$5.24K - $5.97K
|
2.02K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
6+ 0.15% |
$5.24K - $5.97K
|
3.97K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6+ 2.48% |
$5.24K - $5.97K
|
248
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
6+ 1.16% |
$5.24K - $5.97K
|
525
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.99% |
$5.24K - $5.97K
|
307
$293K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.23% |
$4.37K - $4.97K
|
2.15K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5+ 0.9% |
$4.37K - $4.97K
|
561
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5+ 0.61% |
$4.37K - $4.97K
|
822
$784K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5+ 2.04% |
$4.37K - $4.97K
|
250
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5+ 0.08% |
$4.37K - $4.97K
|
6.43K
$6.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
5+ 0.26% |
$4.37K - $4.97K
|
1.91K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.29% |
$4.37K - $4.97K
|
1.74K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 0.53% |
$4.37K - $4.97K
|
950
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.52% |
$4.37K - $4.97K
|
968
$923K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5+ 0.19% |
$4.37K - $4.97K
|
2.68K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
5+ 1.2% |
$4.37K - $4.97K
|
423
$404K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.92% |
$4.37K - $4.97K
|
547
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.28% |
$4.37K - $4.97K
|
1.82K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$4.37K - $4.97K
|
5
$4.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.11% |
$4.37K - $4.97K
|
4.62K
$4.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 1.17% |
$4.37K - $4.97K
|
433
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5+ 1.18% |
$4.37K - $4.97K
|
429
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.1% |
$4.37K - $4.97K
|
5.12K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
5+ 2.0% |
$4.37K - $4.97K
|
255
$243K
|