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 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 1.38% |
$175K - $199K
|
14.3K
$14.9M
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-200- 2.35% |
$175K - $199K
|
8.32K
$8.68M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-200- 4.96% |
$175K - $199K
|
3.83K
$4M
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-201- 16.56% |
$176K - $200K
|
1.01K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-201- 15.94% |
$176K - $200K
|
1.06K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-206- 5.18% |
$180K - $205K
|
3.77K
$3.93M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-207- 1.43% |
$181K - $206K
|
14.3K
$14.9M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-210- 2.83% |
$183K - $209K
|
7.21K
$7.52M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-211- 10.17% |
$184K - $210K
|
1.86K
$1.95M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-211- 2.75% |
$184K - $210K
|
7.46K
$7.78M
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-213- 15.86% |
$186K - $212K
|
1.13K
$1.18M
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-215- 5.81% |
$188K - $214K
|
3.49K
$3.64M
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-215- 4.49% |
$188K - $214K
|
4.58K
$4.78M
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-215- 3.01% |
$188K - $214K
|
6.92K
$7.22M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-219- 0.86% |
$191K - $218K
|
25.2K
$26.3M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-219- 1.57% |
$191K - $218K
|
13.8K
$14.4M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-220- 9.35% |
$192K - $219K
|
2.13K
$2.23M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 2.06% |
$192K - $219K
|
10.5K
$10.9M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-222- 7.38% |
$194K - $221K
|
2.79K
$2.91M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-223- 7.15% |
$195K - $222K
|
2.89K
$3.02M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-226- 15.08% |
$197K - $225K
|
1.27K
$1.33M
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-227- 2.78% |
$198K - $226K
|
7.93K
$8.28M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-229- 3.48% |
$200K - $228K
|
6.36K
$6.64M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-230- 1.45% |
$201K - $229K
|
15.6K
$16.3M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-230- 16.44% |
$201K - $229K
|
1.17K
$1.22M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-238- 4.22% |
$208K - $237K
|
5.4K
$5.64M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-238- 1.95% |
$208K - $237K
|
11.9K
$12.5M
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-240- 6.05% |
$210K - $239K
|
3.73K
$3.89M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-244- 9.91% |
$213K - $243K
|
2.22K
$2.32M
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-245- 7.23% |
$214K - $244K
|
3.14K
$3.28M
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-246- 15.06% |
$215K - $245K
|
1.39K
$1.45M
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-246- 1.72% |
$215K - $245K
|
14K
$14.6M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-252- 48.28% |
$220K - $251K
|
270
$282K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-256- 4.23% |
$224K - $255K
|
5.8K
$6.05M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-256- 1.54% |
$224K - $255K
|
16.3K
$17M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-257- 7.4% |
$225K - $256K
|
3.22K
$3.36M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-259- 4.13% |
$226K - $258K
|
6.01K
$6.27M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-261- 1.79% |
$228K - $260K
|
14.3K
$14.9M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-268- 17.89% |
$234K - $267K
|
1.23K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 2.76% |
$238K - $272K
|
9.6K
$10M
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-274- 18.95% |
$239K - $273K
|
1.17K
$1.22M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-275- 21.19% |
$240K - $274K
|
1.02K
$1.07M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-276- 1.6% |
$241K - $275K
|
16.9K
$17.7M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-278- 1.57% |
$243K - $277K
|
17.5K
$18.2M
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-282- 5.22% |
$246K - $281K
|
5.12K
$5.34M
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-286- 17.8% |
$250K - $284K
|
1.32K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-287- 0.92% |
$251K - $285K
|
30.8K
$32.2M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-288- 2.0% |
$252K - $286K
|
14.1K
$14.7M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-289- 3.56% |
$252K - $287K
|
7.82K
$8.16M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-290- 10.27% |
$253K - $288K
|
2.53K
$2.65M
|