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 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.13% |
$4.37K - $4.97K
|
3.83K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 1.15% |
$3.49K - $3.98K
|
352
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$3.82K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.11% |
$3.49K - $3.98K
|
3.74K
$3.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4+ 0.58% |
$3.49K - $3.98K
|
694
$662K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$3.82K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4+ 0.95% |
$3.49K - $3.98K
|
424
$404K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
4+ 1.56% |
$3.49K - $3.98K
|
261
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4+ 1.23% |
$3.49K - $3.98K
|
330
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4+ 0.11% |
$3.49K - $3.98K
|
3.58K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
4+ 0.07% |
$3.49K - $3.98K
|
6.08K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 100.0% |
$3.49K - $3.98K
|
8
$7.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 0.31% |
$3.49K - $3.98K
|
1.31K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
4New |
$3.49K - $3.98K
|
4
$3.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.35K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 1.04% |
$2.62K - $2.98K
|
292
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.34% |
$2.62K - $2.98K
|
897
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3+ 0.23% |
$2.62K - $2.98K
|
1.33K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
3+ 0.45% |
$2.62K - $2.98K
|
663
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$2.62K - $2.98K
|
1.92K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3New |
$2.62K - $2.98K
|
3
$2.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.25% |
$2.62K - $2.98K
|
1.2K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3+ 1.9% |
$2.62K - $2.98K
|
161
$154K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3+ 0.58% |
$2.62K - $2.98K
|
516
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3+ 0.09% |
$2.62K - $2.98K
|
3.43K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$2.62K - $2.98K
|
1.38K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.45% |
$2.62K - $2.98K
|
670
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
3+ 0.35% |
$2.62K - $2.98K
|
853
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.05% |
$2.62K - $2.98K
|
5.71K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 2.63% |
$2.62K - $2.98K
|
117
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3+ 0.79% |
$2.62K - $2.98K
|
383
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3+ 1.2% |
$2.62K - $2.98K
|
252
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3+ 0.79% |
$2.62K - $2.98K
|
383
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.34% |
$2.62K - $2.98K
|
890
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3+ 0.74% |
$2.62K - $2.98K
|
409
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3+ 0.01% |
$2.62K - $2.98K
|
29K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3+ 0.1% |
$2.62K - $2.98K
|
2.86K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.13% |
$2.62K - $2.98K
|
2.23K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$1.75K - $1.99K
|
2.76K
$2.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2+ 0.17% |
$1.75K - $1.99K
|
1.18K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$1.75K - $1.99K
|
504
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
2+ 0.83% |
$1.75K - $1.99K
|
242
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.24K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.26K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.31% |
$1.75K - $1.99K
|
649
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2+ 0.29% |
$1.75K - $1.99K
|
688
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.25% |
$1.75K - $1.99K
|
806
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2+ 0.56% |
$1.75K - $1.99K
|
360
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$1.75K - $1.99K
|
7.93K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2+ 0.19% |
$1.75K - $1.99K
|
1.05K
$999K
|