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
|
Somerset Trust CO
|
SELL
|
- |
-293- 4.68% |
$256K - $291K
|
5.96K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-294- 1.3% |
$257K - $292K
|
22.3K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-297- 55.1% |
$259K - $295K
|
242
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-299- 1.5% |
$261K - $297K
|
19.6K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-299- 0.85% |
$261K - $297K
|
35K
$36.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-300- 2.34% |
$262K - $298K
|
12.5K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-300- 3.28% |
$262K - $298K
|
8.84K
$9.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-302- 4.18% |
$264K - $300K
|
6.93K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-306- 1.27% |
$267K - $304K
|
23.9K
$24.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-311- 36.0% |
$272K - $309K
|
553
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-313- 9.05% |
$273K - $311K
|
3.15K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-319- 2.44% |
$279K - $317K
|
12.7K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-319- 42.65% |
$279K - $317K
|
429
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-320- 2.79% |
$280K - $318K
|
11.2K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-321- 5.3% |
$280K - $319K
|
5.74K
$5.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-321- 1.52% |
$280K - $319K
|
20.7K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-321- 1.16% |
$280K - $319K
|
27.4K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-321- 14.56% |
$280K - $319K
|
1.88K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-326- 0.89% |
$285K - $324K
|
36.2K
$37.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-326- 7.28% |
$285K - $324K
|
4.15K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-332- 2.82% |
$290K - $330K
|
11.5K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-339- 2.04% |
$296K - $337K
|
16.3K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-346- 2.85% |
$302K - $344K
|
11.8K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-350- 22.58% |
$306K - $348K
|
1.2K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-350- 7.55% |
$306K - $348K
|
4.28K
$4.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-352- 1.12% |
$308K - $350K
|
31.2K
$32.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-354- 10.37% |
$309K - $352K
|
3.06K
$3.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-354- 3.61% |
$309K - $352K
|
9.44K
$9.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-362- 4.68% |
$316K - $360K
|
7.38K
$7.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 7.6% |
$320K - $364K
|
4.45K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-371- 1.06% |
$324K - $369K
|
34.6K
$36.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-378- 0.49% |
$330K - $376K
|
77.2K
$80.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-379- 5.72% |
$331K - $377K
|
6.24K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-385- 0.75% |
$336K - $383K
|
51.1K
$53.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-386- 0.8% |
$337K - $384K
|
47.8K
$49.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-392- 1.04% |
$342K - $390K
|
37.3K
$38.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-392- 42.47% |
$342K - $390K
|
531
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-393- 2.53% |
$343K - $391K
|
15.2K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-393- 0.84% |
$343K - $391K
|
46.6K
$48.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-394- 3.26% |
$344K - $392K
|
11.7K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-400- 12.69% |
$349K - $398K
|
2.75K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-405- 1.38% |
$354K - $403K
|
28.9K
$30.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-410- 28.55% |
$358K - $408K
|
1.03K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-411- 2.44% |
$359K - $409K
|
16.5K
$17.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-413- 53.99% |
$361K - $411K
|
352
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-417- 16.14% |
$364K - $415K
|
2.17K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-420- 1.36% |
$367K - $418K
|
30.5K
$31.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-421- 5.48% |
$368K - $419K
|
7.27K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-421- 1.61% |
$368K - $419K
|
25.7K
$26.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-436- 1.66% |
$381K - $434K
|
25.8K
$27M
|