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 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.09% |
$1.75K - $1.99K
|
2.3K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2- 0.12% |
$1.75K - $1.99K
|
1.69K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.14% |
$1.75K - $1.99K
|
1.43K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$1.75K - $1.99K
|
9.42K
$8.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.18% |
$1.75K - $1.99K
|
1.13K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2- 0.68% |
$1.75K - $1.99K
|
292
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.23% |
$1.75K - $1.99K
|
885
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2- 2.27% |
$1.75K - $1.99K
|
86
$82K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.12% |
$1.75K - $1.99K
|
1.72K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2- 0.08% |
$1.75K - $1.99K
|
2.5K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2- 0.01% |
$1.75K - $1.99K
|
13.9K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-2- 0.02% |
$1.75K - $1.99K
|
10.4K
$9.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2- 0.38% |
$1.75K - $1.99K
|
527
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2- 0.8% |
$1.75K - $1.99K
|
249
$238K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-2- 0.45% |
$1.75K - $1.99K
|
445
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-3- 0.06% |
$2.62K - $2.98K
|
5.31K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-3- 0.07% |
$2.62K - $2.98K
|
4.09K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$2.62K - $2.98K
|
3.77K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.03% |
$2.62K - $2.98K
|
11.4K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.79K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.72K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3- 0.54% |
$2.62K - $2.98K
|
553
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.29% |
$2.62K - $2.98K
|
1.02K
$974K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3- 0.07% |
$2.62K - $2.98K
|
4.38K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3- 0.12% |
$2.62K - $2.98K
|
2.56K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.24% |
$2.62K - $2.98K
|
1.25K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.21% |
$2.62K - $2.98K
|
1.44K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3- 0.29% |
$2.62K - $2.98K
|
1.04K
$991K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3- 1.07% |
$2.62K - $2.98K
|
278
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3- 0.04% |
$2.62K - $2.98K
|
6.92K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3- 0.85% |
$2.62K - $2.98K
|
348
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3- 0.86% |
$2.62K - $2.98K
|
344
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.08% |
$2.62K - $2.98K
|
3.53K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-3- 0.26% |
$2.62K - $2.98K
|
1.13K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-3- 1.0% |
$2.62K - $2.98K
|
298
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3- 0.28% |
$2.62K - $2.98K
|
1.05K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-3- 0.81% |
$2.62K - $2.98K
|
366
$349K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.23% |
$2.62K - $2.98K
|
1.29K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-4- 0.36% |
$3.49K - $3.98K
|
1.12K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4- 0.13% |
$3.49K - $3.98K
|
3.03K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$3.49K - $3.98K
|
907
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-4- 0.7% |
$3.49K - $3.98K
|
564
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-4- 0.99% |
$3.49K - $3.98K
|
401
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-4- 1.19% |
$3.49K - $3.98K
|
331
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-4- 0.57% |
$3.49K - $3.98K
|
696
$664K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4- 0.28% |
$3.49K - $3.98K
|
1.44K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 26.67% |
$3.49K - $3.98K
|
11
$10.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-4- 0.48% |
$3.49K - $3.98K
|
838
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4- 0.95% |
$3.49K - $3.98K
|
416
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4- 1.2% |
$3.49K - $3.98K
|
328
$313K
|