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 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.62% |
$6.12K - $6.96K
|
1.12K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-7- 0.13% |
$6.12K - $6.96K
|
5.35K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7- 1.33% |
$6.12K - $6.96K
|
518
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7- 1.05% |
$6.12K - $6.96K
|
658
$628K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 2.56% |
$6.99K - $7.96K
|
304
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-8- 0.93% |
$6.99K - $7.96K
|
854
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-8- 2.31% |
$6.99K - $7.96K
|
338
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-8- 5.67% |
$6.99K - $7.96K
|
133
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8- 1.17% |
$6.99K - $7.96K
|
673
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.14% |
$6.99K - $7.96K
|
5.82K
$5.55M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-8- 0.82% |
$6.99K - $7.96K
|
967
$922K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-8- 2.99% |
$6.99K - $7.96K
|
260
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-9- 0.85% |
$7.86K - $8.95K
|
1.05K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-9- 0.7% |
$7.86K - $8.95K
|
1.28K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9- 3.24% |
$7.86K - $8.95K
|
269
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-9- 2.97% |
$7.86K - $8.95K
|
294
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-9- 0.82% |
$7.86K - $8.95K
|
1.09K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-9- 1.91% |
$7.86K - $8.95K
|
462
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-9- 0.33% |
$7.86K - $8.95K
|
2.76K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 0.7% |
$7.86K - $8.95K
|
1.28K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-9- 3.27% |
$7.86K - $8.95K
|
266
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-9- 1.26% |
$7.86K - $8.95K
|
706
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 26.47% |
$7.86K - $8.95K
|
25
$23.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-9- 0.59% |
$7.86K - $8.95K
|
1.52K
$1.45M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9- 2.65% |
$7.86K - $8.95K
|
331
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.25% |
$8.74K - $9.95K
|
4.03K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-10- 1.81% |
$8.74K - $9.95K
|
541
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-10- 0.58% |
$8.74K - $9.95K
|
1.7K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-10- 1.86% |
$8.74K - $9.95K
|
527
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10- 0.36% |
$8.74K - $9.95K
|
2.78K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-10- 2.44% |
$8.74K - $9.95K
|
399
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10- 6.37% |
$8.74K - $9.95K
|
147
$140K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.4% |
$8.74K - $9.95K
|
2.5K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-10- 0.12% |
$8.74K - $9.95K
|
8.09K
$7.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 0.6% |
$8.74K - $9.95K
|
1.67K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-10- 0.24% |
$8.74K - $9.95K
|
4.11K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-10- 1.32% |
$8.74K - $9.95K
|
750
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-10- 1.81% |
$8.74K - $9.95K
|
541
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10- 0.68% |
$8.74K - $9.95K
|
1.47K
$1.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-10- 1.47% |
$8.74K - $9.95K
|
671
$640K
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-10- 2.94% |
$8.74K - $9.95K
|
330
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-10- 2.85% |
$8.74K - $9.95K
|
341
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-10- 0.12% |
$8.74K - $9.95K
|
8.25K
$7.86M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10- 2.38% |
$8.74K - $9.95K
|
410
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10- 90.91% |
$8.74K - $9.95K
|
1
$954
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 5.88% |
$8.74K - $9.95K
|
160
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-10- 0.37% |
$8.74K - $9.95K
|
2.69K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-10- 2.26% |
$8.74K - $9.95K
|
432
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-10- 2.98% |
$8.74K - $9.95K
|
326
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-10- 0.23% |
$8.74K - $9.95K
|
4.27K
$4.07M
|