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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-11- 0.34% |
$9.61K - $10.9K
|
3.18K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-11- 3.43% |
$9.61K - $10.9K
|
310
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-11- 1.08% |
$9.61K - $10.9K
|
1.01K
$959K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.92% |
$9.61K - $10.9K
|
1.18K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11- 1.28% |
$9.61K - $10.9K
|
850
$811K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11- 10.0% |
$9.61K - $10.9K
|
99
$94.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-11- 0.32% |
$9.61K - $10.9K
|
3.47K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 0.15% |
$9.61K - $10.9K
|
7.47K
$7.12M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 0.67% |
$9.61K - $10.9K
|
1.63K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-12- 0.02% |
$10.5K - $11.9K
|
51.7K
$49.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 0.53% |
$10.5K - $11.9K
|
2.25K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-12- 0.92% |
$10.5K - $11.9K
|
1.29K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12- 0.02% |
$10.5K - $11.9K
|
56K
$53.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12- 0.56% |
$10.5K - $11.9K
|
2.14K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-12- 2.87% |
$10.5K - $11.9K
|
406
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 4.1% |
$10.5K - $11.9K
|
281
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12- 3.64% |
$10.5K - $11.9K
|
318
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-12- 0.91% |
$10.5K - $11.9K
|
1.3K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-12- 0.59% |
$10.5K - $11.9K
|
2.03K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-12- 0.24% |
$10.5K - $11.9K
|
5.08K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-12- 1.41% |
$10.5K - $11.9K
|
842
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 1.53% |
$10.5K - $11.9K
|
774
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 0.28% |
$10.5K - $11.9K
|
4.28K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-12- 0.59% |
$10.5K - $11.9K
|
2.01K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
SELL
|
- |
-12- 0.69% |
$10.5K - $11.9K
|
1.72K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 7.39% |
$11.4K - $12.9K
|
163
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-13- 0.54% |
$11.4K - $12.9K
|
2.38K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 0.12% |
$11.4K - $12.9K
|
10.5K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-13- 3.68% |
$11.4K - $12.9K
|
340
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-13- 0.96% |
$11.4K - $12.9K
|
1.34K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-13- 4.28% |
$11.4K - $12.9K
|
291
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-14- 0.14% |
$12.2K - $13.9K
|
10.1K
$9.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-14- 0.68% |
$12.2K - $13.9K
|
2.03K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-14- 0.39% |
$12.2K - $13.9K
|
3.56K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-14- 2.81% |
$12.2K - $13.9K
|
485
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-14- 1.13% |
$12.2K - $13.9K
|
1.22K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14- 0.69% |
$12.2K - $13.9K
|
2.03K
$1.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-14- 1.44% |
$12.2K - $13.9K
|
958
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 1.63% |
$13.1K - $14.9K
|
907
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 2.41% |
$13.1K - $14.9K
|
608
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-15- 0.27% |
$13.1K - $14.9K
|
5.61K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 2.12% |
$13.1K - $14.9K
|
691
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-15- 0.89% |
$13.1K - $14.9K
|
1.68K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-15- 0.85% |
$13.1K - $14.9K
|
1.76K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-15- 0.27% |
$13.1K - $14.9K
|
5.46K
$5.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-15- 1.16% |
$13.1K - $14.9K
|
1.28K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-15- 4.45% |
$13.1K - $14.9K
|
322
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-15- 1.68% |
$13.1K - $14.9K
|
879
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-15- 0.34% |
$13.1K - $14.9K
|
4.38K
$4.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-15- 1.1% |
$13.1K - $14.9K
|
1.35K
$1.28M
|