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 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-15- 0.24% |
$13.1K - $14.9K
|
6.19K
$5.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-15- 1.69% |
$13.1K - $14.9K
|
872
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-15- 0.68% |
$13.1K - $14.9K
|
2.2K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15- 2.35% |
$13.1K - $14.9K
|
622
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-15- 1.01% |
$13.1K - $14.9K
|
1.47K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-15- 2.41% |
$13.1K - $14.9K
|
608
$580K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-15- 0.11% |
$13.1K - $14.9K
|
13.7K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-16- 0.53% |
$14K - $15.9K
|
3.02K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-16- 1.05% |
$14K - $15.9K
|
1.51K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16- 0.31% |
$14K - $15.9K
|
5.19K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-16- 0.3% |
$14K - $15.9K
|
5.32K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-16- 0.21% |
$14K - $15.9K
|
7.75K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-16- 1.59% |
$14K - $15.9K
|
988
$942K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-16- 0.13% |
$14K - $15.9K
|
12.5K
$12M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-17- 2.24% |
$14.9K - $16.9K
|
742
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17- 0.3% |
$14.9K - $16.9K
|
5.68K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-17- 2.35% |
$14.9K - $16.9K
|
706
$673K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-17- 0.16% |
$14.9K - $16.9K
|
10.3K
$9.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-17- 0.54% |
$14.9K - $16.9K
|
3.1K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-17- 0.02% |
$14.9K - $16.9K
|
72.2K
$68.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-17- 0.62% |
$14.9K - $16.9K
|
2.71K
$2.59M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-17- 3.58% |
$14.9K - $16.9K
|
458
$437K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-17- 13.28% |
$14.9K - $16.9K
|
111
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18- 4.97% |
$15.7K - $17.9K
|
344
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-18- 0.12% |
$15.7K - $17.9K
|
15.5K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-18- 0.15% |
$15.7K - $17.9K
|
12.3K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-18- 2.14% |
$15.7K - $17.9K
|
823
$785K
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-18- 0.31% |
$15.7K - $17.9K
|
5.77K
$5.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-18- 6.5% |
$15.7K - $17.9K
|
259
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-18- 2.89% |
$15.7K - $17.9K
|
604
$576K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-18- 1.47% |
$15.7K - $17.9K
|
1.21K
$1.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-19- 0.3% |
$16.6K - $18.9K
|
6.31K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-19- 0.27% |
$16.6K - $18.9K
|
7.15K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19- 0.55% |
$16.6K - $18.9K
|
3.46K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-19- 0.35% |
$16.6K - $18.9K
|
5.46K
$5.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-19- 4.82% |
$16.6K - $18.9K
|
375
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-19- 0.78% |
$16.6K - $18.9K
|
2.43K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-19- 2.45% |
$16.6K - $18.9K
|
756
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-19- 1.24% |
$16.6K - $18.9K
|
1.52K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-19- 3.67% |
$16.6K - $18.9K
|
499
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-20- 0.33% |
$17.5K - $19.9K
|
6.09K
$5.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 0.67% |
$17.5K - $19.9K
|
2.97K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-20- 2.13% |
$17.5K - $19.9K
|
919
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-20- 1.37% |
$17.5K - $19.9K
|
1.44K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-20- 7.97% |
$17.5K - $19.9K
|
231
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-20- 5.73% |
$17.5K - $19.9K
|
329
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-20- 5.54% |
$17.5K - $19.9K
|
341
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-20- 1.02% |
$17.5K - $19.9K
|
1.93K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20- 0.17% |
$17.5K - $19.9K
|
11.6K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 1.26% |
$17.5K - $19.9K
|
1.57K
$1.5M
|