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 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-70- 0.39% |
$61.2K - $69.6K
|
18K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-70- 2.28% |
$61.2K - $69.6K
|
3K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-70- 5.31% |
$61.2K - $69.6K
|
1.25K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-70- 5.75% |
$61.2K - $69.6K
|
1.15K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-70- 11.82% |
$61.2K - $69.6K
|
522
$540K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-70- 7.46% |
$61.2K - $69.6K
|
868
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-70- 1.39% |
$61.2K - $69.6K
|
4.97K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-71- 5.13% |
$62K - $70.6K
|
1.31K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-71- 2.25% |
$62K - $70.6K
|
3.09K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-71- 3.82% |
$62K - $70.6K
|
1.79K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-72- 2.49% |
$62.9K - $71.6K
|
2.82K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-72- 5.25% |
$62.9K - $71.6K
|
1.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-72- 5.34% |
$62.9K - $71.6K
|
1.28K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-73- 0.96% |
$63.8K - $72.6K
|
7.57K
$7.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-73- 1.31% |
$63.8K - $72.6K
|
5.49K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-73- 10.31% |
$63.8K - $72.6K
|
635
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
SELL
|
- |
-74- 13.58% |
$64.6K - $73.6K
|
471
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-74- 3.18% |
$64.6K - $73.6K
|
2.26K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 0.22% |
$65.5K - $74.6K
|
34.5K
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-75- 5.56% |
$65.5K - $74.6K
|
1.28K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 6.82% |
$65.5K - $74.6K
|
1.03K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-75- 1.76% |
$65.5K - $74.6K
|
4.19K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-75- 4.72% |
$65.5K - $74.6K
|
1.51K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-75- 2.47% |
$65.5K - $74.6K
|
2.97K
$3.07M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-76- 1.02% |
$66.4K - $75.6K
|
7.35K
$7.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-76- 11.28% |
$66.4K - $75.6K
|
598
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-76- 9.62% |
$66.4K - $75.6K
|
714
$739K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-76- 2.51% |
$66.4K - $75.6K
|
2.95K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-77- 0.93% |
$67.3K - $76.6K
|
8.17K
$8.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-77- 3.39% |
$67.3K - $76.6K
|
2.2K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-78- 1.01% |
$68.1K - $77.6K
|
7.65K
$7.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-78- 2.02% |
$68.1K - $77.6K
|
3.78K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.96% |
$69K - $78.6K
|
8.13K
$8.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-79- 1.36% |
$69K - $78.6K
|
5.74K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-79- 4.06% |
$69K - $78.6K
|
1.87K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-80- 8.85% |
$69.9K - $79.6K
|
824
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-80- 8.78% |
$69.9K - $79.6K
|
831
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 1.88% |
$69.9K - $79.6K
|
4.18K
$4.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-80- 0.71% |
$69.9K - $79.6K
|
11.2K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-80- 9.22% |
$69.9K - $79.6K
|
788
$815K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-80- 6.81% |
$69.9K - $79.6K
|
1.1K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-80- 4.09% |
$69.9K - $79.6K
|
1.88K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-80- 1.52% |
$69.9K - $79.6K
|
5.17K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-81- 10.74% |
$70.8K - $80.6K
|
673
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-81- 2.66% |
$70.8K - $80.6K
|
2.96K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-82- 5.73% |
$71.6K - $81.6K
|
1.35K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-82- 0.43% |
$71.6K - $81.6K
|
19.1K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-82- 4.6% |
$71.6K - $81.6K
|
1.7K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-83- 1.12% |
$72.5K - $82.6K
|
7.3K
$7.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-83- 0.92% |
$72.5K - $82.6K
|
8.89K
$9.2M
|