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 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-127- 0.39% |
$111K - $126K
|
32.2K
$34.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-127- 25.35% |
$111K - $126K
|
374
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-127- 32.32% |
$111K - $126K
|
266
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-127- 2.88% |
$111K - $126K
|
4.28K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-127- 1.86% |
$111K - $126K
|
6.7K
$7.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-128- 1.35% |
$112K - $127K
|
9.35K
$9.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-128- 0.71% |
$112K - $127K
|
18K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-129- 2.73% |
$113K - $128K
|
4.59K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-129- 2.38% |
$113K - $128K
|
5.3K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-129- 8.61% |
$113K - $128K
|
1.37K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-130- 10.58% |
$114K - $129K
|
1.1K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-132- 2.62% |
$115K - $131K
|
4.91K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-132- 3.17% |
$115K - $131K
|
4.03K
$4.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-132- 0.61% |
$115K - $131K
|
21.6K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-132- 1.08% |
$115K - $131K
|
12.1K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-133- 4.49% |
$116K - $132K
|
2.83K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-134- 4.76% |
$117K - $133K
|
2.68K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-134- 11.37% |
$117K - $133K
|
1.05K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-135- 13.92% |
$118K - $134K
|
835
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-136- 7.18% |
$119K - $135K
|
1.76K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-137- 0.23% |
$120K - $136K
|
59.5K
$63.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-137- 1.01% |
$120K - $136K
|
13.4K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-138- 3.51% |
$121K - $137K
|
3.79K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-138- 4.87% |
$121K - $137K
|
2.7K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-139- 11.99% |
$121K - $138K
|
1.02K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-139- 13.11% |
$121K - $138K
|
921
$979K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-139- 2.17% |
$121K - $138K
|
6.26K
$6.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-139- 1.15% |
$121K - $138K
|
12K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-140- 0.67% |
$122K - $139K
|
20.7K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-141- 5.08% |
$123K - $140K
|
2.64K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-141- 1.78% |
$123K - $140K
|
7.76K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-142- 18.59% |
$124K - $141K
|
622
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-142- 0.3% |
$124K - $141K
|
47.6K
$50.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-144- 11.39% |
$126K - $143K
|
1.12K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-144- 1.8% |
$126K - $143K
|
7.86K
$8.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-144- 5.22% |
$126K - $143K
|
2.61K
$2.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-145- 4.51% |
$127K - $144K
|
3.07K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-145- 8.29% |
$127K - $144K
|
1.6K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-146- 7.36% |
$128K - $145K
|
1.84K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 1.49% |
$128K - $145K
|
9.68K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-147- 2.07% |
$128K - $146K
|
6.97K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-147- 2.54% |
$128K - $146K
|
5.65K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-147- 15.28% |
$128K - $146K
|
815
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-148- 6.38% |
$129K - $147K
|
2.17K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-148- 0.64% |
$129K - $147K
|
23K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-148- 7.06% |
$129K - $147K
|
1.95K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-149- 6.36% |
$130K - $148K
|
2.19K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-150- 9.2% |
$131K - $149K
|
1.48K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-150- 29.94% |
$131K - $149K
|
351
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-150- 34.09% |
$131K - $149K
|
290
$308K
|