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
|
Ballast, Inc.
|
SELL
|
- |
-76- 2.51% |
$66.4K - $75.6K
|
2.95K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-77- 0.93% |
$67.3K - $76.6K
|
8.17K
$7.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-77- 3.39% |
$67.3K - $76.6K
|
2.2K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-78- 1.01% |
$68.1K - $77.6K
|
7.65K
$7.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-78- 2.02% |
$68.1K - $77.6K
|
3.78K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.96% |
$69K - $78.6K
|
8.13K
$7.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-79- 1.36% |
$69K - $78.6K
|
5.74K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-79- 4.06% |
$69K - $78.6K
|
1.87K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-80- 8.85% |
$69.9K - $79.6K
|
824
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-80- 8.78% |
$69.9K - $79.6K
|
831
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 1.88% |
$69.9K - $79.6K
|
4.18K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-80- 0.71% |
$69.9K - $79.6K
|
11.2K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-80- 9.22% |
$69.9K - $79.6K
|
788
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-80- 6.81% |
$69.9K - $79.6K
|
1.1K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-80- 4.09% |
$69.9K - $79.6K
|
1.88K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-80- 1.52% |
$69.9K - $79.6K
|
5.17K
$4.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-81- 10.74% |
$70.8K - $80.6K
|
673
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-81- 2.66% |
$70.8K - $80.6K
|
2.96K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-82- 5.73% |
$71.6K - $81.6K
|
1.35K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-82- 0.43% |
$71.6K - $81.6K
|
19.1K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-82- 4.6% |
$71.6K - $81.6K
|
1.7K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-83- 1.12% |
$72.5K - $82.6K
|
7.3K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-83- 0.92% |
$72.5K - $82.6K
|
8.89K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-83- 0.12% |
$72.5K - $82.6K
|
66.4K
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-83- 0.69% |
$72.5K - $82.6K
|
12K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-84- 5.81% |
$73.4K - $83.6K
|
1.36K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-84- 0.25% |
$73.4K - $83.6K
|
33.3K
$31.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-85- 7.62% |
$74.3K - $84.5K
|
1.03K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-85- 9.11% |
$74.3K - $84.5K
|
848
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-85- 9.22% |
$74.3K - $84.5K
|
837
$798K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-85- 24.08% |
$74.3K - $84.5K
|
268
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-85- 12.78% |
$74.3K - $84.5K
|
580
$553K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-85- 23.16% |
$74.3K - $84.5K
|
282
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-85- 4.56% |
$74.3K - $84.5K
|
1.78K
$1.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 6.09% |
$74.3K - $84.5K
|
1.31K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-86- 0.66% |
$75.1K - $85.5K
|
13K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-87- 2.11% |
$76K - $86.5K
|
4.04K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-87- 3.39% |
$76K - $86.5K
|
2.48K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-87- 2.3% |
$76K - $86.5K
|
3.69K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-88- 1.03% |
$76.9K - $87.5K
|
8.42K
$8.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-88- 17.29% |
$76.9K - $87.5K
|
421
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-88- 6.43% |
$76.9K - $87.5K
|
1.28K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-88- 0.72% |
$76.9K - $87.5K
|
12.1K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-89- 9.13% |
$77.7K - $88.5K
|
886
$845K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-90- 11.29% |
$78.6K - $89.5K
|
707
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-90- 1.85% |
$78.6K - $89.5K
|
4.78K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-90- 18.87% |
$78.6K - $89.5K
|
387
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-90- 6.05% |
$78.6K - $89.5K
|
1.4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-91- 1.62% |
$79.5K - $90.5K
|
5.54K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-91- 2.38% |
$79.5K - $90.5K
|
3.73K
$3.55M
|