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 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-201- 16.56% |
$176K - $200K
|
1.01K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-201- 15.94% |
$176K - $200K
|
1.06K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-202- 23.06% |
$176K - $201K
|
674
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-204- 4.49% |
$178K - $203K
|
4.34K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-205- 2.39% |
$179K - $204K
|
8.37K
$8.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-206- 5.18% |
$180K - $205K
|
3.77K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-206- 1.72% |
$180K - $205K
|
11.7K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-207- 1.43% |
$181K - $206K
|
14.3K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-208- 3.31% |
$182K - $207K
|
6.07K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-209- 1.21% |
$183K - $208K
|
17.1K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-210- 2.83% |
$183K - $209K
|
7.21K
$7.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-211- 10.17% |
$184K - $210K
|
1.86K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-211- 2.75% |
$184K - $210K
|
7.46K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-213- 15.86% |
$186K - $212K
|
1.13K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-214- 2.66% |
$187K - $213K
|
7.85K
$8.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-215- 5.81% |
$188K - $214K
|
3.49K
$3.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-215- 4.49% |
$188K - $214K
|
4.58K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-215- 3.01% |
$188K - $214K
|
6.92K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-216- 10.67% |
$189K - $215K
|
1.81K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-219- 0.86% |
$191K - $218K
|
25.2K
$26.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-219- 1.57% |
$191K - $218K
|
13.8K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-219- 4.09% |
$191K - $218K
|
5.13K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-220- 9.35% |
$192K - $219K
|
2.13K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 2.06% |
$192K - $219K
|
10.5K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-222- 7.38% |
$194K - $221K
|
2.79K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-223- 7.15% |
$195K - $222K
|
2.89K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-225- 35.38% |
$197K - $224K
|
411
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-226- 15.08% |
$197K - $225K
|
1.27K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-226- 0.69% |
$197K - $225K
|
32.7K
$34.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-227- 2.78% |
$198K - $226K
|
7.93K
$8.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-229- 3.48% |
$200K - $228K
|
6.36K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-229- 3.93% |
$200K - $228K
|
5.6K
$5.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-230- 1.45% |
$201K - $229K
|
15.6K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-230- 16.44% |
$201K - $229K
|
1.17K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-234- 4.21% |
$204K - $233K
|
5.33K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-237- 3.79% |
$207K - $236K
|
6.01K
$6.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-238- 4.22% |
$208K - $237K
|
5.4K
$5.7M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-238- 1.95% |
$208K - $237K
|
11.9K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-238- 2.02% |
$208K - $237K
|
11.5K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-240- 6.05% |
$210K - $239K
|
3.73K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-240- 3.82% |
$210K - $239K
|
6.05K
$6.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-244- 9.91% |
$213K - $243K
|
2.22K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-245- 7.23% |
$214K - $244K
|
3.14K
$3.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-246- 15.06% |
$215K - $245K
|
1.39K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-246- 1.72% |
$215K - $245K
|
14K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-251- 1.27% |
$219K - $250K
|
19.5K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-252- 48.28% |
$220K - $251K
|
270
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-252- 2.43% |
$220K - $251K
|
10.1K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-256- 4.23% |
$224K - $255K
|
5.8K
$6.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-256- 1.54% |
$224K - $255K
|
16.3K
$17.2M
|