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 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-138- 3.51% |
$121K - $137K
|
3.79K
$3.62M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-138- 4.87% |
$121K - $137K
|
2.7K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-139- 11.99% |
$121K - $138K
|
1.02K
$973K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-139- 13.11% |
$121K - $138K
|
921
$879K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-139- 2.17% |
$121K - $138K
|
6.26K
$5.97M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-139- 1.15% |
$121K - $138K
|
12K
$11.4M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-140- 0.67% |
$122K - $139K
|
20.7K
$19.7M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-141- 5.08% |
$123K - $140K
|
2.64K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-141- 1.78% |
$123K - $140K
|
7.76K
$7.4M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-142- 18.59% |
$124K - $141K
|
622
$593K
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-142- 0.3% |
$124K - $141K
|
47.6K
$45.4M
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-144- 11.39% |
$126K - $143K
|
1.12K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-144- 1.8% |
$126K - $143K
|
7.86K
$7.5M
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-144- 5.22% |
$126K - $143K
|
2.61K
$2.49M
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-144- 16.74% |
$126K - $143K
|
716
$683K
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-145- 4.51% |
$127K - $144K
|
3.07K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-145- 8.29% |
$127K - $144K
|
1.6K
$1.53M
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-145- 2.43% |
$127K - $144K
|
5.83K
$5.56M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-146- 7.36% |
$128K - $145K
|
1.84K
$1.75M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 1.49% |
$128K - $145K
|
9.68K
$9.23M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-147- 2.07% |
$128K - $146K
|
6.97K
$6.65M
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-147- 2.54% |
$128K - $146K
|
5.65K
$5.39M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-147- 15.28% |
$128K - $146K
|
815
$777K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-148- 6.38% |
$129K - $147K
|
2.17K
$2.07M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-148- 0.64% |
$129K - $147K
|
23K
$22M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-148- 7.06% |
$129K - $147K
|
1.95K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-149- 6.36% |
$130K - $148K
|
2.19K
$2.09M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-150- 9.2% |
$131K - $149K
|
1.48K
$1.41M
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-150- 29.94% |
$131K - $149K
|
351
$335K
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-150- 34.09% |
$131K - $149K
|
290
$277K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-150- 19.13% |
$131K - $149K
|
634
$605K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-152- 2.99% |
$133K - $151K
|
4.93K
$4.7M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-153- 3.68% |
$134K - $152K
|
4.01K
$3.82M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-153- 14.37% |
$134K - $152K
|
912
$870K
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-154- 37.11% |
$135K - $153K
|
261
$249K
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-154- 1.97% |
$135K - $153K
|
7.68K
$7.33M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-155- 1.46% |
$135K - $154K
|
10.5K
$9.99M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-155- 23.41% |
$135K - $154K
|
507
$484K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-155- 2.1% |
$135K - $154K
|
7.23K
$6.9M
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-155- 1.16% |
$135K - $154K
|
13.2K
$12.6M
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-156- 0.61% |
$136K - $155K
|
25.6K
$24.4M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-158- 3.36% |
$138K - $157K
|
4.54K
$4.33M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-158- 2.19% |
$138K - $157K
|
7.05K
$6.72M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-158- 11.58% |
$138K - $157K
|
1.21K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-159- 0.15% |
$139K - $158K
|
108K
$103M
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-159- 1.92% |
$139K - $158K
|
8.11K
$7.74M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-160- 0.41% |
$140K - $159K
|
38.9K
$37.1M
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-161- 3.33% |
$141K - $160K
|
4.67K
$4.45M
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-161- 3.39% |
$141K - $160K
|
4.59K
$4.38M
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-161- 25.43% |
$141K - $160K
|
472
$450K
|