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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-336- 1.81% |
$294K - $334K
|
18.3K
$19.3M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-337- 1.82% |
$294K - $335K
|
18.2K
$19.2M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-339- 2.04% |
$296K - $337K
|
16.3K
$17.2M
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-345- 31.68% |
$301K - $343K
|
744
$786K
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-346- 2.85% |
$302K - $344K
|
11.8K
$12.5M
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-350- 22.58% |
$306K - $348K
|
1.2K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-350- 7.55% |
$306K - $348K
|
4.28K
$4.52M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 9.77% |
$306K - $348K
|
3.23K
$3.41M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-352- 1.12% |
$308K - $350K
|
31.2K
$32.9M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-352- 5.85% |
$308K - $350K
|
5.67K
$5.99M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-354- 10.37% |
$309K - $352K
|
3.06K
$3.23M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-354- 3.61% |
$309K - $352K
|
9.44K
$9.97M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-358- 11.56% |
$313K - $356K
|
2.74K
$2.89M
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-360- 1.38% |
$314K - $358K
|
25.7K
$27.1M
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-361- 2.98% |
$315K - $359K
|
11.8K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-362- 4.9% |
$316K - $360K
|
7.03K
$7.42M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-362- 4.68% |
$316K - $360K
|
7.38K
$7.79M
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-362- 2.82% |
$316K - $360K
|
12.5K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-364- 52.83% |
$318K - $362K
|
325
$343K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 7.6% |
$320K - $364K
|
4.45K
$4.7M
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-371- 1.06% |
$324K - $369K
|
34.6K
$36.6M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-378- 0.49% |
$330K - $376K
|
77.2K
$81.6M
|
|
Feb 03, 2025
Q4 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-379- 5.72% |
$331K - $377K
|
6.24K
$6.59M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-385- 0.75% |
$336K - $383K
|
51.1K
$54M
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-385- 48.31% |
$336K - $383K
|
412
$435K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-386- 0.8% |
$337K - $384K
|
47.8K
$50.5M
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-389- 2.99% |
$340K - $387K
|
12.6K
$13.3M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-392- 1.04% |
$342K - $390K
|
37.3K
$39.4M
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-392- 42.47% |
$342K - $390K
|
531
$561K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-393- 2.53% |
$343K - $391K
|
15.2K
$16M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-393- 0.84% |
$343K - $391K
|
46.6K
$49.2M
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-394- 3.26% |
$344K - $392K
|
11.7K
$12.4M
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-395- 4.11% |
$345K - $393K
|
9.22K
$9.73M
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-398- 3.9% |
$348K - $396K
|
9.8K
$10.4M
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-400- 12.69% |
$349K - $398K
|
2.75K
$2.91M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-402- 0.07% |
$351K - $400K
|
588K
$621M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-405- 1.38% |
$354K - $403K
|
28.9K
$30.5M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-409- 17.18% |
$357K - $407K
|
1.97K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-410- 28.55% |
$358K - $408K
|
1.03K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-411- 2.44% |
$359K - $409K
|
16.5K
$17.4M
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-412- 15.51% |
$360K - $410K
|
2.25K
$2.37M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-413- 53.99% |
$361K - $411K
|
352
$372K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-417- 16.14% |
$364K - $415K
|
2.17K
$2.29M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-420- 1.36% |
$367K - $418K
|
30.5K
$32.2M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-421- 5.48% |
$368K - $419K
|
7.27K
$7.67M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-421- 1.61% |
$368K - $419K
|
25.7K
$27.1M
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-421- 0.8% |
$368K - $419K
|
52K
$54.9M
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-421- 20.56% |
$368K - $419K
|
1.63K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-436- 1.66% |
$381K - $434K
|
25.8K
$27.3M
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-437- 3.86% |
$382K - $435K
|
10.9K
$11.5M
|