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 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
231New |
$202K - $230K
|
231
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
230+ 5.62% |
$201K - $229K
|
4.32K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
229New |
$200K - $228K
|
229
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
229New |
$200K - $228K
|
229
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$200K - $228K
|
229
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
228New |
$199K - $227K
|
228
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
227New |
$198K - $226K
|
227
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
227+ 4.5% |
$198K - $226K
|
5.27K
$5.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
227New |
$198K - $226K
|
227
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
226+ 8.94% |
$197K - $225K
|
2.75K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
226+ 2.59% |
$197K - $225K
|
8.97K
$9.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
226New |
$197K - $225K
|
226
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
224+ 6.13% |
$196K - $223K
|
3.88K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
224New |
$196K - $223K
|
224
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$196K - $223K
|
224
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 8.82% |
$195K - $222K
|
2.75K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
222New |
$194K - $221K
|
222
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
220New |
$192K - $219K
|
220
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
220New |
$192K - $219K
|
220
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
219+ 24.09% |
$191K - $218K
|
1.13K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
219New |
$191K - $218K
|
219
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
218New |
$190K - $217K
|
218
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
217+ 1.54% |
$190K - $216K
|
14.3K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
215+ 4.87% |
$188K - $214K
|
4.63K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
215+ 2.64% |
$188K - $214K
|
8.37K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
214+ 9.19% |
$187K - $213K
|
2.54K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
210+ 9.38% |
$183K - $209K
|
2.45K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
206+ 3.26% |
$180K - $205K
|
6.53K
$6.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
203+ 6.88% |
$177K - $202K
|
3.15K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
203+ 54.13% |
$177K - $202K
|
578
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
200+ 17.23% |
$175K - $199K
|
1.36K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
198+ 9.95% |
$173K - $197K
|
2.19K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
197+ 0.88% |
$172K - $196K
|
22.6K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
192+ 6.25% |
$168K - $191K
|
3.27K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
191+ 7.87% |
$167K - $190K
|
2.62K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
190+ 41.13% |
$166K - $189K
|
652
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
188+ 14.02% |
$164K - $187K
|
1.53K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
187+ 2.9% |
$163K - $186K
|
6.63K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
186+ 6.65% |
$162K - $185K
|
2.98K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
184+ 51.11% |
$161K - $183K
|
544
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
181+ 5.89% |
$158K - $180K
|
3.26K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 7.15% |
$155K - $177K
|
2.67K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
177+ 1.46% |
$155K - $176K
|
12.3K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
176+ 34.31% |
$154K - $175K
|
689
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
175+ 4.18% |
$153K - $174K
|
4.36K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
174+ 67.44% |
$152K - $173K
|
432
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
174+ 5.75% |
$152K - $173K
|
3.2K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
174+ 3.84% |
$152K - $173K
|
4.7K
$4.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
171+ 12.61% |
$149K - $170K
|
1.53K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
171+ 7.53% |
$149K - $170K
|
2.44K
$2.46M
|