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
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
171+ 8.51% |
$149K - $170K
|
2.18K
$2.19M
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
170+ 4.81% |
$149K - $169K
|
3.71K
$3.73M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
167+ 8.05% |
$146K - $166K
|
2.24K
$2.25M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
166New |
$145K - $165K
|
166
$167K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
166+ 1.08% |
$145K - $165K
|
15.6K
$15.7M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
165+ 57.69% |
$144K - $164K
|
451
$454K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
165+ 2.55% |
$144K - $164K
|
6.64K
$6.68M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
164+ 4.54% |
$143K - $163K
|
3.78K
$3.8M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
163+ 66.26% |
$142K - $162K
|
409
$411K
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
163+ 3.53% |
$142K - $162K
|
4.78K
$4.8M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159+ 2.96% |
$139K - $158K
|
5.54K
$5.57M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
157+ 0.4% |
$137K - $156K
|
39.5K
$39.7M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156+ 0.86% |
$136K - $155K
|
18.4K
$18.5M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
154+ 32.56% |
$135K - $153K
|
627
$631K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
154+ 2.66% |
$135K - $153K
|
5.95K
$5.99M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
152+ 3.68% |
$133K - $151K
|
4.28K
$4.31M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
151+ 0.81% |
$132K - $150K
|
18.7K
$18.8M
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
150+ 7.47% |
$131K - $149K
|
2.16K
$2.17M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
150+ 55.35% |
$131K - $149K
|
421
$423K
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150+ 35.05% |
$131K - $149K
|
578
$581K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
149+ 2.81% |
$130K - $148K
|
5.45K
$5.48M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
147+ 7.47% |
$128K - $146K
|
2.12K
$2.13M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
147+ 0.54% |
$128K - $146K
|
27.2K
$27.3M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
146+ 0.67% |
$128K - $145K
|
22K
$22.2M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
144+ 19.15% |
$126K - $143K
|
896
$901K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
143New |
$125K - $142K
|
143
$144K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
142+ 6.65% |
$124K - $141K
|
2.28K
$2.29M
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
140+ 1.95% |
$122K - $139K
|
7.32K
$7.36M
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
138+ 5.05% |
$121K - $137K
|
2.87K
$2.89M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
137+ 45.97% |
$120K - $136K
|
435
$438K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
137+ 3.28% |
$120K - $136K
|
4.32K
$4.34M
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
136+ 34.78% |
$119K - $135K
|
527
$530K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
135+ 7.29% |
$118K - $134K
|
1.99K
$2M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 2.97% |
$117K - $133K
|
4.65K
$4.68M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
133+ 4.2% |
$116K - $132K
|
3.3K
$3.32M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
133+ 43.61% |
$116K - $132K
|
438
$441K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 4.21% |
$115K - $131K
|
3.27K
$3.28M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
132+ 3.92% |
$115K - $131K
|
3.5K
$3.52M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
131+ 7.96% |
$114K - $130K
|
1.78K
$1.79M
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
131+ 7.56% |
$114K - $130K
|
1.86K
$1.87M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
130+ 13.09% |
$114K - $129K
|
1.12K
$1.13M
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
130+ 0.88% |
$114K - $129K
|
14.9K
$14.9M
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
130+ 5.11% |
$114K - $129K
|
2.67K
$2.69M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 15.39% |
$113K - $128K
|
967
$973K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
126+ 15.07% |
$110K - $125K
|
962
$968K
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
126+ 10.42% |
$110K - $125K
|
1.34K
$1.34M
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
125+ 21.22% |
$109K - $124K
|
714
$718K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
124+ 4.15% |
$108K - $123K
|
3.12K
$3.13M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
123+ 3.64% |
$107K - $122K
|
3.5K
$3.52M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
122+ 7.52% |
$107K - $121K
|
1.75K
$1.76M
|