Purchases and Sales Made in Q1 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
561+ 20.01% |
$362K - $441K
|
3.37K
$3.15M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
561+ 24.11% |
$362K - $441K
|
2.89K
$2.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
559+ 5.4% |
$360K - $439K
|
10.9K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
557+ 2.61% |
$359K - $438K
|
21.9K
$20.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
557+ 2.49% |
$359K - $438K
|
22.9K
$21.5M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
557+ 2.61% |
$359K - $438K
|
21.9K
$20.5M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
556+ 76.16% |
$358K - $437K
|
1.29K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
555+ 5.32% |
$358K - $436K
|
11K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
551+ 15.5% |
$355K - $433K
|
4.11K
$3.85M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
550+ 167.68% |
$355K - $432K
|
878
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
547+ 30.99% |
$353K - $430K
|
2.31K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
546+ 17.74% |
$352K - $429K
|
3.62K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
532+ 31.24% |
$343K - $418K
|
2.24K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
531New |
$342K - $417K
|
531
$498K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
530+ 1.1% |
$342K - $416K
|
48.7K
$45.6M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
529+ 76.78% |
$341K - $416K
|
1.22K
$1.14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 6.34% |
$341K - $416K
|
8.88K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
526+ 128.61% |
$339K - $413K
|
935
$876K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
525+ 8.09% |
$338K - $412K
|
7.01K
$6.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
525+ 18.82% |
$338K - $412K
|
3.31K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
523+ 3.96% |
$337K - $411K
|
13.7K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
521+ 45.74% |
$336K - $409K
|
1.66K
$1.56M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
517New |
$333K - $406K
|
517
$484K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
516+ 36.36% |
$333K - $405K
|
1.94K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
515+ 5.52% |
$332K - $405K
|
9.85K
$9.23M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
515+ 10300.0% |
$332K - $405K
|
520
$487K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
514New |
$331K - $404K
|
514
$482K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
511+ 4.39% |
$329K - $401K
|
12.2K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
510New |
$329K - $401K
|
510
$478K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
510+ 25.05% |
$329K - $401K
|
2.55K
$2.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
509+ 0.66% |
$328K - $400K
|
78.1K
$73.1M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
508New |
$328K - $399K
|
508
$476K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
506+ 13.52% |
$326K - $398K
|
4.25K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
498+ 4.3% |
$321K - $391K
|
12.1K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
496+ 5.56% |
$320K - $390K
|
9.41K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
495+ 61.26% |
$319K - $389K
|
1.3K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
493+ 92.15% |
$318K - $387K
|
1.03K
$963K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
490+ 42.94% |
$316K - $385K
|
1.63K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
485+ 12.16% |
$313K - $381K
|
4.47K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
484+ 28.19% |
$312K - $380K
|
2.2K
$2.06M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
477New |
$308K - $375K
|
477
$447K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
475New |
$306K - $373K
|
475
$445K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
475New |
$306K - $373K
|
475
$445K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
475New |
$306K - $373K
|
475
$445K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
474+ 8.44% |
$306K - $372K
|
6.09K
$5.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
467+ 3.37% |
$301K - $367K
|
14.3K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
463+ 2.34% |
$298K - $364K
|
20.3K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
463+ 79.83% |
$298K - $364K
|
1.04K
$977K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
462+ 36.18% |
$298K - $363K
|
1.74K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
462+ 2.79% |
$298K - $363K
|
17K
$15.9M
|