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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
378+ 30.81% |
$244K - $297K
|
1.61K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
376New |
$242K - $295K
|
376
$353K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
374+ 4.33% |
$241K - $294K
|
9.02K
$8.47M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
373New |
$240K - $293K
|
373
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
371+ 3.14% |
$239K - $291K
|
12.2K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
369+ 4.18% |
$238K - $290K
|
9.2K
$8.64M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
367+ 3.94% |
$237K - $288K
|
9.69K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
367+ 0.24% |
$237K - $288K
|
152K
$143M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
366New |
$236K - $288K
|
366
$344K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
364+ 35.1% |
$235K - $286K
|
1.4K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
363+ 10.52% |
$234K - $285K
|
3.81K
$3.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
362+ 20.83% |
$233K - $284K
|
2.1K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
362New |
$233K - $284K
|
362
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
362+ 0.17% |
$233K - $284K
|
219K
$206M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
361+ 7.14% |
$233K - $284K
|
5.42K
$5.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
360+ 48.52% |
$232K - $283K
|
1.1K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
359New |
$231K - $282K
|
359
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
357+ 13.63% |
$230K - $280K
|
2.98K
$2.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
356New |
$230K - $280K
|
356
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
353New |
$228K - $277K
|
353
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
352+ 1.82% |
$227K - $277K
|
19.7K
$18.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
351New |
$226K - $276K
|
351
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
351+ 29.5% |
$226K - $276K
|
1.54K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
351New |
$226K - $276K
|
351
$330K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
348+ 22.5% |
$224K - $273K
|
1.9K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
347New |
$224K - $273K
|
347
$326K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
347+ 107.43% |
$224K - $273K
|
670
$630K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
345New |
$222K - $271K
|
345
$324K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
344+ 26.77% |
$222K - $270K
|
1.63K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
341+ 33.11% |
$220K - $268K
|
1.37K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
339+ 22.97% |
$219K - $266K
|
1.82K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
338+ 2.27% |
$218K - $266K
|
15.2K
$14.3M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
336+ 16.27% |
$217K - $264K
|
2.4K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
336+ 18.87% |
$217K - $264K
|
2.12K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
336New |
$217K - $264K
|
336
$316K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
335New |
$216K - $263K
|
335
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335+ 3.81% |
$216K - $263K
|
9.13K
$8.57M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
335+ 2.2% |
$216K - $263K
|
15.6K
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
334+ 0.29% |
$215K - $262K
|
114K
$107M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
332+ 11.85% |
$214K - $261K
|
3.13K
$2.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
332New |
$214K - $261K
|
332
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
331+ 82.75% |
$213K - $260K
|
731
$687K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
330New |
$213K - $259K
|
330
$310K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
330+ 2.08% |
$213K - $259K
|
16.2K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
329+ 36.31% |
$212K - $258K
|
1.24K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
328+ 9.97% |
$211K - $258K
|
3.62K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
325New |
$210K - $255K
|
325
$305K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
324+ 90.76% |
$209K - $255K
|
681
$640K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
323+ 29.74% |
$208K - $254K
|
1.41K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
323New |
$208K - $254K
|
323
$304K
|