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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
252+ 5.23% |
$162K - $198K
|
5.07K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
252+ 24.05% |
$162K - $198K
|
1.3K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
251+ 6.09% |
$162K - $197K
|
4.37K
$4.11M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
251+ 31.89% |
$162K - $197K
|
1.04K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
251+ 10.22% |
$162K - $197K
|
2.71K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
251+ 4.07% |
$162K - $197K
|
6.42K
$6.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
250+ 4.77% |
$161K - $196K
|
5.49K
$5.16M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
250+ 46.13% |
$161K - $196K
|
792
$744K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 12.46% |
$161K - $196K
|
2.26K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
248+ 51.67% |
$160K - $195K
|
728
$684K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
247+ 36.27% |
$159K - $194K
|
928
$872K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
245+ 3.83% |
$158K - $192K
|
6.63K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
244+ 12.14% |
$157K - $192K
|
2.25K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
241+ 21.77% |
$155K - $189K
|
1.35K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
239+ 1.96% |
$154K - $188K
|
12.5K
$11.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
235+ 10.46% |
$152K - $185K
|
2.48K
$2.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
235+ 6.64% |
$152K - $185K
|
3.78K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
235+ 22.34% |
$152K - $185K
|
1.29K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
234+ 19.9% |
$151K - $184K
|
1.41K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
234New |
$151K - $184K
|
234
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
233+ 17.48% |
$150K - $183K
|
1.57K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
232+ 3.9% |
$150K - $182K
|
6.18K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
232+ 2.99% |
$150K - $182K
|
8K
$7.52M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
231+ 0.56% |
$149K - $181K
|
41.3K
$38.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
230+ 0.97% |
$148K - $181K
|
23.9K
$22.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
229+ 51.46% |
$148K - $180K
|
674
$633K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
229+ 2.91% |
$148K - $180K
|
8.1K
$7.61M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
228+ 10.73% |
$147K - $179K
|
2.35K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
227+ 4.73% |
$146K - $178K
|
5.03K
$4.72M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
226+ 1.61% |
$146K - $178K
|
14.3K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
226+ 5.56% |
$146K - $178K
|
4.29K
$4.03M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
226+ 39.58% |
$146K - $178K
|
797
$749K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
224+ 2.2% |
$144K - $176K
|
10.4K
$9.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
222+ 22.86% |
$143K - $174K
|
1.19K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
221+ 3.1% |
$142K - $174K
|
7.35K
$6.9M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
221+ 4.97% |
$142K - $174K
|
4.67K
$4.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
220+ 41.67% |
$142K - $173K
|
748
$703K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
218+ 37.14% |
$141K - $171K
|
805
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
215+ 24.71% |
$139K - $169K
|
1.09K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
214+ 11.98% |
$138K - $168K
|
2K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
214+ 19.16% |
$138K - $168K
|
1.33K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
212+ 13.97% |
$137K - $167K
|
1.73K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
210+ 7.96% |
$135K - $165K
|
2.85K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
210+ 33.98% |
$135K - $165K
|
828
$778K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
210+ 12.27% |
$135K - $165K
|
1.92K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
209+ 46.65% |
$135K - $164K
|
657
$617K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
208+ 63.41% |
$134K - $163K
|
536
$504K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
207+ 0.97% |
$133K - $163K
|
21.6K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
206New |
$133K - $162K
|
206
$194K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
205+ 8.48% |
$132K - $161K
|
2.62K
$2.46M
|