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 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
205+ 5.12% |
$132K - $161K
|
4.21K
$3.95M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
203+ 0.55% |
$131K - $159K
|
37.4K
$35.1M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
203+ 2.33% |
$131K - $159K
|
8.9K
$8.37M
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
202+ 18.35% |
$130K - $159K
|
1.3K
$1.22M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
200+ 10.3% |
$129K - $157K
|
2.14K
$2.01M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
200+ 10.75% |
$129K - $157K
|
2.06K
$1.94M
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
200+ 7.18% |
$129K - $157K
|
2.98K
$2.8M
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
200+ 13.27% |
$129K - $157K
|
1.71K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
200New |
$129K - $157K
|
200
$188K
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
198+ 12.95% |
$128K - $156K
|
1.73K
$1.62M
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
198+ 22.02% |
$128K - $156K
|
1.1K
$1.03M
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
198+ 1.01% |
$128K - $156K
|
19.7K
$18.5M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
196+ 0.47% |
$126K - $154K
|
41.6K
$39.1M
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 22.23% |
$126K - $153K
|
1.07K
$1.01M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
195+ 0.57% |
$126K - $153K
|
34.7K
$32.6M
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
BUY
|
- |
194+ 29.31% |
$125K - $152K
|
856
$804K
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
194+ 4.26% |
$125K - $152K
|
4.75K
$4.46M
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
193+ 1.91% |
$124K - $152K
|
10.3K
$9.66M
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
191+ 0.59% |
$123K - $150K
|
32.4K
$30.4M
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
190+ 19.0% |
$122K - $149K
|
1.19K
$1.12M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
190+ 17.84% |
$122K - $149K
|
1.26K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
190+ 0.52% |
$122K - $149K
|
36.7K
$34.5M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
190+ 6.74% |
$122K - $149K
|
3.01K
$2.83M
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
189+ 45.43% |
$122K - $148K
|
605
$569K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
188+ 7.34% |
$121K - $148K
|
2.75K
$2.59M
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
187+ 38.32% |
$121K - $147K
|
675
$634K
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
186+ 5.97% |
$120K - $146K
|
3.3K
$3.1M
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
184+ 9.84% |
$119K - $145K
|
2.05K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
184+ 5.58% |
$119K - $145K
|
3.48K
$3.27M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
184New |
$119K - $145K
|
184
$173K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
183+ 4.59% |
$118K - $144K
|
4.17K
$3.92M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
182New |
$117K - $143K
|
182
$171K
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
182+ 6.6% |
$117K - $143K
|
2.94K
$2.76M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181+ 160.18% |
$117K - $142K
|
294
$276K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
181+ 10.41% |
$117K - $142K
|
1.92K
$1.8M
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
180New |
$116K - $141K
|
180
$169K
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
180+ 18.61% |
$116K - $141K
|
1.15K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
179+ 9.13% |
$115K - $141K
|
2.14K
$2.01M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
177+ 8.47% |
$114K - $139K
|
2.27K
$2.13M
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 13.9% |
$114K - $139K
|
1.45K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
177New |
$114K - $139K
|
177
$166K
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
176+ 24.72% |
$113K - $138K
|
888
$834K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
175+ 23.33% |
$113K - $137K
|
925
$869K
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
175+ 3.21% |
$113K - $137K
|
5.63K
$5.29M
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
174+ 8.19% |
$112K - $137K
|
2.3K
$2.16M
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
174+ 3.08% |
$112K - $137K
|
5.83K
$5.47M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
174+ 2.24% |
$112K - $137K
|
7.93K
$7.45M
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
173+ 2.11% |
$112K - $136K
|
8.39K
$7.88M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
173+ 6.36% |
$112K - $136K
|
2.89K
$2.72M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
172+ 1.17% |
$111K - $135K
|
14.9K
$14M
|