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 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
117+ 13.51% |
$75.4K - $91.9K
|
983
$924K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
116+ 4.57% |
$74.8K - $91.1K
|
2.65K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
116+ 5.58% |
$74.8K - $91.1K
|
2.2K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 3.39% |
$74.1K - $90.3K
|
3.51K
$3.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
115+ 0.63% |
$74.1K - $90.3K
|
18.3K
$17.2M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
115+ 38.98% |
$74.1K - $90.3K
|
410
$385K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
115+ 13.61% |
$74.1K - $90.3K
|
960
$902K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
115+ 4.01% |
$74.1K - $90.3K
|
2.98K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
115+ 72.33% |
$74.1K - $90.3K
|
274
$257K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
114+ 15.7% |
$73.5K - $89.6K
|
840
$789K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
114+ 9.03% |
$73.5K - $89.6K
|
1.38K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
114+ 2.74% |
$73.5K - $89.6K
|
4.28K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
113+ 3.9% |
$72.8K - $88.8K
|
3.01K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
112+ 19.34% |
$72.2K - $88K
|
691
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
110+ 6.09% |
$70.9K - $86.4K
|
1.92K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
110+ 2.91% |
$70.9K - $86.4K
|
3.89K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
110+ 2.09% |
$70.9K - $86.4K
|
5.38K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
110+ 9.62% |
$70.9K - $86.4K
|
1.25K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
110+ 1.43% |
$70.9K - $86.4K
|
7.82K
$7.35M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
110+ 6.63% |
$70.9K - $86.4K
|
1.77K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
109+ 2.32% |
$70.3K - $85.6K
|
4.81K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
108+ 19.6% |
$69.6K - $84.8K
|
659
$619K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
108+ 6.94% |
$69.6K - $84.8K
|
1.67K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
108+ 0.52% |
$69.6K - $84.8K
|
21.1K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
107+ 2.56% |
$69K - $84.1K
|
4.28K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
107+ 8.71% |
$69K - $84.1K
|
1.34K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
106+ 26.84% |
$68.3K - $83.3K
|
501
$471K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
106+ 9.51% |
$68.3K - $83.3K
|
1.22K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
106+ 0.89% |
$68.3K - $83.3K
|
12K
$11.3M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
105+ 3.21% |
$67.7K - $82.5K
|
3.38K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
105+ 10.56% |
$67.7K - $82.5K
|
1.1K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
104+ 18.91% |
$67K - $81.7K
|
654
$615K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
103+ 20.81% |
$66.4K - $80.9K
|
598
$562K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
103+ 19.14% |
$66.4K - $80.9K
|
641
$602K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
103+ 42.74% |
$66.4K - $80.9K
|
344
$323K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
103+ 3.4% |
$66.4K - $80.9K
|
3.13K
$2.94M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.17% |
$65.8K - $80.1K
|
8.83K
$8.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
102+ 20.24% |
$65.8K - $80.1K
|
606
$569K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
102+ 1.57% |
$65.8K - $80.1K
|
6.61K
$6.21M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
102+ 3.75% |
$65.8K - $80.1K
|
2.82K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
101+ 0.12% |
$65.1K - $79.3K
|
84K
$78.9M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 5.92% |
$65.1K - $79.3K
|
1.81K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
101+ 3.25% |
$65.1K - $79.3K
|
3.21K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
BUY
|
- |
101+ 0.64% |
$65.1K - $79.3K
|
15.8K
$14.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
100+ 6.36% |
$64.5K - $78.6K
|
1.67K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
100+ 14.53% |
$64.5K - $78.6K
|
788
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100+ 370.37% |
$64.5K - $78.6K
|
127
$119K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
100+ 14.68% |
$64.5K - $78.6K
|
781
$734K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.09% |
$64.5K - $78.6K
|
1.2K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 0.75% |
$64.5K - $78.6K
|
13.4K
$12.6M
|