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 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.44K+ 21.3% |
$2.86M - $3.49M
|
25.3K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.43K+ 50.57% |
$2.85M - $3.48M
|
13.2K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.42K+ 16.06% |
$2.85M - $3.47M
|
32K
$29.9M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.42K+ 11.36% |
$2.85M - $3.47M
|
43.3K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.38K+ 26.15% |
$2.82M - $3.44M
|
21.1K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.37KNew |
$2.82M - $3.43M
|
4.37K
$4.1M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.33KNew |
$2.79M - $3.4M
|
4.33K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.25K+ 13.2% |
$2.74M - $3.34M
|
36.4K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.17K+ 6.84% |
$2.69M - $3.28M
|
65.2K
$61.1M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.17K+ 446.57% |
$2.69M - $3.28M
|
5.11K
$4.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
4.11KNew |
$2.65M - $3.23M
|
4.11K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.11K+ 120.45% |
$2.65M - $3.23M
|
7.52K
$7.04M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.03K+ 18.86% |
$2.6M - $3.16M
|
25.4K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.98KNew |
$2.57M - $3.13M
|
3.98K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.98K+ 39.46% |
$2.56M - $3.12M
|
14.1K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.96K+ 14.26% |
$2.55M - $3.11M
|
31.7K
$29.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.91K+ 6.98% |
$2.52M - $3.07M
|
60K
$56.2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 247.75% |
$2.52M - $3.07M
|
5.49K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.9K+ 30.34% |
$2.51M - $3.06M
|
16.8K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.89KNew |
$2.51M - $3.06M
|
3.89K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.87K+ 808.14% |
$2.5M - $3.04M
|
4.35K
$4.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.85K+ 29.95% |
$2.48M - $3.03M
|
16.7K
$15.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.81K+ 154.35% |
$2.46M - $3M
|
6.29K
$5.89M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.81K+ 45.29% |
$2.46M - $2.99M
|
12.2K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.8K+ 25.49% |
$2.45M - $2.99M
|
18.7K
$17.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.76K+ 93.42% |
$2.42M - $2.95M
|
7.79K
$7.29M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.76K+ 137.09% |
$2.42M - $2.95M
|
6.49K
$6.08M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.69KNew |
$2.38M - $2.9M
|
3.69K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.65K+ 1.03% |
$2.36M - $2.87M
|
358K
$335M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.62KNew |
$2.33M - $2.84M
|
3.62K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 194.12% |
$2.32M - $2.83M
|
5.45K
$5.11M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.6K+ 7.53% |
$2.32M - $2.82M
|
51.3K
$48.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
3.59K+ 22.57% |
$2.32M - $2.82M
|
19.5K
$18.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.59K+ 11.98% |
$2.31M - $2.82M
|
33.5K
$31.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 493.12% |
$2.31M - $2.82M
|
4.31K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.58K+ 9.94% |
$2.31M - $2.82M
|
39.6K
$37.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.5K+ 64.96% |
$2.26M - $2.75M
|
8.89K
$8.32M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.44KNew |
$2.22M - $2.7M
|
3.44K
$3.22M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.39KNew |
$2.18M - $2.66M
|
3.39K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.35K+ 44.4% |
$2.16M - $2.63M
|
10.9K
$10.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.32K+ 9.68% |
$2.14M - $2.61M
|
37.6K
$35.2M
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
3.3K+ 74.86% |
$2.13M - $2.59M
|
7.72K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.27K+ 23.57% |
$2.11M - $2.57M
|
17.1K
$16.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
3.26KNew |
$2.1M - $2.56M
|
3.26K
$3.05M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 13.19% |
$2.08M - $2.54M
|
27.7K
$26M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21KNew |
$2.07M - $2.52M
|
3.21K
$3.01M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21K+ 7.83% |
$2.07M - $2.52M
|
44.2K
$41.4M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.2K+ 0.91% |
$2.06M - $2.52M
|
356K
$334M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.17K+ 140.13% |
$2.04M - $2.49M
|
5.43K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.16K+ 113.26% |
$2.04M - $2.48M
|
5.95K
$5.58M
|