Purchases and Sales Made in Q2 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
353+ 22.01% |
$249K - $307K
|
1.96K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
353+ 0.29% |
$249K - $307K
|
120K
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
352New |
$248K - $307K
|
352
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
351+ 9.44% |
$247K - $306K
|
4.07K
$4.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
351New |
$247K - $306K
|
351
$371K
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
350+ 0.59% |
$247K - $305K
|
59.6K
$62.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
347+ 3.3% |
$245K - $302K
|
10.9K
$11.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
346+ 1.86% |
$244K - $301K
|
19K
$20M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
344New |
$242K - $300K
|
344
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
344New |
$242K - $300K
|
344
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
343New |
$242K - $299K
|
343
$362K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
341New |
$240K - $297K
|
341
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
340New |
$240K - $296K
|
340
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
340New |
$240K - $296K
|
340
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
340+ 17.94% |
$240K - $296K
|
2.24K
$2.36M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
339New |
$239K - $295K
|
339
$358K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
338+ 10.33% |
$238K - $294K
|
3.61K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
338+ 52.32% |
$238K - $294K
|
984
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
338+ 8.8% |
$238K - $294K
|
4.18K
$4.41M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
337New |
$238K - $293K
|
337
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
335+ 1.57% |
$236K - $292K
|
21.7K
$23M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
335+ 21.84% |
$236K - $292K
|
1.87K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
335+ 14.23% |
$236K - $292K
|
2.69K
$2.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
334+ 9.93% |
$235K - $291K
|
3.7K
$3.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
333+ 3.02% |
$235K - $290K
|
11.4K
$12M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
330New |
$233K - $287K
|
330
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
328+ 90.36% |
$231K - $286K
|
691
$730K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
325+ 10.13% |
$229K - $283K
|
3.53K
$3.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
325+ 16.04% |
$229K - $283K
|
2.35K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
322+ 22.44% |
$227K - $280K
|
1.76K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
321+ 13.97% |
$226K - $280K
|
2.62K
$2.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
320+ 3.37% |
$226K - $279K
|
9.82K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
320+ 8.23% |
$226K - $279K
|
4.21K
$4.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
320+ 23.41% |
$226K - $279K
|
1.69K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
320+ 0.62% |
$226K - $279K
|
51.7K
$54.6M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
320New |
$226K - $279K
|
320
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
318New |
$224K - $277K
|
318
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
318New |
$224K - $277K
|
318
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
317+ 5.49% |
$223K - $276K
|
6.09K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
314New |
$221K - $273K
|
314
$332K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
313+ 8.06% |
$221K - $273K
|
4.2K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
313New |
$221K - $273K
|
313
$331K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
311+ 17.04% |
$219K - $271K
|
2.14K
$2.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
311+ 67.03% |
$219K - $271K
|
775
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
311New |
$219K - $271K
|
311
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
310+ 6.07% |
$219K - $270K
|
5.42K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
310+ 3.24% |
$219K - $270K
|
9.89K
$10.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
308New |
$217K - $268K
|
308
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
306+ 14.54% |
$216K - $266K
|
2.41K
$2.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
304New |
$214K - $265K
|
304
$321K
|