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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
76+ 3.45% |
$53.6K - $66.2K
|
2.28K
$2.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
75+ 0.25% |
$52.9K - $65.3K
|
30.6K
$31.6M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
75+ 7.98% |
$52.9K - $65.3K
|
1.02K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
75+ 19.33% |
$52.9K - $65.3K
|
463
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
75+ 3.22% |
$52.9K - $65.3K
|
2.41K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
75+ 2.78% |
$52.9K - $65.3K
|
2.77K
$2.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
74+ 0.22% |
$52.2K - $64.4K
|
33.1K
$34.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
74+ 11.92% |
$52.2K - $64.4K
|
695
$719K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
74+ 22.42% |
$52.2K - $64.4K
|
404
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
74+ 1.12% |
$52.2K - $64.4K
|
6.69K
$6.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
73+ 4.04% |
$51.5K - $63.6K
|
1.88K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
73+ 73.0% |
$51.5K - $63.6K
|
173
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
72+ 0.97% |
$50.8K - $62.7K
|
7.52K
$7.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
71+ 1.27% |
$50K - $61.8K
|
5.67K
$5.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
70+ 6.75% |
$49.3K - $61K
|
1.11K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
70+ 25.45% |
$49.3K - $61K
|
345
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
70+ 1.77% |
$49.3K - $61K
|
4.02K
$4.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
69+ 7.4% |
$48.6K - $60.1K
|
1K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
69+ 18.25% |
$48.6K - $60.1K
|
447
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
69+ 5.83% |
$48.6K - $60.1K
|
1.25K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
69+ 0.57% |
$48.6K - $60.1K
|
12.1K
$12.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
68+ 9.28% |
$47.9K - $59.2K
|
801
$829K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
68+ 10.73% |
$47.9K - $59.2K
|
702
$726K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
68+ 3.51% |
$47.9K - $59.2K
|
2K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
68+ 12.06% |
$47.9K - $59.2K
|
632
$654K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
67+ 3.16% |
$47.2K - $58.3K
|
2.18K
$2.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
67+ 2.16% |
$47.2K - $58.3K
|
3.18K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
67+ 11.51% |
$47.2K - $58.3K
|
649
$672K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
67+ 2.18% |
$47.2K - $58.3K
|
3.14K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
66+ 1.05% |
$46.5K - $57.5K
|
6.37K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
66+ 6.0% |
$46.5K - $57.5K
|
1.17K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
65+ 5.62% |
$45.8K - $56.6K
|
1.22K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65+ 1.55% |
$45.8K - $56.6K
|
4.27K
$4.41M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
65+ 10.74% |
$45.8K - $56.6K
|
670
$693K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
64+ 7.67% |
$45.1K - $55.7K
|
898
$929K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
64+ 3.33% |
$45.1K - $55.7K
|
1.99K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 64.0% |
$45.1K - $55.7K
|
164
$170K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
64+ 11.81% |
$45.1K - $55.7K
|
606
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
64+ 16.37% |
$45.1K - $55.7K
|
455
$471K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
63+ 3.34% |
$44.4K - $54.9K
|
1.95K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
63+ 1.98% |
$44.4K - $54.9K
|
3.25K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
63+ 9.43% |
$44.4K - $54.9K
|
731
$756K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
62New |
$43.7K - $54K
|
62
$64.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
62+ 2.48% |
$43.7K - $54K
|
2.57K
$2.66M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
62+ 15.05% |
$43.7K - $54K
|
474
$491K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
61+ 2.53% |
$43K - $53.1K
|
2.47K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
61+ 15.21% |
$43K - $53.1K
|
462
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
61+ 0.31% |
$43K - $53.1K
|
19.6K
$20.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
61+ 2.65% |
$43K - $53.1K
|
2.36K
$2.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
61+ 6.25% |
$43K - $53.1K
|
1.04K
$1.07M
|