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 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
61+ 8.41% |
$43K - $53.1K
|
786
$814K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
61+ 0.48% |
$43K - $53.1K
|
12.8K
$13.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
60+ 7.95% |
$42.3K - $52.2K
|
815
$844K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
60+ 13.27% |
$42.3K - $52.2K
|
512
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
60+ 0.76% |
$42.3K - $52.2K
|
7.95K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
60+ 24.0% |
$42.3K - $52.2K
|
310
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
59+ 1.08% |
$41.6K - $51.4K
|
5.54K
$5.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
59+ 10.07% |
$41.6K - $51.4K
|
645
$668K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
59New |
$41.6K - $51.4K
|
59
$61.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
59+ 9.75% |
$41.6K - $51.4K
|
664
$687K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
58+ 14.46% |
$40.9K - $50.5K
|
459
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
58+ 7.13% |
$40.9K - $50.5K
|
871
$902K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
57+ 11.95% |
$40.2K - $49.6K
|
534
$553K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
56New |
$39.5K - $48.8K
|
56
$58K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
56+ 7.19% |
$39.5K - $48.8K
|
835
$864K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
56+ 10.69% |
$39.5K - $48.8K
|
580
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
56+ 13.59% |
$39.5K - $48.8K
|
468
$484K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
55+ 1.05% |
$38.8K - $47.9K
|
5.29K
$5.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
55+ 3.03% |
$38.8K - $47.9K
|
1.87K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
55+ 18.03% |
$38.8K - $47.9K
|
360
$373K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
55+ 3.51% |
$38.8K - $47.9K
|
1.62K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 2.42% |
$38.1K - $47K
|
2.29K
$2.37M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
54+ 1.31% |
$38.1K - $47K
|
4.17K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
54+ 11.34% |
$38.1K - $47K
|
530
$549K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
54+ 2.84% |
$38.1K - $47K
|
1.95K
$2.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
54+ 3.37% |
$38.1K - $47K
|
1.66K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
54+ 3.17% |
$38.1K - $47K
|
1.76K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
54+ 1.3% |
$38.1K - $47K
|
4.22K
$4.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 28.65% |
$37.4K - $46.1K
|
238
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
52+ 2.55% |
$36.7K - $45.3K
|
2.09K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 3.75% |
$36.7K - $45.3K
|
1.44K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
52+ 1.95% |
$36.7K - $45.3K
|
2.72K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.91% |
$36.7K - $45.3K
|
5.79K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
52+ 0.14% |
$36.7K - $45.3K
|
36.7K
$38M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
52+ 0.14% |
$36.7K - $45.3K
|
36.7K
$38M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
51+ 4.74% |
$35.9K - $44.4K
|
1.13K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
51+ 6.68% |
$35.9K - $44.4K
|
815
$844K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
51+ 0.69% |
$35.9K - $44.4K
|
7.48K
$7.74M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
50+ 1.04% |
$35.2K - $43.5K
|
4.84K
$5.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
50+ 5.66% |
$35.2K - $43.5K
|
933
$966K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
50+ 6.43% |
$35.2K - $43.5K
|
828
$857K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
50+ 0.31% |
$35.2K - $43.5K
|
16K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50+ 1.12% |
$35.2K - $43.5K
|
4.52K
$4.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 4.14% |
$35.2K - $43.5K
|
1.26K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
50+ 2.44% |
$35.2K - $43.5K
|
2.1K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
50+ 1.45% |
$35.2K - $43.5K
|
3.49K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 2.56% |
$35.2K - $43.5K
|
2.01K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$35.2K - $43.5K
|
50
$51.8K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 2.22% |
$35.2K - $43.5K
|
2.31K
$2.39M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 22.9% |
$34.5K - $42.7K
|
263
$272K
|