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 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
5+ 3.91% |
$3.52K - $4.35K
|
133
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5+ 0.08% |
$3.52K - $4.35K
|
6.63K
$6.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
5+ 0.23% |
$3.52K - $4.35K
|
2.2K
$2.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.13% |
$3.52K - $4.35K
|
3.72K
$3.85M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.71% |
$3.52K - $4.35K
|
705
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 18.52% |
$3.52K - $4.35K
|
32
$33.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.28% |
$3.52K - $4.35K
|
1.8K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5+ 0.17% |
$3.52K - $4.35K
|
2.94K
$3.05M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5+ 0.95% |
$3.52K - $4.35K
|
532
$551K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5+ 0.67% |
$3.52K - $4.35K
|
748
$774K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5+ 0.33% |
$3.52K - $4.35K
|
1.52K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5+ 71.43% |
$3.52K - $4.35K
|
12
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5+ 0.97% |
$3.52K - $4.35K
|
523
$541K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 23.81% |
$3.52K - $4.35K
|
26
$26.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5+ 0.01% |
$3.52K - $4.35K
|
97.4K
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$3.52K - $4.35K
|
15.6K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5+ 0.39% |
$3.52K - $4.35K
|
1.28K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5+ 0.87% |
$3.52K - $4.35K
|
578
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5+ 1.33% |
$3.52K - $4.35K
|
382
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4+ 0.28% |
$2.82K - $3.48K
|
1.42K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4+ 1.09% |
$2.82K - $3.48K
|
370
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 0.09% |
$2.82K - $3.48K
|
4.29K
$4.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.38% |
$2.82K - $3.48K
|
1.06K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
4+ 0.21% |
$2.82K - $3.48K
|
1.92K
$1.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
4+ 0.28% |
$2.82K - $3.48K
|
1.41K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.1% |
$2.82K - $3.48K
|
4.07K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
4+ 0.33% |
$2.82K - $3.48K
|
1.2K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.56% |
$2.82K - $3.48K
|
717
$742K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4+ 0.11% |
$2.82K - $3.48K
|
3.58K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$2.82K - $3.48K
|
6.98K
$7.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
4+ 0.23% |
$2.82K - $3.48K
|
1.73K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.51% |
$2.82K - $3.48K
|
785
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4+ 2.2% |
$2.82K - $3.48K
|
186
$193K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$2.11K - $2.61K
|
751
$777K
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
3+ 0.22% |
$2.11K - $2.61K
|
1.34K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$2.11K - $2.61K
|
2.64K
$2.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$2.11K - $2.61K
|
8.03K
$8.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 1.17% |
$2.11K - $2.61K
|
259
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3+ 0.52% |
$2.11K - $2.61K
|
582
$602K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.26% |
$2.11K - $2.61K
|
1.17K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$2.11K - $2.61K
|
8.89K
$9.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.29% |
$2.11K - $2.61K
|
1.02K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.22% |
$2.11K - $2.61K
|
1.37K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3+ 0.12% |
$2.11K - $2.61K
|
2.61K
$2.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.02% |
$2.11K - $2.61K
|
15.1K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.71% |
$2.11K - $2.61K
|
426
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
3+ 0.94% |
$2.11K - $2.61K
|
323
$334K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3+ 0.5% |
$2.11K - $2.61K
|
599
$620K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3+ 0.34% |
$2.11K - $2.61K
|
891
$922K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$1.41K - $1.74K
|
1.19K
$1.23M
|