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 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3- 0.06% |
$2.11K - $2.61K
|
4.62K
$4.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3- 0.88% |
$2.11K - $2.61K
|
336
$348K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 0.88% |
$2.11K - $2.61K
|
339
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 23.08% |
$2.11K - $2.61K
|
10
$10.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3- 0.2% |
$2.11K - $2.61K
|
1.53K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-3- 0.81% |
$2.11K - $2.61K
|
366
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.68% |
$2.11K - $2.61K
|
436
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3- 0.38% |
$2.11K - $2.61K
|
782
$809K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3- 0.16% |
$2.11K - $2.61K
|
1.92K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3- 0.1% |
$2.11K - $2.61K
|
2.91K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.14% |
$2.11K - $2.61K
|
2.1K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3- 0.36% |
$2.11K - $2.61K
|
831
$860K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3- 0.5% |
$2.11K - $2.61K
|
593
$614K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.25% |
$2.82K - $3.48K
|
1.62K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4- 0.53% |
$2.82K - $3.48K
|
745
$771K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4- 0.4% |
$2.82K - $3.48K
|
992
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-4- 0.97% |
$2.82K - $3.48K
|
410
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4- 0.28% |
$2.82K - $3.48K
|
1.45K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4- 0.22% |
$2.82K - $3.48K
|
1.85K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- 1.11% |
$2.82K - $3.48K
|
355
$367K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.71% |
$2.82K - $3.48K
|
556
$575K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.1% |
$2.82K - $3.48K
|
4.01K
$4.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-4- 0.32% |
$2.82K - $3.48K
|
1.23K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
SELL
|
- |
-4- 0.6% |
$2.82K - $3.48K
|
658
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4- 0.28% |
$2.82K - $3.48K
|
1.4K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.94% |
$2.82K - $3.48K
|
132
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4- 2.74% |
$2.82K - $3.48K
|
142
$147K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5- 0.77% |
$3.52K - $4.35K
|
647
$670K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-5- 1.4% |
$3.52K - $4.35K
|
351
$363K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5- 0.11% |
$3.52K - $4.35K
|
4.5K
$4.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5- 0.46% |
$3.52K - $4.35K
|
1.09K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$3.52K - $4.35K
|
10.7K
$11.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 0.31% |
$3.52K - $4.35K
|
1.63K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-5- 0.14% |
$3.52K - $4.35K
|
3.63K
$3.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5- 1.26% |
$3.52K - $4.35K
|
393
$407K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-5- 0.29% |
$3.52K - $4.35K
|
1.73K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-5- 0.67% |
$3.52K - $4.35K
|
737
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5- 0.2% |
$3.52K - $4.35K
|
2.48K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-5- 0.36% |
$3.52K - $4.35K
|
1.38K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 4.27% |
$3.52K - $4.35K
|
112
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-5- 0.18% |
$3.52K - $4.35K
|
2.84K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-5- 0.45% |
$3.52K - $4.35K
|
1.12K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6- 0.85% |
$4.23K - $5.22K
|
704
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6- 0.38% |
$4.23K - $5.22K
|
1.55K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6- 0.44% |
$4.23K - $5.22K
|
1.37K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6- 1.43% |
$4.23K - $5.22K
|
415
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-6- 2.04% |
$4.23K - $5.22K
|
288
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-6- 0.75% |
$4.23K - $5.22K
|
789
$817K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-6- 0.18% |
$4.23K - $5.22K
|
3.42K
$3.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6- 0.48% |
$4.23K - $5.22K
|
1.23K
$1.28M
|