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
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-91- 4.23% |
$64.1K - $79.2K
|
2.06K
$2.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-92- 1.79% |
$64.8K - $80.1K
|
5.06K
$5.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-92- 0.04% |
$64.8K - $80.1K
|
213K
$226M
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-92- 1.78% |
$64.8K - $80.1K
|
5.09K
$5.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-92- 1.87% |
$64.8K - $80.1K
|
4.82K
$5.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-93- 1.63% |
$65.6K - $81K
|
5.63K
$5.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-93- 19.5% |
$65.6K - $81K
|
384
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-93- 0.37% |
$65.6K - $81K
|
25K
$26.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-94- 0.49% |
$66.3K - $81.9K
|
19.1K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-94- 2.5% |
$66.3K - $81.9K
|
3.66K
$3.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-95- 11.64% |
$67K - $82.7K
|
721
$766K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-95- 25.96% |
$67K - $82.7K
|
271
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-95- 0.52% |
$67K - $82.7K
|
18.2K
$19.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-96- 2.69% |
$67.7K - $83.6K
|
3.47K
$3.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-97- 10.13% |
$68.4K - $84.5K
|
861
$915K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-97- 19.09% |
$68.4K - $84.5K
|
411
$437K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-98- 6.77% |
$69.1K - $85.3K
|
1.35K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-98- 2.7% |
$69.1K - $85.3K
|
3.54K
$3.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-99- 4.24% |
$69.8K - $86.2K
|
2.24K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-99- 5.84% |
$69.8K - $86.2K
|
1.6K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-99- 1.36% |
$69.8K - $86.2K
|
7.16K
$7.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-99- 2.01% |
$69.8K - $86.2K
|
4.83K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-99- 7.49% |
$69.8K - $86.2K
|
1.22K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 1.5% |
$70.5K - $87.1K
|
6.58K
$6.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-100- 7.12% |
$70.5K - $87.1K
|
1.3K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 9.0% |
$70.5K - $87.1K
|
1.01K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 2.28% |
$70.5K - $87.1K
|
4.29K
$4.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-100- 0.35% |
$70.5K - $87.1K
|
28.8K
$30.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-101- 17.75% |
$71.2K - $87.9K
|
468
$497K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-102- 4.2% |
$71.9K - $88.8K
|
2.33K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-102- 2.59% |
$71.9K - $88.8K
|
3.84K
$4.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-103- 11.28% |
$72.6K - $89.7K
|
810
$861K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-103- 22.39% |
$72.6K - $89.7K
|
357
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-103- 11.83% |
$72.6K - $89.7K
|
768
$816K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-103- 3.02% |
$72.6K - $89.7K
|
3.31K
$3.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-104- 6.42% |
$73.3K - $90.6K
|
1.52K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-104- 3.12% |
$73.3K - $90.6K
|
3.23K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-104- 19.29% |
$73.3K - $90.6K
|
435
$462K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-104- 5.78% |
$73.3K - $90.6K
|
1.7K
$1.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-105- 1.27% |
$74K - $91.4K
|
8.18K
$8.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-105- 13.19% |
$74K - $91.4K
|
691
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-105- 4.07% |
$74K - $91.4K
|
2.47K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-105- 1.12% |
$74K - $91.4K
|
9.28K
$9.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-106- 21.68% |
$74.7K - $92.3K
|
383
$407K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-107- 8.26% |
$75.4K - $93.2K
|
1.19K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.98% |
$75.4K - $93.2K
|
5.29K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-108- 3.83% |
$76.1K - $94K
|
2.71K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-109- 6.47% |
$76.8K - $94.9K
|
1.58K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-109- 0.47% |
$76.8K - $94.9K
|
23K
$24.5M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-110- 2.11% |
$77.5K - $95.8K
|
5.11K
$5.43M
|