Purchases and Sales Made in Q3 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
666+ 9.07% |
$534K - $611K
|
8.01K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
655+ 5.08% |
$525K - $601K
|
13.6K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
652+ 15.87% |
$523K - $598K
|
4.76K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
652+ 1.26% |
$523K - $598K
|
52.6K
$56.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
639+ 4.7% |
$512K - $586K
|
14.2K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
637+ 1.4% |
$511K - $584K
|
46.1K
$49.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
632+ 207.21% |
$507K - $580K
|
937
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
631+ 12.6% |
$506K - $579K
|
5.64K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
631+ 23.04% |
$506K - $579K
|
3.37K
$3.61M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
630+ 42.23% |
$505K - $578K
|
2.12K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
625+ 4.89% |
$501K - $573K
|
13.4K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
624+ 42.36% |
$500K - $572K
|
2.1K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldly Partners Management, LLC
Boston, MA |
BUY
|
- |
622+ 0.69% |
$499K - $570K
|
90.4K
$96.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
615+ 1.69% |
$493K - $564K
|
36.9K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
612+ 1.47% |
$491K - $561K
|
42.1K
$45.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
611+ 1.74% |
$490K - $560K
|
35.6K
$38.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
600+ 47.92% |
$481K - $550K
|
1.85K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
600+ 2.47% |
$481K - $550K
|
24.9K
$26.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
599+ 39.83% |
$480K - $549K
|
2.1K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
599+ 6.56% |
$480K - $549K
|
9.73K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
598+ 66.37% |
$479K - $548K
|
1.5K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
591+ 6.88% |
$474K - $542K
|
9.19K
$9.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
591+ 10.55% |
$474K - $542K
|
6.19K
$6.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
587New |
$471K - $538K
|
587
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
587+ 0.6% |
$471K - $538K
|
98.3K
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
587New |
$471K - $538K
|
587
$629K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
584+ 7.71% |
$468K - $536K
|
8.16K
$8.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
584+ 7.39% |
$468K - $536K
|
8.49K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
583+ 61.89% |
$467K - $535K
|
1.53K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
575New |
$461K - $527K
|
575
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
575+ 99.14% |
$461K - $527K
|
1.16K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
574+ 5.05% |
$460K - $526K
|
11.9K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
571New |
$458K - $524K
|
571
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
568+ 7.6% |
$455K - $521K
|
8.05K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
557+ 4.4% |
$447K - $511K
|
13.2K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
555+ 229.34% |
$445K - $509K
|
797
$854K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
552+ 41.5% |
$443K - $506K
|
1.88K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
550+ 1.66% |
$441K - $504K
|
33.8K
$36.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
548+ 24.72% |
$439K - $503K
|
2.77K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
546+ 6.62% |
$438K - $501K
|
8.8K
$9.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
545New |
$437K - $500K
|
545
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
544+ 89.77% |
$436K - $499K
|
1.15K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
543New |
$435K - $498K
|
543
$582K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
538+ 3.62% |
$431K - $493K
|
15.4K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
538+ 81.39% |
$431K - $493K
|
1.2K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
538New |
$431K - $493K
|
538
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
534New |
$428K - $490K
|
534
$572K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
534+ 13.09% |
$428K - $490K
|
4.61K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
533+ 25.49% |
$427K - $489K
|
2.62K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
524New |
$420K - $481K
|
524
$562K
|