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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
357+ 11.23% |
$286K - $327K
|
3.54K
$3.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
357New |
$286K - $327K
|
357
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
356+ 5.4% |
$285K - $326K
|
6.95K
$7.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
355+ 17.87% |
$285K - $326K
|
2.34K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
351New |
$281K - $322K
|
351
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 6.06% |
$281K - $321K
|
6.13K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
349+ 73.63% |
$280K - $320K
|
823
$882K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
348+ 2.45% |
$279K - $319K
|
14.5K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
347New |
$278K - $318K
|
347
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
347New |
$278K - $318K
|
347
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
345+ 2.2% |
$277K - $316K
|
16K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
345+ 12.43% |
$277K - $316K
|
3.12K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
345+ 73.4% |
$277K - $316K
|
815
$874K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
344+ 4.34% |
$276K - $315K
|
8.27K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
343+ 9.37% |
$275K - $315K
|
4K
$4.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
341+ 2.28% |
$273K - $313K
|
15.3K
$16.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
339+ 92.62% |
$272K - $311K
|
705
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
338+ 3.66% |
$271K - $310K
|
9.57K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
338+ 1.6% |
$271K - $310K
|
21.5K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
336+ 4.87% |
$269K - $308K
|
7.23K
$7.75M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
333+ 10.27% |
$267K - $305K
|
3.57K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
332+ 32.42% |
$266K - $304K
|
1.36K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
332+ 11.69% |
$266K - $304K
|
3.17K
$3.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
331+ 20.52% |
$265K - $304K
|
1.94K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
329+ 11.65% |
$264K - $302K
|
3.15K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
329+ 31.63% |
$264K - $302K
|
1.37K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
326+ 0.45% |
$261K - $299K
|
73.4K
$78.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
326+ 4.98% |
$261K - $299K
|
6.87K
$7.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
325+ 12.58% |
$261K - $298K
|
2.91K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
324+ 3.72% |
$260K - $297K
|
9.02K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
324+ 1.74% |
$260K - $297K
|
19K
$20.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 1.28% |
$259K - $296K
|
25.5K
$27.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
321New |
$257K - $294K
|
321
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
320+ 33.3% |
$257K - $293K
|
1.28K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
319New |
$256K - $293K
|
319
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
319+ 14.97% |
$256K - $293K
|
2.45K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
317+ 62.77% |
$254K - $291K
|
822
$881K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
316+ 4.26% |
$253K - $290K
|
7.73K
$8.28M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
314New |
$252K - $288K
|
314
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
314+ 3.46% |
$252K - $288K
|
9.38K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
312+ 56.52% |
$250K - $286K
|
864
$926K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
310+ 86.11% |
$249K - $284K
|
670
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
308+ 47.09% |
$247K - $282K
|
962
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
307+ 14.6% |
$246K - $282K
|
2.41K
$2.58M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
307+ 12.83% |
$246K - $282K
|
2.7K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
305+ 4.0% |
$245K - $280K
|
7.94K
$8.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
305+ 14.71% |
$245K - $280K
|
2.38K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
304New |
$244K - $279K
|
304
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
302+ 14.14% |
$242K - $277K
|
2.44K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
301+ 22.38% |
$241K - $276K
|
1.65K
$1.76M
|