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 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
77+ 4.93% |
$61.7K - $70.6K
|
1.64K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$61.7K - $70.6K
|
9.97K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
76+ 31.15% |
$60.9K - $69.7K
|
320
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
76+ 2.02% |
$60.9K - $69.7K
|
3.83K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
76+ 6.82% |
$60.9K - $69.7K
|
1.19K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
75+ 3.46% |
$60.1K - $68.8K
|
2.24K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 0.41% |
$60.1K - $68.8K
|
18.2K
$18.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
75+ 20.49% |
$60.1K - $68.8K
|
441
$456K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
75+ 15.53% |
$60.1K - $68.8K
|
558
$577K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
75New |
$60.1K - $68.8K
|
75
$77.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
75+ 8.05% |
$60.1K - $68.8K
|
1.01K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
75+ 2.45% |
$60.1K - $68.8K
|
3.14K
$3.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
74+ 4.06% |
$59.3K - $67.9K
|
1.9K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
74+ 2.26% |
$59.3K - $67.9K
|
3.35K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
74+ 3.2% |
$59.3K - $67.9K
|
2.38K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
74+ 6.5% |
$59.3K - $67.9K
|
1.21K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 34.6% |
$58.5K - $66.9K
|
284
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
73+ 9.29% |
$58.5K - $66.9K
|
859
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
73+ 18.07% |
$58.5K - $66.9K
|
477
$494K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
72+ 0.41% |
$57.7K - $66K
|
17.6K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
72+ 2.81% |
$57.7K - $66K
|
2.64K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72+ 3.56% |
$57.7K - $66K
|
2.09K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
71+ 12.01% |
$56.9K - $65.1K
|
662
$685K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
71+ 2.44% |
$56.9K - $65.1K
|
2.98K
$3.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
70+ 2.65% |
$56.1K - $64.2K
|
2.71K
$2.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
70+ 12.05% |
$56.1K - $64.2K
|
651
$674K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
70+ 0.42% |
$56.1K - $64.2K
|
16.6K
$17.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
70+ 1.29% |
$56.1K - $64.2K
|
5.48K
$5.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
70+ 1.25% |
$56.1K - $64.2K
|
5.67K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
70+ 15.8% |
$56.1K - $64.2K
|
513
$531K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 3.45% |
$56.1K - $64.2K
|
2.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
70+ 20.29% |
$56.1K - $64.2K
|
415
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
70+ 0.86% |
$56.1K - $64.2K
|
8.26K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
70+ 14.0% |
$56.1K - $64.2K
|
570
$590K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
69+ 23.79% |
$55.3K - $63.3K
|
359
$372K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
69+ 2.49% |
$55.3K - $63.3K
|
2.84K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$53.7K - $61.4K
|
1.09K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
67+ 0.26% |
$53.7K - $61.4K
|
26.3K
$27.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 4.14% |
$53.7K - $61.4K
|
1.69K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
67+ 4.02% |
$53.7K - $61.4K
|
1.73K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 0.2% |
$53.7K - $61.4K
|
33.1K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
67+ 8.26% |
$53.7K - $61.4K
|
878
$909K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
66+ 7.72% |
$52.9K - $60.5K
|
921
$953K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
66+ 7.71% |
$52.9K - $60.5K
|
922
$954K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
66+ 0.54% |
$52.9K - $60.5K
|
12.3K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
66+ 12.48% |
$52.9K - $60.5K
|
595
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
65+ 2.01% |
$52.1K - $59.6K
|
3.3K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
65New |
$52.1K - $59.6K
|
65
$67.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
65+ 7.94% |
$52.1K - $59.6K
|
884
$915K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
64+ 11.15% |
$51.3K - $58.7K
|
638
$660K
|