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 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
50+ 16.56% |
$40.1K - $45.9K
|
352
$364K
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
50+ 4.05% |
$40.1K - $45.9K
|
1.28K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
50+ 4.39% |
$40.1K - $45.9K
|
1.19K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
50+ 4.81% |
$40.1K - $45.9K
|
1.09K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 1.95% |
$40.1K - $45.9K
|
2.62K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 0.74% |
$40.1K - $45.9K
|
6.83K
$7.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
50+ 0.86% |
$40.1K - $45.9K
|
5.84K
$6.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
BUY
|
- |
50+ 1.92% |
$40.1K - $45.9K
|
2.65K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
50+ 2.56% |
$40.1K - $45.9K
|
2K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
50+ 13.09% |
$40.1K - $45.9K
|
432
$447K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
50+ 12.02% |
$40.1K - $45.9K
|
466
$482K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49+ 3.71% |
$39.3K - $44.9K
|
1.37K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
47+ 0.8% |
$37.7K - $43.1K
|
5.9K
$6.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
47+ 2.73% |
$37.7K - $43.1K
|
1.77K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
47+ 3.78% |
$37.7K - $43.1K
|
1.29K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
47+ 1.99% |
$37.7K - $43.1K
|
2.41K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
47+ 16.79% |
$37.7K - $43.1K
|
327
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 2.89% |
$37.7K - $43.1K
|
1.68K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
47+ 0.75% |
$37.7K - $43.1K
|
6.33K
$6.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
46+ 0.16% |
$36.9K - $42.2K
|
29.3K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
46+ 1.09% |
$36.9K - $42.2K
|
4.27K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
46+ 7.78% |
$36.9K - $42.2K
|
637
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
45+ 12.68% |
$36.1K - $41.3K
|
400
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45+ 0.7% |
$36.1K - $41.3K
|
6.45K
$6.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 5.21% |
$36.1K - $41.3K
|
909
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45New |
$36.1K - $41.3K
|
45
$46.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
44+ 1.28% |
$35.3K - $40.4K
|
3.49K
$3.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 5.9% |
$35.3K - $40.4K
|
790
$818K
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
44+ 1.51% |
$35.3K - $40.4K
|
2.95K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
44+ 8.51% |
$35.3K - $40.4K
|
561
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
44+ 0.89% |
$35.3K - $40.4K
|
4.97K
$5.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
43+ 5.09% |
$34.5K - $39.4K
|
887
$918K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
43+ 8.27% |
$34.5K - $39.4K
|
563
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
43+ 1.47% |
$34.5K - $39.4K
|
2.97K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
43+ 5.28% |
$34.5K - $39.4K
|
858
$888K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
42+ 6.6% |
$33.7K - $38.5K
|
678
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
42+ 4.38% |
$33.7K - $38.5K
|
1K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 1.15% |
$32.9K - $37.6K
|
3.62K
$3.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.09% |
$32.9K - $37.6K
|
48.2K
$49.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
41+ 14.44% |
$32.9K - $37.6K
|
325
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
40+ 4.99% |
$32.1K - $36.7K
|
841
$870K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
40+ 1.56% |
$32.1K - $36.7K
|
2.61K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
40+ 2.02% |
$32.1K - $36.7K
|
2.02K
$2.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
40+ 2.8% |
$32.1K - $36.7K
|
1.47K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
39+ 3.3% |
$31.3K - $35.8K
|
1.22K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
39+ 10.57% |
$31.3K - $35.8K
|
408
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 7.3% |
$31.3K - $35.8K
|
573
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
38+ 2.31% |
$30.5K - $34.8K
|
1.68K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
38+ 1.38% |
$30.5K - $34.8K
|
2.8K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
38+ 15.32% |
$30.5K - $34.8K
|
286
$296K
|