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 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
18+ 3.65% |
$14.4K - $16.5K
|
511
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
18+ 7.53% |
$14.4K - $16.5K
|
257
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
18+ 5.79% |
$14.4K - $16.5K
|
329
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
17+ 3.14% |
$13.6K - $15.6K
|
558
$578K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17+ 1.69% |
$13.6K - $15.6K
|
1.02K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17+ 3.26% |
$13.6K - $15.6K
|
539
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
17+ 1.29% |
$13.6K - $15.6K
|
1.33K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
17+ 4.23% |
$13.6K - $15.6K
|
419
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
17+ 2.32% |
$13.6K - $15.6K
|
751
$777K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
17+ 6.37% |
$13.6K - $15.6K
|
284
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
17+ 3.03% |
$13.6K - $15.6K
|
578
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 0.21% |
$13.6K - $15.6K
|
8.08K
$8.36M
|
|
|
Oct 01, 2024
Q3 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
16+ 0.03% |
$12.8K - $14.7K
|
59.6K
$61.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 1.17% |
$12.8K - $14.7K
|
1.39K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.94% |
$12.8K - $14.7K
|
422
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
16+ 2.2% |
$12.8K - $14.7K
|
742
$768K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 2.15% |
$12.8K - $14.7K
|
759
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16+ 0.16% |
$12.8K - $14.7K
|
10K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
16+ 4.23% |
$12.8K - $14.7K
|
394
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
16+ 1.45% |
$12.8K - $14.7K
|
1.12K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.92% |
$12.8K - $14.7K
|
1.76K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16+ 0.32% |
$12.8K - $14.7K
|
5.04K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
16+ 2.91% |
$12.8K - $14.7K
|
566
$586K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
15+ 1.02% |
$12K - $13.8K
|
1.48K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.74% |
$12K - $13.8K
|
877
$908K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
15+ 2.26% |
$12K - $13.8K
|
679
$703K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 20.83% |
$12K - $13.8K
|
87
$90K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 2.54% |
$12K - $13.8K
|
606
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15+ 2.17% |
$12K - $13.8K
|
706
$731K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15+ 0.17% |
$12K - $13.8K
|
9.01K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 3.44% |
$12K - $13.8K
|
451
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15+ 5.64% |
$12K - $13.8K
|
281
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
15+ 2.03% |
$12K - $13.8K
|
755
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 13.16% |
$12K - $13.8K
|
129
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
15+ 0.58% |
$12K - $13.8K
|
2.62K
$2.71M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
15+ 1.72% |
$12K - $13.8K
|
887
$918K
|
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
15+ 2.84% |
$12K - $13.8K
|
543
$562K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
14+ 0.92% |
$11.2K - $12.8K
|
1.53K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 3.05% |
$11.2K - $12.8K
|
473
$490K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.38% |
$11.2K - $12.8K
|
3.73K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
14+ 0.55% |
$11.2K - $12.8K
|
2.54K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14+ 2.07% |
$11.2K - $12.8K
|
690
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
14+ 3.5% |
$11.2K - $12.8K
|
414
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14+ 0.77% |
$11.2K - $12.8K
|
1.83K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14+ 1.99% |
$11.2K - $12.8K
|
719
$744K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14+ 1.02% |
$11.2K - $12.8K
|
1.38K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
14+ 0.57% |
$11.2K - $12.8K
|
2.48K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
14+ 2.14% |
$11.2K - $12.8K
|
667
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
14+ 4.95% |
$11.2K - $12.8K
|
297
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.46% |
$11.2K - $12.8K
|
3.03K
$3.14M
|