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 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
7+ 2.26% |
$5.61K - $6.42K
|
317
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
6+ 1.3% |
$4.81K - $5.5K
|
466
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6+ 0.67% |
$4.81K - $5.5K
|
904
$936K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 4.51% |
$4.81K - $5.5K
|
139
$144K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6+ 0.72% |
$4.81K - $5.5K
|
838
$867K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6+ 0.64% |
$4.81K - $5.5K
|
945
$978K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6+ 1.63% |
$4.81K - $5.5K
|
375
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.44% |
$4.81K - $5.5K
|
1.37K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.3% |
$4.81K - $5.5K
|
1.99K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.3% |
$4.81K - $5.5K
|
2.02K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6+ 1.93% |
$4.81K - $5.5K
|
317
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 2.04% |
$4.81K - $5.5K
|
300
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.27% |
$4.81K - $5.5K
|
2.24K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
6+ 28.57% |
$4.81K - $5.5K
|
27
$27.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 3.47% |
$4.81K - $5.5K
|
179
$185K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
6+ 0.03% |
$4.81K - $5.5K
|
22.3K
$23.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.69% |
$4.01K - $4.59K
|
734
$760K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
5+ 0.57% |
$4.01K - $4.59K
|
883
$914K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 1.32% |
$4.01K - $4.59K
|
385
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
BUY
|
- |
5+ 0.1% |
$4.01K - $4.59K
|
5.21K
$5.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5+ 0.15% |
$4.01K - $4.59K
|
3.41K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.29% |
$4.01K - $4.59K
|
1.7K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.64% |
$4.01K - $4.59K
|
788
$816K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5+ 1.42% |
$4.01K - $4.59K
|
356
$368K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 0.52% |
$4.01K - $4.59K
|
964
$998K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5+ 0.17% |
$4.01K - $4.59K
|
3.02K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
5+ 1.97% |
$4.01K - $4.59K
|
259
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5+ 0.9% |
$4.01K - $4.59K
|
558
$578K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5+ 0.08% |
$4.01K - $4.59K
|
6.59K
$6.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5+ 0.18% |
$4.01K - $4.59K
|
2.83K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
5+ 0.19% |
$4.01K - $4.59K
|
2.65K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 50.0% |
$4.01K - $4.59K
|
15
$15.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.11% |
$4.01K - $4.59K
|
4.7K
$4.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 1.47% |
$4.01K - $4.59K
|
346
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
5+ 0.72% |
$4.01K - $4.59K
|
700
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.39% |
$4.01K - $4.59K
|
1.29K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$4.01K - $4.59K
|
1.95K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 0.13% |
$4.01K - $4.59K
|
3.82K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.32% |
$4.01K - $4.59K
|
1.58K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
5+ 0.57% |
$4.01K - $4.59K
|
875
$906K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4+ 0.6% |
$3.21K - $3.67K
|
672
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 0.23% |
$3.21K - $3.67K
|
1.73K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4New |
$3.21K - $3.67K
|
4
$4.14K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4+ 1.63% |
$3.21K - $3.67K
|
250
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$3.21K - $3.67K
|
4.19K
$4.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.17% |
$3.21K - $3.67K
|
2.4K
$2.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 1.21% |
$3.21K - $3.67K
|
335
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.24% |
$3.21K - $3.67K
|
1.64K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.21% |
$3.21K - $3.67K
|
1.9K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4+ 0.99% |
$3.21K - $3.67K
|
409
$423K
|