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 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.29% |
$1.6K - $1.83K
|
700
$725K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$1.6K - $1.83K
|
5.11K
$5.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2+ 0.21% |
$1.6K - $1.83K
|
947
$980K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1+ 0.34% |
$802 - $917
|
291
$301K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.35% |
$802 - $917
|
288
$298K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1+ 0.22% |
$802 - $917
|
452
$468K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1+ 0.14% |
$802 - $917
|
708
$733K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1+ 0.25% |
$802 - $917
|
395
$409K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$802 - $917
|
500
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.12% |
$802 - $917
|
866
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.64K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.38% |
$802 - $917
|
263
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.15% |
$802 - $917
|
677
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.23% |
$802 - $917
|
428
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1+ 0.36% |
$802 - $917
|
279
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.05% |
$802 - $917
|
1.94K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.03% |
$802 - $917
|
3.3K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$802 - $917
|
993
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.4K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
389
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$802 - $917
|
982
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
523
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.08% |
$802 - $917
|
1.33K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
1.02K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
379
$392K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.48K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.39% |
$802 - $917
|
255
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$802 - $917
|
5
$5.18K
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.12K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$802 - $917
|
848
$878K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1+ 0.13% |
$802 - $917
|
764
$791K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.27% |
$802 - $917
|
371
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.19% |
$802 - $917
|
518
$536K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$802 - $917
|
7.66K
$7.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$802 - $917
|
353
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1+ 0.04% |
$802 - $917
|
2.68K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
963
$997K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.51K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.31% |
$802 - $917
|
319
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$802 - $917
|
4.07K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$802 - $917
|
1.22K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.64% |
$802 - $917
|
158
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1+ 0.28% |
$802 - $917
|
357
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.06K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.2% |
$802 - $917
|
505
$523K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.1% |
$802 - $917
|
972
$1.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1+ 0.07% |
$802 - $917
|
1.5K
$1.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1+ 0.4% |
$802 - $917
|
252
$261K
|