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 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3- 0.23% |
$2.41K - $2.75K
|
1.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-3- 0.55% |
$2.41K - $2.75K
|
542
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.21% |
$2.41K - $2.75K
|
1.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3- 0.19% |
$2.41K - $2.75K
|
1.6K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3- 0.01% |
$2.41K - $2.75K
|
21.9K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3- 0.15% |
$2.41K - $2.75K
|
2K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-3- 0.49% |
$2.41K - $2.75K
|
611
$632K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4- 0.28% |
$3.21K - $3.67K
|
1.41K
$1.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4- 0.1% |
$3.21K - $3.67K
|
3.95K
$4.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 2.76% |
$3.21K - $3.67K
|
141
$146K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-4- 0.56% |
$3.21K - $3.67K
|
716
$741K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4- 0.35% |
$3.21K - $3.67K
|
1.13K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-4- 0.12% |
$3.21K - $3.67K
|
3.26K
$3.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4- 0.09% |
$3.21K - $3.67K
|
4.32K
$4.48M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-4- 1.12% |
$3.21K - $3.67K
|
353
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4- 0.98% |
$3.21K - $3.67K
|
405
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4- 0.19% |
$3.21K - $3.67K
|
2.13K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-4- 0.95% |
$3.21K - $3.67K
|
418
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-4- 0.49% |
$3.21K - $3.67K
|
805
$833K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 2.15% |
$3.21K - $3.67K
|
182
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 0.4% |
$3.21K - $3.67K
|
986
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4- 0.11% |
$3.21K - $3.67K
|
3.54K
$3.66M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.05% |
$3.21K - $3.67K
|
191
$198K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.05% |
$3.21K - $3.67K
|
191
$198K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-4- 0.45% |
$3.21K - $3.67K
|
887
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5- 0.03% |
$4.01K - $4.59K
|
15.5K
$16.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5- 2.05% |
$4.01K - $4.59K
|
239
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.54% |
$4.01K - $4.59K
|
922
$954K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-5- 0.58% |
$4.01K - $4.59K
|
862
$892K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.45% |
$4.01K - $4.59K
|
1.1K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$4.01K - $4.59K
|
5.55K
$5.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-5- 1.31% |
$4.01K - $4.59K
|
377
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5- 0.32% |
$4.01K - $4.59K
|
1.57K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-5- 0.3% |
$4.01K - $4.59K
|
1.69K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-5- 0.09% |
$4.01K - $4.59K
|
5.86K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5- 0.15% |
$4.01K - $4.59K
|
3.41K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 4.46% |
$4.01K - $4.59K
|
107
$111K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$4.01K - $4.59K
|
4.26K
$4.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-5- 0.2% |
$4.01K - $4.59K
|
2.46K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5- 0.08% |
$4.01K - $4.59K
|
6.21K
$6.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-5- 0.62% |
$4.01K - $4.59K
|
804
$832K
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-5- 0.01% |
$4.01K - $4.59K
|
63.8K
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-5- 0.52% |
$4.01K - $4.59K
|
949
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-5- 2.02% |
$4.01K - $4.59K
|
242
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 2.08% |
$4.01K - $4.59K
|
235
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 1.18% |
$4.01K - $4.59K
|
420
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5- 0.8% |
$4.01K - $4.59K
|
623
$645K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6- 0.75% |
$4.81K - $5.5K
|
798
$826K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6- 0.18% |
$4.81K - $5.5K
|
3.3K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6- 2.11% |
$4.81K - $5.5K
|
278
$288K
|