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 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6- 0.63% |
$4.81K - $5.5K
|
940
$973K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-6- 0.29% |
$4.81K - $5.5K
|
2.04K
$2.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-6- 4.14% |
$4.81K - $5.5K
|
139
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 0.48% |
$4.81K - $5.5K
|
1.25K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 0.97% |
$4.81K - $5.5K
|
610
$631K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6- 0.56% |
$4.81K - $5.5K
|
1.06K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-6- 0.72% |
$4.81K - $5.5K
|
826
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-6- 0.19% |
$4.81K - $5.5K
|
3.15K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6- 0.43% |
$4.81K - $5.5K
|
1.4K
$1.45M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 0.53% |
$4.81K - $5.5K
|
1.13K
$1.17M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-6- 2.13% |
$4.81K - $5.5K
|
276
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.64% |
$5.61K - $6.42K
|
1.09K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.39% |
$5.61K - $6.42K
|
1.81K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7- 1.08% |
$5.61K - $6.42K
|
642
$664K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$5.61K - $6.42K
|
3.01K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7- 0.31% |
$5.61K - $6.42K
|
2.22K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-7- 1.02% |
$5.61K - $6.42K
|
679
$703K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-7- 0.36% |
$5.61K - $6.42K
|
1.96K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.32% |
$5.61K - $6.42K
|
2.21K
$2.28M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 1.26% |
$5.61K - $6.42K
|
547
$566K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-8- 0.54% |
$6.41K - $7.34K
|
1.48K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.23% |
$6.41K - $7.34K
|
3.42K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-8- 0.91% |
$6.41K - $7.34K
|
868
$898K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-8- 2.24% |
$6.41K - $7.34K
|
349
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.3% |
$6.41K - $7.34K
|
2.66K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8- 0.91% |
$6.41K - $7.34K
|
874
$905K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-8- 6.78% |
$6.41K - $7.34K
|
110
$114K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8- 1.52% |
$6.41K - $7.34K
|
520
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 2.03% |
$6.41K - $7.34K
|
387
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9- 1.69% |
$7.22K - $8.25K
|
522
$540K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-9- 1.22% |
$7.22K - $8.25K
|
731
$757K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-9- 0.21% |
$7.22K - $8.25K
|
4.24K
$4.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9- 0.14% |
$7.22K - $8.25K
|
6.48K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-9- 0.81% |
$7.22K - $8.25K
|
1.11K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-9- 0.47% |
$7.22K - $8.25K
|
1.91K
$1.98M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-9- 0.41% |
$7.22K - $8.25K
|
2.2K
$2.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10- 0.5% |
$8.02K - $9.17K
|
2K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-10- 0.84% |
$8.02K - $9.17K
|
1.18K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 0.36% |
$8.02K - $9.17K
|
2.77K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10- 0.66% |
$8.02K - $9.17K
|
1.51K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-10- 2.95% |
$8.02K - $9.17K
|
329
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-10- 3.38% |
$8.02K - $9.17K
|
286
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-10- 0.37% |
$8.02K - $9.17K
|
2.67K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-10- 1.1% |
$8.02K - $9.17K
|
895
$926K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-10- 0.57% |
$8.02K - $9.17K
|
1.75K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-10- 3.58% |
$8.02K - $9.17K
|
269
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 2.25% |
$8.02K - $9.17K
|
434
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-10- 0.27% |
$8.02K - $9.17K
|
3.75K
$3.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 0.75% |
$8.02K - $9.17K
|
1.33K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-10- 1.68% |
$8.02K - $9.17K
|
585
$605K
|