Purchases and Sales Made in Q4 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
2.91KNew |
$2.54M - $2.9M
|
2.91K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
2.9KNew |
$2.53M - $2.88M
|
2.9K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
2.8KNew |
$2.45M - $2.79M
|
2.8K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.8K+ 42.55% |
$2.44M - $2.78M
|
9.37K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.77K+ 37.31% |
$2.42M - $2.76M
|
10.2K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.76K+ 6.07% |
$2.41M - $2.75M
|
48.2K
$51.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.76K+ 26.49% |
$2.41M - $2.75M
|
13.2K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.67K+ 6.74% |
$2.33M - $2.66M
|
42.3K
$45.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
2.63KNew |
$2.29M - $2.61M
|
2.63K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.6K+ 462.46% |
$2.27M - $2.59M
|
3.16K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.58K+ 406.47% |
$2.25M - $2.56M
|
3.21K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
BUY
|
- |
2.58K+ 18.38% |
$2.25M - $2.56M
|
16.6K
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 557.7% |
$2.25M - $2.56M
|
3.03K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$2.23M - $2.54M
|
2.56K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 2.7% |
$2.22M - $2.53M
|
96.7K
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.54KNew |
$2.21M - $2.52M
|
2.54K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.49KNew |
$2.18M - $2.48M
|
2.49K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.47K+ 14.81% |
$2.16M - $2.46M
|
19.2K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.47K+ 4.2% |
$2.16M - $2.46M
|
61.3K
$65.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.47KNew |
$2.16M - $2.46M
|
2.47K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
2.47KNew |
$2.15M - $2.45M
|
2.47K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.41K+ 233.08% |
$2.11M - $2.4M
|
3.44K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
2.39KNew |
$2.08M - $2.37M
|
2.39K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.38K+ 9.62% |
$2.08M - $2.37M
|
27.2K
$29.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.37K+ 6.11% |
$2.07M - $2.35M
|
41K
$44M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.36KNew |
$2.06M - $2.34M
|
2.36K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2.36K+ 30.86% |
$2.06M - $2.34M
|
9.99K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.35KNew |
$2.05M - $2.34M
|
2.35K
$2.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.35K+ 17.88% |
$2.05M - $2.33M
|
15.5K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.33K+ 17.94% |
$2.04M - $2.32M
|
15.3K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.32KNew |
$2.03M - $2.31M
|
2.32K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.3K+ 9.86% |
$2.01M - $2.28M
|
25.6K
$27.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.27K+ 120.38% |
$1.99M - $2.26M
|
4.16K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.27K+ 5.17% |
$1.98M - $2.26M
|
46.1K
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.22K+ 3.15% |
$1.94M - $2.21M
|
72.8K
$78.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.22K+ 16.49% |
$1.94M - $2.2M
|
15.7K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
2.18KNew |
$1.91M - $2.17M
|
2.18K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.17K+ 27.72% |
$1.9M - $2.16M
|
10K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 12.3% |
$1.9M - $2.16M
|
19.8K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.17KNew |
$1.89M - $2.16M
|
2.17K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.15K+ 3.9% |
$1.88M - $2.14M
|
57.3K
$61.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.15KNew |
$1.88M - $2.14M
|
2.15K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.14K+ 6.5% |
$1.87M - $2.13M
|
35.1K
$37.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.14K+ 17.85% |
$1.87M - $2.13M
|
14.2K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 164.79% |
$1.87M - $2.13M
|
3.44K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.13K+ 1.67% |
$1.86M - $2.12M
|
130K
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.13K+ 774.55% |
$1.86M - $2.12M
|
2.41K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
2.1K+ 4.43% |
$1.83M - $2.09M
|
49.5K
$53M
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
2.07KNew |
$1.81M - $2.06M
|
2.07K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.07K+ 35.64% |
$1.81M - $2.06M
|
7.87K
$8.44M
|