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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2KNew |
$1.75M - $1.99M
|
2K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2KNew |
$1.75M - $1.99M
|
2K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.98KNew |
$1.73M - $1.96M
|
1.98K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.97K+ 5.4% |
$1.72M - $1.96M
|
38.5K
$41.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.95KNew |
$1.7M - $1.94M
|
1.95K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.95KNew |
$1.7M - $1.94M
|
1.95K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
1.94K+ 6.78% |
$1.7M - $1.93M
|
30.6K
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.94K+ 56.73% |
$1.69M - $1.93M
|
5.36K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.94K+ 1.65% |
$1.69M - $1.93M
|
119K
$128M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.93K+ 3155.74% |
$1.68M - $1.91M
|
1.99K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.92KNew |
$1.68M - $1.91M
|
1.92K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.91KNew |
$1.67M - $1.9M
|
1.91K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.91K+ 18.53% |
$1.67M - $1.9M
|
12.2K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.91K+ 15.63% |
$1.67M - $1.9M
|
14.1K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.9K+ 17.08% |
$1.66M - $1.89M
|
13K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.89K+ 30.52% |
$1.65M - $1.88M
|
8.1K
$8.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.89KNew |
$1.65M - $1.88M
|
1.89K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 9.96% |
$1.62M - $1.85M
|
20.5K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.84KNew |
$1.61M - $1.83M
|
1.84K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$1.6M - $1.82M
|
68.8K
$73.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.82K+ 11.39% |
$1.59M - $1.81M
|
17.8K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.82KNew |
$1.59M - $1.81M
|
1.82K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 12.31% |
$1.58M - $1.79M
|
16.4K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.8KNew |
$1.57M - $1.79M
|
1.8K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.76K+ 37.91% |
$1.54M - $1.75M
|
6.4K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.76K+ 7.05% |
$1.53M - $1.75M
|
26.7K
$28.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 18.31% |
$1.53M - $1.74M
|
11.3K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$1.52M - $1.73M
|
1.74K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.72KNew |
$1.5M - $1.71M
|
1.72K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.71KNew |
$1.49M - $1.7M
|
1.71K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.7K+ 53.54% |
$1.49M - $1.69M
|
4.88K
$5.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.7K+ 54.84% |
$1.49M - $1.69M
|
4.8K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.7KNew |
$1.48M - $1.69M
|
1.7K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.7K+ 30.74% |
$1.48M - $1.69M
|
7.21K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.69KNew |
$1.48M - $1.69M
|
1.69K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.69K+ 1.33% |
$1.48M - $1.68M
|
129K
$138M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 2.04% |
$1.47M - $1.68M
|
84.3K
$90.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.68K+ 2.5% |
$1.47M - $1.67M
|
68.9K
$73.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 23.28% |
$1.46M - $1.66M
|
8.84K
$9.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.63KNew |
$1.42M - $1.62M
|
1.63K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.63KNew |
$1.42M - $1.62M
|
1.63K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.61K+ 8.02% |
$1.41M - $1.6M
|
21.7K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 38.6% |
$1.4M - $1.59M
|
5.74K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.6K+ 3.84% |
$1.39M - $1.59M
|
43.2K
$46.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 15.4% |
$1.39M - $1.58M
|
11.9K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.41% |
$1.39M - $1.58M
|
20.5K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.59K+ 13.87% |
$1.39M - $1.58M
|
13.1K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.59KNew |
$1.39M - $1.58M
|
1.59K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.57K+ 2.86% |
$1.38M - $1.57M
|
56.6K
$60.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.56K+ 68.46% |
$1.36M - $1.55M
|
3.84K
$4.12M
|