Latest Institutional Transactions on Costco Wholesale Corp (COST)
This table provides information on the latest institutional transactions involving Costco Wholesale Corp (COST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39+ 3.08% |
$34.1K - $38.8K
|
1.31K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
317+ 12.04% |
$277K - $315K
|
2.95K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-3.23K- 43.51% |
$2.82M - $3.21M
|
4.19K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-14- 0.14% |
$12.2K - $13.9K
|
10.1K
$9.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
226+ 8.94% |
$197K - $225K
|
2.75K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-182- 7.73% |
$159K - $181K
|
2.17K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
224New |
$196K - $223K
|
224
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-238- 4.22% |
$208K - $237K
|
5.4K
$5.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 7.15% |
$155K - $177K
|
2.67K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
9.2KNew |
$8.04M - $9.15M
|
9.2K
$8.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 23.81% |
$175K - $199K
|
640
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-719- 2.19% |
$628K - $715K
|
32.1K
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
29+ 2.89% |
$25.3K - $28.8K
|
1.03K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-192- 5.62% |
$168K - $191K
|
3.22K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-66- 0.82% |
$57.7K - $65.6K
|
7.97K
$7.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-245- 7.23% |
$214K - $244K
|
3.14K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-24- 1.29% |
$21K - $23.9K
|
1.84K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
238New |
$208K - $237K
|
238
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.04K- 44.84% |
$907K - $1.03M
|
1.28K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-350- 22.58% |
$306K - $348K
|
1.2K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
51+ 2.5% |
$44.6K - $50.7K
|
2.09K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-40- 7.71% |
$34.9K - $39.8K
|
479
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
229New |
$200K - $228K
|
229
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-42- 0.38% |
$36.7K - $41.8K
|
11.1K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-41- 19.52% |
$35.8K - $40.8K
|
169
$159K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
55+ 18.09% |
$48K - $54.7K
|
359
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-440- 13.99% |
$384K - $438K
|
2.71K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
31+ 0.97% |
$27.1K - $30.8K
|
3.24K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
294New |
$257K - $292K
|
294
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
150+ 7.47% |
$131K - $149K
|
2.16K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-38- 48.72% |
$33.2K - $37.8K
|
40
$37.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
86+ 1.44% |
$75.1K - $85.5K
|
6.05K
$5.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1- 0.18% |
$874 - $995
|
564
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-62- 1.32% |
$54.2K - $61.7K
|
4.63K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
408New |
$356K - $406K
|
408
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7+ 1.41% |
$6.12K - $6.96K
|
503
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.42% |
$874 - $995
|
238
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$3.49K - $3.98K
|
907
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
25+ 3.58% |
$21.8K - $24.9K
|
723
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-53- 0.25% |
$46.3K - $52.7K
|
21.5K
$20.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 6.62% |
$43.7K - $49.7K
|
705
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.66% |
$205K - $234K
|
35.8K
$33.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8.28K- 7.85% |
$7.23M - $8.23M
|
97.1K
$91.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-488- 22.98% |
$426K - $485K
|
1.64K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
501+ 4.93% |
$438K - $498K
|
10.7K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67+ 3.45% |
$58.5K - $66.6K
|
2.01K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
918+ 4.86% |
$802K - $913K
|
19.8K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 1.15% |
$3.49K - $3.98K
|
352
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.21K+ 31.45% |
$1.06M - $1.21M
|
5.07K
$4.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$2.62K - $2.98K
|
3.77K
$3.54M
|