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 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-25- 2.94% |
$21.8K - $24.9K
|
824
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-37- 3.59% |
$32.3K - $36.8K
|
993
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-32- 1.38% |
$28K - $31.8K
|
2.3K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
46+ 1.93% |
$40.2K - $45.8K
|
2.42K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$20.1K - $22.9K
|
5.51K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
633+ 5.03% |
$553K - $630K
|
13.2K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-14- 0.68% |
$12.2K - $13.9K
|
2.03K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
923+ 105.85% |
$806K - $918K
|
1.8K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
47+ 5.89% |
$41.1K - $46.8K
|
845
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
4.94KNew |
$4.31M - $4.91M
|
4.94K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-9.28K- 5.86% |
$8.1M - $9.23M
|
149K
$140M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5+ 0.08% |
$4.37K - $4.97K
|
6.43K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.57K- 41.13% |
$1.37M - $1.56M
|
2.25K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-167K- 4.91% |
$146M - $166M
|
3.23M
$3.04B
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7+ 2.51% |
$6.12K - $6.96K
|
286
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 4.1% |
$10.5K - $11.9K
|
281
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.47KNew |
$2.16M - $2.46M
|
2.47K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
605+ 1.51% |
$529K - $602K
|
40.6K
$38.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
449+ 204.09% |
$392K - $447K
|
669
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
30+ 13.1% |
$26.2K - $29.8K
|
259
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-106- 21.59% |
$92.6K - $105K
|
385
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.63K- 22.0% |
$3.17M - $3.61M
|
12.9K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-21- 4.72% |
$18.3K - $20.9K
|
424
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
175+ 4.18% |
$153K - $174K
|
4.36K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-400- 12.69% |
$349K - $398K
|
2.75K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-62- 3.41% |
$54.2K - $61.7K
|
1.76K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-159- 0.15% |
$139K - $158K
|
108K
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
120+ 1.65% |
$105K - $119K
|
7.39K
$6.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
335+ 13.91% |
$293K - $333K
|
2.74K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-15- 0.27% |
$13.1K - $14.9K
|
5.46K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
4.66K+ 405.22% |
$4.07M - $4.64M
|
5.81K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
108+ 6.54% |
$94.3K - $107K
|
1.76K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-33.4K- 12.84% |
$29.2M - $33.3M
|
227K
$213M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
26+ 2.12% |
$22.7K - $25.9K
|
1.25K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-21- 0.74% |
$18.3K - $20.9K
|
2.81K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-5.13K- 94.81% |
$4.49M - $5.11M
|
281
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$1.52M - $1.73M
|
1.74K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.63KNew |
$1.42M - $1.62M
|
1.63K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.92K- 61.62% |
$6.92M - $7.88M
|
4.93K
$4.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
7.8K+ 6.73% |
$6.81M - $7.76M
|
124K
$116M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159+ 2.96% |
$139K - $158K
|
5.54K
$5.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-58- 1.19% |
$50.7K - $57.7K
|
4.83K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
33+ 6.92% |
$28.8K - $32.8K
|
510
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
607+ 13.9% |
$530K - $604K
|
4.98K
$4.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
21+ 1.04% |
$18.3K - $20.9K
|
2.03K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
42+ 7.13% |
$36.7K - $41.8K
|
631
$593K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
253+ 2.34% |
$221K - $252K
|
11.1K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
53+ 12.74% |
$46.3K - $52.7K
|
469
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.26KNew |
$4.6M - $5.23M
|
5.26K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-52- 0.57% |
$45.4K - $51.7K
|
9.04K
$8.49M
|