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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
6+ 0.08% |
$5.24K - $5.97K
|
7.63K
$8.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.2KNew |
$9.75M - $11.1M
|
11.2K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.99K- 13.44% |
$1.74M - $1.98M
|
12.8K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-3.2K- 3.42% |
$2.8M - $3.18M
|
90.3K
$97.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.13K+ 201.79% |
$985K - $1.12M
|
1.69K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-62- 4.77% |
$54.2K - $61.7K
|
1.24K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.92% |
$9.61K - $10.9K
|
1.18K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-70- 11.82% |
$61.2K - $69.6K
|
522
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
C World Wide Group Holding A
|
SELL
|
- |
-34.1K- 7.67% |
$29.8M - $33.9M
|
411K
$442M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-17- 0.62% |
$14.9K - $16.9K
|
2.71K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-158- 11.58% |
$138K - $157K
|
1.21K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.05% |
$12.2K - $13.9K
|
1.34K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-206- 5.18% |
$180K - $205K
|
3.77K
$4.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-127- 25.35% |
$111K - $126K
|
374
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-19- 0.78% |
$16.6K - $18.9K
|
2.43K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229New |
$200K - $228K
|
229
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-947- 6.0% |
$827K - $942K
|
14.8K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-800- 73.13% |
$699K - $796K
|
294
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.93K- 5.22% |
$2.56M - $2.92M
|
53.2K
$57.3M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-152- 2.99% |
$133K - $151K
|
4.93K
$5.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.82K+ 23.12% |
$3.34M - $3.8M
|
20.4K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 1.88% |
$69.9K - $79.6K
|
4.18K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-282- 5.22% |
$246K - $281K
|
5.12K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.57K- 3.14% |
$2.24M - $2.55M
|
79.3K
$85.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
165+ 2.55% |
$144K - $164K
|
6.64K
$7.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.73K+ 6.81% |
$3.26M - $3.71M
|
58.5K
$63M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
227New |
$198K - $226K
|
227
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-201- 15.94% |
$176K - $200K
|
1.06K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-23- 2.27% |
$20.1K - $22.9K
|
991
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.82K+ 11.39% |
$1.59M - $1.81M
|
17.8K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-168- 2.25% |
$147K - $167K
|
7.29K
$7.85M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5- 1.96% |
$4.37K - $4.97K
|
250
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
307New |
$268K - $305K
|
307
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2- 0.18% |
$1.75K - $1.99K
|
1.13K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-436- 1.66% |
$381K - $434K
|
25.8K
$27.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
240New |
$210K - $239K
|
240
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
692New |
$605K - $688K
|
692
$745K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$1.75K - $1.99K
|
335
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-97- 0.75% |
$84.7K - $96.5K
|
12.9K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.5K+ 752.54% |
$11.8M - $13.4M
|
15.3K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
81+ 1.1% |
$70.8K - $80.6K
|
7.47K
$8.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2- 0.68% |
$1.75K - $1.99K
|
292
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.48KNew |
$1.29M - $1.47M
|
1.48K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
536New |
$468K - $533K
|
536
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
96+ 6.03% |
$83.9K - $95.5K
|
1.69K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11+ 1.35% |
$9.61K - $10.9K
|
827
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 1.81% |
$7.86K - $8.95K
|
505
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-35- 0.69% |
$30.6K - $34.8K
|
5.03K
$5.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-144- 11.39% |
$126K - $143K
|
1.12K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
224+ 1.46% |
$196K - $223K
|
15.5K
$16.7M
|