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 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-6- 0.23% |
$5.24K - $5.97K
|
2.61K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-101- 10.78% |
$88.2K - $100K
|
836
$885K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-85- 9.22% |
$74.3K - $84.5K
|
837
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-378- 0.49% |
$330K - $376K
|
77.2K
$81.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 5.97% |
$1.03M - $1.17M
|
20.9K
$22.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 1.93% |
$4.37K - $4.97K
|
254
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
69+ 9.21% |
$60.3K - $68.6K
|
818
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-115- 4.89% |
$100K - $114K
|
2.24K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
223+ 8.82% |
$195K - $222K
|
2.75K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-278- 1.57% |
$243K - $277K
|
17.5K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.45K- 18.95% |
$1.27M - $1.45M
|
6.22K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-62- 11.63% |
$54.2K - $61.7K
|
471
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-891- 12.3% |
$778K - $886K
|
6.36K
$6.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26+ 3.14% |
$22.7K - $25.9K
|
854
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40.8K- 6.5% |
$35.6M - $40.5M
|
587K
$621M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
59+ 2.65% |
$51.5K - $58.7K
|
2.29K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
286New |
$250K - $284K
|
286
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.88K- 54.54% |
$8.63M - $9.83M
|
8.24K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$437K - $497K
|
500
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
342+ 33.83% |
$299K - $340K
|
1.35K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-41- 8.61% |
$35.8K - $40.8K
|
435
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.23% |
$874 - $995
|
32
$33.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
339+ 0.7% |
$296K - $337K
|
48.6K
$51.4M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 1.32% |
$41.9K - $47.7K
|
3.7K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
11.2K+ 2240.0% |
$9.78M - $11.1M
|
11.7K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-288- 2.0% |
$252K - $286K
|
14.1K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
4.68KNew |
$4.09M - $4.65M
|
4.68K
$4.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
258New |
$225K - $257K
|
258
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224New |
$196K - $223K
|
224
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
27+ 7.56% |
$23.6K - $26.9K
|
384
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
56+ 13.66% |
$48.9K - $55.7K
|
466
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
924New |
$807K - $919K
|
924
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
460New |
$402K - $458K
|
460
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-28- 1.8% |
$24.5K - $27.9K
|
1.53K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.67% |
$38.4K - $43.8K
|
6.62K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
36+ 3.91% |
$31.4K - $35.8K
|
957
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 5.33% |
$44.6K - $50.7K
|
906
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-19- 0.27% |
$16.6K - $18.9K
|
7.15K
$7.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-306- 1.27% |
$267K - $304K
|
23.9K
$25.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-166- 2.13% |
$145K - $165K
|
7.63K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
469+ 131.74% |
$410K - $467K
|
825
$873K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
4.45KNew |
$3.88M - $4.42M
|
4.45K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.12% |
$874 - $995
|
852
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 1.27% |
$20.1K - $22.9K
|
1.83K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
282New |
$246K - $281K
|
282
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
25+ 4.13% |
$21.8K - $24.9K
|
631
$668K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-256- 4.23% |
$224K - $255K
|
5.8K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-28- 2.23% |
$24.5K - $27.9K
|
1.23K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.31K- 9.78% |
$2.02M - $2.3M
|
21.3K
$22.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 12.29% |
$58.5K - $66.6K
|
478
$506K
|