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 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
630+ 6.58% |
$550K - $627K
|
10.2K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
76+ 8.48% |
$66.4K - $75.6K
|
972
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9- 3.24% |
$7.86K - $8.95K
|
269
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-53- 5.52% |
$46.3K - $52.7K
|
907
$960K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1+ 0.12% |
$874 - $995
|
849
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1- 0.3% |
$874 - $995
|
337
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
646+ 46.44% |
$564K - $643K
|
2.04K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-36- 4.03% |
$31.4K - $35.8K
|
857
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
871New |
$761K - $866K
|
871
$922K
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-100- 16.5% |
$87.4K - $99.5K
|
506
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.03% |
$1.75K - $1.99K
|
7.93K
$8.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-64- 2.8% |
$55.9K - $63.7K
|
2.22K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-73- 1.31% |
$63.8K - $72.6K
|
5.49K
$5.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
40+ 2.71% |
$34.9K - $39.8K
|
1.52K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-188- 12.43% |
$164K - $187K
|
1.33K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-67- 17.82% |
$58.5K - $66.6K
|
309
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 1.74% |
$14.9K - $16.9K
|
994
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
279New |
$244K - $278K
|
279
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
31+ 32.63% |
$27.1K - $30.8K
|
126
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-54- 17.82% |
$47.2K - $53.7K
|
249
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8+ 1.02% |
$6.99K - $7.96K
|
789
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.23K- 14.06% |
$1.08M - $1.22M
|
7.52K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-352- 1.12% |
$308K - $350K
|
31.2K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
PUT |
-2.6K- 86.67% |
$2.27M - $2.59M
|
400
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
59+ 4.64% |
$51.5K - $58.7K
|
1.33K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-155- 2.1% |
$135K - $154K
|
7.23K
$7.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-166- 18.8% |
$145K - $165K
|
717
$759K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.02KNew |
$1.77M - $2.01M
|
2.02K
$2.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-34- 12.19% |
$29.7K - $33.8K
|
245
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 2.74% |
$1.6M - $1.82M
|
68.8K
$72.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$2.62K - $2.98K
|
1.79K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
66+ 2.35% |
$57.7K - $65.6K
|
2.88K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 2.04% |
$8.74K - $9.95K
|
501
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
9+ 1.93% |
$7.86K - $8.95K
|
475
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-158- 3.36% |
$138K - $157K
|
4.54K
$4.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
132+ 3.92% |
$115K - $131K
|
3.5K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
25+ 1.65% |
$21.8K - $24.9K
|
1.54K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-199- 3.81% |
$174K - $198K
|
5.03K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
310New |
$271K - $308K
|
310
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-132- 3.17% |
$115K - $131K
|
4.03K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
249+ 6.25% |
$218K - $248K
|
4.24K
$4.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17K+ 13.02% |
$14.8M - $16.9M
|
147K
$156M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
227New |
$198K - $226K
|
227
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-22- 5.1% |
$19.2K - $21.9K
|
409
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.14K+ 3.55% |
$995K - $1.13M
|
33.3K
$35.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-23- 1.54% |
$20.1K - $22.9K
|
1.47K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 11.47% |
$43.7K - $49.7K
|
486
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
21+ 1.73% |
$18.3K - $20.9K
|
1.24K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-12- 0.02% |
$10.5K - $11.9K
|
56K
$59.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 7.1% |
$77.7K - $88.5K
|
1.34K
$1.42M
|