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 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
36New |
$31.4K - $35.8K
|
36
$38.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
70+ 4.88% |
$61.2K - $69.6K
|
1.51K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
59+ 8.01% |
$51.5K - $58.7K
|
796
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.08K+ 89.28% |
$946K - $1.08M
|
2.3K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-27- 3.86% |
$23.6K - $26.9K
|
673
$712K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-274- 18.95% |
$239K - $273K
|
1.17K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
35+ 7.23% |
$30.6K - $34.8K
|
519
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
401New |
$350K - $399K
|
401
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-100- 17.67% |
$87.4K - $99.5K
|
466
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
19+ 4.83% |
$16.6K - $18.9K
|
412
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
312+ 3.4% |
$273K - $310K
|
9.5K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 12.3% |
$1.9M - $2.16M
|
19.8K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
113+ 2.51% |
$98.7K - $112K
|
4.61K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-184- 6.47% |
$161K - $183K
|
2.66K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3- 0.54% |
$2.62K - $2.98K
|
553
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-56- 3.28% |
$48.9K - $55.7K
|
1.65K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-257- 7.4% |
$225K - $256K
|
3.22K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
53+ 0.26% |
$46.3K - $52.7K
|
20.3K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
149+ 2.81% |
$130K - $148K
|
5.45K
$5.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-150- 9.2% |
$131K - $149K
|
1.48K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-6- 0.41% |
$5.24K - $5.97K
|
1.47K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.96% |
$44.6K - $50.7K
|
5.23K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1+ 0.23% |
$874 - $995
|
427
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-76- 2.51% |
$66.4K - $75.6K
|
2.95K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
45+ 1.6% |
$39.3K - $44.8K
|
2.86K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.16% |
$1.75K - $1.99K
|
1.24K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.25KNew |
$1.09M - $1.24M
|
1.25K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-47- 1.78% |
$41.1K - $46.8K
|
2.59K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-648- 2.7% |
$566K - $645K
|
23.4K
$24.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
56+ 7.4% |
$48.9K - $55.7K
|
813
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-69- 0.85% |
$60.3K - $68.6K
|
8.09K
$8.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-21- 2.73% |
$18.3K - $20.9K
|
747
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
42+ 5.04% |
$36.7K - $41.8K
|
876
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 3.07% |
$14.9K - $16.9K
|
571
$604K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.9K+ 14.89% |
$3.4M - $3.88M
|
30.1K
$31.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-4- 0.7% |
$3.49K - $3.98K
|
564
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7- 0.91% |
$6.12K - $6.96K
|
765
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-299- 1.5% |
$261K - $297K
|
19.6K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-20.6K- 7.94% |
$18M - $20.5M
|
239K
$253M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11+ 0.82% |
$9.61K - $10.9K
|
1.35K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-300- 2.34% |
$262K - $298K
|
12.5K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
114+ 3.79% |
$99.6K - $113K
|
3.13K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-3- 0.03% |
$2.62K - $2.98K
|
11.4K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-69- 0.77% |
$60.3K - $68.6K
|
8.93K
$9.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-176- 0.48% |
$154K - $175K
|
36.2K
$38.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-58- 2.82% |
$50.7K - $57.7K
|
2K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.75% |
$21.8K - $24.9K
|
3.38K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-9- 0.7% |
$7.86K - $8.95K
|
1.28K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
22+ 0.57% |
$19.2K - $21.9K
|
3.85K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-91- 1.62% |
$79.5K - $90.5K
|
5.54K
$5.86M
|