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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-82- 8.57% |
$75.1K - $81.6K
|
875
$799K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
267+ 9.57% |
$245K - $266K
|
3.06K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-71- 3.96% |
$65K - $70.6K
|
1.72K
$1.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4- 0.33% |
$3.66K - $3.98K
|
1.2K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
4+ 0.63% |
$3.66K - $3.98K
|
640
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-45- 2.05% |
$41.2K - $44.8K
|
2.15K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1+ 0.33% |
$916 - $995
|
304
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-474- 10.65% |
$434K - $471K
|
3.98K
$3.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-155- 0.88% |
$142K - $154K
|
17.5K
$15.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-76- 11.6% |
$69.6K - $75.6K
|
579
$528K
|
|
|
Nov 05, 2025
Q3 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 1.57% |
$39.4K - $42.8K
|
2.79K
$2.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14+ 0.82% |
$12.8K - $13.9K
|
1.73K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
1.5K+ 19.12% |
$1.37M - $1.49M
|
9.35K
$8.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-165- 37.33% |
$151K - $164K
|
277
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
39+ 3.65% |
$35.7K - $38.8K
|
1.11K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-510- 3.38% |
$467K - $507K
|
14.6K
$13.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.74K- 27.28% |
$2.51M - $2.72M
|
7.3K
$6.66M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
656New |
$601K - $652K
|
656
$599K
|
|
|
Nov 05, 2025
Q3 2025
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-72- 6.54% |
$65.9K - $71.6K
|
1.03K
$939K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-175- 23.97% |
$160K - $174K
|
555
$506K
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
8+ 0.15% |
$7.33K - $7.96K
|
5.24K
$4.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
194+ 22.1% |
$178K - $193K
|
1.07K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
213+ 7.16% |
$195K - $212K
|
3.19K
$2.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
181+ 1.44% |
$166K - $180K
|
12.7K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-131K- 24.3% |
$120M - $130M
|
408K
$372M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22+ 3.48% |
$20.2K - $21.9K
|
655
$598K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.08K- 56.41% |
$6.49M - $7.04M
|
5.47K
$5M
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
329+ 2.38% |
$301K - $327K
|
14.1K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 22.15% |
$1.22M - $1.32M
|
7.34K
$6.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
30+ 3.54% |
$27.5K - $29.8K
|
877
$800K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11+ 1.71% |
$10.1K - $10.9K
|
655
$598K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
58+ 8.77% |
$53.1K - $57.7K
|
719
$656K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
83+ 0.68% |
$76K - $82.5K
|
12.3K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
256New |
$234K - $255K
|
256
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
15+ 1.29% |
$13.7K - $14.9K
|
1.18K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
10+ 3.46% |
$9.16K - $9.95K
|
299
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
391+ 2.59% |
$358K - $389K
|
15.5K
$14.1M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
234+ 8.05% |
$214K - $233K
|
3.14K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
15+ 4.63% |
$13.7K - $14.9K
|
339
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
81+ 1.8% |
$74.2K - $80.6K
|
4.57K
$4.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$916 - $995
|
1.09K
$998K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-1.85K- 4.91% |
$1.7M - $1.84M
|
35.9K
$32.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-126K- 18.51% |
$116M - $125M
|
555K
$507M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-3.42K- 6.48% |
$3.14M - $3.41M
|
49.4K
$45.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-171- 10.64% |
$157K - $170K
|
1.44K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-108- 5.46% |
$98.9K - $107K
|
1.87K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
17+ 0.38% |
$15.6K - $16.9K
|
4.52K
$4.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
84+ 31.58% |
$76.9K - $83.5K
|
350
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
907+ 10.92% |
$831K - $902K
|
9.21K
$8.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.04K- 2.17% |
$1.87M - $2.03M
|
91.7K
$83.7M
|
|