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 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19+ 1.86% |
$16.6K - $18.9K
|
1.04K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 7.6% |
$320K - $364K
|
4.45K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-20- 0.33% |
$17.5K - $19.9K
|
6.09K
$6.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
31+ 3.58% |
$27.1K - $30.8K
|
897
$949K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-495- 3.36% |
$432K - $492K
|
14.3K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-3.55K- 45.44% |
$3.1M - $3.53M
|
4.27K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-386- 0.8% |
$337K - $384K
|
47.8K
$50.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3.9K- 37.86% |
$3.41M - $3.88M
|
6.4K
$6.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
29+ 0.85% |
$25.3K - $28.8K
|
3.44K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
55+ 18.21% |
$48K - $54.7K
|
357
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.87% |
$9.61K - $10.9K
|
1.27K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.59K+ 8.41% |
$1.39M - $1.58M
|
20.5K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-385- 0.75% |
$336K - $383K
|
51.1K
$54.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269+ 4.49% |
$235K - $268K
|
6.25K
$6.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-51- 6.9% |
$44.6K - $50.7K
|
688
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
122+ 7.52% |
$107K - $121K
|
1.75K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 2.41% |
$13.1K - $14.9K
|
608
$643K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.2% |
$874 - $995
|
491
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.87K- 11.71% |
$4.26M - $4.85M
|
36.7K
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
470+ 6.08% |
$411K - $468K
|
8.2K
$8.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-62- 4.4% |
$54.2K - $61.7K
|
1.35K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.62% |
$4.37K - $4.97K
|
800
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-8- 0.93% |
$6.99K - $7.96K
|
854
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
242+ 8.79% |
$211K - $241K
|
3K
$3.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
187+ 2.9% |
$163K - $186K
|
6.63K
$7.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.11K+ 6.23% |
$973K - $1.11M
|
19K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
47+ 5.4% |
$41.1K - $46.8K
|
917
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26+ 3.77% |
$22.7K - $25.9K
|
716
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
135+ 7.29% |
$118K - $134K
|
1.99K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16+ 4.31% |
$14K - $15.9K
|
387
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
120+ 29.34% |
$105K - $119K
|
529
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.36% |
$4.37K - $4.97K
|
1.38K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-87- 2.11% |
$76K - $86.5K
|
4.04K
$4.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-505- 37.94% |
$441K - $502K
|
826
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-155- 23.41% |
$135K - $154K
|
507
$537K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-2- 0.65% |
$1.75K - $1.99K
|
304
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-52- 1.11% |
$45.4K - $51.7K
|
4.62K
$4.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
157+ 0.4% |
$137K - $156K
|
39.5K
$41.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-362- 4.68% |
$316K - $360K
|
7.38K
$7.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-15- 0.27% |
$13.1K - $14.9K
|
5.61K
$5.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
249New |
$218K - $248K
|
249
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-24- 3.65% |
$21K - $23.9K
|
634
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-332- 2.82% |
$290K - $330K
|
11.5K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
129+ 15.39% |
$113K - $128K
|
967
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
42+ 3.89% |
$36.7K - $41.8K
|
1.12K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53+ 0.52% |
$46.3K - $52.7K
|
10.3K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.7% |
$10.5K - $11.9K
|
1.72K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.92KNew |
$1.68M - $1.91M
|
1.92K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
336New |
$294K - $334K
|
336
$356K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
151+ 0.81% |
$132K - $150K
|
18.7K
$19.8M
|