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 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
497+ 17.1% |
$455K - $494K
|
3.4K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
158+ 8.13% |
$145K - $157K
|
2.1K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-93- 1.33% |
$85.2K - $92.5K
|
6.9K
$6.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.26K+ 0.69% |
$7.56M - $8.21M
|
1.21M
$1.1B
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-3- 0.17% |
$2.75K - $2.98K
|
1.77K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
3+ 0.17% |
$2.75K - $2.98K
|
1.81K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
2+ 0.14% |
$1.83K - $1.99K
|
1.4K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
123+ 1.3% |
$113K - $122K
|
9.59K
$8.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-458- 41.71% |
$420K - $456K
|
640
$584K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
327New |
$300K - $325K
|
327
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
156+ 0.33% |
$143K - $155K
|
47.3K
$43.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-250- 15.85% |
$229K - $249K
|
1.33K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-992- 23.57% |
$909K - $987K
|
3.22K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
71+ 6.22% |
$65K - $70.6K
|
1.21K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
96+ 1.91% |
$87.9K - $95.5K
|
5.13K
$4.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.8K+ 16.66% |
$16.3M - $17.7M
|
125K
$114M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
28+ 0.43% |
$25.6K - $27.8K
|
6.61K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.08% |
$916 - $995
|
1.24K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
112+ 4.8% |
$103K - $111K
|
2.45K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-10.2K- 74.98% |
$9.35M - $10.2M
|
3.41K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.76K- 3.0% |
$2.53M - $2.74M
|
89.1K
$81.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-21- 3.29% |
$19.2K - $20.9K
|
618
$564K
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
85+ 0.76% |
$77.9K - $84.5K
|
11.2K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
38+ 2.23% |
$34.8K - $37.8K
|
1.75K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-11- 0.25% |
$10.1K - $10.9K
|
4.31K
$3.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
73+ 0.48% |
$66.9K - $72.6K
|
15.3K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
PUT |
200New |
$183K - $199K
|
200
$183K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-3.06K- 5.19% |
$2.8M - $3.04M
|
55.9K
$51M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.1K+ 21.5% |
$15.7M - $17M
|
96.8K
$88.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
179+ 6.31% |
$164K - $178K
|
3.02K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
573+ 1.65% |
$525K - $570K
|
35.3K
$32.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-4- 1.48% |
$3.66K - $3.98K
|
267
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
40+ 13.56% |
$36.6K - $39.8K
|
335
$306K
|
|
|
Nov 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-5- 2.17% |
$4.58K - $4.97K
|
225
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-43- 1.8% |
$39.4K - $42.8K
|
2.35K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
114+ 5.77% |
$104K - $113K
|
2.09K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-20- 5.17% |
$18.3K - $19.9K
|
367
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.36K+ 55.88% |
$1.25M - $1.36M
|
3.81K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4- 1.06% |
$3.66K - $3.98K
|
373
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
87+ 0.71% |
$79.7K - $86.5K
|
12.3K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
477+ 9.28% |
$437K - $474K
|
5.62K
$5.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-31- 1.42% |
$28.4K - $30.8K
|
2.15K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-61.5K- 27.23% |
$56.3M - $61.2M
|
164K
$150M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-10.4K- 27.81% |
$9.53M - $10.3M
|
27K
$24.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 8.84% |
$35.7K - $38.8K
|
480
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.64K- 16.88% |
$3.34M - $3.62M
|
18K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-22- 3.53% |
$20.2K - $21.9K
|
601
$548K
|
|
|
Nov 04, 2025
Q3 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-700- 11.5% |
$641K - $696K
|
5.39K
$4.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.12K+ 4.89% |
$1.02M - $1.11M
|
24K
$21.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
11+ 3.74% |
$10.1K - $10.9K
|
305
$278K
|
|