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 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
86+ 1.44% |
$75.1K - $85.5K
|
6.05K
$6.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1- 0.18% |
$874 - $995
|
564
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-62- 1.32% |
$54.2K - $61.7K
|
4.63K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
408New |
$356K - $406K
|
408
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
7+ 1.41% |
$6.12K - $6.96K
|
503
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.42% |
$874 - $995
|
238
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$3.49K - $3.98K
|
907
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
25+ 3.58% |
$21.8K - $24.9K
|
723
$765K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-53- 0.25% |
$46.3K - $52.7K
|
21.5K
$22.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-50- 6.62% |
$43.7K - $49.7K
|
705
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
235+ 0.66% |
$205K - $234K
|
35.8K
$37.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8.28K- 7.85% |
$7.23M - $8.23M
|
97.1K
$103M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-488- 22.98% |
$426K - $485K
|
1.64K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
501+ 4.93% |
$438K - $498K
|
10.7K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67+ 3.45% |
$58.5K - $66.6K
|
2.01K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
918+ 4.86% |
$802K - $913K
|
19.8K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 1.15% |
$3.49K - $3.98K
|
352
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.21K+ 31.45% |
$1.06M - $1.21M
|
5.07K
$5.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$2.62K - $2.98K
|
3.77K
$3.99M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
246+ 5.04% |
$215K - $245K
|
5.13K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
837+ 28.67% |
$731K - $833K
|
3.76K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.4% |
$1.75K - $1.99K
|
504
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
73+ 1.91% |
$63.8K - $72.6K
|
3.89K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.83% |
$6.12K - $6.96K
|
854
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
6+ 0.13% |
$5.24K - $5.97K
|
4.63K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
147+ 7.47% |
$128K - $146K
|
2.12K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
104+ 1.49% |
$90.9K - $103K
|
7.1K
$7.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$87.4K - $99.5K
|
100
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-559- 15.65% |
$488K - $556K
|
3.01K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3+ 1.04% |
$2.62K - $2.98K
|
292
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-12- 0.92% |
$10.5K - $11.9K
|
1.29K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
63New |
$55K - $62.7K
|
63
$66.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
166New |
$145K - $165K
|
166
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.76K+ 6.37% |
$5.03M - $5.73M
|
96.1K
$102M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-171- 20.0% |
$149K - $170K
|
684
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
81+ 11.07% |
$70.8K - $80.6K
|
813
$860K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
219+ 24.09% |
$191K - $218K
|
1.13K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
710+ 9.48% |
$620K - $706K
|
8.2K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
533+ 3.15% |
$466K - $530K
|
17.4K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
15+ 0.67% |
$13.1K - $14.9K
|
2.25K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
310+ 3.75% |
$271K - $308K
|
8.58K
$9.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
818+ 6.1% |
$715K - $814K
|
14.2K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 1.96% |
$14K - $15.9K
|
832
$881K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-76- 11.28% |
$66.4K - $75.6K
|
598
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
520New |
$454K - $517K
|
520
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7+ 0.03% |
$6.12K - $6.96K
|
25.5K
$27M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
37+ 0.89% |
$32.3K - $36.8K
|
4.19K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.76K+ 37.91% |
$1.54M - $1.75M
|
6.4K
$6.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
504+ 0.36% |
$440K - $501K
|
139K
$148M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-68- 13.85% |
$59.4K - $67.6K
|
423
$448K
|