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 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.15% |
$874 - $995
|
674
$716K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-326- 0.89% |
$285K - $324K
|
36.2K
$38.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
133+ 4.2% |
$116K - $132K
|
3.3K
$3.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
19+ 0.9% |
$16.6K - $18.9K
|
2.13K
$2.26M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
550+ 2.84% |
$480K - $547K
|
19.9K
$21.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5+ 0.23% |
$4.37K - $4.97K
|
2.15K
$2.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
119+ 47.22% |
$104K - $118K
|
371
$394K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
8+ 0.4% |
$6.99K - $7.96K
|
2.02K
$2.14M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-39- 2.05% |
$34.1K - $38.8K
|
1.86K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
266New |
$232K - $265K
|
266
$282K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-137- 0.23% |
$120K - $136K
|
59.5K
$63.1M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 5.02% |
$87.4K - $99.5K
|
1.89K
$2.01M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
131+ 7.96% |
$114K - $130K
|
1.78K
$1.89M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.59K+ 15.4% |
$1.39M - $1.58M
|
11.9K
$12.7M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-45- 4.67% |
$39.3K - $44.8K
|
918
$975K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5- 0.25% |
$4.37K - $4.97K
|
2K
$2.12M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-7- 0.81% |
$6.12K - $6.96K
|
861
$914K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
60+ 25.97% |
$52.4K - $59.7K
|
291
$309K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-52- 9.0% |
$45.4K - $51.7K
|
526
$559K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
362New |
$316K - $360K
|
362
$384K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
154+ 32.56% |
$135K - $153K
|
627
$666K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1K+ 15.03% |
$874K - $996K
|
7.66K
$8.14M
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-67- 9.41% |
$53.7K - $61.4K
|
645
$685K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
151K+ 90.8% |
$121M - $138M
|
317K
$337M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-4- 2.05% |
$3.21K - $3.67K
|
191
$203K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-9- 0.41% |
$7.22K - $8.25K
|
2.2K
$2.34M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-13- 3.22% |
$10.4K - $11.9K
|
391
$415K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
6+ 0.03% |
$4.81K - $5.5K
|
22.3K
$23.7M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-252- 18.31% |
$202K - $231K
|
1.12K
$1.19M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-21- 1.46% |
$16.8K - $19.3K
|
1.42K
$1.51M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
50+ 12.02% |
$40.1K - $45.9K
|
466
$495K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-174K- 4.63% |
$139M - $159M
|
3.58M
$3.8B
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.49K- 12.82% |
$2.8M - $3.2M
|
23.7K
$25.2M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-112- 6.96% |
$89.8K - $103K
|
1.5K
$1.59M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
PUT |
-99- 99.0% |
$79.4K - $90.8K
|
1
$1.06K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-60- 2.06% |
$48.1K - $55K
|
2.86K
$3.03M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
162+ 4.27% |
$130K - $149K
|
3.95K
$4.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
10.8KNew |
$8.63M - $9.87M
|
10.8K
$11.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
307+ 12.83% |
$246K - $282K
|
2.7K
$2.87M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
26+ 1.14% |
$20.8K - $23.8K
|
2.3K
$2.44M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.08K- 12.17% |
$868K - $992K
|
7.81K
$8.29M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.94K- 3.05% |
$2.35M - $2.69M
|
93.5K
$99.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
4+ 0.11% |
$3.21K - $3.67K
|
3.7K
$3.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-39K- 76.44% |
$31.2M - $35.7M
|
12K
$12.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-285- 39.69% |
$229K - $261K
|
433
$460K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-74- 2.67% |
$59.3K - $67.9K
|
2.7K
$2.86M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
244New |
$196K - $224K
|
244
$259K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11+ 0.3% |
$8.82K - $10.1K
|
3.65K
$3.87M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-868- 8.88% |
$696K - $796K
|
8.91K
$9.46M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 2.0% |
$126K - $144K
|
8K
$8.49M
|
|