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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
383+ 3.27% |
$351K - $381K
|
12.1K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5+ 0.52% |
$4.58K - $4.97K
|
959
$875K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-275- 3.99% |
$252K - $274K
|
6.61K
$6.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
341+ 24.53% |
$312K - $339K
|
1.73K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.41K+ 193.79% |
$1.29M - $1.4M
|
2.13K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 4.05% |
$51.3K - $55.7K
|
1.44K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5.17K+ 73.22% |
$4.74M - $5.14M
|
12.2K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-215- 3.65% |
$197K - $214K
|
5.67K
$5.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.02K+ 12.52% |
$2.77M - $3.01M
|
27.2K
$24.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
53+ 5.48% |
$48.5K - $52.7K
|
1.02K
$931K
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-304- 1.15% |
$278K - $302K
|
26.1K
$23.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
261+ 1.75% |
$239K - $260K
|
15.2K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-1.18K- 1.63% |
$1.08M - $1.18M
|
71.4K
$65.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-474- 43.29% |
$434K - $471K
|
621
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
74+ 14.29% |
$67.8K - $73.6K
|
592
$540K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-44- 2.36% |
$40.3K - $43.8K
|
1.82K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
SELL
|
- |
-18- 1.34% |
$16.5K - $17.9K
|
1.33K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-134- 1.03% |
$123K - $133K
|
12.9K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
13+ 5.99% |
$11.9K - $12.9K
|
230
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-312- 10.92% |
$286K - $310K
|
2.55K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-3- 0.72% |
$2.75K - $2.98K
|
412
$376K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-146- 0.41% |
$134K - $145K
|
35.5K
$32.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.8K+ 20.54% |
$13.5M - $14.7M
|
86.7K
$79.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-283- 7.64% |
$259K - $281K
|
3.42K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
62+ 2.28% |
$56.8K - $61.7K
|
2.78K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
467+ 2.26% |
$428K - $464K
|
21.1K
$19.3M
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
4+ 1.12% |
$3.66K - $3.98K
|
362
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.16% |
$2.75K - $2.98K
|
1.93K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
5+ 0.87% |
$4.58K - $4.97K
|
581
$530K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.74% |
$4.58K - $4.97K
|
681
$621K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-239- 2.04% |
$219K - $238K
|
11.5K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
SELL
|
- |
-5- 1.43% |
$4.58K - $4.97K
|
345
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13+ 2.76% |
$11.9K - $12.9K
|
484
$442K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
357+ 6.27% |
$327K - $355K
|
6.05K
$5.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.17K+ 53.86% |
$7.48M - $8.12M
|
23.3K
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
35+ 1.52% |
$32.1K - $34.8K
|
2.34K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
BUY
|
- |
57+ 0.99% |
$52.2K - $56.7K
|
5.8K
$5.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.29K+ 11.45% |
$1.18M - $1.28M
|
12.5K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-178- 3.47% |
$163K - $177K
|
4.95K
$4.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-10- 0.71% |
$9.16K - $9.95K
|
1.4K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
SELL
|
- |
-166- 0.79% |
$152K - $165K
|
20.9K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
35+ 1.36% |
$32.1K - $34.8K
|
2.61K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-37- 1.43% |
$33.9K - $36.8K
|
2.55K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
585New |
$536K - $582K
|
585
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-101- 0.65% |
$92.5K - $100K
|
15.4K
$14M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2- 0.13% |
$1.83K - $1.99K
|
1.49K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
328+ 61.08% |
$300K - $326K
|
865
$789K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.2K+ 9.48% |
$1.1M - $1.19M
|
13.8K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40.4K+ 31.27% |
$37M - $40.1M
|
169K
$155M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-10- 1.81% |
$9.16K - $9.95K
|
543
$496K
|
|