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 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.87KNew |
$2.63M - $2.86M
|
2.87K
$2.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
82+ 1.22% |
$75.1K - $81.6K
|
6.82K
$6.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-53- 52.48% |
$48.5K - $52.7K
|
48
$43.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-171- 10.85% |
$157K - $170K
|
1.41K
$1.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
168+ 0.17% |
$154K - $167K
|
98.8K
$90.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14+ 0.54% |
$12.8K - $13.9K
|
2.59K
$2.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
5.75K+ 575.0% |
$5.27M - $5.72M
|
6.75K
$6.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
312+ 23.39% |
$286K - $310K
|
1.65K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 6.45% |
$7.33K - $7.96K
|
132
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-5- 7.81% |
$4.58K - $4.97K
|
59
$53.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.91% |
$41.2K - $44.8K
|
2.32K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
55+ 0.97% |
$50.4K - $54.7K
|
5.73K
$5.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
111+ 16.3% |
$102K - $110K
|
792
$723K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-52- 0.64% |
$47.6K - $51.7K
|
8.14K
$7.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
318+ 0.56% |
$291K - $316K
|
56.6K
$51.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
364+ 14.78% |
$333K - $362K
|
2.83K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
72+ 18.7% |
$65.9K - $71.6K
|
457
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
50+ 0.66% |
$45.8K - $49.7K
|
7.61K
$6.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-1- 0.44% |
$916 - $995
|
226
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
354+ 1.01% |
$324K - $352K
|
35.5K
$32.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
171+ 5.11% |
$157K - $170K
|
3.52K
$3.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
435+ 9.48% |
$398K - $433K
|
5.03K
$4.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-29- 9.48% |
$26.6K - $28.8K
|
277
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-103- 28.14% |
$94.3K - $102K
|
263
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-446- 1.14% |
$409K - $444K
|
38.5K
$35.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
20+ 18.02% |
$18.3K - $19.9K
|
131
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.22K+ 4.74% |
$2.04M - $2.21M
|
49.2K
$44.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
197+ 2.72% |
$180K - $196K
|
7.43K
$6.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-655- 22.72% |
$600K - $651K
|
2.23K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-66- 19.3% |
$60.5K - $65.6K
|
276
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
68+ 12.21% |
$62.3K - $67.6K
|
625
$570K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.88K- 7.99% |
$1.72M - $1.87M
|
21.6K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
CALL |
-100- 11.11% |
$91.6K - $99.5K
|
800
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
72+ 2.91% |
$65.9K - $71.6K
|
2.55K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
73+ 2.39% |
$66.9K - $72.6K
|
3.13K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-217- 11.7% |
$199K - $216K
|
1.64K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-5- 0.24% |
$4.58K - $4.97K
|
2.08K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
50.5K+ 8.66% |
$46.2M - $50.2M
|
633K
$578M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-232- 2.12% |
$213K - $231K
|
10.7K
$9.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-598- 10.95% |
$548K - $595K
|
4.86K
$4.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
230+ 6.5% |
$211K - $229K
|
3.77K
$3.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 7.14% |
$91.6K - $99.5K
|
1.5K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
465New |
$426K - $462K
|
465
$424K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-363- 83.45% |
$332K - $361K
|
72
$65.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$2.75K - $2.98K
|
464
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-11- 1.24% |
$10.1K - $10.9K
|
876
$799K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3+ 0.07% |
$2.75K - $2.98K
|
4.53K
$4.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 1.34% |
$68.7K - $74.6K
|
5.69K
$5.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1- 0.43% |
$916 - $995
|
232
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 7.54% |
$45.8K - $49.7K
|
613
$559K
|
|