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 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
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-303- 17.9% |
$278K - $301K
|
1.39K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.7K+ 10.12% |
$1.56M - $1.69M
|
18.5K
$16.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
82+ 1.24% |
$75.1K - $81.6K
|
6.7K
$6.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-211- 1.27% |
$193K - $210K
|
16.4K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 0.17% |
$9.16K - $9.95K
|
5.84K
$5.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-3- 0.39% |
$2.75K - $2.98K
|
757
$691K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-16- 1.92% |
$14.7K - $15.9K
|
818
$746K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
14+ 3.74% |
$12.8K - $13.9K
|
388
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-170- 33.4% |
$156K - $169K
|
339
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-26- 2.15% |
$23.8K - $25.9K
|
1.19K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-287- 0.82% |
$263K - $285K
|
34.7K
$31.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20New |
$18.3K - $19.9K
|
20
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
250+ 69.83% |
$229K - $249K
|
608
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-14- 0.63% |
$12.8K - $13.9K
|
2.23K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
70+ 9.07% |
$64.1K - $69.6K
|
842
$768K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-77- 5.06% |
$70.5K - $76.6K
|
1.45K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 2.67% |
$5.5K - $5.97K
|
231
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-904- 68.17% |
$828K - $899K
|
422
$385K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
39+ 4.27% |
$35.7K - $38.8K
|
953
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2- 0.19% |
$1.83K - $1.99K
|
1.04K
$953K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9- 1.07% |
$8.24K - $8.95K
|
829
$757K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
13+ 3.72% |
$11.9K - $12.9K
|
362
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
414+ 13.66% |
$379K - $412K
|
3.44K
$3.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-29- 1.98% |
$26.6K - $28.8K
|
1.44K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-17- 6.91% |
$15.6K - $16.9K
|
229
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
10+ 1.02% |
$9.16K - $9.95K
|
992
$905K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
128+ 14.63% |
$117K - $127K
|
1K
$915K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
17+ 2.58% |
$15.6K - $16.9K
|
675
$616K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.94K- 10.63% |
$7.27M - $7.89M
|
66.7K
$60.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.3% |
$3.66K - $3.98K
|
1.36K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
113New |
$104K - $112K
|
113
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
242+ 44.49% |
$222K - $241K
|
786
$717K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 2.09% |
$1.33M - $1.44M
|
70.7K
$64.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
11+ 0.42% |
$10.1K - $10.9K
|
2.65K
$2.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 1.38% |
$22.9K - $24.9K
|
1.84K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
100+ 1.67% |
$91.6K - $99.5K
|
6.09K
$5.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
202+ 16.78% |
$185K - $201K
|
1.41K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-41- 15.71% |
$37.6K - $40.8K
|
220
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
115+ 0.5% |
$105K - $114K
|
22.9K
$20.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-51- 13.01% |
$46.7K - $50.7K
|
341
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.11% |
$916 - $995
|
918
$838K
|
|