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 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-128- 35.07% |
$103K - $117K
|
237
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-778Closed |
$624K - $713K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.2K- 3.28% |
$2.57M - $2.94M
|
94.5K
$98.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$53.7K - $61.4K
|
1.09K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.64% |
$5.61K - $6.42K
|
1.09K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18- 2.34% |
$14.4K - $16.5K
|
750
$783K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.39% |
$5.61K - $6.42K
|
1.81K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16- 11.85% |
$12.8K - $14.7K
|
119
$124K
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-2.7K- 10.27% |
$2.16M - $2.48M
|
23.6K
$24.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
196+ 13.4% |
$157K - $180K
|
1.66K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.64% |
$4.01K - $4.59K
|
788
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 3.23% |
$168K - $193K
|
6.29K
$6.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
42+ 6.6% |
$33.7K - $38.5K
|
678
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 4.69% |
$9.62K - $11K
|
268
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-318- 1.44% |
$255K - $292K
|
21.7K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 9.29% |
$80.2K - $91.7K
|
977
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24- 2.3% |
$19.2K - $22K
|
1.02K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.96K+ 152.81% |
$5.58M - $6.38M
|
11.5K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-23- 1.68% |
$18.4K - $21.1K
|
1.35K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-106- 1.71% |
$85K - $97.2K
|
6.08K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9+ 8.74% |
$7.22K - $8.25K
|
112
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-60- 3.21% |
$48.1K - $55K
|
1.81K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
22+ 3.26% |
$17.6K - $20.2K
|
697
$728K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
305+ 4.0% |
$245K - $280K
|
7.94K
$8.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.61K+ 12.98% |
$1.29M - $1.47M
|
14K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
515New |
$413K - $472K
|
515
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
10+ 11.11% |
$8.02K - $9.17K
|
100
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.09% |
$802 - $917
|
1.1K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
232New |
$186K - $213K
|
232
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
926+ 18.29% |
$742K - $849K
|
5.99K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.15% |
$802 - $917
|
678
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-373- 44.72% |
$299K - $342K
|
461
$481K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
508+ 43.12% |
$407K - $466K
|
1.69K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 5.3% |
$9.04M - $10.3M
|
224K
$234M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-85- 1.57% |
$68.2K - $77.9K
|
5.33K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-200- 6.8% |
$160K - $183K
|
2.74K
$2.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
69+ 23.79% |
$55.3K - $63.3K
|
359
$375K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
80New |
$64.1K - $73.4K
|
80
$83.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
964New |
$773K - $884K
|
964
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-570- 4.49% |
$457K - $523K
|
12.1K
$12.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 2.82% |
$5.61K - $6.42K
|
255
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-516- 7.9% |
$414K - $473K
|
6.02K
$6.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
43+ 5.09% |
$34.5K - $39.4K
|
887
$926K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9+ 2.41% |
$7.22K - $8.25K
|
383
$400K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4+ 1.63% |
$3.21K - $3.67K
|
250
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
120+ 0.36% |
$96.2K - $110K
|
33.4K
$34.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
BUY
|
- |
5+ 0.1% |
$4.01K - $4.59K
|
5.21K
$5.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-500- 1.68% |
$401K - $459K
|
29.2K
$30.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|