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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
300New |
$211K - $261K
|
300
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
84New |
$59.2K - $73.1K
|
84
$85.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
238New |
$168K - $207K
|
238
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.02KNew |
$1.43M - $1.76M
|
2.02K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 1.63% |
$7.05K - $8.71K
|
622
$636K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
160+ 8.81% |
$113K - $139K
|
1.98K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
1.46KNew |
$1.03M - $1.27M
|
1.46K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7+ 2.28% |
$4.93K - $6.1K
|
314
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-32- 4.51% |
$22.6K - $27.9K
|
677
$692K
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.07K+ 216.5% |
$2.16M - $2.67M
|
4.49K
$4.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
8.76K+ 205.23% |
$6.17M - $7.62M
|
13K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11New |
$7.75K - $9.58K
|
11
$11.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-55- 48.25% |
$38.8K - $47.9K
|
59
$60.3K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.78% |
$705 - $871
|
130
$133K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
6+ 46.15% |
$4.23K - $5.22K
|
19
$19.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-1.26K- 35.97% |
$888K - $1.1M
|
2.24K
$2.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
59New |
$41.6K - $51.4K
|
59
$60.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-99- 4.24% |
$69.8K - $86.2K
|
2.24K
$2.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-100- 9.0% |
$70.5K - $87.1K
|
1.01K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-40- 8.7% |
$28.2K - $34.8K
|
420
$429K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-10- 3.34% |
$7.05K - $8.71K
|
289
$295K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8+ 28.57% |
$5.64K - $6.97K
|
36
$36.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-127- 2.08% |
$89.5K - $111K
|
5.98K
$6.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
250New |
$176K - $218K
|
250
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
814+ 22.5% |
$574K - $709K
|
4.43K
$4.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 3.36% |
$23.3K - $28.7K
|
1.02K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-30- 8.43% |
$21.1K - $26.1K
|
326
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
62New |
$43.7K - $54K
|
62
$63.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-7- 1.63% |
$4.93K - $6.1K
|
423
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
225+ 0.31% |
$159K - $196K
|
73K
$74.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 1.94% |
$19.7K - $24.4K
|
1.47K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
259New |
$183K - $226K
|
259
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-150- 12.02% |
$106K - $131K
|
1.1K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
294New |
$207K - $256K
|
294
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
300New |
$211K - $261K
|
300
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.38K+ 4.32% |
$975K - $1.2M
|
33.4K
$34.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$705 - $871
|
968
$989K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.33% |
$705 - $871
|
300
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-65- 15.19% |
$45.8K - $56.6K
|
363
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$7.05K - $8.71K
|
10
$10.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-902- 76.18% |
$636K - $785K
|
282
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-225- 1.61% |
$159K - $196K
|
13.7K
$14M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-115- 2.1% |
$81.1K - $100K
|
5.37K
$5.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-270- 7.14% |
$190K - $235K
|
3.51K
$3.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-283- 13.22% |
$199K - $246K
|
1.86K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1+ 0.07% |
$705 - $871
|
1.37K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
8+ 26.67% |
$5.64K - $6.97K
|
38
$38.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-400- 14.29% |
$282K - $348K
|
2.4K
$2.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5New |
$3.52K - $4.35K
|
5
$5.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
151+ 0.28% |
$106K - $131K
|
54.7K
$55.9M
|