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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
177+ 78.32% |
$161K - $187K
|
403
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4+ 0.42% |
$3.63K - $4.23K
|
959
$875K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.14K- 6.84% |
$2.85M - $3.32M
|
42.8K
$39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-265- 32.72% |
$241K - $280K
|
545
$497K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13+ 9.15% |
$11.8K - $13.7K
|
155
$141K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-31- 1.26% |
$28.2K - $32.8K
|
2.43K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
300+ 1.02% |
$272K - $317K
|
29.7K
$27.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.27K- 64.13% |
$1.16M - $1.35M
|
712
$650K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
PUT |
300New |
$272K - $317K
|
300
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 0.52% |
$19.1K - $22.2K
|
4.07K
$3.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 2.08% |
$2.72K - $3.17K
|
147
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
31New |
$28.2K - $32.8K
|
31
$28.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.49KNew |
$4.08M - $4.75M
|
4.49K
$4.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
385New |
$350K - $407K
|
385
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
129+ 6.45% |
$117K - $136K
|
2.13K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
52+ 2.5% |
$47.2K - $55K
|
2.13K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-10- 0.79% |
$9.08K - $10.6K
|
1.25K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-7.78K- 14.27% |
$7.07M - $8.22M
|
46.7K
$42.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 2.1% |
$45.4K - $52.8K
|
2.34K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-58- 16.81% |
$52.7K - $61.3K
|
287
$262K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-50- 19.53% |
$45.4K - $52.8K
|
206
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46+ 8.93% |
$41.8K - $48.6K
|
561
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-609- 11.71% |
$553K - $644K
|
4.59K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-470- 21.73% |
$427K - $497K
|
1.69K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3+ 1.16% |
$2.72K - $3.17K
|
262
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.81K+ 10.53% |
$1.64M - $1.91M
|
19K
$17.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
100+ 13.77% |
$90.8K - $106K
|
826
$754K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
224New |
$203K - $237K
|
224
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
48New |
$43.6K - $50.7K
|
48
$43.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
58+ 11.05% |
$52.7K - $61.3K
|
583
$532K
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
711New |
$646K - $751K
|
711
$649K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1- 0.54% |
$908 - $1.06K
|
183
$167K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-29- 0.48% |
$26.3K - $30.6K
|
5.99K
$5.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
20New |
$18.2K - $21.1K
|
20
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2+ 0.55% |
$1.82K - $2.11K
|
366
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 37.0% |
$363K - $423K
|
681
$621K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-5- 0.61% |
$4.54K - $5.28K
|
817
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40+ 10.44% |
$36.3K - $42.3K
|
423
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
15+ 2.52% |
$13.6K - $15.9K
|
610
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-741- 95.0% |
$673K - $783K
|
39
$35.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-7- 0.5% |
$6.36K - $7.4K
|
1.4K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Crystal Rock Capital Management
|
BUY
|
- |
2.16KNew |
$1.96M - $2.28M
|
2.16K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-2K- 25.64% |
$1.82M - $2.11M
|
5.8K
$5.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
971New |
$882K - $1.03M
|
971
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-609- 74.54% |
$553K - $644K
|
208
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
1.45KNew |
$1.31M - $1.53M
|
1.45K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52+ 7.64% |
$47.2K - $55K
|
733
$669K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-22- 13.41% |
$20K - $23.3K
|
142
$130K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
252+ 3.76% |
$229K - $266K
|
6.95K
$6.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
884New |
$803K - $934K
|
884
$807K
|
|