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 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
242New |
$220K - $256K
|
242
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
30+ 150.0% |
$27.2K - $31.7K
|
50
$45.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-679- 71.78% |
$617K - $718K
|
267
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
289New |
$262K - $305K
|
289
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9+ 2.99% |
$8.17K - $9.51K
|
310
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.8K+ 58.27% |
$2.54M - $2.96M
|
7.61K
$6.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16K- 91.95% |
$14.5M - $16.9M
|
1.4K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6+ 2.59% |
$5.45K - $6.34K
|
238
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-50- 14.71% |
$45.4K - $52.8K
|
290
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-164- 0.75% |
$149K - $173K
|
21.7K
$19.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
697New |
$633K - $737K
|
697
$636K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6+ 1.49% |
$5.45K - $6.34K
|
410
$374K
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-142- 8.15% |
$129K - $150K
|
1.6K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
100New |
$90.8K - $106K
|
100
$91.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-34- 4.34% |
$30.9K - $35.9K
|
750
$684K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-30- 10.07% |
$27.2K - $31.7K
|
268
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6+ 2.35% |
$5.45K - $6.34K
|
261
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-41- 0.99% |
$37.2K - $43.3K
|
4.09K
$3.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
66+ 29.2% |
$59.9K - $69.8K
|
292
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
5+ 0.49% |
$4.54K - $5.28K
|
1.03K
$941K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.34% |
$908 - $1.06K
|
297
$271K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
8+ 2.9% |
$7.27K - $8.45K
|
284
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-2- 0.5% |
$1.82K - $2.11K
|
402
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
32+ 0.99% |
$29.1K - $33.8K
|
3.27K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
280New |
$254K - $296K
|
280
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
343New |
$311K - $362K
|
343
$313K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
367New |
$333K - $388K
|
367
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.29% |
$908 - $1.06K
|
343
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
60+ 23.53% |
$54.5K - $63.4K
|
315
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-893- 33.98% |
$811K - $944K
|
1.74K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
10+ 0.75% |
$9.08K - $10.6K
|
1.34K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2+ 0.78% |
$1.82K - $2.11K
|
257
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
97New |
$88.1K - $103K
|
97
$88.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
2.74K+ 61.01% |
$2.49M - $2.89M
|
7.23K
$6.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
8.02K+ 61.57% |
$7.28M - $8.47M
|
21K
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
111New |
$101K - $117K
|
111
$101K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.72% |
$6.36K - $7.4K
|
961
$877K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
128+ 0.78% |
$116K - $135K
|
16.5K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-1.64K- 10.66% |
$1.48M - $1.73M
|
13.7K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-14- 6.11% |
$12.7K - $14.8K
|
215
$196K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-96- 26.74% |
$87.2K - $101K
|
263
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.79% |
$1.82K - $2.11K
|
255
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.09% |
$4.54K - $5.28K
|
5.83K
$5.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7- 2.22% |
$6.36K - $7.4K
|
309
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
204New |
$185K - $216K
|
204
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
132+ 5.9% |
$120K - $140K
|
2.37K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.92K- 1.38% |
$3.56M - $4.14M
|
280K
$256M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$2.72K - $3.17K
|
3
$2.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
149New |
$135K - $157K
|
149
$136K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.43% |
$908 - $1.06K
|
233
$213K
|
|