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 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
37+ 6.17% |
$29.7K - $33.9K
|
637
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12- 20.34% |
$9.62K - $11K
|
47
$42.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 4.51% |
$4.81K - $5.5K
|
139
$126K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-52.8K- 91.05% |
$42.4M - $48.4M
|
5.19K
$4.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-192- 81.7% |
$154K - $176K
|
43
$39.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
248New |
$199K - $227K
|
248
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 20.83% |
$12K - $13.8K
|
87
$79.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-330- 0.38% |
$265K - $303K
|
87.3K
$79.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8+ 0.44% |
$6.41K - $7.34K
|
1.83K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 25.81% |
$6.41K - $7.34K
|
39
$35.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-30- 0.44% |
$24.1K - $27.5K
|
6.81K
$6.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16+ 1.17% |
$12.8K - $14.7K
|
1.39K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16- 3.59% |
$12.8K - $14.7K
|
430
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-30- 2.79% |
$24.1K - $27.5K
|
1.04K
$949K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9- 1.69% |
$7.22K - $8.25K
|
522
$475K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-108- 2.35% |
$86.6K - $99K
|
4.49K
$4.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
273New |
$219K - $250K
|
273
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.64K- 96.55% |
$5.32M - $6.09M
|
237
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-229- 12.41% |
$184K - $210K
|
1.62K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
329+ 11.65% |
$264K - $302K
|
3.15K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.26% |
$802 - $917
|
389
$354K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
30+ 2.68% |
$24.1K - $27.5K
|
1.15K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
507New |
$407K - $465K
|
507
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-300- 42.86% |
$241K - $275K
|
400
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 2.14% |
$15.4M - $17.6M
|
876K
$797M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.09K+ 0.79% |
$2.48M - $2.83M
|
397K
$361M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
200New |
$160K - $183K
|
200
$182K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-33- 13.81% |
$26.5K - $30.3K
|
206
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
90+ 37.04% |
$72.2K - $82.5K
|
333
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-11- 50.0% |
$8.82K - $10.1K
|
11
$10K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-95- 5.63% |
$76.2K - $87.1K
|
1.59K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
10+ 0.63% |
$8.02K - $9.17K
|
1.6K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-163- 10.55% |
$131K - $149K
|
1.38K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
231New |
$185K - $212K
|
231
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
165New |
$132K - $151K
|
165
$150K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-56- 16.42% |
$44.9K - $51.4K
|
285
$259K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
226New |
$181K - $207K
|
226
$205K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
14+ 3.5% |
$11.2K - $12.8K
|
414
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-128- 35.07% |
$103K - $117K
|
237
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-778Closed |
$624K - $713K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
67+ 6.57% |
$53.7K - $61.4K
|
1.09K
$988K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 0.64% |
$5.61K - $6.42K
|
1.09K
$987K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18- 2.34% |
$14.4K - $16.5K
|
750
$682K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16- 11.85% |
$12.8K - $14.7K
|
119
$108K
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-2.7K- 10.27% |
$2.16M - $2.48M
|
23.6K
$21.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
172+ 5.58% |
$138K - $158K
|
3.26K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.64% |
$4.01K - $4.59K
|
788
$716K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
12+ 4.69% |
$9.62K - $11K
|
268
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 9.29% |
$80.2K - $91.7K
|
977
$888K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-24- 2.3% |
$19.2K - $22K
|
1.02K
$928K
|